戴比尔斯《2021钻石行业洞察报告》部分数据

jinridaibiersifabule《2021zuanshixingyedongchabaogao》，yixiaweibufenzhongyaoneirongzongjie：

一、下游市场（零售）

biao1：2020nianquanqiuchengpinzuanshichang

biao2：2020nianquanqiuzuanshizhubaoshichang

biao3：2010-2020nianquanqiuzuanshizhubaoshichangebianhua

biao4：2010-2020nianquanqiuchengpinzuanshichangzongebianhua

biao5：2018-2020nianquanqiuchengpinzuanshichangfeneduibi

钻石消费趋势：

▶ 中国

• 2020nianzuanshixiaofeikelazhonglianghexiaofeie：+30%

• mao、bao、dongxianshangzhubaoxiaoshouetongbizengfu：+49%（2021niandiyijidu）

• 2020niantongguoxianshanglejiezhubaodezhongguoxiaofeizhebili：35%

▶ 美国

线上消费增幅：

• 2020nian7yueqian：+35%

• 2021nian7yueqian：+75%

• zuanshizhubaoxiaofeidexianshangzhanbi：40%

tigongxianshangfuwudezhubaolingshoushangzhanbi：

• 2020nian：84%

• 2021nianyijidu：90%

▶ 印度

2020nianyinduxiaofeizhexianxiahexianshangxiaofeimingandufenbiewei：96%、94%

二、中游（加工）

2020shangbanniandejumianhenqiliang，yiqingdaozhilexiayoudezhongcuo，congeryinfalezhongyoudeweiji。zuoweihexinjiagongguodeyindu，cong2020shangbanniandao2021shangbanniandemaopizuanmaoyishujuruxiatuyoubiansangezhuxingsuoshi：

zhenzhengdefusucong2020nian7yuekaishi。zineishiqi（zhi2021nian8yue），zhongyouduimaopizuandekeqiujihuyizhimeiyoutingguo。

2021nian4yuecengjingchuxianguoyigexiaochaqu：yindudierboyiqingkaishimanyan，daozhiledaliangxiaoxinggongchangjianchan50%。daxinggongchangqishihaihao，nenggoubaochi80%dechanneng。zaijiexialaideduanduansangeyuenei，gegongchangjibendouhuifule。

2021nianshangbannian，yindumaopizuanjingjinkouetongbishangsheng190%。

daibiersidebaogaoyuji，zhongyouduimaopizuandekeqiuzhuangtaijiangyanshenzhi2022nian。zheiliyoulianggezhuyaoyuanyin：

• zhongyoudekucunshuipingzhengtijiaodi；

• xiayouzaiduoqudaoyingxiao、dianshangdengyingxiangxia，jiangbaochiwangshengdexuqiu。

三、上游（矿企）

2020nianquanqiuzuanshizongchanliangwei1.14yikela，bi2019nian（1.39yikela）xiajiang18%。

anguojiapaixudehua（ruxiatu），eluosi、bociwana、jianadaminglieqiansan，fenbieshi3400wankela、1700wankelahe1300wankela。

ruguoangongsilaipaixudehua，eluosiailuoshayijiupaidiyi（3000wankelazuoyou），qicishidaibiersi（2500wankela）helituojituan（1500wankela）。

danshilituojituanqixiadeaozhouagaierkuang（argyle）yijingyu2020niandizhengshiguanbile。

2020shangbannian，daxingkuangqiwangzhongyoudemaopizuanxiaoshouqingkuangdouhenzaogao，jibenjiangfudouzai49%zuoyou。qizhongdaibiersibudebuquxiaoledangniandedisancikanhuohui，ailuoshayeyoubushaodekehuzaisanyuefenzhongzhilezhangqihetongguanxi，zhuanxianggengjia“baoxian”dexianhuojiaoyimoshi。

liangdajutoucishicaiyonglelinghuodexiaoshouzhengce，ailuoshashenzhiyunxukehu“lingcaigou”。（zheigezhengceyizhiyanxudaole2021nianchu）。

jinruxiabannianzhihou，zhongyoucaigounenglimengzeng，shangyoukuangqixunsuhuifulexiaoliang，bingqiezhibi2019niantongqiweiruoxiajiangle4%zuoyou。

zhengtikan2020nian，quanqiumaopizuanxiaoliangxiajiangle26%。zaiquanqiuxiaoshouzongezhong（anmeiyuanji）：

• daibiersizhan29%，yu2019nianchiping

• ailuoshazhan24%，gaoyu2019nian（22%）

• sodiam(angela)zhan10%，gaoyu2019nian（9%）

• lituozhan5%，yu2019nianchiping

展望未来：

daibiersidechanliangzai2021nianyinggainenghuifudaoyiqingzhiqiandeshuiping（3200wankela）。

ailuoshadejihuaxiangduiwenheyixie，zhibaniandujihuadingzai3150wankela，bi2020niangaole150wankelaeryi。

jinbabuweixiangduijijinyixie，jihuanianchan300wankela。suiranjueduishuliangbingbuda，danxiangbi2020nian，zhangfudadaole30%zuoyou。

ranerruguozhengtikandai2021nianzuanshixingyeshangyoudehua，huifaxianqishidagaizhibi2020nianchanliangshangsheng10%eryi，yinweiagaierkuangdeguanbilingzhenggexingyejianchanle1000wankela，zheishiyigehenzhongyaodeyinsu。

zai2025nianzhiqian，yixialianggezuanshikuanghuiguanbi：

• ailuoshadekomsomolskayakuang，guanbishijian2021nian

• lituohedominionhezidediavikkuang，guanbishijian2025nian

dangran，tongshiyousangekuangzhengzhunbeiqidong：

• ailuoshamaiskayakuang，qidongshijian2025nian

• ailuoshaheendiamahezideluaxekuang，jutiqidongshijianweizhi

• daibiersidechidliakkuang，jutiqidongshijianweizhi