南财智讯10月24日电，石英股份公告，2025年前三季度公司实现营业收入7.53亿元，同比下降24.46%； 归属于上市公司股东的净利润1.35亿元，同比下降56.81%。基本每股收益0.25元，同比下降56.90%。 ...

江苏太平洋石英股份有限公司 2025 年第三季度报告 证券代码：603688 证券简称：石英股份 江苏太平洋石英股份有限公司 2025 年第三季度报告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 238,222,784.79 | -8.43 | 753,069,726.70 | -24.46 | | 利润总额 | 30,580,985.70 | -49.72 | 147,193,337.33 | -58.49 | | 归属于上市公司股东的 净利润 | 28,313,169.36 | -49.48 | 135,152,302.91 | -56.81 | | 归属于上市公司股东的 扣除非经常性损益的净 | 14,371,535. ...

证券代码：603688 证券简称：石英股份 公告编号：临 2025-036 江苏太平洋石英股份有限公司 第五届董事会第二十次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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责任。 一、董事会会议召开情况 江苏太平洋石英股份有限公司（以下简称"公司"）第五届董事会第二十次 会议通知于 2025 年 10 月 17 日发出，会议于 2025 年 10 月 24 日在公司会议室以 现场和通讯相结合方式召开。会议应出席董事 9 名，实到 9 名，其中独立董事肖 侠、蒋春燕、解亘以通讯方式参加。本次会议由董事长陈士斌先生主持。公司监 事、高级管理人员列席了会议。本次会议的召集和召开程序符合《公司法》等法 律、行政法规、部门规章、规范性文件和《公司章程》的有关规定。 二、董事会会议审议情况 本议案已经公司第五届董事会审计委员会第十一次会议审议通过，并同意提 交公司董事会审议。 表决结果：【9】票赞成、【0】票反对、【0】票弃权 具体内容详见公司同日披露于上海证券交易所网站（www.sse.com.cn）及指 定信息披露媒体的《 ...

Group 1 - The core point of the article is that Quartz Co., Ltd. reported a decline in both revenue and net profit for the third quarter and the first three quarters of the year [1] Group 2 - For the third quarter, the company's revenue was 238 million yuan, a decrease of 8.43% [1] - The net profit for the third quarter was 28.31 million yuan, down 49.48% [1] - For the first three quarters, the total revenue was 753 million yuan, reflecting a decline of 24.46% [1] - The net profit for the first three quarters was 135 million yuan, which represents a decrease of 56.81% [1]

Core Points - The stock price of Quartz Co., Ltd. increased by 2.02% on October 24, reaching 38.84 CNY per share, with a trading volume of 116 million CNY and a turnover rate of 0.55%, resulting in a total market capitalization of 21.039 billion CNY [1] - Year-to-date, the stock price has risen by 36.09%, with a 1.65% increase over the last five trading days, a 0.13% increase over the last 20 days, and an 8.67% increase over the last 60 days [2] - The company has appeared on the stock market's "Dragon and Tiger List" twice this year, with the most recent occurrence on April 9 [2] Company Overview - Quartz Co., Ltd. was established on April 23, 1999, and went public on October 31, 2014. It is located in Donghai County, Lianyungang City, Jiangsu Province [2] - The company's main business involves the research, production, and sales of high-purity quartz sand, quartz tubes (rods, plates, ingots, and cylinders), quartz crucibles, and other quartz materials, primarily used in the fields of light sources, photovoltaics, semiconductors, and optical fibers [2] - The revenue composition of the company includes quartz tubes (rods) at 82.56%, quartz sand at 13.38%, other products at 3.61%, and quartz crucibles at 0.45% [2] - The company belongs to the Shenwan industry classification of basic chemicals - non-metallic materials II - non-metallic materials III, and is associated with sectors such as photovoltaic glass, semiconductors, solar energy, chip concepts, and participation in the New Third Board [2] Financial Performance - For the first half of 2025, the company reported operating revenue of 515 million CNY, a year-on-year decrease of 30.13%, and a net profit attributable to shareholders of 107 million CNY, down 58.41% year-on-year [2] - Since its A-share listing, the company has distributed a total of 3.374 billion CNY in dividends, with 2.945 billion CNY distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 63,700, a rise of 10.64%, with an average of 8,509 circulating shares per person, a decrease of 9.61% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 8.003 million shares, a decrease of 2.6924 million shares compared to the previous period [3] - The Southern CSI 500 ETF ranks as the sixth largest circulating shareholder with 4.0076 million shares, an increase of 574,900 shares, while the Guangfu ETF holds 3.1423 million shares, a decrease of 26,900 shares [3]

Core Viewpoint - The non-metal materials sector experienced a decline of 1.31% on October 22, with Dongfang Carbon leading the drop. The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1]. Summary by Category Stock Performance - The following stocks in the non-metal materials sector showed significant price movements: - Bingyang Technology (920675) closed at 13.21, up 9.26% with a trading volume of 163,100 shares and a turnover of 224 million yuan. - Changjiang Materials (001296) closed at 24.00, up 2.21% with a trading volume of 91,000 shares and a turnover of 219 million yuan. - Longgao Co. (605086) closed at 24.83, up 0.53% with a trading volume of 14,000 shares and a turnover of 34.87 million yuan. - Other notable declines included: - Dongfang Huizhen (920175) down 4.54% to 13.03. - Tianma New Materials (920971) down 4.00% to 34.08 [1][2]. Capital Flow - The non-metal materials sector saw a net outflow of 117 million yuan from institutional investors, while retail investors contributed a net inflow of 69.32 million yuan. Speculative funds recorded a net inflow of 47.51 million yuan [2][3]. Individual Stock Capital Flow - Key capital flow data for selected stocks: - Changjiang Materials (001296) had a net inflow of 3.58 million yuan from institutional investors, but a net outflow of 10.42 million yuan from retail investors. - KunCai Technology (603826) experienced a net inflow of 1.98 million yuan from institutional investors, but a net outflow of 1.25 million yuan from retail investors. - Strength Diamond (301071) faced a net outflow of 49.03 million yuan from institutional investors, while retail investors contributed a net inflow of 27.37 million yuan [3].

Core Viewpoint - The stock of Quartz Co., Ltd. has experienced fluctuations, with a recent decline of 2.00% and a year-to-date increase of 33.85%, indicating volatility in its market performance [1] Company Overview - Quartz Co., Ltd. is located in Lianyungang City, Jiangsu Province, and was established on April 23, 1999, with its listing date on October 31, 2014 [1] - The company specializes in the research, production, and sales of high-purity quartz materials, including quartz sand, quartz tubes, and quartz crucibles, primarily used in the fields of light sources, photovoltaics, semiconductors, and optical fibers [1] - The revenue composition of the company includes quartz tubes (82.56%), quartz sand (13.38%), other products (3.61%), and quartz crucibles (0.45%) [1] Financial Performance - For the first half of 2025, Quartz Co., Ltd. reported a revenue of 515 million yuan, a year-on-year decrease of 30.13%, and a net profit attributable to shareholders of 107 million yuan, down 58.41% year-on-year [2] - The company has distributed a total of 3.374 billion yuan in dividends since its A-share listing, with 2.945 billion yuan distributed in the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders of Quartz Co., Ltd. increased to 63,700, with an average of 8,509 circulating shares per person, a decrease of 9.61% from the previous period [2] - Major shareholders include Hong Kong Central Clearing Limited, holding 8.0003 million shares, and Southern CSI 500 ETF, holding 4.0076 million shares, with changes in their holdings noted [3]

Core Insights - The non-metal materials sector increased by 1.1% on October 21, with Bingyang Technology leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Stock Performance - Bingyang Technology (code: 920675) closed at 12.09, with a rise of 7.66% and a trading volume of 43,700 shares, amounting to 51.31 million yuan [1] - Tianma New Materials (code: 920971) saw a closing price of 35.50, up 3.53%, with a trading volume of 43,000 shares and a turnover of 150 million yuan [1] - Longjiang Materials (code: 001296) closed at 23.48, increasing by 3.07%, with a trading volume of 49,100 shares and a turnover of 115 million yuan [1] - Other notable stocks include Qilu Huaxin (code: 920832) at 8.38 (+2.82%), and Quartz Shares (code: 603688) at 38.98 (+2.26%) [1] Capital Flow - The non-metal materials sector experienced a net outflow of 52.73 million yuan from institutional investors, while retail investors saw a net inflow of 72.75 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors were more active [2] Detailed Capital Flow Analysis - Quartz Shares (code: 603688) had a net inflow of 34.63 million yuan from institutional investors, but a net outflow of 28.47 million yuan from retail investors [3] - Longjiang Materials (code: 001296) experienced a net inflow of 7.80 million yuan from institutional investors, while retail investors had a net outflow of 5.81 million yuan [3] - Strength Diamond (code: 301071) faced a significant net outflow of 124 million yuan from institutional investors, despite a net inflow of 71.25 million yuan from retail investors [3]

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 report highlights the stable pricing in the photovoltaic industry chain and the recent developments in robotics, indicating a positive outlook for the sector [1][3]. - The National Energy Administration reported 8,658 new renewable energy projects in August 2025, with a significant focus on photovoltaic projects [4]. - The National Development and Reform Commission is addressing price disorder in the market, which may impact pricing strategies in the industry [5]. Summary by Relevant Sections Preferred Stocks - The report lists several preferred stocks with ratings, including: - Aishuo Co., Ltd. (600732.SH) - Buy-B - Longi Green Energy (601012.SH) - Buy-B - Daqian Energy (688303.SH) - Buy-B - Fulete (601865.SH) - Buy-A - Hengdian East Magnet (002056.SZ) - Buy-A - Sunshine Power (300274.SZ) - Buy-A - Deye Co., Ltd. (605117.SH) - Buy-A - Langxin Group (300682.SZ) - Buy-B - Quartz Co., Ltd. (603688.SH) - Buy-A - Bowei Alloy (601137.SH) - Buy-A [2]. Price Tracking - The report provides insights into the pricing trends of various components in the photovoltaic supply chain: - The average price of dense polysilicon is 51.0 CNY/kg, remaining stable [6]. - The average price of 182-183.75mm N-type silicon wafers is 1.35 CNY/piece, also stable [7]. - The average price of 182-183.75mm N-type battery cells is 0.32 CNY/W, maintaining stability [7]. - The average price of 182*182-210mm TOPCon double-glass modules is 0.693 CNY/W, remaining unchanged [8]. Investment Recommendations - The report recommends focusing on companies in various segments: - BC new technology direction: Aishuo Co., Ltd., Longi Green Energy - Supply-side direction: Daqian Energy, Fulete - Overseas layout direction: Bowei Alloy, Hengdian East Magnet - Light storage direction: Sunshine Power, Deye Co., Ltd. - Power marketization direction: Langxin Group - Domestic substitution direction: Quartz Co., Ltd. [9].

证券代码：603688 证券简称：石英股份 公告编号：临 2025-035 江苏太平洋石英股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 22 日 （星期三） 至 10 月 28 日 （星期二）16:00 前登录上证路演中心网站首页，点击"提问预征集"栏目或通过公司邮箱 dsh@quartzpacific.com 进行提问。公司将在说明会上对投资者普遍关注的问题 进行回答。 江苏太平洋石英股份有限公司（以下简称"公司"）将于 2025 年 10 月 25 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 10 月 29 日 （星期 三） 10:00-11:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行 交流。 ...