1、机构称AI芯片领域，钻石散热潜在市场空间广阔。 明日线索 2月24日，培育钻石概念大涨，四方达20cm涨停，黄河旋风涨停。 消息面上，河南省科技厅官微此前消息，热沉片是金刚石家族的新成员，它让超硬材料成功进入高端芯片散热这个新赛道。黄 河旋风表示，从热沉片上切割出来所需要的形状，以某种方式贴合在芯片上，做成顶级散热器，这将大大促进高功率器件、 5G/6G通信、AI算力性能的提升。如今，制约产业化的尺寸瓶颈已被突破，黄河旋风成功研制出国内可量产的最大8英寸热沉 片。据悉，公司热沉片生产车间将于今年2月份投入量产，这是功能性金刚石从实验室，迈向规模化商业应用的一个里程碑。 据中邮证券，AI芯片领域，钻石散热潜在市场空间广阔。假设2030年全球AI芯片市场规模为3万亿人民币；AI芯片中钻石散热方 案渗透率分别为5%、10%、20%、50%；钻石散热价值量占比分别为5%、8%、10%，进行弹性测算，钻石散热市场空间的区间 为75亿至1500亿元。 | 图表12: Al 芯片领域钻石散热市场空间弹性测算表 | | | | | | | --- | --- | --- | --- | --- | --- | | 单位( ...

2月24日，A股迎来马年首个交易日，三大指数集体收涨。 此外，AI应用方向、影视院线、旅游及酒店、白酒等板块跌幅居前。 电网设备板块活跃 今日，电网设备板块表现活跃。截至收盘，汉缆股份涨停，迎来3连板；明阳电气、安靠智电等大涨。 截至收盘，上证指数涨0.87%，深证成指涨1.36%，创业板指涨0.99%，北证50指数涨0.37%，科创综指跌0.61%。全市场超4000只个股上涨，成交额22182 亿元，较上一交易日放量2192亿元。 盘面上，受地缘风险再升级，助推油价上行影响，能源化工方向周期股全天活跃。油气开采及服务板块大涨超10%，板块中10余只个股涨停。天然气、贵 金属、草甘膦、化肥、煤炭开采加工、港口航运板块涨幅居前。 培育钻石板块午后走强，四方达"20CM"涨停。黄河旋风午后"秒"涨停，截至收盘，报8.82元/股，涨停板上仍有11.79万手封单，最新市值为127.2亿元。黄 河旋风主要产品包括超硬材料及超硬材料制品（人造金刚石、超硬复合材料及制品等)。 市场分析认为，超硬材料概念走强的核心驱动力，来自AI服务器需求爆发带来的PCB钻针量价齐升逻辑。 此外，国家能源局微信公众号2月23日消息，国家能源 ...

| | | 上证指数 科创50 沪深300 上证50 B股指数 | | | | | | | 深正成指 北证50 创业板指 深证综指 成份B指 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 上证指数 4117.41 +0.87% | | | | 5.66亿 | | | 深正成指 | 14291.57 +1.36% | | | 7.12亿 | | | 4139.05 | | | | | | 1,40% | 14376.96 | | | | | | 1.96% | | 4120.05 | | | | | | 0.98 % | 14284.70 | | | | | | 1.3196 | | 4101.06 | | | | | | 0.47% | 14192.45 | | | | | | 0.65% | | | | 4082.07 [p]d")ground my while production with man department of might of the ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | | --- | --- | --- | --- | --- | --- | --- | | 300179 | 四万达 | 1 | 20.00 | 117亿 | 59.13 | 24.06 | | 688028 | 沃尔德 | | 20.00 | 156亿 | 59.90 | 103.20 | | 920725 | 惠丰钻石 | 1 | 15.84 | 35.78亿 | 16.29 | 39.20 | | 301071 | 力量钻石 | 源 | 13.93 | 120亿 | 28.49 | 46.05 | | 600172 | 黄河旋风 | 1 | 9.98 | 127亿 | 54.47 | 8.82 | | 600916 | 中国道金 | 1 | 8.53 | 197亿 | 43.68 | 11.71 | | 300945 | 曼卡龙 | 海 | 7.66 | 51.92 Z | 22.59 | 19.81 | | 301021 | 英诺激光 | | 6.45 | 89.28 Z | 20.06 | 58.41 | | 0005 ...

（文章来源：每日经济新闻） 每经AI快讯，2月24日，培育钻石概念持续走强，四方达20%涨停，黄河旋风此前涨停，力量钻石、惠 丰钻石、沃尔德涨超10%。 ...

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 2026年2月24日，黄河旋风（sh600172）触及涨停，涨停价8.82元，涨幅9.98%，总市值127.20亿元，流 通市值112.57亿元，截止发稿，总成交额15.46亿元。 根据喜娜AI异动分析，黄河旋风涨停原因可能如下，控股股东增持+亏损收窄+超硬材料： 1、黄河旋风 近期公告显示，控股股东持续增持，累计增持1.04亿元，完成计划下限104%，这显示了大股东对公司 未来发展的信心，向市场传递了积极信号，可能是推动股价涨停的重要原因之一。 2、2025年公司净亏 损较2024年减少13.5%，经营状况有所改善。尽管公司仍面临行业产能过剩等挑战，但亏损幅度的收窄 让投资者看到 ...

每经AI快讯，2月24日，培育钻石概念午后拉升，黄河旋风（600172）涨停，力量钻石（301071）、四 方达（300179）涨超12%，惠丰钻石、沃尔德跟涨。 ...

Group 1 - The core point of the news is that Huanghe Xuanfeng's stock price increased by 5.74%, reaching 8.48 CNY per share, with a trading volume of 786 million CNY and a turnover rate of 7.56%, resulting in a total market capitalization of 12.23 billion CNY [1] - Huanghe Xuanfeng Co., Ltd. is located in Changge City, Henan Province, and was established on November 3, 1998, with its listing date on November 26, 1998. The company's main business involves superhard materials and products, electromechanical products, construction machinery, and tower cranes [1] - The revenue composition of Huanghe Xuanfeng includes superhard materials (67.22%), superhard composite materials (12.12%), metal powders (11.61%), materials and other businesses (4.91%), superhard material products (2.57%), superhard tools (1.07%), and construction machinery (0.51%) [1] Group 2 - Among the top ten circulating shareholders of Huanghe Xuanfeng, a fund under Western Lide Fund ranks as a new entrant, holding 9.9829 million shares, which accounts for 0.78% of the circulating shares. The estimated floating profit today is approximately 4.5921 million CNY [2] - The Western Lide Event-Driven Stock A fund (671030) was established on September 26, 2018, with a current scale of 651 million CNY. Year-to-date returns are 9.84%, ranking 1106 out of 5580 in its category; over the past year, returns are 70.16%, ranking 250 out of 4297; and since inception, returns are 341.88% [2] Group 3 - The fund manager of Western Lide Event-Driven Stock A is Zhang Changping, who has a cumulative tenure of 5 years and 113 days. The total asset scale of the fund is 3.528 billion CNY, with the best fund return during his tenure being 153.78% and the worst being -3.99% [3]

格隆汇2月24日｜A股市场培育钻石概念股集体走强，其中，力量钻石涨超6%，中国黄金涨超5%，曼卡 龙、四方达涨超4%，中兵红箭、黄河旋风涨超3%，惠丰钻石、沃尔德涨超2%。 ...

Core Insights - The nano-diamond market in China is projected to grow from 173.12 million yuan in 2016 to 298 million yuan in 2024, with a compound annual growth rate (CAGR) of 7.02% [1][12] - The industry is expected to reach a market size of approximately 31.89 million yuan by 2025, driven by advancements in synthesis technology and increasing demand from high-end manufacturing, new energy, and electronic information sectors [1][12] - The future of the nano-diamond industry is anticipated to focus on high performance, green development, and collaborative industrial ecosystems [1][12] Industry Overview - Nano-diamonds are non-metal materials composed of sp³ hybridized carbon atoms, exhibiting exceptional hardness, high thermal conductivity, and biocompatibility [3] - They can be synthesized through various methods, including high-temperature high-pressure and detonation techniques, and are categorized into single-dispersed nano-diamond particles and nano-diamond polycrystals [3][9] Market Dynamics - The demand for nano-diamonds is increasing due to the rising performance requirements in downstream industries such as high-end manufacturing and new energy [1][12] - The industry is supported by national policies that encourage the development of new functional materials, including nano-diamonds [7][8] Application Areas - Nano-diamonds have diverse applications across various fields, including: - As additives in metal coatings to enhance part lifespan by 1-9 times and reduce coating thickness by over 50% [5] - In catalysis to improve propane dehydrogenation selectivity and stability in redox reactions [5] - As lubricating oil additives to decrease friction loss by 30-40% [5] - In aerospace for turbine blade coatings and composite material reinforcement [5] - In medicine as drug carriers and fluorescent probes for targeted tumor therapy and in vivo imaging [5] Industry Chain - The upstream of the nano-diamond industry includes raw materials like graphite and methane, as well as equipment for synthesis [9] - The midstream consists of nano-diamond synthesis and processing companies, while the downstream encompasses applications in abrasives, lubricants, aerospace, metal coatings, and medical fields [9][10] Competitive Landscape - The nano-diamond industry in China features several key players, including: - Huifeng Diamond, specializing in synthetic single crystal diamond powder [13] - Sifangda, focusing on superhard materials and related products [15] - The competition is intensifying, with companies emphasizing technological innovation, brand building, and market expansion [13][15] Future Trends - The nano-diamond industry is expected to expand its application scenarios and innovate functionalities, moving from traditional uses to high-value fields such as biomedical, quantum information, and advanced manufacturing [16] - There will be a focus on optimizing synthesis processes for precision control, scalability, and environmental friendliness [17] - Cross-disciplinary integration and collaboration between academia and industry will enhance innovation and facilitate the transition of nano-diamonds from laboratory to industrial application [19]