另外，日立制作所的输配电设备也成为候选之一。事实清单中写道："加强包括输电和变电设 备、数据中心变压器在内的电力基础设施的供应和供应链"。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com 这将是基于日美关税协议的5500亿美元对美投资的第1个项目的候选。人造钻石广泛用于半 导体制造等工业领域。目前其生产被认为主要集中在中国。2025年，中国政府将特定类型的 人造钻石列入出口管制对象…… 视频号推荐内容： 围绕基于日美关税协议的5500亿美元对美投资的第1个项目，在美国生产人造钻石的计划成 为候选之一。另外，日立制作所参与的输配电设备项目也浮出水面。日美两国政府今后将敲 定项目的具体细节。 谈判相关人士透露了上述消息。人造钻石广泛用于半导体制造等工业领域，是关系到经济安 全保障的重要物资。目前其生产被认为主要集中在中国。2025年，中国政府将特定类型的人 造钻石列入出口管制对象。对于日美两国而言，稳定采购成为课题。 在日本政府于2025年发布的对美投资的"事实清单"(Fact Sheet)中，作为Element Six Holdi ...

【环球时报记者 陈子帅 环球时报驻日本特约记者 王军】进展缓慢的5500亿美元日本对美投资出现新动向，"人造钻石"或将成为首批项目之一。 据路透社27日报道，相关人士透露，美国希望推进人造钻石的"国产化"。报道提到，人造钻石对半导体、量子设备等高精度制造产业至关重要， 且在制造弹药和雷达部件方面具有军民两用用途。相关人士表示，目前世界上大部分人造钻石在中国生产，通过让日本公司参与，华盛顿希望建 立一个不依赖中国的美日供应链。 " 钻石成了计算机芯片的新宠 " 去年7月美日达成一揽子贸易协议，日本同意向美国关键产业和技术领域投资5500亿美元。作为交换，美国将下调对日本汽车及其他产品加征的关 税。日本《新闻周刊》27日报道称，美日两国政府考虑将"人造钻石"项目与发电相关项目等多个项目一起，作为"第一号项目"公布，公布时间或 早于日本首相高市早苗可能在3月进行的访美活动。 据多名相关人士透露，讨论中的人造钻石项目涉及最大的钻石开采和流通公司戴比尔斯集团的子公司"元素六"。该公司官网介绍，其主要生产基 地位于英国、爱尔兰、德国、南非和美国。而戴比尔斯是英美资源集团的成员。据路透社报道，"元素六"公司表示尚未就任何潜 ...

该内容仅供参考,不构成任何投资建议 日本计划在美国建人造钻石工厂，作为5500亿对 美投资核心项目,旨在扩大芯片及高精度制造关键 材料产量。 a 超便材料 型 MPCVD设备 四方达 惠丰钻石 中兵红箭 沃尔德 国机精工 黄河旋风 晶盛机电 力量钻石 恒存行分原 C 设备供应 销售推广 ු 盛盛机电 豫園股份 英诺激光 潮床裹 曼卡龙 数据来源:上市公司财报、互联网公开信息 对芯片和高精度制造至关重要。 作者 | 小鑫 编辑 | 小白 免责声明： 本报告（文章）是基于上市公司的公众公司属性、以上市公司根据其法定义务公开披露的信息（包括但 不限于临时公告、定期报告和官方互动平台等）为核心依据的独立第三方研究；市值风云力求报告（文章）所载内 容及观点客观公正，但不保证其准确性、完整性、及时性等；本报告（文章）中的信息或所表述的意见不构成任何 投资建议，市值风云不对因使用本报告所采取的任何行动承担任何责任。 以上内容为 市值风云APP 原创 未获授权 转载必究 ...

日美两国正推动在美国建设合成钻石工厂，这是日本5500亿美元对美投资计划中的优先项目。此举旨在 打造半导体关键材料供应链，合成钻石是芯片制造和高精密加工的核心材料。 据路透周二报道，该项目可能成为首批公布的投资项目之一，预计将在日本首相高市早苗最早于3月访 美前公布细节。 "美国希望加快合成钻石的国内生产"，其中一位知情人士表示，通过引入日本企业，华盛顿希望建立一 条美日供应链。 该项目涉及全球领先钻石公司戴比尔斯集团旗下的Element Six公司。除合成钻石工厂外，涉及日立集团 的大型发电项目也可能进入首批名单。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 作为已知最坚硬的材料之一，钻石对高精密制造至关重要。它被用于半导体的超精细抛光、量子设备中 硬质金属和陶瓷的加工，以及先进电子系统的散热。 人造钻石还具有军民两用特性，可用于弹药和雷达组件的生产。这使得合成钻石供应链的安全性成为美 日两国关注的战略议题。 据路透此前报道，涉及软银集团的数据中心建设等大型基础设施项目也仍 ...

1月20日，全球最大的钻石生产商戴比尔斯，再次下调了0.75克拉以上毛坯钻的售价，预测降10%-15%。 实际上，天然钻石价格在2022年来连续暴跌，较峰值跌了40%以上！ 而把钻石价格打崩的，居然是一群河南老乡。 可培育钻石的价格，还能更低！ 根据Zimnisky数据，到2025年第二季度，一颗3克拉实验室培育钻石的价格已降至仅2.7万元。河南工厂生产的未抛光钻石原石，价格已降至每克拉约100 元人民币。 钻石巨头的日子也愈发艰难。截至2024年底，戴比尔斯已积累了价值20亿美元(约140亿元人民币）的未售出钻石库存，这是自2008年金融危机以来最大的 库存。 钻石价格崩了 国际钻石交易所数据显示，国际市场钻石价格指数已从2022年2月最高点的160左右，跌至2024年底的100以下，两年跌了四成。 有报道指出，四川西昌一位女子十年前花费1.4万元购买的两枚婚戒，如今回收价不到200元，贬值幅度高达99%。 高端大克拉钻石的表现，本还算坚挺。 2024年，一枚3克拉钻石的价格差不多在20万左右，成色比较好的差在20万到40万之间，再上个等级，心形的3克拉钻石超过100万的也有。 来源：CRD克徕帝 2023 ...

Core Insights - The diamond mining industry in Northwest Territories (N.W.T.) is experiencing a significant downturn, primarily due to the rise of synthetic diamonds, which are cheaper and more stable in supply, undermining the commercial value of natural diamonds [1][3]. Economic Impact - Over the past 25 years, diamond mines have been a crucial economic engine for N.W.T., employing over 1,500 residents and contributing approximately 20% to the region's GDP [3]. - The diamond industry has contributed over CAD 30 billion to the Canadian economy, with around CAD 20 billion remaining in the local economy [3]. Industry Challenges - Major mines such as Diavik are set to close, while Gahcho Kué is expected to operate only until 2031. The Ekati mine, although projected to run until 2040, is facing financial difficulties and is seeking government assistance [3][4]. - The international price index indicates a significant decline in natural diamond prices since 2022, compounded by U.S. tariff policies and weak global demand, further squeezing the high-cost mining operations in the region [3]. Fiscal Risks - The finance minister of N.W.T. has warned that the diamond mines contribute a substantial portion of local revenue, and continued contraction of the mining sector could lead to greater economic uncertainty [4]. - Population decline is a concern, as reduced employment opportunities may lead to outmigration, affecting federal funding and the scale of public services [4]. Future Prospects - N.W.T. leaders are looking towards critical minerals for long-term growth, which may result in the development of more, but smaller, mining operations [4]. - The region possesses nearly three-quarters of Canada's critical mineral resources, but infrastructure challenges remain, as current access routes are limited to winter use and the region relies heavily on costly diesel power [4]. Infrastructure Development - The federal government has identified the "Arctic Economic and Security Corridor" as a potential national project, which includes ports, all-weather roads, airport runways, and communication systems [4]. - Concerns exist regarding the risk of investing billions in infrastructure without clear private sector utilization, as maintenance costs could burden the regional economy [4]. Economic Dilemma - The region is in a dilemma, as without a significant increase in critical mineral prices, it is unlikely that any industry can replace the economic impact previously provided by diamond mining [5].

Core Insights - The rise of affordable artificial diamonds and gemstones in China is disrupting the luxury gemstone market, with products like the "Little Sugar Cube Diamond Ring" priced at 169 yuan for a one-carat moissanite ring [1] - The traditional luxury status of precious gemstones is being challenged as artificial alternatives become widely available and significantly cheaper, with prices for artificial diamonds being less than one-tenth of natural diamonds [1][5] - The Chinese gemstone industry is experiencing rapid growth, particularly in regions like Henan and Guangxi, leading to a substantial market share in artificial diamonds and gemstones [6][8] Industry Impact - The increase in production of artificial gemstones has led to a significant price drop, causing concern among international jewelry associations, which have called for a boycott of artificial products [3][8] - Historical marketing strategies that maintained the high prices of diamonds are being undermined by advancements in technology that allow for the mass production of artificial diamonds, which are now comparable in quality to natural ones [5][6] - The emergence of Chinese artificial gemstones is not only affecting the luxury market but also providing affordable options for consumers in Southeast Asia, where previously expensive natural gemstones were out of reach [8] Market Dynamics - The production capacity of artificial diamonds in Henan has reached over 3 million carats annually, capturing nearly 45% of the global market share, which has led to declining revenues for traditional diamond companies like De Beers [6][8] - The rapid growth of the artificial gemstone industry is causing established brands to pivot towards this new market, as seen with De Beers launching its own brand of artificial diamonds, Lightbox Jewelry [6] - The competitive landscape is shifting, with domestic brands facing challenges, such as the bankruptcy of I Do's parent company, highlighting the impact of the artificial gemstone market on traditional luxury brands [6]

Market Overview - The Hong Kong stock market, represented by the Hang Seng Index, fell by 1.28%, with technology stocks being particularly affected [1] - The A-share market also experienced declines, with over 3,800 stocks dropping and the ChiNext Index falling by more than 1% [1] - Despite the overall market downturn, the "cultured diamond" sector surged over 6%, attributed to an upcoming industry conference and increasing applications for synthetic diamonds [1] - Coal and airport shipping sectors remained stable, indicating a potential safe-haven investment [1] - Previously popular sectors like AI and gaming media saw significant declines, highlighting the volatility in market trends [1] Investment Insights - Investors are cautioned against equating stock market valuations with liquid cash, as market prices are influenced by emotional fluctuations rather than actual asset value [3][5] - Recognizing the difference between bank deposits, which are fixed and legally protected, and stock market valuations, which can be volatile and speculative, is crucial for sound investment decisions [5] - The focus should shift from short-term price movements to the underlying business performance and long-term value of the companies held in the portfolio [3][5] - The tendency to react to market fluctuations can lead to poor decision-making, such as selling during downturns or investing funds needed for immediate expenses into volatile stocks [5]

Group 1 - The core viewpoint of the article highlights the increasing significance of synthetic diamonds in the industrial sector, particularly in the context of AI technology and semiconductor manufacturing, as new regulations on synthetic diamond exports are set to be implemented [1][23] - Synthetic diamonds are becoming essential for AI chip production due to their unique properties, which include extreme hardness, wide bandgap, and excellent thermal conductivity, making them ideal for polishing and manufacturing processes [7][10][12] - The majority of synthetic diamonds, particularly for industrial use, are produced in China, with a significant portion coming from Henan province, which is referred to as the "global diamond factory" [5][22] Group 2 - The article discusses the challenges in producing synthetic diamonds suitable for chip manufacturing, noting that the production process is complex and costly, requiring advanced techniques like chemical vapor deposition (CVD) [16][18] - Despite the high costs associated with diamond chips, major AI companies are investing in this technology, recognizing its potential to enhance chip performance and efficiency, which is critical in the competitive AI landscape [18][20] - The new export regulations on synthetic diamonds are not just about resource control but also represent a strategic move in the global technological power dynamics, positioning China at the forefront of this emerging market [23]

Core Viewpoint - The article discusses the escalating trade tensions between the United States and China, highlighting China's strategic responses to U.S. tariff increases and its ability to leverage various advantages in the trade conflict [1][3]. Group 1: U.S. Tariff Actions - In April 2025, the U.S. unilaterally imposed a 34% "reciprocal tariff," which was quickly raised to 145%, aiming to replicate its previous negotiation tactics with other countries [1] - U.S. Treasury Secretary Bessent expressed surprise at China's willingness to confront the U.S. directly, indicating a shift in the expected dynamics of trade negotiations [3] Group 2: China's Strategic Advantages - China has diversified its trade network, reducing reliance on the U.S. market, with imports and exports to Belt and Road Initiative countries growing by 6.2% in the first three quarters of 2025, accounting for 51.7% of total trade [5] - The resilience of China's domestic market, supported by a population of 1.4 billion and a growing middle class, serves as a stabilizing factor against external shocks [5] - China's policy adaptability and efficient institutional advantages allow for quick responses to U.S. tariffs, such as initiating domestic shipbuilding upgrades after U.S. tariffs on the industry [5][11] Group 3: Control Over Critical Resources - China holds a dominant position in the rare earth industry, controlling 69% of global refining capacity and over 90% of advanced processing capacity, which is crucial for U.S. high-tech and military applications [7] - The recent inclusion of synthetic diamonds in China's export control list has raised concerns in the global semiconductor industry, as China produces 95% of industrial-grade diamonds essential for precision manufacturing [9][11] Group 4: U.S. Strategic Miscalculations - The U.S. has historically used tariffs as a tool to pressure other nations, but the backlash from American manufacturers indicates that such strategies may be self-defeating, leading to increased costs and job losses domestically [15] - The U.S. is perceived as unreliable in trade negotiations, often reversing commitments, which undermines its credibility and complicates future discussions [16][18] - China's understanding of U.S. strategic anxieties and its own response strategies—avoiding provocation while standing firm—demonstrates a shift in the balance of power in trade relations [18]