石英股份（603688）公告，2024年营业收入12.1亿元，同比减少83.15%。归属于上市公司股东的净利润 3.34亿元，同比减少93.38%。基本每股收益0.62元／股，同比减少93.33%。公司2024年年度拟以实施权 益分派股权登记日登记的总股本(扣除股份回购专户内股票数量)为基数，向全体股东每10股派发现金红 利1.9元(含税)，不转增股本，不送红股，剩余未分配利润结转以后年度分配。 ...

更正前： 重要内容提示： 会议召开时间：2025 年 04 月 30 日(星期四)上午 10:00-11:00 更正后 ： 重要内容提示： 证券代码：603688 证券简称：石英股份 公告编号：临 2025-013 江苏太平洋石英股份有限公司 关于召开 2024 年度暨 2025 年第一季度 业绩说明会的更正公告 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。 江苏太平洋石英股份有限公司（以下简称"公司"）于 2025 年 04 月 22 日在 上海证券交易所网站（www.sse.com.cn）披露了《公司关于召开 2024 年度暨 2025 年第一季度业绩说明会的公告》（临 2025-012）（以下简称"原公告"），由于相 关人员工作疏忽，导致部分披露内容有误，现对相关内容更正如下： 除以上更正内容外，原公告其他内容不变。由此给投资者造成的不便，公司 深表歉意。今后公司将加强信息披露过程中的审核工作、提高信息披露质量。 特此公告。 江苏太平洋石英股份有限公司 2025 年 04 月 23 日 1 会议召开时间：2025 年 ...

Core Insights - The home furnishing industry is experiencing a new wave of consumption upgrade driven by the ongoing demand for stock housing renovation and the government's "old-for-new" policy [1][4] - The company, Juran Zhijia, has actively responded to these policies by innovating service upgrades to effectively stimulate the home furnishing market [1][4] Group 1: Consumer Experience and Market Response - Consumers are increasingly engaging in cross-category upgrades, as evidenced by a customer who initially intended to buy a smartwatch but ended up purchasing a new television [3] - Positive feedback from merchants indicates an increase in both customer traffic and average transaction value, with reports of heightened store activity and sales following the expansion of government subsidies to home appliances [3][4] Group 2: Policy Impact and Company Initiatives - Various consumer stimulus policies have significantly boosted consumer confidence and facilitated the replacement of outdated products, leading to a surge in home furnishing consumption [4] - Juran Zhijia launched its "old-for-new" service in 2022, providing exclusive replacement subsidies and free old product collection services, addressing logistical challenges for consumers [4][6] - By the end of September 2024, the company's "old-for-new" initiative attracted 228,300 participants, directly driving over 1 billion yuan in replacement consumption [4] Group 3: Future Strategies and Market Trends - The home furnishing industry is shifting from extensive development to lean operations, with the stock market becoming a key battleground for future growth [6] - Juran Zhijia plans to enhance its "old-for-new" services, focusing on green and smart home products to meet consumer demand for high-quality and environmentally friendly options [6] - The company aims to innovate consumer experiences by creating integrated experience centers and improving service efficiency while ensuring regulatory compliance to maintain market order [6]

证券代码：603688 证券简称：石英股份 公告编号：临 2025-012 江苏太平洋石英股份有限公司 关于召开 2024 年度暨 2025 年第一季度 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： 会议召开时间：2025 年 04 月 30 日(星期四) 上午 10:00-11:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.ss einfo.com/） 会议召开方式：上证路演中心网络互动 （一）会议召开时间：2025 年 04 月 30 日（星期三）10:00-11:00 （二）会议召开地点：上证路演中心 （三）会议召开方式：上证路演中心网络互动 三、参加人员 投资者可于 2025 年 04 月 23 日(星期三)至 04 月 29 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@quartzpac ific.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 ...

Investment Rating - The investment rating for the construction materials industry is "Positive" (maintained) [4] Core Viewpoints - The report emphasizes the importance of domestic circulation as a more controllable option for China, suggesting that the focus should be on domestic demand and infrastructure investment as a response to the uncertainties brought by the "reciprocal tariffs" initiated by the U.S. [5][6] - The high-purity quartz sector is highlighted as a leading area, with domestic companies expected to benefit from the potential increase in import costs due to tariffs, making long-term domestic substitution promising [5][6] Summary by Sections 1. Sector Tracking - The construction materials index decreased by 2.4% while the overall market indices saw declines of 3.1% to 6.7% [9] - Notable stock performances included a 29.0% increase for Zhongqi New Materials and a 19.9% decrease for Jingxue Energy Saving [9] 2. Data Tracking 2.1 Cement - The average price of 42.5 cement is 396.3 yuan/ton, a decrease of 0.8 yuan/ton week-on-week, but an increase of 39.2 yuan/ton year-on-year [15] - The national cement inventory ratio is 60.2%, up 3.3 percentage points week-on-week [15] 2.2 Float Glass - The average price of 5mm float glass is 1413.0 yuan/ton, with a slight increase of 6.3 yuan/ton week-on-week [33] 2.3 Photovoltaic Glass - The average price for 2.0mm coated photovoltaic glass is 14.3 yuan/square meter, remaining stable week-on-week [38] 2.4 Glass Fiber - The average price for non-alkali glass fiber yarn is 4745.0 yuan/ton, unchanged week-on-week [45] 2.5 Carbon Fiber - The average price for large tow carbon fiber is 72.5 yuan/kg, stable week-on-week [49] 3. Industry Dynamics - The report discusses the ongoing tariff disputes initiated by the U.S. and their implications for the construction materials sector, highlighting the potential for increased domestic production and substitution [14] - The discovery of high-purity quartz mines in China is noted as a significant development that could reduce reliance on imports [14]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 半导体板块爆发 半导体板块今日大幅拉升，截至收盘，晶华微、唯捷创芯、富满微、纳芯微、圣邦股份、思瑞浦等20% 涨停，华虹公司涨19.75%。 在全球股市普遍走低背景下，A股、港股逆市走高。 今日，在隔夜美股大跌后，亚太市场普遍走低，日经225指数一度跌超5%。欧股今日开盘后也迅速走 低，截至发稿，主要指数均转跌，德国DAX指数、意大利富时MIB指数、欧元区斯托克50指数跌幅均 超1%。 | 英国富时100 | 7883.60 | -29.65 | -0.37% | | --- | --- | --- | --- | | 法国CAC40 | 7088.53 | -37.49 | -0.53% | | 德国DAX | 20341.84 | -220.89 | -1.07% | | 意大利富时MIB | 33779.85 | -497.24 | -1.45% | | 欧元区STOXX50(欧元) | 4762.53 d | -56.39 | -1.17% | A股、港股今日逆市走高。A股创业板指、科创50指数等较为强势；港股午后再度拉升，恒生 ...

Summary of Key Points from the Conference Call Company and Industry Overview - The conference call discusses **Xingyu Co., Ltd.**, a company in the **semiconductor-grade quartz sand** industry, which has recently become the third global supplier, breaking the monopoly held by companies from the US and Norway [2][4][5]. Core Insights and Arguments - **Market Potential**: The semiconductor quartz materials market is projected to reach **120-150 billion RMB**, potentially growing to **250 billion RMB** in the next three years, with intense competition among six leading companies including Xingyu and Philihua [2][5][16]. - **Application of Quartz Materials**: Quartz materials are extensively used in diffusion and etching equipment, with new and existing demand each accounting for **50%** of the total [2][6]. - **Certification and Supply Chain**: To ensure supply chain security, wafer manufacturers are increasing quartz material certifications and prefer integrated production companies, benefiting Xingyu, which has a full industry chain advantage [2][12]. - **Impact of Tariff Adjustments**: Recent tariff adjustments have increased the price of imported quartz sand in the US, prompting domestic customers to shift towards domestic semiconductor-grade quartz sand, which benefits Xingyu [2][15]. - **Future Demand Projections**: By **2030**, the demand for semiconductor-grade quartz sand is expected to reach **50,000 tons/year**, with Xingyu aiming for a **1/3 market share**, translating to a profit of approximately **750 million RMB** [2][19]. Additional Important Insights - **Business Structure**: Xingyu's business is divided into three main segments: semiconductor quartz materials, photovoltaic quartz sand, and other products like optical fibers. The semiconductor segment is expected to contribute **60-70%** of total profits in 2025 [3]. - **Recent Growth**: Xingyu has seen significant revenue growth in the semiconductor sector, from **50 million RMB in 2019** to an expected **600 million RMB in 2024**, marking a **12-fold increase** [11]. - **Market Dynamics**: The semiconductor materials segment is expected to maintain a compound annual growth rate of about **10%**, with a market capacity of **250 billion RMB** in the coming years [16][18]. - **Photovoltaic Industry Recovery**: The photovoltaic sector is recovering from a downturn, with rising prices for high-purity quartz sand expected to boost sales for companies like Xingyu [20][27]. - **Domestic Production and Certification**: The domestic semiconductor industry is rapidly advancing in localization, with significant progress in certifying domestic quartz sand, expected to dominate the market by **2026** [29]. This summary encapsulates the critical insights from the conference call, highlighting the strategic positioning of Xingyu Co., Ltd. within the semiconductor-grade quartz sand market and its implications for future growth and market dynamics.

证券时报数据宝统计，两融数据来看，该股最新(4月10日)两融余额为6.28亿元，其中，融资余额6.22亿 元，较前一个交易日增加3681.89万元，环比增长6.29%，近3日累计增加2922.98万元，环比增长 4.93%。 近日该股表现 日期 当日涨跌幅(%) 换手率(%) 主力资金净流入(万元) 石英股份（603688）盘中涨停，已连收3个涨停板，截至9:40，该股报42.39元，换手率5.10%，成交量 2762.53万股，成交金额11.48亿元，涨停板封单金额为4.70亿元。连续涨停期间，该股累计上涨 33.09%，累计换手率为18.60%。最新A股总市值达229.62亿元。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜1次，买卖居前营业部 中，机构净买入883.60万元，沪股通累计净卖出3682.52万元，营业部席位合计净买入5742.99万元。 2024年10月26日公司发布的三季报数据显示，前三季度公司共实现营业总收入9.97亿元，同比下降 83.10%，实现净利润3.13亿元，同比下降92.56%。(数据宝) 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨 ...

Group 1 - Quartz stocks have shown significant upward movement, with Quartz Co. achieving three consecutive trading limits, and other companies like Oujing Technology and Kaide Quartz also experiencing gains [1] - The recent surge in quartz-related stocks is attributed to the announcement from the Ministry of Natural Resources regarding the discovery of high-purity quartz mines in regions such as Dongqinling in Henan and Altay in Xinjiang [1] - Other companies in the sector, including Yishitong, Jinsai Technology, Zhongqi New Materials, and Kaisheng Technology, have also seen price increases, indicating a broader positive sentiment in the quartz industry [1]

证券代码：603688 证券简称：石英股份 公告编号：临 2025-011 江苏太平洋石英股份有限公司 股票交易异常波动公告 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。 重要内容提示： 江苏太平洋石英股份有限公司（以下简称"公司"）股票交易于2025年04 月07日、2025年04月08日、2025年04月09日连续三个交易日内日收盘价格涨幅偏 离值累计达到20%。根据《上海证券交易所交易规则》的有关规定，属于股票交 易异常波动情形。 经公司自查并向控股股东、实际控制人核实，截至本公告披露日，公司 生产经营活动一切正常，不存在应披露而未披露的重大信息。 敬请广大投资者注意股票二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票交易于 2025 年 04 月 07 日、2025 年 04 月 08 日、2025 年 04 月 09 日连续三个交易日内日收盘价格涨幅偏离值累计达到 20%。根据《上海证券交易 所交易规则》的有关规定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 （一 ...