@myegg:
1、培(pei)育(yu)鉆(zhan)石(shi)是少數受(shou)疫情影響較小的(de)“免疫型”成長賽道(dao),產業鏈(lian)上(shang)游(you)看中(zhong)國(guo):基(ji)本壟斷(duan)了(le)全(quan)球(qiu)(qiu)寶石(shi)級(大
顆粒)培(pei)育(yu)鉆(zhan)石(shi)原石(shi)(毛(mao)坯(pi))制造(高(gao)(gao)溫高(gao)(gao)壓法(fa))的(de)90%以(yi)上(shang),毛(mao)利率超60-70%。中(zhong)游(you)印度占據(ju)全(quan)球(qiu)(qiu)約
95%鉆(zhan)石(shi)打(da)磨加工市(shi)場份額,毛(mao)利率約10-15%;下游(you)美國(guo)消費全(quan)球(qiu)(qiu)超80%培(pei)育(yu)鉆(zhan)石(shi)零(ling)售(shou)產品,終端零(ling)售(shou)毛(mao)
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