The stock price of 10 trading days rose 20% of the Yellow River Cyclone "5 billion expansion of Diamond Project" to attract attention

On the 10 trading days from July 15th to 28th from July 15th to 28th, the economic observation network reporter Zhang Xiaohui rose 20.78%of the stock price of Henan Yellow River Whirlwind Co., Ltd. (600172.SH, hereinafter referred to as "Yellow River Whirlwind").

January 4, 2022 is the first day of the Spring Festival. This day is an important day for the Yellow River Whirlwind: Zhang Zhongmin, Secretary of the Changge Municipal Party Committee, announced the start of the construction. The mayor Zhang Xiaoli delivered a speech. The Yellow River whirlwind started in the "5G + Smart Factory" project of the Yellow River Industrial Park.

The lineup of the first, second, and third leaders of Changge City highlights the local influence of the Yellow River whirlwind in the local area. Pang Wenlong, chairman of the Yellow River whirlwind, made a project explanation at the construction ceremony.

This is not the only project of the Yellow River whirlwind in Changge City. It also has a larger 5 billion yuan to cultivate diamond production projects. It is this 5 billion yuan project that has become a booster for the recent wave of stock prices in the Yellow River. Essence

Clarifying the announcement "clear and unclear"

On the evening of July 29, 2022, the Yellow River whirlwind issued a clarification announcement to clarify the media report that "the company's proposed investment of 5 billion yuan to expand the production of diamonds" was made.

Earlier, some media reports: "The Yellow River Whirlwind Cultivating Diamond Industrialization Project is a key development project of Changge City, with a total investment of 5 billion yuan, covering an area of ​​230 acres: 1) includes three projects: large cavity intelligent compressor project, intelligent intelligent Sorting and testing center projects and green purification projects; 2) Three goals: extend the industrial chain, improve the innovation chain, and enhance the value chain. For more than %, after all completion of production, it is expected to achieve annual sales revenue of 10 billion yuan. "

In the announcement, the Yellow River whirlwind clarified that the cultivation of the diamond industrialization project was a key development project of Changge City. On July 26, 2022, the company participated in Xuchang City's 2022 key project and the "three batches" project observation activities. The company released the "2022 Non -public issuance stock plan" on April 7, 2022. The total amount of funds raised is not less than 80 million yuan, and it does not exceed 1050 million yuan. loan.

After the announcement of the announcement, there are still many questions, such as the Yellow River whirlwind to cultivate the production capacity scale, sales data, revenue ratio and profit margin of the Yellow River.

On the morning of July 29th, the staff of the Yellow River Whirlwind Office of the Secretary Office stated that the cultivation of diamonds is the company's rapid growth business. At present, 70 % of the company's total revenue is from ultra -hard (diamond, cultivating diamonds) business. Contributions, and the cultivation of diamonds contributed about half of the super hard business. Please wait for the specific data to disclose the semi -annual report.

In clarifying the announcement, the Yellow River whirlwind also explained the technical problems of cultivating diamonds.

The Yellow River whirlwind said that relying on the national enterprise technology center and the post -doctoral research station of the company, the company has launched the cultivation of diamond research and development projects in 2002, completed the development of high -quality colorless and color -cultivated diamond synthesis technology development at the carat level, and formed industrialization. Laboratory cultivation methods are mainly divided into high temperature and high -pressure method (HTHP) and chemical gas deposition method (CVD).

It said that the company has a CVD laboratory to develop diamond application technology. At present, the company's production and cultivation diamonds are mainly high -temperature and high -pressure methods. CVD cultivation diamond production methods and third -generation semiconductor development technology are still in the research and development stage, and industrialization has not been formed. There is still uncertain factors for industrialization in the future.

The staff of the Yellow River Whirlwind Directors explained to the Economic Observation Network that the technology of the production and cultivation of diamonds for high -temperature and high -pressure method has matured, and CVD technology cultivation diamonds are still in the research and development stage.

Cultivate diamond business rise

Qiao Qiusheng is a native of Zengfu Temple Township, Changge City, Henan. He was born in 1965 and is 57 years old.

Qiao Qiusheng is a character in Changge City. It is the actual controller of the listed company Yellow River whirlwind. In addition to this title, Qiao Qiusheng is also the chairman of the Henan Provincial Federation of Industry and Commerce and the chairman of Henan Huanghe Industrial Group Co., Ltd. (the controlling shareholder of the Yellow River Whirlwind, hereinafter referred to as the "Yellow River Industrial Group").

Under the leadership of Qiao Qiusheng, the market value of the Yellow River whirlwind as of July 29, 2022 has reached 14.3 billion yuan.

The Yellow River Whirlwind is the vanguard of the domestic artificial diamond and its products industry. The annual production capacity of artificial diamonds reaches 1.5 billion carats. It is the largest domestic diamond production base in China. The domestic industry is first and the third in the world. The "Whirlwind" brand products are well -sold Japanese, American, European and other developed countries and Southeast Asian markets. There are 22 subordinate members, distributed in Changge, Zhengzhou, and Shanghai.

The so -called cultivation of diamonds, also known as artificial diamonds, refers to a crystal that is exactly the same as the appearance, chemical composition, and crystal structure of natural diamonds in laboratory or factories.

In the field of cultivating diamonds, China's production capacity accounts for about 50%of the global cultivation of the total capacity of diamonds. 80%of them are located in Henan. The Yellow River whirlwind is the leading enterprise to cultivate diamonds.

Beginning in 2021, the cultivation of diamond business has increased significantly. The super -hard material market and industry pattern has changed significantly. The main characteristics are: the market acceptance of the cultivation of diamond products has increased significantly, the market demand is strong, and the market size has expanded rapidly.

The Yellow River Whirlwind reported in 2021 that the main business products achieved sales revenue of 1.645 billion yuan, an increase of 38.99%over the same period last year, mainly contributing to the growth of the sales of diamond products in segmented products. The Yellow River whirlwind did not disclose the operating income of the cultivation of the diamond sector alone.

A reporter from the Economic Observation Network asked the Secretary of the Yellow River Whirlwind's Office. Earlier, the media reported that "the company's expectations of the company's 5 billion yuan in diamond projects are expected to bring an annual sales income of 10 billion yuan." Whether it is true. The Secretary of the Yellow River Whirlwind replied that this is the company's long -term plan.

The first quarterly report of 2022 shows that the operating income of the Yellow River whirlwind is 600 million, which has not increased significantly year -on -year.

Investors' questions are concerned about "diamonds"

Investors are also very concerned about the company's performance.

In the interaction of Shanghai Stock Exchange E, some investors asked: "May I ask the company, the company's performance in the first quarter is not as expected. What is the super -hard materials and cultivation of diamond production and sales in the second quarter?"

The Yellow River whirlwind replies that if the disclosure rules of the latest performance forecast, if the semi -annual report meets the disclosure standard, the disclosure shall be completed within 15 days of the end of the semi -annual report period.

There are also investors asking: "Cultivate diamond production and sales, and the track is high. Your company should hold this opportunity to develop and grow. What is the current situation of the company's 1 billion yuan? Is it the same? "

The Yellow River whirlwind replied that the company's fixed increase project continued to promote, and the expansion of production capacity was promoted in an orderly manner in order at the beginning of the year. The company will accelerate the project advance and complete the newspaper as soon as possible.

On July 28, some investors asked the Yellow River whirlwind on the "5 billion cultivation diamond project": "Does the project start to implement? How long is it put into production? Is the layout CVD single crystal and the third -generation semiconductor application in the original factory or in 3 projects in 3 projects. Implementation? "

Another investor asked an interesting question: "Can individual users buy artificial diamonds produced by the company?"

In this regard, the Yellow River whirlwind has not yet made a reply.

The semi -annual report disclosure disclosed on July 15, 2022 shows that the Yellow River whirlwind is expected to increase 194.20%compared with the same period of the previous year in the semi -annual operating performance in 2022, and the net profit attributable to shareholders of listed companies is 70.5 million yuan. The reason for the growth is that it continues to optimize the main business of the super -hard material product structure -it is actually the business growth of the cultivation of diamonds.

In any case, the Yellow River whirlwind -the leading enterprise in this segment field has attracted the attention of investors in the capital market because of the production of artificial diamonds.

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