证券日报网讯1月13日，石英股份（603688）发布公告称，公司第六届董事会第二次会议审议通过《关 于第四期员工持股计划存续期展期的议案》。 ...

（记者 张明双） 每经头条（nbdtoutiao）——"春节也要加班，抢在4月1日前交货"！有光伏企业在抢出口，也有企业很 纠结：白银等原材料成本激增，决策困难 每经AI快讯，石英股份1月13日晚间发布公告称，公司第六届第二次董事会会议于2026年1月13日在公 司会议室以现场和通讯相结合方式召开。会议审议了《关于第四期员工持股计划存续期展期的议案》等 文件。 ...

Market Overview - The non-metal materials sector experienced a decline of 2.06% on January 13, with Changjiang Materials leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Stock Performance - Notable stock performances in the non-metal materials sector included: - Bingyang Technology: Closed at 10.69, up 1.42% with a trading volume of 45,000 shares [1] - Qilu Huaxin: Closed at 7.84, up 0.90% with a trading volume of 24,500 shares [1] - Changjiang Materials: Closed at 28.15, down 3.89% with a trading volume of 110,000 shares and a transaction value of 315 million [2] - Longgao Co.: Closed at 47.40, down 1.50% with a trading volume of 58,900 shares and a transaction value of 282 million [2] Capital Flow - The non-metal materials sector saw a net outflow of 189 million from institutional investors, while retail investors had a net inflow of 105 million [2] - The capital flow for specific stocks included: - Kuncai Technology: Net inflow of 743.95 thousand from institutional investors [3] - Longgao Co.: Net outflow of 3004.40 thousand from institutional investors [3] - Strength Diamond: Net inflow of 2396.86 thousand from retail investors [3]

证券代码：603688 证券简称：石英股份 公告编号：临 2026-002 （一）审议通过《关于第四期员工持股计划存续期展期的议案》 公司第四期员工持股计划的存续期将于2026年02月15日届满，基于对公司长期 发展的坚定信心，同时为了维护员工持股计划持有人的利益，根据《江苏太平洋石 英股份有限公司第四期员工持股计划（草案）》和公司2023年第一次临时股东大会 的授权，将本次员工持股计划存续期延长至2027年02月15日。在存续期内，如本次 员工持股计划所持公司股票全部出售，员工持股计划提前终止；如延长期届满前仍 未出售完毕，可在届满前再次召开持有人会议及董事会会议，审议后续相关事宜。 江苏太平洋石英股份有限公司 第四期员工持股计划第三次持有人会议决议公告 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、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"）于2026年01月12日在公司 会议室以现场方式召开公司第四期员工持股计划第三次持有人会议。会议由公司第 四期员工持股计划管理委员会召集，管理委员会委员房婷 ...

重要内容提示： 证券代码：603688 证券简称：石英股份 公告编号：2026-005 江苏太平洋石英股份有限公司 关于第五期员工持股计划锁定期届满的提示性公告 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。 | 本次员工持股计划草案披露时间及公 | 时间：2024 8 | 年 | 月 | 24 | 日 | | --- | --- | --- | --- | --- | --- | | 告名称 | 公告名称：《江苏太平洋石英股份有限 | | | | | | | 公司第五期员工持股计划（草案）》 | | | | | | 锁定期届满日期 | 2026-01-24 | | | | | | 可解锁股票数量及占总股本比例 | 可解锁股票数量：__1,404,550_股__， | | | | | | | 占总股本比例：__0.2593__% | | | | | 江苏太平洋石英股份有限公司（以下简称"公司"）于 2024 年 08 月 23 日召 开的第五届董事会第十四次会议、第五届监事会第十四次会议，于 2024 年 09 月 10 日召 ...

江苏太平洋石英股份有限公司 关于第四期员工持股计划存续期展期的公告 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。 江苏太平洋石英股份有限公司（以下简称"公司"）第四期员工持股计划（以 下简称"本员工持股计划"）的存续期将于 2026 年 02 月 15 日届满，基于对公司 长期发展的坚定信心，同时为了维护员工持股计划持有人的利益，经公司第六届 董事会第二次会议审议通过，本员工持股计划存续期延长至 2027 年 02 月 15 日， 现将有关情况公告如下： 一、员工持股计划基本情况 公司于 2023 年 01 月 31 日召开第五届董事会第二次会议，并于 2023 年 02 月 16 日召开 2023 年第一次临时股东大会，审议通过了《关于公司第四期员工持 股计划（草案）及摘要的议案》《关于公司第四期员工持股计划管理办法的议案》 等议案。根据《江苏太平洋石英股份有限公司第四期员工持股计划（草案）》规 定，本期员工持股计划原定存续期为 24 个月，自股东大会审议通过本员工持股 计划草案起算，本员工持股计划的存续期届满后自行终止。 ...

证券代码：603688 证券简称：石英股份 公告编号：临 2026-003 江苏太平洋石英股份有限公司 第六届董事会第二次会议决议公告 1 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《江苏太平洋石英股份有限公司关于第四期员工持股计划存续 期展期的公告》。 （一）审议通过《关于第四期员工持股计划存续期展期的议案》 公司第四期员工持股计划的存续期将于 2026 年 02 月 15 日届满，基于对公 司长期发展的坚定信心，同时为了维护员工持股计划持有人的利益，根据《江苏 太平洋石英股份有限公司第四期员工持股计划（草案）》和公司 2023 年第一次 临时股东大会的授权，将本次员工持股计划存续期延长至 2027 年 02 月 15 日。 在存续期内，如本次员工持股计划所持公司股票全部出售，员工持股计划提前终 止；如延长期届满前仍未出售完毕，可在届满前再次召开持有人会议及董事会会 议，审议后续相关事宜。 本议案已经公司第六届董事会薪酬与考核委员会第一次会议审议通过，并同 意提交公司董事会审议。 董事刘明伟、赵仕江、张丽雯、李伟属于本次员工持股计划持有人，均回避 表决 ...

Core Viewpoint - The non-metal materials sector experienced a slight increase of 0.09% on January 12, with Changjiang Materials leading the gains. The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1]. Group 1: Stock Performance - Changjiang Materials (001296) closed at 29.29, with a rise of 3.68% and a trading volume of 157,300 shares, amounting to a transaction value of 458 million yuan [1]. - Dongfang Suosuo (920175) closed at 12.20, increasing by 3.39% with a trading volume of 37,000 shares, totaling 44.41 million yuan [1]. - Tianma New Materials (920971) closed at 32.97, up 2.71% with a trading volume of 45,200 shares, resulting in a transaction value of 146 million yuan [1]. - Other notable stocks include Ningxin New Materials (920719) at 13.65 (+2.32%), Qilu Huaxin (920832) at 7.77 (+2.24%), and Kuncai Technology (603826) at 17.77 (+2.07%) [1]. Group 2: Capital Flow - The non-metal materials sector saw a net outflow of 147 million yuan from institutional investors, while retail investors contributed a net inflow of 126 million yuan [2]. - The capital flow data indicates that Longgao Co. (605086) had a net outflow of 26.79 million yuan from institutional investors, while retail investors contributed a net inflow of 26.81 million yuan [3]. - Changjiang Materials (001296) experienced a net inflow of 14.46 million yuan from institutional investors, with a net outflow of 19.11 million yuan from retail investors [3].

Investment Rating - The report maintains a "Buy" rating for several companies, including Aishuo Co., Ltd. (600732.SH), Daqian Energy (688303.SH), Haibo Sichuang (688411.SH), Sungrow Power Supply (300274.SZ), Flat Glass Group (601865.SH), Longxin Group (300682.SZ), and Quartz Co., Ltd. (603688.SH) [2] Core Insights - The solar industry has experienced a decline in new installations, with November 2025 seeing a 11.9% year-on-year decrease, totaling 22.0 GW. However, the cumulative new installations from January to November 2025 reached 274.89 GW, reflecting a 33.2% increase year-on-year [3][13] - Solar module exports in November 2025 amounted to 171.4 billion yuan, marking a 33.9% year-on-year increase and a 6.6% month-on-month increase. The cumulative export value from January to November 2025 was 1854.0 billion yuan, down 9.0% year-on-year [4][16] - Inverter exports also showed positive growth, with November 2025 exports reaching 54.5 billion yuan, a 25.6% year-on-year increase and a 13.0% month-on-month increase. The cumulative export value for inverters from January to November 2025 was 587.5 billion yuan, up 8.7% year-on-year [4][28] - Solar power generation in November 2025 increased by 23.4% year-on-year, contributing to 5.29% of the total national power generation, which was 7792 billion kWh, a 2.7% increase year-on-year [5][41] Summary by Sections New Installations - November 2025 saw a domestic solar installation of 22.0 GW, down 11.9% year-on-year but up 74.8% month-on-month. Cumulative installations for the year reached 274.89 GW, up 33.2% year-on-year [3][13] Exports - Solar module exports in November 2025 were 171.4 billion yuan, up 33.9% year-on-year and 6.6% month-on-month. Cumulative exports for the year were 1854.0 billion yuan, down 9.0% year-on-year [4][16] - Inverter exports reached 54.5 billion yuan in November 2025, a 25.6% year-on-year increase and a 13.0% month-on-month increase. Cumulative exports for the year were 587.5 billion yuan, up 8.7% year-on-year [4][28] Power Generation - Solar power generation in November 2025 was 412.2 billion kWh, reflecting a 23.4% year-on-year increase and accounting for 5.29% of total national power generation [5][41] Investment Recommendations - The report recommends focusing on companies such as Aishuo Co., Ltd. for new technology, Daqian Energy and Flat Glass Group for supply-side initiatives, Haibo Sichuang and Sungrow Power Supply for energy storage, Longxin Group for market-oriented strategies, and Quartz Co., Ltd. for domestic substitution [5][46]

Core Viewpoint - Quartz Co., Ltd. has shown a significant increase in stock price and trading volume, indicating positive market sentiment despite a decline in revenue and profit for the year [1][2]. Group 1: Stock Performance - On January 9, Quartz Co., Ltd. saw a stock price increase of 2.04%, reaching 40.07 CNY per share, with a trading volume of 293 million CNY and a turnover rate of 1.36%, resulting in a total market capitalization of 21.705 billion CNY [1]. - Year-to-date, the stock price has risen by 9.54%, with a 9.54% increase over the last five trading days, an 8.01% increase over the last 20 days, and a 4.16% decrease over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Quartz Co., Ltd. reported a revenue of 753 million CNY, a year-on-year decrease of 24.46%, and a net profit attributable to shareholders of 135 million CNY, down 56.81% 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]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Quartz Co., Ltd. was 55,200, a decrease of 13.28% from the previous period, with an average of 9,813 circulating shares per person, an increase of 15.32% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 11.6441 million shares, an increase of 3.6438 million shares from the previous period, and several new institutional investors have entered the top ten [3].