Core Viewpoint - The article highlights the transformative changes in Henan's economy driven by strategic emerging industries and the digital transformation of traditional sectors, positioning Henan as a new competitive force in the global industrial landscape [1][4]. Group 1: Emerging Industries - Henan has established a leading position in the synthetic diamond industry, producing 95% of the world's single crystal synthetic diamonds and 56% of cultivated diamonds, with a total industry scale exceeding 15 billion yuan [2]. - The province has developed a complete industrial chain for superhard materials, centered around Zhengzhou, which has become a national advanced manufacturing cluster [2]. - In the titanium dioxide sector, Longbai Group has successfully implemented the "boiling chlorination method," enabling China to compete with international producers [3]. - The new energy vehicle sector in Henan is thriving, with companies like Yutong Bus and BYD establishing significant operations, leading to an expected annual production of over 700,000 vehicles by 2024 [4]. Group 2: Digital Transformation of Traditional Industries - Traditional industries in Henan are undergoing significant digital transformation, exemplified by Muyuan Foods' use of smart technology in pig farming, which has reduced costs to approximately 11.3 yuan per kilogram by 2025 [5]. - Zhongchuang Zhiling has transformed its identity from a coal machinery manufacturer to a leader in intelligent industrial solutions, significantly increasing profits in its automotive parts division [6][7]. - The coverage of intelligent applications among industrial enterprises in Henan reached 82.4% by 2024, showcasing the widespread adoption of digital technologies [7]. Group 3: Capital Market and Financial Support - The capital market plays a crucial role in supporting the growth of Henan's enterprises, with 77 private listed companies achieving a total market value of 1.42 trillion yuan by October 2025 [8][9]. - Mergers and acquisitions have been pivotal for industry consolidation, with significant transactions exceeding 30 billion yuan since the introduction of the "merger six articles" policy [9]. - Innovative financial services, such as the "Financial Salon," have facilitated over 425.6 billion yuan in loans to 368 enterprises, primarily benefiting private companies [10]. Group 4: Future Industry Development - Henan is strategically planning for future industries, aiming to establish around 50 provincial-level R&D innovation platforms and cultivate leading enterprises by 2027 [11][12]. - The establishment of the Zhengzhou Unified Computing Power Scheduling Platform is set to enhance the infrastructure for AI and quantum technology industries [12]. - The collaborative ecosystem being developed in Henan is expected to support both current and future industries, positioning the province for high-quality development and competitive advantage [12].

Core Insights - The article highlights the transformative changes in Henan's economy driven by "new quality productivity," showcasing the province's strategic emerging industries and the digital transformation of traditional sectors [1][4]. Group 1: Emerging Industries - Henan has established a global leading position in the synthetic diamond industry, with a single crystal production accounting for 95% of the global output and cultivated diamond production at 56% [2]. - The province has built the world's most complete superhard materials industry chain, with a scale exceeding 15 billion yuan, centered around Zhengzhou as a national advanced manufacturing cluster [2]. - In the titanium dioxide sector, Longbai Group has successfully developed a domestic production process for high-end "boiling chloride method," breaking the foreign monopoly [2][3]. - The new energy vehicle sector in Henan is rapidly growing, with major players like Yutong Bus and BYD establishing significant operations, leading to an expected annual production of over 700,000 vehicles by 2024 [3]. Group 2: Digital Transformation of Traditional Industries - Traditional industries in Henan are undergoing significant digital transformation, exemplified by the smart farming practices at Muyuan Foods, which have drastically reduced production costs [4][5]. - The company has achieved a cost reduction to approximately 11.3 yuan per kilogram by leveraging smart technologies in pig farming [4]. - Zhongchuang Zhiling has transformed its identity from a coal mining equipment manufacturer to a leader in intelligent industrial solutions, significantly increasing production efficiency [6][7]. Group 3: Capital Market and Financial Innovation - The capital market plays a crucial role in supporting the growth of Henan's quality enterprises, with 77 private listed companies having a total market value of 1.42 trillion yuan [8]. - The province has seen significant mergers and acquisitions, such as Longbai Group's acquisition of Yunnan Metallurgical New Establishment, positioning it as the world's largest sponge titanium producer [8]. - Innovative financial services, such as the "Financial Salon," have facilitated targeted financing for 368 enterprises, with a total loan issuance of 42.56 billion yuan [9]. Group 4: Strategic Planning for Future Industries - Henan is proactively laying out plans for future industries, aiming to establish around 50 provincial-level R&D innovation platforms and cultivate leading enterprises by 2027 [10][11]. - Recent investments in artificial intelligence and quantum technology are setting the stage for the province's future industrial landscape, with significant projects already underway [11][12]. - The establishment of a unified computing power scheduling platform is expected to enhance the infrastructure for AI and other emerging technologies [11].

Core Insights - The diamond industry is evolving from low-end processing to high-end manufacturing, particularly in photovoltaic and semiconductor sectors, indicating new growth potential [1][7] Industry Overview - Diamonds, known as "industrial teeth," are widely used in industrial cutting, grinding, and drilling applications [1] - The production of synthetic diamonds involves high-temperature and high-pressure synthesis, followed by purification and sorting, resulting in micron-level single crystal diamond products [3] - China's synthetic diamond tools have reached international advanced levels in processing efficiency, cutting precision, and service life [7] Market Potential - The total industrial output value of superhard materials and products in China is projected to be approximately 100 billion yuan in 2024 [7] - The market space for material substitution in the diamond industry is expected to reach hundreds of billions of yuan [8] - If the purity of synthetic diamonds can be further improved, there is significant market potential for their use as semiconductor substrate materials [10] Applications and Innovations - Diamond's excellent thermal conductivity, which is about five times that of copper and eight times that of aluminum, positions it as a key material in advanced applications [7] - The latest application of diamonds in the industry includes heat dissipation materials, which are applicable in emerging sectors like computing and big data [11] - Near-transparent diamond optical window pieces, achieved by reducing impurity levels in diamond crystals, are ideal materials for extreme conditions in certain advanced fields [11]

大会还进行了成果发布、项目签约等相关活动。 会前，庄建球会见与会重要嘉宾，双方就进一步加强务实合作深入交流洽谈。 庄建球表示，郑州是加快建设的国家中心城市，也是中国超硬材料产业的人才聚集区、科技创新中 心和产业基地，在培育钻石领域具有"硬核"实力。党的二十届四中全会明确提出"保持制造业合理比 重，构建以先进制造业为骨干的现代化产业体系"，为我国制造业发展指明了方向。省委十一届十次全 会提出要坚持智能化、绿色化、融合化方向，做好强产业大文章，建设现代化产业体系，加快建设制造 强省。举办此次大会是落实党中央和省委决策部署的重大举措，将对我市培育钻石产业集群式发展、高 质量发展产生深远影响。以人造金刚石为代表的超硬材料及制品，被誉为最硬最锋利的"工业牙齿"，在 先进制造业中的地位举足轻重。本次大会汇聚了培育钻石领域院士专家、行业协会、头部企业等多方力 量，期待大家发挥各自优势，分享前沿成果、碰撞思想火花，共同为培育钻石产业创新发展注入澎湃动 力、贡献更多力量。我们将以这次大会为契机，充分借鉴吸纳大会成果，全力打造创新活跃、链条完 整、生态优越的产业发展高地，与行业同仁并肩携手，努力实现更高水平的互利共赢发展。 12 ...

12月3日，A股培育钻石板块逆势走强。 截至发稿，四方达涨近15%，惠丰钻石涨超10%，黄河旋风涨停，力量钻石、恒盛能源、楚江新材、英 诺激光、博云新材、国机精工等纷纷上涨。 | 代码 名称 | 现价 | 涨跌 | 涨幅� | | --- | --- | --- | --- | | 300179 四方达 | 17.70 | +2.28 | +14.79% | | 920725 惠丰钻石 | 36.90 | | +3.58 +10.74% | | 600172 黄河旋风 | 6.77 | | +0.62 +10.08% | | 301071 力量钻石 | 39.48 | +2.08 | +5.56% | | 301021 英诺激光 | 38.31 | +0.81 | +2.16% | | 688028 沃尔德 | 65.77 | +1.37 | +2.13% | | 002171 楚江新材 | 11.77 | +0.24 | +2.08% | | 605580 恒盛即渡 | 42.75 | +0.82 | +1.96% | | 002046 国机精工 | 33.19 | +0.53 | +1.62% | | 0 ...

Group 1: Superhard Materials Sector - The superhard materials sector experienced a significant surge, with the sector index rising over 6% during trading, and individual stocks like Sifangda and Huanghe Xuanfeng seeing substantial gains [3][4] - Sifangda's stock price peaked at 18.48 yuan per share, with a maximum increase of 19.84%, while Huanghe Xuanfeng hit the daily limit, and Huifeng Diamond rose over 15% [3] - The superhard materials, including synthetic diamonds and cubic boron nitride, are critical for high-end manufacturing and advanced technologies, with projections indicating a substantial growth opportunity in the sector by 2025 [3][4] Group 2: Copper Cable High-Speed Connection Sector - The copper cable high-speed connection sector also saw notable activity, with Xinke Materials hitting the daily limit and Zhaolong Interconnect rising over 14% [6][7] - Credo, a leading company in the active copper cable (AEC) sector, reported a remarkable quarterly revenue of $268 million, a 272% year-over-year increase, driven by the growing demand for AI data centers [6][7] - The global AEC market is expected to grow at a compound annual growth rate of 45% from 2024 to 2028, with a potential market size of 8.8875 million cables by 2025 [8]

Group 1: Superhard Materials Sector - The superhard materials sector experienced a significant surge, with the sector index rising over 6% during trading. Notable stocks included Sifangda, which rose by 19.84%, and Huanghe Xuanfeng, which hit the daily limit [2][3] - Superhard materials, including synthetic diamonds and cubic boron nitride, are critical for high-end manufacturing and advanced technologies in China. They are considered strategic materials essential for national technological progress and industrial security [2] - The market potential for synthetic diamonds is expected to grow significantly, with projections indicating a billion-level growth space by 2025, driven by applications in cutting-edge fields such as nuclear fusion and 6G cooling technologies [2] Group 2: Copper Cable High-Speed Connection Sector - The copper cable high-speed connection sector also saw substantial movement, with Xinke Materials hitting the daily limit and Zhaolong Interconnect rising over 14% [4] - Credo, a leading company in the active copper cable (AEC) sector, reported earnings that exceeded market expectations, with a revenue increase of 272% year-over-year for Q2 of FY2026, reaching $268 million [4][5] - The demand for high-speed data storage in AI systems is increasing, with projections indicating a 45% compound annual growth rate for global AEC sales from 2024 to 2028, highlighting the sector's growth potential [5]

Core Insights - The article highlights the importance of technological innovation in enterprises, particularly focusing on a 60-year-old company in Zhengzhou that has successfully transitioned into new markets while maintaining its core competency in synthetic diamond production [1][2]. Company Overview - Zhengzhou Abrasives Research Institute Co., Ltd. (referred to as "Sanmo Institute") was established to develop synthetic diamonds to meet the industrial needs of early China, breaking the Western blockade [2][3]. - The company has a historical significance as it produced China's first synthetic diamonds in 1963 and has since evolved to dominate the global market, currently accounting for approximately 95% of the world's synthetic diamond production [2][3]. Technological Advancements - The company has upgraded its production capabilities with new six-sided pressing machines that have larger diameters, higher performance, and longer lifespans, reflecting its commitment to continuous innovation [3][4]. - Sanmo Institute has expanded its product offerings beyond traditional grinding tools to include high-speed grinding wheels for the automotive and electronics sectors, adapting to new market demands [4][5]. Market Expansion - The company has successfully penetrated international markets, supplying precision components for major automotive manufacturers, and has diversified its applications into emerging fields such as robotics and medical devices [4][5]. - Recent developments include the creation of precision superhard grinding tools for humanoid robot joints, showcasing the company's ability to meet complex engineering challenges [5][6]. Future Outlook - The company aims to address critical challenges in the superhard materials sector, with a focus on strategic emerging industries, reflecting a commitment to innovation and market leadership [5][6].

Core Viewpoint - The article highlights the importance of technological innovation in enterprises, exemplified by a 60-year-old company in Zhengzhou, which has successfully transitioned to new markets while maintaining its leadership in synthetic diamond production [1][3]. Group 1: Company History and Achievements - The company, Zhengzhou Abrasives Research Institute (referred to as "Sanmo"), was established to develop synthetic diamonds to break the Western blockade after the founding of New China [1][2]. - In 1963, the first synthetic diamond was successfully produced after over 30 trials, marking a significant milestone in the industry [2]. - By 2023, China accounts for approximately 95% of the global synthetic diamond production [2]. Group 2: Technological Advancements and Market Adaptation - The company has evolved from traditional abrasive tools to focus on high-speed grinding wheels, successfully entering the automotive and electronics sectors [3]. - The transition involved overcoming challenges such as a lack of funding and the need for innovative product development, leading to the creation of advanced grinding tools for precision components [3][4]. - Recent developments include the creation of precision superhard grinding tools for humanoid robots, showcasing the company's adaptability to emerging markets [5]. Group 3: Future Directions and Broader Applications - The company aims to address challenges in strategic emerging industries, emphasizing the importance of overcoming bottlenecks in the superhard materials sector [4]. - The application of synthetic diamonds has expanded beyond industrial uses to include functional materials and consumer products, such as jewelry [5].

Core Viewpoint - The article highlights the importance of technological innovation in enterprises, exemplified by a 60-year-old company in Zhengzhou that has successfully adapted to market demands and expanded into new sectors through continuous innovation [1][2]. Company Overview - Zhengzhou Abrasives Research Institute Co., Ltd. (referred to as "Sanmo Institute") was established to develop synthetic diamonds to break the Western blockade after the founding of New China [2][4]. - The company successfully produced China's first synthetic diamond in 1963, marking a significant milestone in the superhard materials industry [2][4]. Historical Achievements - In 1965, the Sanmo Institute developed the first six-sided press, enabling mass production of synthetic diamonds, and in 1966, the first cubic boron nitride was successfully developed, completing the puzzle of superhard materials [4]. - Currently, China's synthetic diamond production accounts for approximately 95% of the global market [4]. Technological Advancements - The company has upgraded its machinery, including a new six-sided press with larger diameter, higher performance, and longer lifespan, reflecting its commitment to innovation [4][5]. - The Sanmo Institute has expanded its product offerings to include high-speed grinding wheels, which have been adopted by international automotive manufacturers [5]. Market Expansion - The company has shifted its focus to emerging industries such as automotive and electronics, adapting to new market demands and overcoming challenges during its transformation [5][6]. - Recent developments include the creation of precision superhard grinding tools for humanoid robots, showcasing the company's ability to innovate in complex and high-precision applications [6]. Product Diversification - The application of synthetic diamonds has broadened from industrial materials to functional materials and consumer products, including cultivated diamond jewelry [6].