2月2日，超硬材料概念股黄河旋风（600172）涨停，国机精工（002046）、四方达（300179）、力量钻 石（301071）、惠丰钻石等多只个股跟涨。 在消息面上，近日，西安电子科技大学与中国科学院国家空间科学中心团队合作，成功研制出高性能单 晶金刚石辐射探测器，显著提升了电极键合可靠性、辐射耐受性和高温工作稳定性，为突破传统探测器 在深空环境下的性能瓶颈提供了创新技术路径。 黄河旋风董秘袁超峰对《证券日报》记者表示，培育钻石市场回暖后，从去年三季度开始涨价，该公司 培育钻石毛坯，近期已再次提价。 资料显示，大单晶金刚石作为极限材料，拥有优异的声、光、电、磁、热等性能特点，被誉为"材料之 王"，其功能化应用可服务于半导体、高功率器件、光学窗口、高性能电极等国家重大工程和战略性新 兴产业。 中国商业经济学会副会长宋向清向《证券日报》记者表示，以人造金刚石、立方氮化硼为核心的超硬材 料行业正处于从"工业牙齿"向"半导体新贵"转型的关键阶段，由半导体国产替代、新能源革命、高端制 造升级等三大战略领域引发的需求爆发正在驱动行业进入黄金周期。 紧抓行业机遇，业内企业纷纷布局投资。惠丰钻石股份有限公司去年12月份公 ...

Core Viewpoint - Recent stock price fluctuations in superhard material companies are driven by upgraded export policies and industry value reassessment, alongside breakthroughs in diamond applications and expectations of industry consolidation [1] Industry Outlook - The superhard materials sector, including synthetic diamonds and cubic boron nitride, is crucial for high-end manufacturing and national technological advancement, with demand surging due to semiconductor localization, renewable energy, and high-end manufacturing upgrades [2] - The market for superhard materials is projected to reach approximately 75 billion yuan by 2025, with a compound annual growth rate of about 5.9% until 2030, and China's market share expected to grow to 22.8% of the global market by 2025 [3] Company Developments - Companies in the superhard materials industry are transitioning from scale expansion to quality enhancement, focusing on key technological breakthroughs and new applications [4] - LiLiang Diamond has achieved a breakthrough in large particle diamond single crystal growth technology, producing a diamond weighing 156.47 carats, setting a world record [5] - Companies are increasing R&D investments in functional diamonds for applications in optical windows, chip heat sinks, and semiconductor devices, indicating a shift from "tool materials" to "strategic materials" [5][6]