证券之星消息，12月19日非金属材料板块较上一交易日上涨0.11%，宁新新材领涨。当日上证指数报收 于3890.45，上涨0.36%。深证成指报收于13140.22，上涨0.66%。非金属材料板块个股涨跌见下表： 从资金流向上来看，当日非金属材料板块主力资金净流出5354.1万元，游资资金净流入983.52万元，散户 资金净流入4370.57万元。非金属材料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 688300 | 联瑞新材 | 2048.03万 | 12.27% | 247.97万 | 1.49% | -2295.99万 | -13.76% | | 920719 | 宁新新材 | 1324.66万 | 11.14% | -33.26万 | -0.28% | -254.29万 | -2.14% | | 920971 | 天马新材 | 296.27万 | 2.88% | -533.47万 ...

证券日报网讯 12月18日，石英股份在互动平台回答投资者提问时表示，公司二期项目已稳定量产，生 产节奏按计划推进；三期项目中年产6万吨高纯石英砂产线已完成建设并顺利投入生产。公司严格遵循 高标准生产与检测流程，产品质量始终如一，能充分满足客户需求。 （文章来源：证券日报） ...

Investment Rating - The report maintains an investment rating of "Synchronize with the market - A" for the power equipment and new energy industry [1] Core Viewpoints - The industry has shown significant developments, including a major order for humanoid robots from a leading AI model company, valued at over 50 million RMB, highlighting the integration of AI and robotics [2] - The Central Economic Work Conference has set the agenda for 2026, focusing on energy independence and green transformation, which will drive the demand for renewable energy solutions [4] - The report emphasizes the importance of optimizing market pricing for centralized renewable energy generation, as outlined by the National Development and Reform Commission and the National Energy Administration [5] Summary by Relevant Sections Stock Recommendations - Recommended stocks include: - Aiyu Co., Ltd. (600732.SH) - Buy - B - Longi Green Energy (601012.SH) - Buy - B - Daqo New Energy (688303.SH) - Buy - B - Haibo Innovation (688411.SH) - Buy - A - Sungrow Power Supply (300274.SZ) - Buy - A - Deye Technology (605117.SH) - Buy - A - Langxin Group (300682.SZ) - Buy - B - Quartz Co., Ltd. (603688.SH) - Buy - A - Hengdian East Magnet (002056.SZ) - Buy - A [3][4][7] Price Tracking - The average price of polysilicon remains stable at 52.0 RMB/kg, while the average price of silicon wafers and battery cells has shown signs of stabilization after previous declines [6][8][9] Investment Suggestions - Key recommendations focus on various sectors: - BC new technology: Aiyu Co., Ltd., Longi Green Energy - Supply-side: Daqo New Energy, Fulete - Energy storage: Haibo Innovation, Sungrow Power Supply, Deye Technology - Market-oriented: Langxin Group - Domestic substitution: Quartz Co., Ltd. - Overseas expansion: Hengdian East Magnet, Bowei Alloy [10]

格隆汇12月15日丨石英股份(603688.SH)在投资者互动平台表示，公司产品出口业务主要销往欧美、日 韩及东南亚等多个地区。 ...

每经AI快讯，有投资者在投资者互动平台提问：注意到贵公司存在境外收入，请问近两年是否出口欧 盟国家？ 石英股份（603688.SH）12月15日在投资者互动平台表示，公司产品出口业务主要销往欧美、日韩及东 南亚等多个地区。 （记者 王晓波） ...

Core Insights - The domestic market for high-end quartz crystal resonators is experiencing strong demand, prompting local manufacturers to expand production capacity and increase R&D investment to enhance their supply capabilities in the high-end market [1][10] - The quartz crystal resonator industry in China has grown from 5.496 billion yuan in 2015 to 8.288 billion yuan in 2024, with a compound annual growth rate (CAGR) of 4.67% [1][10] - Emerging applications in 5G communication, wearable electronics, automotive electronics, and the Internet of Things (IoT) are driving significant market opportunities for the quartz crystal resonator industry [1][10] Industry Overview - Quartz crystal components, known as crystal oscillators, are frequency control devices made from quartz crystals utilizing the piezoelectric effect [2][4] - The industry is categorized into quartz crystal resonators and oscillators, with further classifications based on frequency and packaging methods [2][4] Industry Policies - The Chinese government has increased policy support for the quartz crystal resonator industry, promoting new electronic components and smart manufacturing [7] - Key policies include the inclusion of new electronic components in the encouraged category of the 2024 Industrial Structure Adjustment Guidance Catalog and the 2025-2026 Action Plan for Stable Growth in the Electronic Information Manufacturing Industry [7] Industry Chain - The quartz crystal resonator industry chain consists of upstream raw materials (quartz sand, packaging materials), midstream manufacturing, and downstream applications (communication devices, consumer electronics) [6][8] Current Industry Development - Since 2018, Japanese companies have reduced capital expenditures, creating opportunities for Chinese manufacturers to expand in the quartz crystal resonator market [10] - From 2015 to 2024, China's production of quartz crystal resonators increased from 11.94 billion units to 23.298 billion units, with a CAGR of 7.71% [10] Competitive Landscape - The industry features a tiered competitive structure, with international giants leading the high-end market and domestic companies like Unisoc, Dongjing Electronics, and others gaining ground in mid to high-end segments [10][11] - Domestic companies are increasing R&D investments to enhance product consistency and reliability, narrowing the gap with international competitors [10] Development Trends - The industry is moving towards miniaturization, high frequency, low phase noise, and low aging rates to meet the demands of advanced applications [13][14][17] - Manufacturers are focusing on advanced packaging technologies and optimizing design processes to achieve these goals [13][14][17]

Group 1 - The non-metal materials sector increased by 0.89% on December 8, with Changjiang Materials leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] - Key stocks in the non-metal materials sector showed various performance metrics, with Changjiang Materials closing at 26.97, up 3.41% [1] Group 2 - The net capital outflow from the non-metal materials sector was 67.39 million yuan, while retail investors saw a net inflow of 63.30 million yuan [3] - The table of capital flow indicates that institutional investors had a significant outflow, contrasting with the inflow from retail investors [3]

Core Viewpoint - The company has commenced construction on the first phase of the Tianshui Pacific Quartz Materials Industrial Park, which is a significant strategic move in the western region, focusing on the production of high-purity quartz materials [1] Group 1 - The Tianshui project is an important layout for the company in the western region [1] - The first phase of the project has officially started construction [1] - The planned production will focus on high-purity quartz materials [1]

Investment Rating - The report maintains a "Buy" rating for several companies in the solar energy sector, with specific ratings of "Buy-A" and "Buy-B" assigned to various stocks [1]. Core Insights - In October 2025, the domestic solar photovoltaic (PV) new installed capacity decreased by 38.3% year-on-year, while the cumulative installed capacity from January to October increased by 39.5% year-on-year [2][12]. - The export value of solar modules in October was 16.08 billion yuan, showing a year-on-year increase of 4.9% but a month-on-month decrease of 19.5% [2][15]. - The inverter export value in October was 4.82 billion yuan, reflecting a year-on-year growth of 3.4% but a month-on-month decline of 5.2% [3][25]. - Solar power generation in October increased by 5.9% year-on-year, accounting for 4.77% of the total national power generation [4][38]. Summary by Sections Domestic Solar New Installed Capacity - In October 2025, the new installed capacity was 12.6 GW, down 38.3% year-on-year but up 30.4% month-on-month. The cumulative installed capacity from January to October reached 252.87 GW [2][12]. Export Data - Solar module exports in October totaled 16.08 billion yuan, with a year-on-year increase of 4.9% and a month-on-month decrease of 19.5%. Cumulative exports from January to October were 168.26 billion yuan, down 11.8% year-on-year [2][15]. - Inverter exports in October were valued at 4.82 billion yuan, with a year-on-year increase of 3.4% and a month-on-month decrease of 5.2%. Cumulative inverter exports from January to October reached 53.31 billion yuan, up 7.2% year-on-year [3][25]. Solar Power Generation - The solar power generation in October was 39.37 billion kWh, representing a year-on-year growth of 5.9% and a slight decrease in its share of total power generation [4][38]. Investment Recommendations - The report recommends focusing on companies such as Aishuo Co., Longi Green Energy, and Daqian Energy for new technology and supply-side directions. It also highlights companies like Haibo Sichuang and Sunshine Power for energy storage, and suggests attention to various other companies in the solar sector [4][42].

证券之星消息，12月2日非金属材料板块较上一交易日下跌0.46%，宁新新材领跌。当日上证指数报收于 3897.71，下跌0.42%。深证成指报收于13056.7，下跌0.68%。非金属材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605086 | 龙高股份 | 40.35 | 9.35% | 10.24万 | | 3.96亿 | | 001296 | 长江材料 | 27.05 | 1.16% | 15.04万 | | 4.02亿 | | 603826 | 坤彩科技 | 17.70 | -0.34% | 2.66万 | | 4715.42万 | | 920971 | 天马新材 | 30.96 | -0.35% | 1.99万 | 6178.95万 | | | 688300 | 联瑞新材 | 56.21 | -1.09% | 1.55万 | 8748.54万 | | | 920832 | 齐鲁华信 | 7.46 | -1.32% | 1.11万 | 828 ...