A股異動 | 培育鑽石概念股逆勢走高 曼卡龍(300945.SZ)漲超11%
格隆匯2月22日丨培育鑽石概念股逆勢走高,曼卡龍(300945.SZ)漲超11%,中兵紅箭漲超4%,四方達漲超2%,黃河旋風、力量鑽石漲超1%。今年一月,全球最大的鑽石開採供應商戴比爾斯在2022年的第一場交易會中將原鑽價格上調了約8%。這是自去年12月以來戴比爾斯第5次上調價格,這也導致了1月份以來國際成品鑽石價格的大幅上漲。業內人士表示,國際鑽石報價數次上漲,讓國內鑽石企業對未來鑽石價格上漲產生了較大預期。培育鑽石或將成為一種新的選擇,其價格是天然鑽石的三分之一到五分之一,銷售量持續上漲。國泰君安研報稱,目前在鑽石整體行業需求旺季,且疫情影響上游供應嚴重不足的背景下,天然鑽石Rapaport呈現成品鑽全面價格上漲,目前培育鑽石定價體系依託Rapaport報價;培育鑽石海外下游需求旺盛,仍持續處於供不應求狀態,且國內消費者觸達提升空間大,產業呈現長期向好態勢。基於三大驅動因素,行業有望持續高增。

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