我国新发现高纯石英矿 助力半导体产业国产化

Core Viewpoint - The Ministry of Natural Resources in China has announced the discovery of high-purity quartz mines, designated as the 174th mineral type, primarily used in semiconductor and photovoltaic high-tech fields [1] Industry Summary - The establishment of this new mineral type is expected to promote the exploration and mining of strategic resources, ensuring the security of supply chains for two major high-tech sectors [1] - Previously, China heavily relied on imports for high-purity quartz, and the emergence of this new mineral type is anticipated to accelerate the domestic production process and stabilize supply sources [1] - The imposition of tariffs by the United States may further drive the domestic substitution process for high-purity quartz sand, leading to strong performance in the domestic stock market with multiple stocks experiencing gains [1] - Several listed companies have already positioned themselves in the high-purity quartz sand sector, focusing on product performance optimization and market introduction [1]