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 ...

本人为贵公司的控股股东、实际控制人,贵公司发出的《江苏太平洋石英股 份有限公司股票交易异常波动问询函》已收悉,现就公司询证事项回复如下: 1、本人作为贵公司的控股股东、实际控制人,不存在涉及上市公司应披露 而未披露的重大信息,包括但不限于重大资产重组、股份发行、重大交易类事项、 业务重组、股份回购、股权激励、破产重组、重大业务合作、引进战略投资者等 重大事项。 江苏太平洋石英股份有限公司控股股东、实际控制人 关于《股票交易异常波动问询函》的回复 江苏太平洋石英股份有限公司: 控股股东、实际控制人: 日 H 202(年 2、 在本次股票交易异常波动期间，本人不存在买卖公司股票的情形。 特此回复。 ...

Summary of Quartz Co., Ltd. Conference Call Company Overview - **Company**: Quartz Co., Ltd. - **Industry**: Semiconductor materials and construction materials Key Points and Arguments Market Performance - Quartz Co., Ltd. experienced a 5.4% increase in stock price amidst significant market volatility, alongside other companies like Taihe New Materials benefiting from anti-dumping measures by DuPont China [3][4] - The company's performance is driven by two main factors: domestic substitution and internal demand, particularly in the semiconductor-grade high-purity quartz sand sector [3][5] Growth in Semiconductor Materials - Revenue from the semiconductor materials business grew nearly tenfold from 2019 to 2023, with expectations to reach 600 million yuan in 2024, marking a 12-fold increase over six years [3][6] - The company has achieved certification from major equipment manufacturers, becoming the third global supplier of high-grade semiconductor materials, which is strategically significant in light of US-China trade tensions [3][5][6] Supply Chain and Market Position - Quartz Co., Ltd. has developed its own mineral sources, ensuring stable supply of semiconductor-grade quartz sand and reducing reliance on US sources [3][7] - The company aims to capture at least 20% of the materials market share by 2030, despite currently holding a single-digit percentage [3][9] Market Demand and Projections - The demand for semiconductor-grade quartz sand is estimated at 30,000 to 40,000 tons, with projections to reach 50,000 tons by 2040, where Quartz Co., Ltd. could secure a 30% market share, contributing approximately 750 million yuan in profits [3][11] - The photovoltaic-grade sand market is expected to see sales of about 30,000 tons in 2023 and 5,000 tons in 2024, with a more optimistic outlook for 2026 [3][12] Impact of External Factors - The company is not significantly affected by recent restrictions on Indian mineral exports due to long-term agreements and sufficient inventory [3][13] - The average price of imported semiconductor-grade quartz sand ranges from 100,000 to 160,000 yuan per ton, with Quartz Co., Ltd. expected to offer slightly lower prices post-certification, creating competitive pressure on imports [3][17][18] Financial Outlook - The company’s optical components and fiber optics business generates over 100 million yuan annually, supporting a strong fundamental outlook with a market capitalization between 10 billion and 20 billion yuan [3][14] - Overall, the investment perspective on Quartz Co., Ltd. is favorable due to its high cost-performance ratio and strong fundamentals [3][15] Conclusion - Quartz Co., Ltd. is positioned to benefit from domestic substitution trends and growing demand in the semiconductor materials sector, with a robust growth trajectory and strategic advantages in supply chain management and market positioning [3][5][7][11]

财信证券也表示，整体来看，4 月份，市场将从"流动性、政策驱动"逐步转向"经济基本面驱动"，操作 层面保持适当谨慎，短期以控制仓位为主，静待市场指数企稳，或可适当关注低位的高股息防守板块及 避险的贵金属板块。对高股息而言，随着后续无风险收益率低位震荡、保险等机构资金加大入市比例、 资产荒效应持续，预计 A 股高股息板块仍有持续配置的价值。 综上所述，展望后市，中长期来看，国内经济处于新旧动能切换的转型期，尤其是在新质生产力加速发 展叠加一系列政策提振下，A股市场估值重构机会较大。随着存量政策加快落实，一揽子增量政策加力 推出，国内经济基本面有望呈现出逐步改善态势。中长期资金加速入市的背景下，市场运行趋于稳定， 投资者信心将进一步增强。总体来看，A股市场有望呈现出震荡上行的特征。在流动性充裕及政策想象 空间打开的背景下，具有更高分红能力与意愿的公司有望越来越受到资金的青睐，投资者可借道标普红 利ETF（562060）力争把握红利主题长期机遇。 责任编辑：江钰涵 4月1日，截止午盘，标普红利ETF（562060）涨0.65%，成交额1485.22万元。成份股强劲上涨，石英股 份涨3.87%，奥普科技、兰花科创、双 ...

证券代码：603688 证券简称：石英股份 公告编号：临 2025-010 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03 月24日、2025年03月25日连续二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 03 月 24 日、2025 年 03 月 25 日连续二个交易日内 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）生产经营情况 经公司自查，公司目前生产经营情况正常，内外 ...

1、本人作为贵公司的控股股东、实际控制人,不存在涉及上市公司应披露 而未披露的重大信息,包括但不限于重大资产重组、股份发行、重大交易类事项、 业务重组、股份回购、股权激励、破产重组、重大业务合作、引进战略投资者等 重大事项。 2、 在本次股票交易异常波动期间,本人不存在买卖公司股票的情形。 控股股东、实际控制人: 2025年 3 月25日 江苏太平洋石英股份有限公司: 本人为贵公司的控股股东、实际控制人,贵公司发出的《江苏太平洋石英股 份有限公司股票交易异常波动问询函》已收悉，现就公司询证事项回复如下: 特此回复。 江苏太平洋石英股份有限公司控股股东、实际控制人 关于《股票交易异常波动问询函》的回复 ...

天眼查商业履历信息显示，江苏太平洋石英股份有限公司，成立于1999年，位于连云港市，是一家以从 事非金属矿物制品业为主的企业。企业注册资本54167.8289万人民币，实缴资本35296.0506万人民币。 公司法定代表人为陈士斌。 通过天眼查大数据分析，江苏太平洋石英股份有限公司共对外投资了14家企业，参与招投标项目39次， 知识产权方面有商标信息11条，专利信息115条，此外企业还拥有行政许可39个。 来源：金融界 石英股份（603688）3月24日主力资金净流入1.66亿 元 金融界消息 截至2025年3月24日收盘，石英股份（603688）报收于31.46元，上涨10.0%，换手率 6.26%，成交量33.91万手，成交金额10.47亿元。 资金流向方面，今日主力资金净流入1.66亿元，占比成交额15.83%。其中，超大单净流入1.95亿元、占 成交额18.62%，大单净流出2920.41万元、占成交额2.79%，中单净流出流出8371.36万元、占成交额 7.99%，小单净流出8206.98万元、占成交额7.84%。 石英股份最新一期业绩显示，截至2024三季报，公司营业总收入9.97亿元、同比减少 ...