On February 26th, the cultivation diamond sector in the A-share market performed strongly, with many constituent stocks experiencing significant price increases. Among them, Sifangda (300179.SZ) hit a new high during trading, and Yellow River Cyclone (600172.SH) closed with a limit-up. Power Diamond (301071.SZ), Wald (688028.SH), Huifeng Diamond (920725.BJ), Boyun New Materials (002297.SZ), and Inno Laser (301021.SZ) also rose together, forming a sector linkage effect.
In industry news, Huifeng Diamond recently announced that due to the continuous rise in upstream core raw material prices, the company will implement a structural price increase on some products starting March 1, 2026, with an adjustment range of 5% to 15%. This move is interpreted by the market as a signal of improved industry prosperity, further boosting related stocks.
Centaline Securities’ latest research report pointed out that functional diamonds are gradually moving from laboratory experiments to industrialization in high-end fields such as semiconductors, military, and optics. With technological breakthroughs and cost reductions, functional diamonds are expected to become key materials in these fields, driving rapid development of related industrial chains.
China Post Securities focused on AI chips, believing that diamond cooling solutions have broad market prospects. According to their estimates, if the global AI chip market reaches 3 trillion yuan by 2030, and the penetration rates of diamond cooling solutions in AI chips are 5%, 10%, 20%, and 50%, with the value share of diamond cooling at 5%, 8%, and 10%, respectively, the potential market size for diamond cooling could range from 7.5 billion to 150 billion yuan. This forecast provides new growth potential for the cultivation diamond industry.
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Cultivated diamond index strengthens, multiple stocks rise; Huifeng Diamonds adjusts prices in March; prospects for functional diamonds look promising
On February 26th, the cultivation diamond sector in the A-share market performed strongly, with many constituent stocks experiencing significant price increases. Among them, Sifangda (300179.SZ) hit a new high during trading, and Yellow River Cyclone (600172.SH) closed with a limit-up. Power Diamond (301071.SZ), Wald (688028.SH), Huifeng Diamond (920725.BJ), Boyun New Materials (002297.SZ), and Inno Laser (301021.SZ) also rose together, forming a sector linkage effect.
In industry news, Huifeng Diamond recently announced that due to the continuous rise in upstream core raw material prices, the company will implement a structural price increase on some products starting March 1, 2026, with an adjustment range of 5% to 15%. This move is interpreted by the market as a signal of improved industry prosperity, further boosting related stocks.
Centaline Securities’ latest research report pointed out that functional diamonds are gradually moving from laboratory experiments to industrialization in high-end fields such as semiconductors, military, and optics. With technological breakthroughs and cost reductions, functional diamonds are expected to become key materials in these fields, driving rapid development of related industrial chains.
China Post Securities focused on AI chips, believing that diamond cooling solutions have broad market prospects. According to their estimates, if the global AI chip market reaches 3 trillion yuan by 2030, and the penetration rates of diamond cooling solutions in AI chips are 5%, 10%, 20%, and 50%, with the value share of diamond cooling at 5%, 8%, and 10%, respectively, the potential market size for diamond cooling could range from 7.5 billion to 150 billion yuan. This forecast provides new growth potential for the cultivation diamond industry.