B[Cultivation diamond concept rebounded with shock and Hongchang Technology rose more than 10%] On September 23, the cultured diamond concept rebounded with shock and Hongchang Technology rose more than 10%. Wald, Sifangda, Huanghe Tornado, Inno Laser, Huifeng Diamond, Power Diamond, and Sinomach Seiko followed suit. On the news, according to media reports, the AI craze is spreading to the diamond cooling track. In recent months, a number of traditional superhard material listed companies have intensively released investment and fundraising change announcements, and have entered the diamond cooling track. As related projects have been implemented one after another, some listed companies' diamond cooling products have entered the stage of sample delivery and small batch supply. B[The concept of cultured diamonds moved up and Hengsheng Energy raised the daily limit] On September 14th, the concept of cultured diamonds moved up during the day, and Hengsheng Energy raised the daily limit. Inno Laser and Power Diamond rose by more than 10%, and Huifeng Diamond, Huanghe Tornado, Sifangda, etc. quickly followed suit. On the news, an institutional research report pointed out that diamond copper is expected to be the first to achieve large-scale application due to its triple advantages of thermal conductivity, cost and thermal expansion matching. From 2025 to 2029, the compound growth rate of the global AI chip diamond copper market is expected to reach 237%, and the market space is expected to expand to US$6.5 billion. Domestic targets with production expansion capabilities, customer verification and drill synergy advantages are entering the window for small batch order fulfillment. B[The concept of cultivated diamonds has been active repeatedly, and Sinomach Seiko has reached its daily limit] On September 9th, the concept of cultivated diamonds has been active repeatedly, and Sinomach Seiko has reached its daily limit. Inno Laser, Wald, Huifeng Diamond, Sifangda, and Power Diamond followed suit. On the news, an institutional research report pointed out that diamond copper is expected to be the first to achieve large-scale application due to its triple advantages of thermal conductivity, cost and thermal expansion matching. From 2025 to 2029, the compound growth rate of the global AI chip diamond copper market is expected to reach 237%, and the market space is expected to expand to US$6.5 billion. Domestic targets with production expansion capabilities, customer verification and drill synergy advantages are entering the window for small batch order fulfillment. B[The concept of cultivated diamonds has repeatedly strengthened, and Wald has risen by more than 10%] On September 8, the concept of cultivated diamonds has repeatedly strengthened, and Wald has risen by more than 10%. Sinomach Seiko, Huifeng Diamond, Sifangda, and Huanghe Tornado followed suit. On the news, Xiangcai Securities pointed out that diamond heat dissipation materials, as a key upgrade direction for AI chip packaging thermal management, are at the inflection point of industrialization breakthrough from 0 to 1. They have the dual characteristics of high barriers and high elasticity, and are an incremental track worthy of focus in the field of semiconductor packaging materials. B[The concept of cultivated diamonds moved up, Hengsheng Energy 3-link board] On September 7th, the concept of cultivated diamonds moved up in the afternoon, and Hengsheng Energy 3-link board, Wald, Inno Laser, Sifangda, Huifeng Diamond, and Huanghe Tornado followed suit. On the news, Xiangcai Securities pointed out that diamond heat dissipation materials, as a key upgrade direction for AI chip packaging thermal management, are at the inflection point of industrialization breakthrough from 0 to 1. They have the dual characteristics of high barriers and high elasticity, and are an incremental track worthy of focus in the field of semiconductor packaging materials. B[The concept of cultivated diamonds moved up and Hengsheng Energy rose by the daily limit] On September 3, the concept of cultivated diamonds moved upward in early trading, Hengsheng Energy rose by the daily limit, and Sifangda, Huifeng Diamond, Power Diamond, Wald, and Huanghe Tornado followed suit. According to news, 2026 is regarded by the industry as the first year for the commercialization of diamond heat dissipation materials. According to Zhongtai Securities, the global market for diamond heat sinks for AI chips will be approximately RMB 8.7 billion in 2026, and will rise to RMB 59.2 billion by 2030, with a compound annual growth rate of more than 50%. B[Cultivation diamond concept was active against the trend, Huifeng Diamond rose by more than 10%] On September 2, the cultured diamond concept was active against the trend, Huifeng Diamond rose by more than 10%, followed by Ye Guangming, Zhongbing Hongjian, Huanghe Tornado, Hengsheng Energy, Yazhen Home, Sifangda, etc.
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