| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-10- | | | | | 当日收盘价涨幅达到29.99% | | 10 | 873122 | 中纺标 | 7656980 | 45880.67 | | | 2024-10- | | | | | | | | 832885 | 星辰科技 | 22321606.0 | 22139.51 | 当日收盘价涨幅达到29.80% | | 10 | | | | | | | 2024-10- | 833873 | 中设咨询 | 35521711.0 | 16968.32 | 当日收盘价涨幅达到23.54% | | 10 | | | | | | | 2024-10- | 835179 | 凯德石英 | 11703912.0 | 28914.26 | 当日收盘价跌幅达到-20.68% | | 10 | | | | | | | 2024-10- | | 艾融软件 | | | 当日收盘价跌幅达到-20.98% | | 10 | 830799 | | 256 ...

本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带法律责任。 一、股票交易异常波动的具体情况 证券代码：835179 证券简称:凯德石英 公告编号：2024-072 北京凯德石英股份有限公司股票交易异常波动公告 公司股票最近 2 个有成交的交易日（2024 年 10 月 8 日至 2024 年 10 月 9 日）以内收盘 价涨幅偏离值累计达到 49.34%，根据《北京证券交易所交易规则（试行）》的有关规定，属 于股票异常交易波动情形。 二、公司关注并核实的相关情况 1、 关注问题： （1）前期公告的事项是否取得重大进展或变化，前期披露的公告是否需要更正、补 充； （2）是否存在可能或已经对本公司股票交易价格产生较大影响的媒体报道或市场传 闻，是否涉及热点概念事项； （3）近期公司经营情况及内外部经营环境是否或预计将要发生重大变化； （4）公司、控股股东和实际控制人是否存在关于本公司的应披露而未披露的重大事 项，或处于筹划阶段的重大事项； （5）是否存在其他可能对股价产生较大影响的重大事件。 2、 核实对象： 公司控股股 ...

| | 公告日期 | 2024-10-09 异常期间 | 2024-10-09 | | | | --- | --- | --- | --- | --- | --- | | | 凯德石英(835179) | 成交数量 连续竞价 | 27517422.0 | 成交金额（万 | 72200.91 | | | | （股） | | 元） | | | | 北交所股票最近3个有成交的交易日以内收盘价涨跌幅偏离值累计达到+40% 涉及事项 | (-40%) | | | | | 买/卖 | | 营业部或交易单元名称 | | 买入金额（元） | 卖出金额（元） | | 买1 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | | | 11840423.42 | 2690096.45 | | 买2 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | | | 11160873.03 | 2399970.07 | | 买3 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | | | 11015580.96 | 4616900.54 | | 买4 | 华泰证券股份有限公司扬州文昌西路证券营业部 | | | 842409 ...

| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-10- | | | | | 异常期间涨跌幅偏离值累计 | | 09 | 872953 | 国子软件 | 35716804.0 | 89919.39 | 达到58.61% | | 2024-10- | | | | | 异常期间涨跌幅偏离值累计 | | 09 | 831370 | 新安洁 | 94437597.0 | 36660 | 达到55.24% | | 2024-10- | | | | | 异常期间涨跌幅偏离值累计 | | 09 | 835179 | 凯德石英 | 27517422.0 | 72200.91 | 达到49.34% | | 2024-10- | | | | | 异常期间涨跌幅偏离值累计 | | 09 | 835184 | 国源科技 | 45083791.0 | 46406.12 | 达到44.05% | | 2024-10- | | | | | 异常期间涨跌幅偏离值累计 | | 09 | 835368 | 连城数控 ...

| | 公告日期 2024-10-09 无 | 异常期间 | | | | | --- | --- | --- | --- | --- | --- | | | 凯德石英(835179) 连续竞价 | 成交数量 （股） | 18679485.0 | 成交金额（万 元） | 50932.93 | | | 涉及事项 当日收盘价涨幅达到20%的前5只股票 | | | | | | 买/卖 | 营业部或交易单元名称 | | | 买入金额（元） | 卖出金额（元） | | 买1 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | | | 10750019.66 | 962829.31 | | 买2 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | | | 9779686.59 | 906383.96 | | 买3 | 华泰证券股份有限公司扬州文昌西路证券营业部 | | | 7423742.41 | 6146 | | 买4 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | | | 7170785.96 | 3637887.34 | | 买5 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | | | ...

证券代码：835179 证券简称:凯德石英 公告编号：2024-072 北京凯德石英股份有限公司股票交易异常波动公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带法律责任。 （2）是否存在可能或已经对本公司股票交易价格产生较大影响的媒体报道或市场传 闻，是否涉及热点概念事项； （3）近期公司经营情况及内外部经营环境是否或预计将要发生重大变化； （4）公司、控股股东和实际控制人是否存在关于本公司的应披露而未披露的重大事 项，或处于筹划阶段的重大事项； （5）是否存在其他可能对股价产生较大影响的重大事件。 2、 核实对象： 公司控股股东、实际控制人及一致行动人，持股 5%以上股东，在任的董事、监事及高 级管理人员。 一、股票交易异常波动的具体情况 公司股票最近 2 个有成交的交易日（2024 年 10 月 8 日至 2024 年 10 月 9 日）以内收盘 价涨幅偏离值累计达到 49.34%，根据《北京证券交易所交易规则（试行）》的有关规定，属 于股票异常交易波动情形。 二、公司关注并核实的相关情况 1、 关注问题： ...

Investment Rating - The report assigns a "Buy" rating for the company, Kaide Quartz, for the first time [1][3]. Core Viewpoints - Kaide Quartz is a high-quality manufacturer in the quartz processing industry, with a significant increase in its semiconductor segment [2][12]. - The company has shown rapid revenue growth, with a forecasted revenue of 302.29 million yuan for 2024, reflecting a year-on-year increase of 16.4% [1][3]. - The semiconductor and photovoltaic industries are the main drivers for the growth of the quartz industry, with the semiconductor sector accounting for 65% of the end-use applications [38]. Summary by Sections 1. Company Overview - Kaide Quartz specializes in the manufacturing of quartz products, including quartz instruments, quartz pipelines, and quartz boats, and has a strong focus on independent research and development [2][12]. - The company has achieved a high gross margin and net margin compared to its peers, indicating robust performance [2]. 2. Industry Landscape - The quartz supply chain is mature and covers a wide range of industries, with a strong driving effect from the semiconductor sector [2][27]. - The global quartz product market size grew by 10.3% in 2022, with the Chinese market growing by 4.1% [34]. 3. Research and Development - The company has obtained 68 patents, including 17 invention patents, and has made significant advancements in high-precision, large-size quartz product development [2][15]. - Kaide Quartz has established stable relationships with major clients in the microelectronics and semiconductor research sectors [2][15]. 4. Financial Forecast and Valuation - The company is expected to achieve revenues of 302.29 million yuan in 2024, with net profits of 46.22 million yuan and an EPS of 0.62 yuan [1][3]. - The projected P/E ratios for 2024-2026 are 22.63, 15.49, and 11.67, respectively, indicating a strong growth potential as the semiconductor attributes of the company are expected to enhance its valuation [3].

Investment Rating - The investment rating for the company is "Buy" [3]. Core Insights - The company, Beijing Kaide Quartz Co., Ltd., has achieved breakthroughs in domestic substitution for high-end quartz products, particularly in the semiconductor industry, and is recognized as a national "specialized and innovative" small giant enterprise [3][8]. - The company's revenue has shown robust growth, with a five-year CAGR of 18.56%, and a significant increase of 39.16% year-on-year in the first half of 2024 [3][14]. - The semiconductor industry is experiencing a recovery, which is expected to positively impact the demand for quartz products [3][23]. - The company has successfully developed key quartz components for 8-inch wafers, addressing the critical issue of domestic substitution for quartz components in integrated circuit processes [3][8]. Summary by Sections 1. Company Overview - Beijing Kaide Quartz was established in 1997 and has over 20 years of experience in providing customized quartz products for military semiconductor integrated circuit production lines [3][8]. - The company has a concentrated shareholding structure, with the largest shareholder holding 19.83% of the shares [3][11]. 2. Financial Performance - The total revenue of Kaide Quartz increased from 111 million yuan in 2018 to 260 million yuan in 2023, with a strong growth momentum [3][14]. - The company's gross margin has remained relatively stable, with figures ranging from 38.90% to 48.08% from 2018 to 2023 [3][17]. - In the first half of 2024, the company reported a revenue of 157 million yuan, a year-on-year increase of 39.16%, primarily driven by sales of semiconductor quartz products [3][14]. 3. Industry Dynamics - The semiconductor industry is recovering, which is expected to enhance the demand for quartz products used in semiconductor manufacturing [3][23]. - The company has achieved a breakthrough in domestic substitution for high-end quartz products, particularly in the 8-inch and 12-inch quartz products, which have long been dominated by foreign companies [3][8]. 4. Product Lines and Applications - The main products of Kaide Quartz include quartz instruments, quartz pipelines, and quartz boats, which are widely used in semiconductor integrated circuit manufacturing and the photovoltaic solar industry [3][23]. - The company's semiconductor quartz glass products accounted for 76.97% of its revenue in the first half of 2024, indicating a strong focus on this segment [3][18]. 5. Profitability Forecast and Valuation - The company is expected to achieve revenues of 353 million yuan, 471 million yuan, and 617 million yuan in 2024, 2025, and 2026, respectively, with corresponding year-on-year growth rates of 36.07%, 33.16%, and 31.19% [3][4]. - The average PE ratios for comparable companies are projected to be 16.03, 12.08, and 9.74 for 2024, 2025, and 2026, respectively [3][4].

北京凯德石英股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 一、 投资者关系活动类别 证券代码：835179 证券简称：凯德石英 公告编号：2024-071 □特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 √分析师会议 □路演活动 □其他 上市公司接待人员：董事会秘书 南舒宇 三、 投资者关系活动主要内容 问题 1：半导体业务目前发展情况。 回答：上半年，公司半导体业务持续向好，半导体集成电路芯片用石英产 品实现收入 1.2 亿，占营业收入比例为 76.97%，比上年同期增加 48.24%。公 司 12 英寸半导体业务收入增速较快，此外，化合物半导体用石英制品订单增 长较快。公司化合物半导体客户主要是通美晶体，2024 年 1-6 月公司实现收 入 1,898.10 万元，较 2023 年全年增长 19.60%。公司产品主要供应通美晶体 的磷化铟、砷化镓等产线使用。通美晶体磷化铟衬底产品主要用于生产光模块 中的激光器、探测器芯片，也用于生产激光器件 ...

Investment Rating - The report assigns a "Hold" rating to the company, suggesting investors should monitor the stock closely without making significant changes to their positions [2][18]. Core Insights - The company achieved a revenue of 160 million yuan in H1 2024, representing a year-on-year increase of 39.2%. However, the net profit attributable to shareholders slightly decreased by 1.6% to 19.71 million yuan [1][10]. - The semiconductor segment's revenue contribution increased to 77.0%, up 10.0 percentage points from the end of the previous year, leading to an overall gross margin improvement to 44.1% [1][11]. - The company is facing short-term pressure on expenses due to delays in high-end product certifications and increased costs related to stock options and credit impairment losses [1][12]. Summary by Sections Financial Performance - In H1 2024, the company reported a revenue of 160 million yuan, with a net profit of 19.71 million yuan and a non-recurring net profit of 19.38 million yuan, showing a 5.5% increase year-on-year [1][10]. - Q2 2024 saw a revenue of 72.05 million yuan, a 38.7% increase year-on-year but a 14.9% decrease quarter-on-quarter [1][10]. Product and Market Position - The company is transitioning from mid-to-low-end products to high-end quartz products, particularly in the semiconductor sector, where it has established a strong market presence [5][7]. - The company has successfully passed quality audits for its quartz production lines, which positions it well for future orders in the high-end semiconductor market [7][11]. Subsidiary Performance - The subsidiary, KaiDe XinBei, reported a net profit of 17.08 million yuan in H1 2024, contributing positively to the overall performance [8][9]. - The company is also progressing with its new plant, which is expected to gradually release production capacity [8][9]. Future Outlook - The company forecasts a steady increase in net profit for 2024-2026, with expected figures of 42.6 million yuan, 68.3 million yuan, and 108.7 million yuan respectively, corresponding to PE ratios of 26, 16, and 10 [2][18]. - The anticipated growth is driven by the increasing demand for high-end semiconductor quartz products and the gradual release of new production capacity [15][18].