证券之星消息，8月13日非金属材料板块较上一交易日上涨1.65%，联瑞新材领涨。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。非金属材料板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 688300 | 联瑞新材 | 3485.83万 | 7.91% | -2273.16万 | -5.16% | -1212.67万 | -2.75% | | 603688 石英股份 | | 3393.23万 | 7.31% | -1403.55万 | -3.02% | -1989.68万 | -4.29% | | 301071 力量钻石 | | 1714.04万 | 9.04% | 282.86万 | 1.49% | -- 1996.91万 | -10.53% | | 001296 长江材料 | | -545.79万 | -7.62% | -15.33万 | ...

Investment Rating - The report maintains an investment rating of "Synchronize with the market - A" for the electric equipment and new energy industry [1]. Core Viewpoints - The World Robot Conference showcased over 1,500 robot products, indicating a growing interest and innovation in robotics [3]. - The photovoltaic industry chain prices remain stable, with expectations for continued price stability in the near term [6][7][8][9]. Summary by Relevant Sections Investment Recommendations - Preferred stocks include: - 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 Magnetic (002056.SZ) - Buy - A - Sungrow Power Supply (300274.SZ) - Buy - A - Canadian Solar (688472.SH) - Buy - A - Deyang Co., Ltd. (605117.SH) - Buy - A - Langxin Group (300682.SZ) - Buy - B - Quartz Co., Ltd. (603688.SH) - Buy - A [2]. Market Trends - The multi-crystalline silicon price is stable at 44.0 CNY/kg, with a slight decrease in transaction volume compared to the previous week [6]. - The silicon wafer prices remain unchanged, with N-type silicon wafers priced at 1.20 CNY/piece for 182-183.75mm and 1.35 CNY/piece for 182*210mm [7]. - Battery cell prices are stable, with N-type battery cells priced at 0.290 CNY/W for 182-183.75mm and 0.285 CNY/W for 182*210mm [8]. - Module prices are also stable, with TOPCon double-glass modules priced at 0.685 CNY/W and N-type HJT modules at 0.830 CNY/W [9]. Policy and Regulatory Developments - The National Energy Administration is establishing a "green channel" for large-scale wind and photovoltaic bases to better meet the needs of new energy development [5]. - The China Photovoltaic Industry Association is soliciting opinions on the draft amendment to the Price Law, focusing on price behavior norms and regulatory mechanisms [4].

Core Viewpoint - The photovoltaic industry is experiencing significant growth, with multiple companies reporting substantial increases in net profit for 2023, driven by strong demand in sectors such as semiconductors and solar energy materials [1][2][4]. Group 1: Company Performance - Quartz Holdings (石英股份) expects a net profit of 4.75 billion to 5.33 billion yuan for 2023, representing a year-on-year increase of 351.44% to 406.56% [1]. - High Measurement Holdings (高测股份) anticipates a net profit of 1.44 billion to 1.48 billion yuan for 2023, reflecting a year-on-year increase of 82.6% to 87.67% [2]. - Xinbo Holdings (鑫铂股份) projects a net profit of 290 million to 340 million yuan for 2023, indicating a year-on-year growth of 54.23% to 80.83% [4]. Group 2: Industry Drivers - The rapid growth in the photovoltaic sector has led to increased demand for quartz materials, benefiting companies like Quartz Holdings, which has seen significant sales growth in both semiconductor and photovoltaic applications [1]. - High Measurement Holdings attributes its performance to the robust global demand for new photovoltaic installations, leveraging its technological advantages in cutting equipment and materials [2]. - Xinbo Holdings has expanded its production capacity and improved management efficiency, contributing to steady revenue and profit growth in the renewable energy sector [4]. Group 3: Market Trends - The photovoltaic industry is expected to face short-term challenges, including underutilization and price declines, but this may lead to a healthier competitive landscape in the long run [3]. - Companies are focusing on cost reduction and efficiency improvements to mitigate the impact of falling prices, with Xinbo Holdings emphasizing its strategy to maintain stable growth over the next 3 to 5 years [5].

Core Viewpoint - The photovoltaic industry chain is experiencing significant growth, with many listed companies reporting substantial increases in net profits for 2023, driven by a doubling of installed capacity despite challenges such as overcapacity and declining product prices [1][2][3]. Company Performance - 32 listed companies in the photovoltaic industry chain have disclosed their 2023 performance forecasts, with 9 companies expecting a net profit increase of over 100%, led by Zhongxin Bo with an estimated increase of approximately 696.7% [1]. - Micro导纳米 anticipates a revenue of approximately 1.65 billion yuan, a year-on-year increase of 141.05%, and a net profit of about 280 million yuan, reflecting a growth of 417.08% [2]. - Quartz Co. expects a net profit between 4.75 billion yuan and 5.33 billion yuan, a year-on-year increase of 351.44% to 406.56% [2]. - Sunshine Power, a leader in inverters, projects a net profit of 9.3 billion to 10.3 billion yuan, an increase of 157% to 187% [3]. Market Trends - Despite the overall positive outlook, many companies experienced a decline in performance in the fourth quarter, with 24 out of 32 companies reporting a quarter-on-quarter decrease [6]. - TCL Zhonghuan, a leading silicon wafer manufacturer, expects a net profit decline of 29.6% to 38.4%, indicating a potential loss of 1.388 billion to 1.988 billion yuan in Q4 [5]. - The photovoltaic industry is currently facing a phase of overcapacity, leading to price declines and increased competition, particularly affecting the profitability of silicon, battery, and module manufacturers [7][8]. Competitive Landscape - The competition within the photovoltaic industry is intensifying, with falling prices for silicon materials and modules squeezing profit margins [7]. - Companies with technological advantages and cost efficiencies are better positioned to withstand market pressures, while weaker firms may face consolidation or exit risks [8][9]. - The industry is expected to undergo a capacity clearing process, with a focus on innovation and efficiency improvements to enhance competitiveness [9].

Core Insights - Glass microspheres exhibit significant competitive advantages in material applications compared to traditional materials, with widespread use in plastics, coatings, oil extraction, and aerospace [1][11] - The market demand for glass microspheres is continuously growing, driven by the transformation of traditional industries and the rapid development of emerging industries [1][11] Industry Overview - Glass microspheres are a new type of material developed from borosilicate raw materials, with a particle size of 10-250 microns and a wall thickness of 1-2 microns, offering lightweight, low thermal conductivity, high strength, and good chemical stability [2][10] - The market size of China's glass microsphere industry is projected to grow from 1.432 billion yuan in 2015 to 2.767 billion yuan in 2024, with a compound annual growth rate (CAGR) of 7.59% [1][11] - The hollow glass microsphere segment is expected to grow from 716 million yuan in 2015 to 1.522 billion yuan in 2024, with a CAGR of 8.74% [1][11] Industry Chain - The upstream of the glass microsphere industry includes raw materials such as quartz sand, limestone, feldspar, and soda ash, which are crucial for the supply and quality of glass microsphere production [3][6] - The midstream involves the manufacturing of glass microspheres, while the downstream applications include reflective materials, coatings, ceramics, rubber, plastics, filtration materials, oil extraction, and aerospace [3] Production and Demand - China's glass microsphere production is expected to increase from 85,200 tons in 2015 to 170,300 tons in 2024, with a CAGR of 8% [10] - The demand for glass microspheres is projected to rise from 101,600 tons in 2015 to 201,700 tons in 2024, with a CAGR of 7.92% [10] - Hollow glass microspheres are gaining traction, with production expected to grow from 21,300 tons in 2015 to 51,100 tons in 2024, and demand from 25,400 tons to 60,500 tons during the same period [10] Market Trends - The glass microsphere industry is gradually moving towards high-end applications, focusing on high refractive index, high wear resistance, and high purity to meet the needs of aerospace, precision optics, and 5G communications [23] - The industry is expected to diversify its applications into emerging markets such as renewable energy, biomedicine, and electronic packaging, while also developing functional microspheres [24] - Environmental sustainability is becoming a key focus, with efforts to optimize production processes, reduce energy consumption, and explore recycling technologies [25] Key Players - Major players in the global glass microsphere industry are concentrated in developed countries, with significant contributions from companies like 3M, Swarco, and Potters Industries [14] - In China, notable companies include China Steel Group, Wanda Glass Microspheres, and Langsheng Kaibo, which are rapidly expanding their production capabilities [14][17]

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15家企业，参与招投标项目47次， 知识产权方面有商标信息11条，专利信息118条，此外企业还拥有行政许可39个。 来源：金融界 金融界消息 截至2025年8月11日收盘，石英股份（603688）报收于34.59元，上涨0.64%，换手率1.3%， 成交量7.01万手，成交金额2.42亿元。 资金流向方面，今日主力资金净流出1804.37万元，占比成交额7.45%。其中，超大单净流出2398.95万 元、占成交额9.91%，大单净流入594.57万元、占成交额2.46%，中单净流出流入545.62万元、占成交额 2.25%，小单净流入1258.75万元、占成交额5.2%。 石英股份最新一期业绩显示，截至2025一季报，公司营业总收入2.54亿元、同比减少35.50%，归属净利 润5274.73万元，同比减少66.71%， ...

证券之星消息，8月4日非金属材料板块较上一交易日下跌0.67%，石英股份领跌。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。非金属材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 838971 | 天马新材 | 36.95 | 4.76% | 5.44万 | 2.00亿 | | 301071 | 力量钻石 | 30.23 | 2.20% | 4.19万 | 1.25亿 | | 001296 | 长江材料 | 20.28 | 1.00% | 2.92万 | 5890.38万 | | 612688 | 宁新新材 | 16.35 | 0.37% | - 3.84万 | 6235.23万 | | 830832 | 齐鲁华信 | 8.80 | 0.23% | 1.40万 | 1224.75万 | | 603826 | 坤彩科技 | 19.40 | 0.15% | 2.30万 | 4447.41万 | | 836675 | 妻勿科 ...

Group 1 - The total salary scale of CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - Quartz Co. (石英股份) experienced a significant decline in performance, with annual revenue dropping to 1.21 billion yuan, a year-on-year decrease of 83.15%, and net profit falling to 334 million yuan, down 93.38% [1][2] - The stock price of Quartz Co. fell by 66.93% over the year, leading to a total market value evaporation to 15.562 billion yuan [1][2] Group 2 - CFO Zhang Liwen's salary increased from 358,100 yuan in 2023 to 404,700 yuan in 2024, marking a growth of 13.01% [1][2] - The governance of Quartz Co. is under scrutiny due to the contrast between the management's salary increases and the company's poor financial performance [2] - In 2024, Quartz Co. faced regulatory penalties for violations, further complicating its investor relations [2]

Market Overview - On August 1, the non-metal materials sector rose by 0.76% compared to the previous trading day, with Suotong Development leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Stock Performance - Suotong Development (603612) closed at 24.00, up 5.59% with a trading volume of 457,200 shares and a transaction value of 1.074 billion yuan [1] - Other notable performers included: - Dongfang Carbon (832175) at 13.29, up 3.91% [1] - Quartz Shares (603688) at 36.00, up 2.97% [1] - Tianma New Materials (838971) at 35.27, up 2.80% [1] - Bingyang Technology (836675) at 12.65, up 1.85% [1] Capital Flow - The non-metal materials sector saw a net inflow of 73.85 million yuan from institutional investors, while retail investors experienced a net outflow of 64.60 million yuan [2] - The overall capital flow indicates a mixed sentiment within the sector, with institutional buying contrasting with retail selling [2]

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15家企业，参与招投标项目47次， 知识产权方面有商标信息11条，专利信息118条，此外企业还拥有行政许可39个。 来源：金融界 金融界消息 截至2025年8月1日收盘，石英股份（603688）报收于36.0元，上涨2.97%，换手率5.12%， 成交量27.73万手，成交金额9.98亿元。 资金流向方面，今日主力资金净流入1.32亿元，占比成交额13.19%。其中，超大单净流入8593.03万 元、占成交额8.61%，大单净流入4561.29万元、占成交额4.57%，中单净流出流出5254.92万元、占成交 额5.27%，小单净流出7899.40万元、占成交额7.92%。 石英股份最新一期业绩显示，截至2025一季报，公司营业总收入2.54亿元、同比减少35.50%，归属净利 润5274.73万元，同比减少66.71% ...