2月25日，石英股份涨1.89%，成交额19.87亿元。两融数据显示，当日石英股份获融资买入额2.44亿 元，融资偿还1.83亿元，融资净买入6097.35万元。截至2月25日，石英股份融资融券余额合计10.08亿 元。 分红方面，石英股份A股上市后累计派现33.74亿元。近三年，累计派现29.45亿元。 机构持仓方面，截止2025年9月30日，石英股份十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1164.41万股，相比上期增加364.38万股。国泰估值优势混合(LOF)A（160212）位居第六 大流通股东，持股420.66万股，为新进股东。南方中证500ETF（510500）位居第七大流通股东，持股 393.84万股，相比上期减少6.92万股。易方达环保主题混合A（001856）位居第八大流通股东，持股 338.06万股，为新进股东。光伏ETF（515790）位居第九大流通股东，持股308.03万股，相比上期减少 6.20万股。睿远成长价值混合A（007119）退出十大流通股东之列。 融资方面，石英股份当日融资买入2.44亿元。当前融资余额10.00亿元，占流通市值的3.72%，融资余额 ...

● 本报记者 刘英杰 国家能源局日前发布的数据显示，2025年，全国光伏新增装机3.17亿千瓦，同比增长14%，其中集中式 光伏新增1.64亿千瓦，分布式光伏新增1.53亿千瓦。截至2025年12月，全国光伏发电装机容量达到12亿 千瓦，同比增长35%，我国光伏产业保持快速发展势头，能源绿色低碳转型取得显著成效。 在海外市场方面，太空光伏概念持续火热。消息面上，特斯拉CEO埃隆·马斯克日前在达沃斯论坛上公 开表示："未来三年，特斯拉与SpaceX将联手在美国建设100GW光伏产能，为太空光伏布局筑牢地面制 造基础。"2月14日，马斯克在社交媒体上表示："太阳能将全面主导未来的电力生产体系。" 太空光伏概念持续升温，正成为备受资本市场瞩目的新赛道。数据显示，光伏概念指数2月24日上涨 1.70%。指数成分股中，协鑫集成（002506）、南网能源（003035）、嘉泽新能（601619）涨停，石英 股份（603688）涨超9%，国晟科技（603778）、金开新能（600821）、电投绿能（000875）等跟涨。 近日，由内蒙古能源集团投资建设的达拉特旗50万千瓦防沙治沙光伏一体化项目已全容量并网发电。据 悉，作为 ...

● 本报记者 刘英杰 太空光伏概念持续升温，正成为备受资本市场瞩目的新赛道。Wind数据显示，万得光伏概念指数2月24 日上涨1.70%。指数成分股中，协鑫集成、南网能源、嘉泽新能涨停，石英股份涨超9%，国晟科技、金 开新能、电投绿能等跟涨。 分析人士认为，在马斯克"太空光伏"战略以及国内卫星互联网加速建设的双重催化下，光伏产业正迎来 全新的应用场景与增量空间。 在调整出口退税政策方面，财政部、税务总局1月9日发布的《关于调整光伏等产品出口退税政策的公 告》指出，自2026年4月1日起，取消光伏等产品增值税出口退税。这是继2024年11月将部分光伏设备出 口退税率由13%下调至9%后的又一次重要调整。中国光伏行业协会认为，此举有助于推动国外市场价 格理性回归，降低贸易摩擦风险。 在深化电力市场改革方面，国务院办公厅日前印发《关于完善全国统一电力市场体系的实施意见》，面 对电力生产方式、消费模式、产业结构发生的巨大变化，《意见》站在新的历史起点上，围绕新形势新 情况新要求，对未来5-10年完善全国统一电力市场体系的重点任务进行了安排部署。此外，工业和信息 化部等五部门联合印发《工业绿色微电网建设与应用指南（20 ...

Company Performance - The company reported a revenue of 753 million yuan for the first three quarters of 2025, representing a year-on-year decline of 24.46% [3] - The net profit attributable to the parent company was 135 million yuan, down 56.81% year-on-year, indicating challenges in the semiconductor business [3] - The dynamic price-to-earnings ratio (TTM) reached 155.40 times, suggesting a mismatch between valuation and earnings growth [3] Industry Situation - The non-metal materials II sector declined by 2.85%, and the basic chemical sector fell by 1.34%, reflecting cautious market sentiment [2] - The photovoltaic industry is still in a destocking phase, with internal sand prices running low (approximately 40,000 to 60,000 yuan per ton), which restricts the pace of performance recovery [2] Market and Capital Flow - On February 12, the main capital inflow was 334 million yuan, while retail and speculative funds experienced net outflows, indicating significant fluctuations in the chip structure [4] - The trading volume ratio on February 13 reached 2.06, showing high trading activity and intensified long-short competition [4]

Market Overview - The A-share market showed a positive trend with the Shanghai Composite Index up by 0.12%, the Shenzhen Component Index up by 0.80%, and the ChiNext Index up by 1.18% as of the midday close [1] - Key sectors that performed well included CPO, base metals, and power equipment, while sectors like catering, tourism, cultural media, and banking experienced fluctuations [1] Base Metals Sector - Base metal concept stocks saw a significant rise, with nickel and cobalt stocks experiencing a rebound, leading to multiple stocks such as Pengxin Resources and Dongyangguang hitting the daily limit [3] - The world's largest nickel mine, PT Weda Bay Nickel, was reported to receive a production quota of 12 million tons for this year, a 71% decrease from the expected 42 million tons in 2025, which exceeded market expectations [4] Electric Equipment Sector - Electric equipment concept stocks surged, with companies like Hancable and Zhongheng Electric also hitting the daily limit [6] - The State Council issued opinions on improving the national unified electricity market system, aiming for completion by 2030 and full establishment by 2035 [7] Company-Specific Developments - Zhizhu Technology's stock price surged by over 33%, reaching 400 HKD per share, following the announcement of a structural adjustment to its GLM Coding Plan pricing, with an overall price increase of over 30% [9][12] - The company cited strong market demand and increased user scale and usage as reasons for the price adjustment, while existing subscribers will not see a price change [11][12] Analyst Insights - ANZ Research noted that improved risk appetite among global investors has driven base metals higher in Asia, with concerns about rising copper inventories in the US boosting market sentiment [5] - Zhongyin Securities highlighted that ongoing reforms in the domestic electricity system and accelerated construction of ultra-high voltage and main networks are expected to sustain high demand for electric equipment [8]

2026年2月12日，石英股份（sh603688）触及涨停，涨停价47.47元，涨幅10.01%，总市值257.13亿元， 流通市值257.13亿元，截止发稿，总成交额8.64亿元。 根据喜娜AI异动分析，石英股份涨停原因可能如下，半导体业务突破+财务结构稳健+产能扩张： 1、公 司主要从事高纯石英砂等石英材料的研发、生产与销售，产品应用于多领域。近期公司半导体业务取得 突破，营收占比近50%，自产高纯石英砂通过国内头部存储晶圆企业认证，这为公司打开了半导体市场 的广阔空间，有望带来新的业绩增长点。 2、公司财务结构稳健，资产负债率仅4.52%，有较强的抗风 险能力。在当前市场环境下，良好的财务状况能够增强投资者信心。同时，公司修订多项管理制度，提 升了治理透明度和规范性，利于公司长期稳定发展。而且三期项目部分产线已投产，产能得以扩张。 3、从行业来看，同花顺数据显示2026年以来半导体板块热度较高，相关企业股价表现活跃。2月12日半 导体概念多只股票上涨，形成板块联动效应，石英股份的涨停也是受到行业整体氛围的带动。 4、技术 面上，假设该股MACD指标近期形成金叉，且股价突破短期压力位。东方财富资金流向显示 ...

证券日报网讯 2月10日，石英股份在互动平台回答投资者提问时表示，公司合成石英砂研发进展顺利， 目前处于中试阶段，产线建设按规划推进。未来产能将根据市场需求及订单情况动态调整。 （文章来源：证券日报） ...

Core Viewpoint - The company is advancing the construction of high-purity quartz material production projects in Gansu and Inner Mongolia, aiming for quick production launch [2] Group 1: Project Development - The company is fully promoting the construction of high-purity quartz material production projects in Gansu and Inner Mongolia [2] - The company aims to commence production as soon as possible [2] Group 2: Product Certification and Orders - The high-purity quartz sand produced by the company for semiconductor diffusion and etching has passed certification from significant domestic and international clients [2] - The company has secured a certain volume of orders for its high-purity quartz sand [2] Group 3: Manufacturing Achievements - The high-purity quartz sand produced for semiconductor diffusion furnace tube materials has completed all process tests for 12-inch wafers at a leading domestic storage wafer manufacturing enterprise [2] Group 4: Future Sales Outlook - The company advises stakeholders to pay attention to the sales situation of semiconductor quartz materials in its upcoming periodic reports [2]

Group 1: AIDC and Power Supply Innovations - The global AIDC demand is experiencing significant growth, with major cloud companies increasing their capital expenditures. In FY2025, the top three global cloud providers are expected to collectively spend nearly $300 billion [3][19] - High Voltage Direct Current (HVDC) is becoming the preferred solution for next-generation data center power supply, as it enhances power efficiency and reduces material usage. The global HVDC market is projected to reach approximately $30 billion by 2027 [4][59] - Key recommendations for HVDC and Storage Solutions include companies like Zhongheng Electric and Siyuan Electric, with additional attention on Keda Data, Kstar, and others [10][65] Group 2: Photovoltaic Industry Trends - The photovoltaic industry is transitioning towards high-quality development, with supply-demand dynamics expected to gradually improve. In 2025, domestic photovoltaic installations are projected to reach a record high, although global installation growth is anticipated to slow down post-2026 [5][6] - The industry is actively reducing operating rates to improve supply-demand structures, with significant declines in operating rates for polysilicon and other segments noted [6][7] - Key recommendations in the photovoltaic sector focus on supply-side improvements and new technologies, with companies like Flat Glass and Quartz Holdings highlighted for their potential [11][10]

Group 1 - The core viewpoint of the article is that the company, Quartz Co., Ltd. (603688.SH), is making significant progress in the research and development of synthetic quartz sand, which is currently in the pilot testing phase [1] - The construction of the production line is proceeding as planned, indicating a structured approach to scaling operations [1] - Future production capacity will be dynamically adjusted based on market demand and order conditions, reflecting a responsive business strategy [1]