智通财经APP获悉，数据显示，截至10月28日，开展培育钻石研发、生产和销售业务的中兵红箭、力量钻石、四方达、惠丰钻石4家公司前三季度归母净利润同比增速超45%，力量钻石前三季度净利润翻倍。在中性假设下，Frost&;Sullivan预计至2030年全球钻石市场将面临1.59亿克拉的供需缺口。中金公司表示，继续坚定看好培育钻石行业的中长期成长前景与渗透率提升趋势，近期培育钻石板块股价有所波动，部分龙头估值已回落至相对低点，建议关注龙头布局机会。
具体数据来看，力量钻石实现营业收入6.74亿元，同比增长95.97%;实现归属于上市公司股东的净利润3.5亿元，同比增长117.25%;实现归属于上市公司股东的扣除非经常性损益的净利润3.4亿元，同比增长117.30%；
中兵红箭前三季度公司实现营收48.39亿元，同比下降0.18%;归母净利润8.81亿元，同比增长45.21%;扣非净利润8.55亿元，同比增长49.2%；
四方达前三季度营业收入为3.94亿元，同比增长26.60%。归属于上市公司股东的净利润为1.29亿元，同比增长83.01%。
培育钻是今年消费板块中为数不多的亮点赛道。跟去年相比，培育钻整个板块得到了扩充，生产环节加入了CVD技术路线的标的，设备制造环节部分公司也有受益;同时下游珠宝商也随着周期的更迭进入投资者的视线中。
据Tenoris于Facets2022大会公布数据，取自全美1200家专业珠宝店铺统计数据，培育钻石于美国订婚钻戒领域销量渗透率已达10%(2021年渗透率为6%)。据魔镜数据，9月淘系“培育钻石”类目销售额实现8,880万元，同比高增116.6%，环比增长21.3%，渗透率方面则同比提升17.0ppt至28.7%。
目前，全球前40大钻石矿场已占据开采总量的90%，其中87%的钻石矿场寿命已低于40年，将于未来25年内陆续枯竭。在中性假设下，Frost&;Sullivan预计至2030年全球钻石市场将面临1.59亿克拉的供需缺口。
贝恩咨询的《2020-2021年全球钻石行业报告》预测，2025年全球培育钻石市场规模将从2020年的167亿元增至368亿元，其中中国培育钻石市场规模将由83亿元增至295亿元。据贝恩咨询报告，2020年全球珠宝级的实验室培育钻石原石产量约为600万至700万克拉。中国产量为300万克拉，占全球培育钻产量近50%，其中80%的中国产量来自河南省。
河南省作为中国第一大超硬材料产业基地，其区域内中南钻石、黄河旋风、力量钻石、豫金刚石四家企业合计至少占中国75%以上的培育钻石产能。
产能方面，力量钻石计划通过定增来拓展产能。2022年9月，该公司完成实际募集资金净额38.91亿元的定增，大部分资金将用于力量钻石科技中心及培育钻石智能工厂建设项目，和力量二期金刚石和培育钻石智能化工厂建设项目。
中金公司表示，继续坚定看好培育钻石行业的中长期成长前景与渗透率提升趋势，近期培育钻石板块股价有所波动，部分龙头估值已回落至相对低点，建议关注龙头布局机会，重点推荐力量钻石、中兵红箭，建议关注四方达、国机精工、惠丰钻石、黄河旋风、沃尔德。
相关概念股：
力量钻石(301071.SZ)：公司已经批量化生产2-10克拉大颗粒高品级培育钻石，处于实验室技术研究阶段的大颗粒培育钻石可达到25克拉。
中兵红箭(000519.SZ)：公司旗下全资子公司中南钻石是超硬材料行业龙头企业，中南钻石拥有大颗粒钻石单晶科研、生产的技术优势，在HTHP技术生产培育金刚石产品方面具有技术领先优势，目前以2-10克拉产品为主。
四方达(300179.SZ)：公司此前公告，控股子公司天璇半导体与海南珠宝于当日签署了《战略合作框架协议》，结成战略合作伙伴关系。
国机精工(002046.SZ)：公司全资子公司三磨所六面顶压机产品主要生产工业用金刚石以及金刚石及立方氮化硼复合片。三磨所自2018年开始实施“新型高功率MPCVD法大单晶金刚石项目”，项目产品包括培育钻石，该项目目标实现年产30万片大单晶金刚石。
智通财经APP获悉，数据显示，截至10月28日，开展培育钻石研发、生产和销售业务的中兵红箭、力量钻石、四方达、惠丰钻石4家公司前三季度归母净利润同比增速超45%，力量钻石前三季度净利润翻倍。在中性假设下，Frost&;Sullivan预计至2030年全球钻石市场将面临1.59亿克拉的供需缺口。中金公司表示，继续坚定看好培育钻石行业的中长期成长前景与渗透率提升趋势，近期培育钻石板块股价有所波动，部分龙头估值已回落至相对低点，建议关注龙头布局机会。
Zhitong Financial APP learned that as of October 28, the net profit of Zhongbing Red Arrow, Power Diamond, Sifangda and Huifeng Diamond, which carried out the R & D, production and sales of diamonds, grew by more than 45% year-on-year in the first three quarters, while the net profit of Power Diamond doubled in the first three quarters. Under the neutral assumption, Frost&;Sullivan expects the global diamond market to face a supply and demand gap of 159 million carats by 2030. China International Capital Corporation said that continue to be firmly optimistic about the medium-and long-term growth prospects and permeability improvement trend of the diamond industry, the recent cultivation of diamond sector stock prices have fluctuated, some leading valuations have fallen back to a relatively low point, it is recommended to pay attention to the leading layout opportunities.
具体数据来看，力量钻石实现营业收入6.74亿元，同比增长95.97%;实现归属于上市公司股东的净利润3.5亿元，同比增长117.25%;实现归属于上市公司股东的扣除非经常性损益的净利润3.4亿元，同比增长117.30%；
According to specific data, Power Diamond realized operating income of 674 million yuan, an increase of 95.97% over the same period last year, and a net profit of 350 million yuan belonging to shareholders of listed companies, an increase of 117.25% over the same period last year. The net profit belonging to shareholders of listed companies after deducting non-recurrent gains and losses was 340 million yuan, an increase of 117.30% over the same period last year.
中兵红箭前三季度公司实现营收48.39亿元，同比下降0.18%;归母净利润8.81亿元，同比增长45.21%;扣非净利润8.55亿元，同比增长49.2%；
The company's revenue in the first three quarters of Zhongbing Hongjian was 4.839 billion yuan, down 0.18% from the same period last year; the net profit from its mother was 881 million yuan, up 45.21% from the same period last year; and the non-net profit was 855 million yuan, up 49.2% from the same period last year.
四方达前三季度营业收入为3.94亿元，同比增长26.60%。归属于上市公司股东的净利润为1.29亿元，同比增长83.01%。
Sifangda's operating revenue in the first three quarters was 394 million yuan, an increase of 26.60% over the same period last year. The net profit belonging to shareholders of listed companies was 129 million yuan, an increase of 83.01% over the same period last year.
培育钻是今年消费板块中为数不多的亮点赛道。跟去年相比，培育钻整个板块得到了扩充，生产环节加入了CVD技术路线的标的，设备制造环节部分公司也有受益;同时下游珠宝商也随着周期的更迭进入投资者的视线中。
Nurturing diamond is one of the few bright spots in the consumer sector this year. Compared with last year, the whole sector of nurturing drill has been expanded, the production link has been added to the target of the CVD technology route, and some companies in the equipment manufacturing sector have also benefited; at the same time, downstream jewelers have also entered the eyes of investors with the change of cycle.
据Tenoris于Facets2022大会公布数据，取自全美1200家专业珠宝店铺统计数据，培育钻石于美国订婚钻戒领域销量渗透率已达10%(2021年渗透率为6%)。据魔镜数据，9月淘系“培育钻石”类目销售额实现8,880万元，同比高增116.6%，环比增长21.3%，渗透率方面则同比提升17.0ppt至28.7%。
According to data released by Tenoris at the Facets2022 conference, sales of nurturing diamonds in the US engagement diamond ring have reached 10 per cent, based on statistics from 1200 professional jewelry stores across the US (6 per cent in 2021). According to Magic Mirror data, sales of the category of "nurturing diamonds" reached 88.8 million yuan in September, a year-on-year increase of 116.6%, a month-on-month increase of 21.3%, and an increase of 17.0ppt to 28.7% in terms of permeability.
目前，全球前40大钻石矿场已占据开采总量的90%，其中87%的钻石矿场寿命已低于40年，将于未来25年内陆续枯竭。在中性假设下，Frost&;Sullivan预计至2030年全球钻石市场将面临1.59亿克拉的供需缺口。
At present, the top 40 diamond mines in the world have accounted for 90% of the total mining, of which 87% have a life span of less than 40 years and will gradually dry up in the next 25 years. Under the neutral assumption, Frost&;Sullivan expects the global diamond market to face a supply and demand gap of 159 million carats by 2030.
贝恩咨询的《2020-2021年全球钻石行业报告》预测，2025年全球培育钻石市场规模将从2020年的167亿元增至368亿元，其中中国培育钻石市场规模将由83亿元增至295亿元。据贝恩咨询报告，2020年全球珠宝级的实验室培育钻石原石产量约为600万至700万克拉。中国产量为300万克拉，占全球培育钻产量近50%，其中80%的中国产量来自河南省。
The Global Diamond Industry report 2020-2021 of Bain Consulting predicts that the size of the global cultivated diamond market will increase from 16.7 billion yuan in 2020 to 36.8 billion yuan in 2025, of which the size of China's cultivated diamond market will increase from 8.3 billion yuan to 29.5 billion yuan. According to the Bain Consulting report, the global jewelry laboratory produces about 6 million to 7 million carats of raw diamond stones in 2020. China produces 3 million carats, accounting for nearly 50 per cent of the world's cultivated diamond production, of which 80 per cent comes from Henan province.
河南省作为中国第一大超硬材料产业基地，其区域内中南钻石、黄河旋风、力量钻石、豫金刚石四家企业合计至少占中国75%以上的培育钻石产能。
Henan Province, as the largest superhard material industry base in China, accounts for at least 75% of China's cultivated diamond production capacity in its region, namely, Central and South Diamond, Yellow River Cyclone, Power Diamond and Henan Diamond.
产能方面，力量钻石计划通过定增来拓展产能。2022年9月，该公司完成实际募集资金净额38.91亿元的定增，大部分资金将用于力量钻石科技中心及培育钻石智能工厂建设项目，和力量二期金刚石和培育钻石智能化工厂建设项目。
In terms of production capacity, Power Diamond plans to expand production capacity through a fixed increase. In September 2022, the company completed a fixed increase of 3.891 billion yuan in net funds actually raised, most of which will be used for the construction of the Power Diamond Technology Center and the cultivation of diamond intelligent factory, and the second phase of the power diamond and diamond cultivation intelligent chemical plant construction project.
中金公司表示，继续坚定看好培育钻石行业的中长期成长前景与渗透率提升趋势，近期培育钻石板块股价有所波动，部分龙头估值已回落至相对低点，建议关注龙头布局机会，重点推荐力量钻石、中兵红箭，建议关注四方达、国机精工、惠丰钻石、黄河旋风、沃尔德。
China International Capital Corporation said that continue to be firmly optimistic about the medium-and long-term growth prospects and permeability improvement trend of the diamond industry, the recent cultivation of diamond plate stock prices have fluctuated, some leading valuations have fallen to a relatively low point, it is recommended to pay attention to the leading layout opportunities, focus on recommended strength Diamond, Zhongbing Red Arrow, it is recommended to pay attention to Sifangda, National Machinery Seiko, Huifeng Diamond, Yellow River whirlwind, Wolde.
力量钻石(301071.SZ)：公司已经批量化生产2-10克拉大颗粒高品级培育钻石，处于实验室技术研究阶段的大颗粒培育钻石可达到25克拉。
Power Diamond (301071.SZ): the company has mass produced 2-10 carat large-grain high-grade cultivated diamonds, which can reach 25 carats in the stage of laboratory technical research.
中兵红箭(000519.SZ)：公司旗下全资子公司中南钻石是超硬材料行业龙头企业，中南钻石拥有大颗粒钻石单晶科研、生产的技术优势，在HTHP技术生产培育金刚石产品方面具有技术领先优势，目前以2-10克拉产品为主。
Zhongbing Hongjian (000519.SZ): Zhongnan Diamond, a wholly owned subsidiary of the company, is a leading enterprise in the superhard material industry. Zhongnan Diamond has technological advantages in scientific research and production of large grain diamond single crystals, and has a technological leading advantage in the production and cultivation of diamond products by HTHP technology, mainly with 2-10 carat products.
四方达(300179.SZ)：公司此前公告，控股子公司天璇半导体与海南珠宝于当日签署了《战略合作框架协议》，结成战略合作伙伴关系。
300179.SZ: the company announced earlier that Tianxuan Semiconductor, a holding subsidiary, and Hainan Jewelry signed the Strategic Cooperation Framework Agreement on the same day, forming a strategic partnership.
国机精工(002046.SZ)：公司全资子公司三磨所六面顶压机产品主要生产工业用金刚石以及金刚石及立方氮化硼复合片。三磨所自2018年开始实施“新型高功率MPCVD法大单晶金刚石项目”，项目产品包括培育钻石，该项目目标实现年产30万片大单晶金刚石。
National Machinery Seiko (002046.SZ): the company's wholly-owned subsidiary three Mills six-sided jacking machine products mainly produce industrial diamond and diamond and cubic boron nitride composite. Since 2018, the third Mill Institute has implemented the "New High Power MPCVD large single Crystal Diamond Project". The project products include cultivated diamonds, which aims to produce 300000 pieces of large single crystal diamonds per year.
