The cultivation of diamonds is also stained with the concept of "Huawei", and the new patent helps to continue to be strong.
On November 21, the concept of cultivating diamonds continued yesterday's strength. According to the news, Qichacha APP showed that recently, the patent of "a hybrid bonding method for three-dimensional integrated chips based on silicon and diamond" applied for by Huawei Technology Co., Ltd. and Harbin Institute of Technology was recently released. According to the patent abstract, the invention relates to the field of chip manufacturing technology. The invention realizes three-dimensional heterogeneous integration of silicon/diamond based on Cu/SiO2 hybrid bonding.
Recently, industry news has been continuous.
In fact, Huawei applied for a diamond chip patent, which was actually made public as early as a week ago, but it began to ferment in the past two days.
Another main reason is that according to a recent Russian report, the European Union is preparing to launch a new round of sanctions against Russia to restrict Russia's diamond export trade.
EU Foreign Affairs Director Borelli said that Belgium, a G7 and diamond trading power, supported the sanctions. The 12th round of sanctions of the European Union will include a long-stranded Russian diamond ban ban on Russian diamond trade, including Russia's diamond mining business, which may have a huge impact on the global diamond trade market.
Russia is one of the countries with the largest diamond production in the world and has the largest diamond mining and processing enterprises in the world. Since the Russia-Ukraine conflict (more real-time summary WeChat: aileesir), the European Union has imposed a number of sanctions on Russia, and diamonds are one of Russia's few major export products that have not been affected by sanctions.
At the same time, with the increasing acceptance of the diamond cultivation market, more and more well-known brands have begun to lay out this emerging market.
For example, LVMH, Prada, a large diamond jewelry retailer, a large diamond jewelry retailer, De Beers de Beers, fast fashion brands Pandora and Swarovski Swarovski have successively launched diamond brands and adopted diamond cultivation. Jewelry products made. Domestic jewelry brands such as Zhou Shengsheng, Chaohongji, China Gold, Yuyuan Jewelry, Mankalong and other jewelry enterprises have successively launched their own diamond retail brands.
In terms of the industry, according to the Shanghai Diamond Price Index (SDPI) disclosed on the website of the Shanghai Diamond Exchange, the diamond price index of multiple weight segments showed a downward trend after reaching a staged high in early 2022. Shanghai diamond price index took July 1, 2021 as the base point 100 points. As of November 10, 2023, all weight segment diamonds have fallen to less than 100 points, especially 0.50-0.69 weight segment diamond prices, a large decline.
Third-quarter performance collective "fade"
Since the beginning of this year, several domestic diamond businesses have accounted for relatively large enterprises, and their performance has generally been poor.
Specifically, in the first three quarters of 2023, the differentiation of the jewelry and accessories industry further intensified, which is mainly reflected in the double increase in revenue and net profit and the rise of stock prices of most listed companies in the gold and jewelry industry, but the listed companies in the subdivision of diamond industry showed a double decline in revenue and net profit.
Among them, Red Arrow, Dia Co., Ltd., Yellow River Cyclone, Lai Shen Tongling, Power Diamond, the net profit of revenue/attributable to the parent company fluctuated to -37.85%/-76.69%, -42.75%/-90.40%, -20.07%/-554.97%, -26.90%-408.21%, -16.73%/-24.86% respectively.
Although the performance of most companies in the third quarter has stalled, Wanlian Securities recently reported that in the medium and long term, with the gradual restoration of the macro economy and the further popularization of the concept of "happy self" consumption, the downstream consumer demand of diamonds is expected to be gradually repaired. Because the composition and structure of diamond cultivation are the same as natural diamonds, and it has a greater advantage over natural diamonds in price, coupled with the publicity of the media and brands on downstream consumers in recent years, the penetration rate of diamond cultivation is expected to further increase in the future.
