培育鑽石
培育鑽石行業持續高增長，行業滲透率接近於10%的拐點，成長階段相當於2020年的新能源汽車。
2021年至2022年，培育鑽石進出口滲透率均翻倍增長，接近10%拐點，有望複製新能源車高成長性。
培育鑽石龍頭公司:四方達、力量鑽石、國機精工、黃河旋風和中兵紅箭。
光伏電池
從消息面上來看，通威電池片漲價，直接利好電池片分支，而目前電池片最新的技術路線是HJT、TOPCON和鈣鈦礦電池技術。
目前HJT、TOPCON和鈣鈦礦電池技術的滲透率不斷在提升，產業鏈價格也在不斷的上升，實現了量價齊升。
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