SF DIAMOND Co., Ltd.: Riding the Wave of the “Diamond” Concept
SF DIAMOND Co., Ltd., listed on the Shenzhen Stock Exchange under the ticker symbol SF DIAMOND, is a manufacturer headquartered in Zhengzhou that specializes in polycrystalline diamond (PCD) and composite super‑hard materials. Its product portfolio includes PCD die blanks for wire drawing, PDC cutters for oil‑and‑gas drilling and mining, PCD cutting‑tool blanks, thermally stable PCD products, and PCD semi‑finished die services. In addition, the company supplies solid‑ and carbide‑polycrystalline cubic boron nitride (PCBN) products, super‑hard tools such as PCBN and PCD inserts, PDC picks, DTH drill bits, and super abrasives including synthetic diamond grits, powders, and cubic boron nitride abrasives. These materials serve a wide array of industries—oil and gas drilling, coal mining, machining, building materials, automobile, rail, aerospace, national defense, and others—and are exported to roughly forty countries worldwide.
Market Context: A Surge in the “Diamond” Theme
During the trading day of January 27, 2026, the Shanghai Composite, Shenzhen Component, and ChiNext indices all moved higher, with the ChiNext gaining 0.71 % to close at 3 342.60. Across the market, the “diamond” theme—encompassing hard‑material and super‑abrasive stocks—stood out as a major driver of activity. The theme’s momentum was reflected in the performance of several peer companies:
| Stock | Notable Move |
|---|---|
| Yellow River Wind (黄河旋风) | Limit‑up (涨停) |
| Quadrant Reach (四方达) | +14 % |
| Hui Feng Diamond (惠丰钻石) | +10 % |
| Power Diamond (力量钻石) | +5 % |
| Guo Ji Jing Gong (国机精工) | +5 % |
These gains were echoed in early‑morning reports, which highlighted the “超硬材料概念” (super‑hard material concept) as a key theme of the day. Analysts from Zhongyuan Securities noted that recent breakthroughs—particularly a collaboration between the Institute of Electronics, Xidian University, and the National Space Science Center—had yielded a high‑performance single‑crystal diamond radiation detector. This development is expected to unlock new performance thresholds for diamond‑based devices in high‑temperature and high‑radiation environments, thereby bolstering the commercial prospects of companies within the diamond sector.
SF DIAMOND’s Position Within the Theme
While the headline moves were captured by the more volatile stocks within the sector, SF DIAMOND itself exhibited a solid, steady performance. On January 27, 2026, the company’s shares closed at CNY 20.97, a level comfortably above the 52‑week low of CNY 7.06 and below the 52‑week high of CNY 24. The price‑to‑earnings ratio, standing at 112.85, reflects the premium investors are willing to pay for a firm that is positioned at the cutting edge of super‑hard material technology.
SF DIAMOND’s broad product range—spanning from cutting tools to super‑abrasives—aligns well with the expanding industrial demands for higher precision and durability. The company’s export footprint, covering approximately forty countries, positions it to benefit from both domestic and international growth in sectors such as aerospace, defense, and advanced manufacturing.
Market Capitalization and Investor Outlook
With a market capitalization of 10.09 billion CNY, SF DIAMOND is a sizable player in the industrial machinery space. The firm’s share price movement during the “diamond” rally suggests that investors are increasingly looking beyond headline stocks to the underlying supply chain. The steady gains of SF DIAMOND during a day of sharp volatility imply a growing confidence in the long‑term trajectory of super‑hard material technology.
Key Takeaways
- Sector Momentum – The “diamond” concept saw significant upside on January 27, 2026, with several stocks reaching limit‑up status and others posting double‑digit gains.
- Technological Enablers – Recent breakthroughs in single‑crystal diamond detectors signal potential new applications in semiconductor, defense, and optical industries.
- SF DIAMOND’s Role – The company’s diversified product suite and export network position it to capitalize on the broader sectoral shift toward high‑performance materials.
- Price Stability – Despite the market’s volatility, SF DIAMOND’s share price remained within a healthy range, reflecting a measured investor response.
In an environment where thematic investing can produce rapid, pronounced moves, SF DIAMOND exemplifies a company whose fundamentals and product pipeline align with the emerging demands of high‑technology manufacturing and defense sectors. As the “diamond” concept continues to unfold, SF DIAMOND’s steady performance may provide a stable foundation for investors seeking exposure to the next generation of super‑hard materials.
