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） ...

关键词：石英晶体谐振器行业相关政策、石英晶体谐振器行业产业链、石英砂产量、全球石英晶体谐振 器销量、全球石英晶体谐振器行业市场规模、中国石英晶体谐振器行业产量、中国石英晶体谐振器行业 需求量、中国石英晶体谐振器行业市场规模、石英晶体谐振器行业竞争格局、石英晶体谐振器行业发展 趋势 内容概况：当前，在国内市场对高端石英晶体谐振器需求持续旺盛的背景下，本土厂商正积极扩大产能 规模，并不断加大对高端产品的研发投入，以显著提升自身在高端市场的供应能力，这一系列举措有力 推动了我国石英晶体谐振器行业的整体发展。与此同时，国内5G通信、可穿戴电子、汽车电子、物联 网等下游产业保持良好发展态势，为石英晶体谐振器行业提供了坚实的市场需求基础。从市场规模来 看，中国石英晶体谐振器行业已从2015年的54.96亿元增长至2024年的82.88亿元，年复合增长率为 4.67%。随着国内5G通信技术日益成熟和网络建设持续推进，车联网、工业互联网、智能制造、智慧城 市等新兴应用场景不断涌现，万物互联的产业生态加速形成，各类智能终端与网络连接设备数量预计将 大幅增长，这将为石英晶体谐振器行业带来广阔的市场空间和新的发展机遇。 相关上市企 ...

证券之星消息，12月8日非金属材料板块较上一交易日上涨0.89%，长江材料领涨。当日上证指数报收 于3924.08，上涨0.54%。深证成指报收于13329.99，上涨1.39%。非金属材料板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日非金属材料板块主力资金净流出6739.23万元，游资资金净流入409.72万元，散 户资金净流入6329.51万元。非金属材料板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001296 | 长江材料 | 26.97 | 3.41% | 12.62万 | | 3.38 Z | | 920971 | 天马新材 | 30.49 | 3.01% | 2.33万 | | 7078.54万 | | 301071 | 力量钻石 | 38.10 | 2.95% | 1 10.68万 | | 4.06亿 | | 688 ...

石英股份（603688.SH）12月5日在投资者互动平台表示，天水项目作为公司在西部地区的重要布局， 一期已正式开工，计划生产高纯石英材料产品。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：在公司公众号上看到天水太平洋石英材料产业园一期 项目已开工，该项目生产产品是啥，规划产能多少？ ...

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 ...

Core Viewpoint - Jiangsu Pacific Quartz Co., Ltd. has successfully elected its sixth board of directors and appointed key management personnel, ensuring compliance with relevant laws and regulations [1][4][12]. Group 1: Election of the Sixth Board of Directors - The sixth board of directors was elected during the first extraordinary general meeting held on November 28, 2025, with a total of 5 non-independent directors and 3 independent directors elected [38]. - Li Wei was elected as the employee representative director, joining the newly formed board [1][38]. - The term of the new board is set for three years, starting from the date of approval at the extraordinary general meeting [38]. Group 2: Management Appointments - Chen Shibin was elected as the chairman of the sixth board of directors and appointed as the general manager, with a term aligned with the board [20][39]. - Other key appointments include: - Fang Tingting as the board secretary - Zhang Liwen as the financial officer - Liu Mingwei as the deputy general manager - Zhou Mingqiang as the chief engineer - Li Xingdi as the securities representative - Zhao Shijiang as the internal audit manager [39][40][41]. Group 3: Compliance and Legal Assurance - The company confirmed that all election and appointment procedures adhered to the Company Law and relevant regulations, ensuring the legality and validity of the resolutions passed [10][12][40]. - The qualifications of the newly appointed management personnel were reviewed and found to meet the necessary legal and regulatory standards [41].

证券日报网讯11月28日晚间，石英股份（603688）发布公告称，公司聘任赵仕江先生为公司内部审计部 经理。 ...