本次交易完成后，江丰电子将成为公司控股股东，公司实际控制人由张忠 证券代码：920179 证券简称：凯德石英 公告编号：2026-007 北京凯德石英股份有限公司 股票复牌公告 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。 一、当前停牌事项概述 因北京凯德石英股份有限公司（以下简称"凯德石英"或"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）（以下简称"德益诚"）、北京英凯石英投资发展中心（有限合伙）（以下 简称"英凯石英"）正在筹划重大事项，拟将部分股权转让于宁波江丰电子材 料股份有限公司（以下简称"江丰电子"）（股票代码：300666），该事项可能导 致公司控制权发生变更。经公司向北京证券交易所申请，公司股票（股票代码： 920179，股票简称：凯德石英）自 2026 年 1 月 30 日起停牌。具体内容详见公 司于 2026 年 1 月 29 日在北京证券交易所指定信息披露平台（www.bse.cn）披 露的《北京凯德石英股份有限公司股票停牌公告》（ ...

证券代码：920179 证券简称：凯德石英 公告编号：2026-004 北京凯德石英股份有限公司 详式权益变动报告书 上市公司名称： 北京凯德石英股份有限公司 股票上市地点： 北京证券交易所 股票简称： 凯德石英 股票代码： 920179 信息披露义务人一： 宁波江丰电子材料股份有限公司 住所： 浙江省余姚市经济开发区名邦科技工业园安山路 通讯地址： 浙江省余姚市经济开发区名邦科技工业园安山路 | 信息披露义务人二（信息披露 | 宁波甬金智享企业管理咨询合伙企业（有限合伙） | | --- | --- | | 义务人一之一致行动人）： | | | 住所： | 浙江省余姚市海创智园 2 幢 304 室 | | 通讯地址： | 浙江省余姚市海创智园 2 幢 304 室 | 权益变动性质： 股份增加（协议转让） 签署日期：2026 年 2 月 三、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反信息 披露义务人章程或内部规则中的任何条款，或与之相冲突。 四、本次权益变动是根据本报告书所载明的资料进行的。除信息披露义务人和所聘 请的专业机构外，没有委托或者授权任何其他人提供未在本报告书中列载的信息和对 ...

信息披露义务人保证除本报告书披露的信息外，没有通过任何其他方式增加 或减少其在上市公司中拥有权益的股份。 上市公司名称：北京凯德石英股份有限公司 股票上市地点：北京证券交易所 股票简称：凯德石英 股票代码：920179 信息披露义务人一：张忠恕 证券代码：920179 证券简称：凯德石英 公告编号：2026-005 北京凯德石英股份有限公司 简式权益变动报告书 信息披露义务人保证公告内容的真实、准确和完整，不存在虚假记载、误导 性陈述或者重大遗漏。 信息披露义务人二：王毓敏 住所：北京市西城区东官房胡同 18 号 通讯地址：北京市北京经济技术开发区（通州）景盛北一街 2 号院 住所：北京市西城区东官房胡同 18 号 通讯地址：北京市北京经济技术开发区（通州）景盛北一街 2 号院 信息披露义务人三：张凯轩 住所：北京市西城区东官房胡同 18 号 通讯地址：北京市北京经济技术开发区（通州）景盛北一街 2 号院 信息披露义务人四：北京德益诚投资发展中心（有限合伙） 执行事务合伙人：张忠恕 注册地址：北京市通州区漷兴三街 6 号 1 幢 1 层-01 通讯地址：北京市北京经济技术开发区（通州）景盛北一街 2 号院 信 ...

证券代码：920179 证券简称：凯德石英 公告编号：2026-003 北京凯德石英股份有限公司 关于公司实际控制人及其一致行动人签订《股份转让协议》 《表决权放弃协议》《关于不谋求上市公司控制权的承诺函》 暨控制权拟发生变更的提示性公告 3、本次交易涉及的协议转让事项尚需江丰电子股东会审议通过、北京证券 交易所出具合规性确认意见并在中国证券登记结算有限责任公司北京分公司（以 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。 特别提示： 1、2026 年 2 月 5 日，北京凯德石英股份有限公司（以下简称"公司"、"上 市公司"或"凯德石英"）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）（以下简称"德益诚"）、北京英凯石英 投资发展中心（有限合伙）（以下简称"英凯石英"）与宁波江丰电子材料股份 有限公司（以下简称"江丰电子"）及其一致行动人宁波甬金智享企业管理咨询 合伙企业（有限合伙）（以下简称"宁波甬金"）签订《股份转让协议》，张忠 恕、王毓敏、张凯轩、德益诚和英凯 ...

中信建投证券股份有限公司 关于 北京凯德石英股份有限公司 详式权益变动报告书 之 财务顾问核查意见 5、本财务顾问就本次收购所出具的专业意见已提交其内核机构审查，并获 得通过。 6、本财务顾问与本次权益变动各方当事人均不存在关联关系，就本次《北 京凯德石英股份有限公司详式权益变动报告书》所发表的核查意见是完全独立进 行的。 二〇二六年二月 声明 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司收购管 理办法》《公开发行证券的公司信息披露内容与格式准则第 55 号——北京证券交 易所上市公司权益变动报告书、上市公司收购报告书、要约收购报告书、被收购 公司董事会报告书》及相关法律、法规的规定，中信建投证券股份有限公司（以 下简称"本财务顾问"或"中信建投证券"）按照证券行业公认的业务标准、道 德规范和勤勉尽责精神，就本次信息披露义务人披露的《北京凯德石英股份有限 公司详式权益变动报告书》进行核查，并出具核查意见。 为使相关各方恰当地理解和使用本核查意见，本财务顾问特别声明如下： 1、本财务顾问已按照规定履行了尽职调查义务，对信息披露义务人披露的 《北京凯德石英股份有限公司详式权益变动报告书》进行了核 ...

证券代码：920179 证券简称：凯德石英 公告编号：2026-002 北京凯德石英股份有限公司（以下简称"凯德石英"或"公司"）控股子公 司北京凯芯新材料科技有限公司（以下简称"凯芯新材料"）符合增值税制度性 留抵退税要求，于 2026 年 1 月 20 日提交申请并收到国家税务总局北京经济技术 开发区税务局第一税务所（办税服务厅）下发的《税务事项通知书》。2026 年 1 月 30 日，凯芯新材料收到增值税退税款共计 21,191,055.05 元。 二、对公司的影响 根据《企业会计准则》的相关规定，公司将对上述退税款进行相应的会计处 理，上述增值税期末留抵税额的退还将对公司现金流产生积极影响，对公司的损 益不产生影响。敬请广大投资者注意投资风险。 三、备查文件 1.《税务事项通知书》（京开一税 税通〔2026〕5018 号） 2. 银行账户收款凭证 北京凯德石英股份有限公司 关于公司控股子公司收到增值税留抵退税的公告 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。 一、基本情况 董事会 2026 ...

Core Viewpoint - Jiangfeng Electronics plans to acquire control of Kaide Quartz, marking the first "A-share eats A-share" transaction in the A-share market for 2026, which is expected to enhance its position in the semiconductor supply chain [3][8]. Group 1: Acquisition Details - Jiangfeng Electronics will pay cash to acquire control of Kaide Quartz, which specializes in quartz products for semiconductor integrated circuits [3][7]. - The acquisition is anticipated to strengthen Jiangfeng's product matrix from metal targets to non-metal components, providing a comprehensive solution for downstream chip manufacturing clients [12][13]. - The total market value of Kaide Quartz is approximately 3.8 billion yuan [4][10]. Group 2: Financial Performance - Jiangfeng Electronics expects to achieve a net profit of over 430 million yuan in 2025, continuing its growth trajectory [6][17]. - Kaide Quartz is also a profitable company, but its net profit is projected to decline in 2023 and 2024, with a 24.57% decrease in the first three quarters of 2025 [17]. - The acquisition is expected to further enhance Jiangfeng's earnings and market competitiveness despite Kaide's current performance challenges [17]. Group 3: Strategic Importance - The acquisition is seen as a critical step for Jiangfeng Electronics to fill gaps in its non-metal materials segment and leverage synergies between the two companies [12][13]. - Jiangfeng Electronics has established itself as a leading supplier in the global target material market, serving major clients like TSMC and SMIC [5][15]. - The company is actively pursuing a fundraising initiative to support its growth, aiming to raise over 1.9 billion yuan for various projects, including the production of semiconductor components [5][16].

Group 1 - The "Walsh trade" is impacting risk preferences, with a notable focus on the potential reversal of the "weak dollar" trade, which could significantly affect global asset allocation and market styles [11][12] - The North Exchange 50 index experienced a decline of 3.59%, while daily trading volume saw a slight increase [11][17] - Key sectors that performed well this week include space photovoltaic, seed industry, non-ferrous metals, and optical communication, with notable stock performances from companies like Liancheng CNC and Gongbika [11][12] Group 2 - New stock issuances have accelerated, with five new stocks launched in January 2026, and over 120 companies releasing performance forecasts [13][27] - As of January 30, 2026, 123 companies on the North Exchange have issued performance forecasts, with a median net profit forecast exceeding 80 million yuan [13] - The report suggests that the North Exchange needs to expand its number of companies and improve the quality of new stock issuances in 2026 [13] Group 3 - The North Exchange's PE (TTM) average is 83.89 times, with a median of 41.26 times, indicating a decline in valuation metrics [23][24] - The trading volume for the North Exchange reached 5.961 billion shares, with a trading value of 143.655 billion yuan, reflecting an increase of 9.27% and 8.82% respectively [26][29] - The report highlights the performance of individual stocks, with 43 stocks rising and 249 falling, resulting in a rise-to-fall ratio of 0.17 [36]

Core Viewpoint - Jiangfeng Electronics plans to acquire control of Kaide Quartz, marking the first "A-share acquisition of A-share" in 2026, which may enhance its precision components business in the semiconductor sector [3][4]. Group 1: Company Overview - Jiangfeng Electronics, established in 2005, specializes in ultra-pure metal sputtering targets and has achieved mass application in chip manufacturing for 7nm, 5nm, and 3nm technology nodes, serving major clients like TSMC and SMIC [5]. - The company reported a revenue of 3.291 billion yuan in the first three quarters of the previous year, a year-on-year increase of 25.37%, and a net profit of 400 million yuan, up 39.72% year-on-year [5]. - Kaide Quartz, founded in 1997, focuses on the research, production, and sales of quartz glass products, with its main products widely used in the semiconductor and photovoltaic industries [6]. Group 2: Financial Performance - Kaide Quartz has experienced a decline in net profit since 2023, with a year-on-year decrease of 29.61% in 2023 and 13.31% in 2024. In the first three quarters of 2025, it reported a revenue of 22.2 million yuan, down 4.22%, and a net profit of 2.224 million yuan, down 24.57% [6]. Group 3: Industry Trends - The merger and acquisition market is becoming increasingly active, driven by policies and the need for technological advancements, particularly in strategic emerging industries like semiconductors and biomedicine [7][9]. - The integration of leading companies in the semiconductor sector is accelerating, with various strategic acquisitions enhancing industry collaboration and supply chain resilience [8][9].

Group 1 - Jiangfeng Electronics (300666.SZ) plans to acquire control of Kaide Quartz (920179.BJ) through a cash transaction, marking the first instance of "A shares acquiring A shares" in 2026 [1] - Following the acquisition, Kaide Quartz will become a subsidiary of Jiangfeng Electronics, potentially enhancing its precision components business [1] - Prior to the suspension of trading, Jiangfeng Electronics' stock price was 113.48 CNY per share, with a market capitalization of 30.1 billion CNY, while Kaide Quartz's stock price was 50.89 CNY per share, with a market capitalization of 3.8 billion CNY [1]