同日晚间，凯德石英亦披露公告称，因公司实际控制人张忠恕、王毓敏及其一致行动人张凯轩、北京德 益诚投资发展中心（有限合伙）、北京英凯石英投资发展中心（有限合伙）正在筹划重大事项，拟将部 分股权转让于江丰电子，该事项可能导致公司控制权发生变更。公司股票自1月30日起停牌，预计将于2 月6日前复牌。 交易行情显示，截至1月29日收盘，江丰电子股价报113.48元/股，总市值301.1亿元；凯德石英股价报 50.89元/股，总市值38.15亿元。 公告显示，本次交易完成后，公司将成为凯德石英的控股股东，凯德石英将成为公司的控股子公司。本 次交易预计不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 北京商报讯（记者 王蔓蕾）2026年资本市场首例"A吃A"来了！1月29日晚间，江丰电子（300666）披 露公告称，公司拟以现金收购凯德石英（920179）控制权。公司股票自1月30日起停牌，预计停牌时间 不超过5个交易日。 ...

公司拟以现金收购北京凯德石英股份有限公司（以下简称"凯德石英"，股票代码：920179）控制 权。本次交易完成后，公司将成为凯德石英的控股股东，凯德石英将成为公司的控股子公司。本次交易 预计不构成《上市公司重大资产重组管理办法》规定的重大资产重组。目前相关方案尚待进一步商讨确 定，各方尚未签署相关协议，具体情况以各方签订的相关协议为准。 鉴于上述事项尚处于筹划阶段，存在不确定性，为保证公平信息披露，维护投资者合法权益，避免 造成公司股价异常波动，根据《深圳证券交易所创业板股票上市规则（2025 年修订）》、《深圳证券 交易所上市公司自律监管指引第6 号——停复牌（2025 年修订）》等有关规定，经公司向深圳证券交易 所申请，公司股票（股票简称：江丰电子，股票代码：300666）自 2026 年1 月30 日（星期五）开市起 停牌，预计停牌时间不超过 5 个交易日。 中国经济网北京1月29日讯 江丰电子（300666.SZ）今日晚间披露关于收购事项的停牌公告。 (责任编辑：关婧) 停牌期间，公司将根据上述事项的进展情况，严格按照有关法律法规的规定和要求履行信息披露义 务。待上述事项确定后，公司将及时发布相关公告 ...

Group 1 - The core point of the news is that Kaide Quartz (920179) experienced a significant stock price increase of 20.28% on January 16, 2026, leading to its appearance on the trading leaderboard [1][3] - The total trading volume for Kaide Quartz on that day was 10.5186 million shares, with a total transaction value of 562 million yuan [1][3] - The top buying and selling positions were held by Guojin Securities and Guoxin Securities, with Guojin Securities buying 17.95 million yuan worth of shares and Guoxin Securities selling 28.08 million yuan worth of shares [2][3] Group 2 - The trading activity included multiple institutional investors, with significant buy orders from various firms, indicating strong interest in Kaide Quartz [2] - The data shows that the buying and selling amounts from different securities firms varied, highlighting the competitive trading environment for Kaide Quartz [2]

Market Performance - Major market indices opened with mixed results, with the Shanghai Composite Index rising by 0.09% to 4086.76 points, while the Shenzhen Component Index fell by 0.30% to 13917.78 points, and the ChiNext Index decreased by 0.69% to 3279.38 points [1] Individual Stock Performance - A total of 2051 stocks rose at the opening, with 25 stocks hitting the daily limit up, including Fenglong Co. with 11 consecutive limit ups, *ST Dongyi with 13 limit ups in 10 days, and Luxin Investment with 11 limit ups in 9 days [1] - Conversely, 2493 stocks declined at the opening, with 2 stocks hitting the daily limit down, namely ST Derun and *ST Chuntian [1] Price Continuity Statistics - Among the stocks that hit the limit up yesterday, 21 stocks continued to hit the limit up today, including Zhizhi New Materials and Hangxiao Steel Structure [1] - Stocks that opened lower today included Puni Testing, Bibet, and Aipeng Medical, with declines of 8.20%, 7.41%, and 6.03% respectively [1] - Among the stocks that hit the limit down yesterday, ST Derun and *ST Chuntian continued to hit the limit down today [1]

Group 1 - The stock of Kaide Quartz (920179) increased by 22.36% today, with a turnover rate of 18.24% and a total transaction amount of 477 million yuan, showing a volatility of 25.36% [2] - Institutional investors net bought 6.5941 million yuan, while the total net buying from brokerage seats reached 64.6262 million yuan [2] - The stock was listed on the North Exchange due to its daily price fluctuation limit of 22.36%, with a specific institutional seat net buying of 6.5941 million yuan [2] Group 2 - The top five brokerage seats accounted for a total transaction amount of 170 million yuan, with a buying transaction amount of 120 million yuan and a selling transaction amount of 49.1673 million yuan, resulting in a net buying of 71.2203 million yuan [2] - Among the brokerage seats, one institutional seat was present, with a buying amount of 11.1654 million yuan and a selling amount of 4.5713 million yuan, leading to a net buying of 6.5941 million yuan [2]

Core Viewpoint - On January 5, 2026, Kaide Quartz (920179) experienced a significant stock price increase of 22.36%, leading to its appearance on the trading leaderboard with a trading volume of 10.89 million shares and a transaction value of 477 million yuan [1][2]. Group 1: Trading Performance - The closing price of Kaide Quartz reached 47.28 yuan, marking a notable rise in its stock value [1]. - The total trading volume for the day was 10.89 million shares, with a total transaction amount of 477 million yuan [1]. - The top buying position was held by Guohai Securities, which purchased shares worth approximately 62.66 million yuan [2]. Group 2: Trading Participants - The top selling position was held by China Merchants Securities, which sold shares worth approximately 12.05 million yuan [1][2]. - Other notable buying participants included Dongfang Securities and Guojin Securities, with purchases of approximately 16.52 million yuan and 15.19 million yuan, respectively [2]. - The trading data was sourced from the Beijing Stock Exchange [2].

Core Viewpoint - The semiconductor sector experienced a significant increase of 4.27% on January 5, with notable gains from several companies, indicating a positive market sentiment in this industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4023.42, up by 1.38%, while the Shenzhen Component Index closed at 13828.63, up by 2.24% [1]. - Key stocks in the semiconductor sector showed substantial price increases, with KaiDe Quartz leading at a closing price of 47.28, reflecting a rise of 22.36% [1]. Group 2: Individual Stock Performance - Other notable performers included Henghui Co., which closed at 66.16 with a 20.01% increase, and Pushin Co., which also rose by 20% to a closing price of 152.65 [1]. - Jiangbolong saw a 15.73% increase, closing at 283.36, while Zhongwei Company closed at 311.33, up by 14.16% [1]. Group 3: Capital Flow - The semiconductor sector saw a net inflow of 5.541 billion yuan from institutional investors, while retail investors experienced a net outflow of 642 million yuan [2]. - The data indicates a strong interest from institutional investors, contrasting with the outflow from retail investors, suggesting a divergence in market sentiment [2]. Group 4: Detailed Stock Flow - Stocks like Zhaoyi Innovation and SMIC experienced significant net inflows from institutional investors, with Zhaoyi Innovation seeing a net inflow of 1.652 billion yuan [3]. - Conversely, stocks such as Lian Dong Technology and Fengzhi Technology faced net outflows from both institutional and retail investors, indicating potential concerns about their performance [3].

Core Viewpoint - The semiconductor sector experienced a rise of 1.62% on December 30, with N Qiang leading the gains, while the overall market showed mixed results with the Shanghai Composite Index closing at 3965.12, down 0.0% [1]. Group 1: Stock Performance - N Qiang (688809) closed at 226.01, up 165.61% with a trading volume of 180,700 shares [1]. - Other notable gainers include: - Saiwei Electronics (300456) at 62.15, up 10.47% with a volume of 1,204,000 shares [1]. - New Xiangwei (688593) at 20.90, up 9.54% with a volume of 215,300 shares [1]. - Dongxin Co. (688110) at 134.91, up 9.49% with a volume of 385,100 shares [1]. - Zhuosheng Micro (300782) at 82.40, up 8.09% with a volume of 384,000 shares [1]. Group 2: Capital Flow - The semiconductor sector saw a net inflow of 432 million yuan from institutional investors, while retail investors contributed a net inflow of 1.774 billion yuan [2]. - Notable capital flows include: - N Qiang (688809) had a net inflow of 18.24 billion yuan from institutional investors, but a net outflow of 1.173 billion yuan from retail investors [3]. - Saiwei Electronics (300456) experienced a net inflow of 588 million yuan from institutional investors, with a net outflow of 110 million yuan from retail investors [3]. - Haiguang Information (688041) had a net inflow of 423 million yuan from institutional investors [3].

Investment Rating - The industry rating is "Overweight" (first-time) [6] Core Insights - The report highlights the acquisition of 100% equity of Henan High Purity Minerals by AnCai High Technology, which occurred in September 2025. This acquisition aims to enhance the production and sales of high-purity quartz materials essential for semiconductor, photovoltaic, and optical fiber communication industries [6] - Quartz Co. has successfully mass-produced and sold various high-end quartz material products, including semiconductor-grade quartz tubes, rods, and ingots, as of November 27, 2025. These products are crucial for key processes in semiconductor manufacturing [6] - The establishment of high-purity quartz as the 174th new mineral type in China, announced in April 2025, signifies a breakthrough in domestic mineral resources, with purity levels not lower than 99.995%. This development is expected to strengthen the resilience and security of the domestic supply chain [6] Summary by Sections - **Recent Industry Performance**: The industry has shown a relative return of 6.65% over the past 12 months, with an absolute return of 23.5% [3] - **Investment Highlights**: The acquisition by AnCai High Technology and the production capabilities of Quartz Co. are pivotal developments, indicating a growing market for high-purity quartz materials [6] - **Market Demand**: High-purity quartz is characterized by its high-temperature resistance, corrosion resistance, low thermal expansion, high insulation, and transparency, making it indispensable for semiconductor and photovoltaic industries [6] - **New Mineral Classification**: The recognition of high-purity quartz as a new mineral type is expected to foster the development of new production capabilities and enhance the domestic supply chain [6]

（文章来源：证券日报） 证券日报网讯 12月23日，凯德石英发布公告称，公司2025年第四次临时股东会审议通过《关于预计 2026年日常性关联交易的议案》等。 ...