证券之星消息，12月26日非金属材料板块较上一交易日下跌0.41%，长江材料领跌。当日上证指数报收 于3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 920675 | 秉扬科技 | 10.50 | 3.45% | 3.82万 | | 3956.87万 | | 920971 | 天马新材 | 32.79 | 2.95% | 5.83万 | | 1.92亿 | | 301071 | 力量钻石 | 36.39 | 0.58% | 7.34万 | | 2.67亿 | | 603688 | 石英股份 | 37.62 | 0.29% | 8.13万 | | 3.07亿 | | 920175 | 东方恢袁 | 11.65 | 0.17% | 1.44万 | | 1679.87万 | | 603612 | 索通发展 | 24.16 | 0.12% | 16.24万 | | 3.93亿 | ...

Group 1 - The core transaction on December 25 involved Aerospace Engineering, with a total of 136,000 shares traded, amounting to 4.1643 million yuan, which represented 0.29% of the total trading volume for the day [1] - The transaction price was 30.62 yuan, reflecting an 18.17% discount compared to the market closing price of 37.42 yuan [1] Group 2 - The trading details indicate that the transaction was executed by institutional investors, highlighting the involvement of specialized trading departments [2] - The transaction volume for Aerospace Engineering was recorded at 214.34 million yuan for one of the trades, while another trade recorded 202.09 million yuan [2]

Market Overview - The non-metal materials sector declined by 0.61% compared to the previous trading day, with Lianrui New Materials leading the decline [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] Stock Performance - Notable gainers in the non-metal materials sector included: - Changjiang Materials: closed at 28.62, up 3.28% with a trading volume of 122,400 shares and a turnover of 347 million yuan [1] - Tianma New Materials: closed at 31.85, up 2.84% with a trading volume of 27,600 shares and a turnover of 87.48 million yuan [1] - Suotong Development: closed at 24.13, up 2.38% with a trading volume of 156,000 shares and a turnover of 373 million yuan [1] - Lianrui New Materials closed at 64.66, down 2.74% with a trading volume of 47,500 shares and a turnover of 309 million yuan [2] Capital Flow - The non-metal materials sector saw a net inflow of 9.16 million yuan from institutional investors, while retail investors experienced a net inflow of 29.47 million yuan [2] - Retail investors' net outflow was 38.63 million yuan, indicating a mixed sentiment in the market [2] Individual Stock Capital Flow - Suotong Development had a significant net outflow from institutional investors of 46.39 million yuan, while retail investors had a net inflow of 2.32 million yuan [3] - Lianrui New Materials experienced a net inflow of 3.03 million yuan from institutional investors, but a net outflow of 15.28 million yuan from retail investors [3] - Tianma New Materials saw a net inflow of 10.59 million yuan from institutional investors, with a slight net outflow from retail investors [3]

Core Viewpoint - Quartz Co., Ltd. has experienced a stock price increase of 30.45% year-to-date, but recent trading data indicates a decline in stock performance and significant net outflow of funds [2][1]. Financial Performance - For the period from January to September 2025, Quartz Co., Ltd. reported a revenue of 753 million yuan, a year-on-year decrease of 24.46%, and a net profit attributable to shareholders of 135 million yuan, down 56.81% year-on-year [2]. - Cumulative cash dividends since the A-share listing amount to 3.374 billion yuan, with 2.945 billion yuan distributed over the past three years [3]. Stock Market Activity - As of December 25, the stock price was 37.23 yuan per share, with a market capitalization of 20.167 billion yuan. The trading volume was 1.20 billion yuan, with a turnover rate of 0.59% [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on April 9 [2]. Shareholder Structure - As of September 30, 2025, the number of shareholders was 55,200, a decrease of 13.28% from the previous period. The average number of circulating shares per person increased by 15.32% to 9,813 shares [2]. - Notable shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 3.6438 million shares, and new entrants such as Guotai Asset Advantage Mixed Fund [3].

Core Insights - The report highlights a price increase announced by a leading carbon fiber company, indicating a potential recovery in the industry's bottom line and overall market conditions [4][5] - The report emphasizes the growth potential in the label printing sector, particularly for Jiangtian Technology, which specializes in high-quality label printing services [6][7] Industry Summary Chemical Raw Materials - The new materials sector experienced a slight decline, with the new materials index down by 0.23%, although it outperformed the ChiNext index by 2.03% [4] - Key price movements in the amino acids and biodegradable materials were noted, with valine increasing by 4.98% to 13,700 CNY/ton, while other prices remained stable [4] Carbon Fiber Industry - The carbon fiber market is showing signs of recovery, with a significant increase in demand expected, particularly in wind power and aerospace applications. The actual consumption of carbon fiber in China is projected to reach 96,446 tons in 2025, a year-on-year increase of 71.89% [5] - Major companies like Toray and Jilin Chemical Fiber have announced price hikes for their carbon fiber products, indicating a strengthening market position for high-performance carbon fiber suppliers [5] Label Printing Sector - Jiangtian Technology is positioned as a leading service provider in the label printing industry, with a focus on non-dry adhesive labels used in various consumer sectors. The company has established stable partnerships with major brands like Unilever and Procter & Gamble [6] - The label printing market in China is expected to grow significantly, with a projected compound annual growth rate of 10.44% from 2023 to 2031, driven by rising disposable incomes and consumption upgrades [6][7] Solar Industry - The report notes stable pricing for polysilicon and an increase in silicon wafer prices, with the average price for 130um N-type silicon wafers rising by 5.9% to 1.25 CNY/piece [8] - Battery cell prices have also increased, with N-type battery cells seeing a 13.3% rise to 0.34 CNY/W, reflecting a tightening supply and increased production costs [9]

Core Viewpoint - The company has successfully passed certifications for its self-produced high-purity quartz sand used in semiconductor diffusion and etching applications, and has secured a certain volume of orders from significant domestic and international clients [1] Group 1 - The company has confirmed that its high-purity quartz sand products have been certified by important domestic and international customers [1] - There is a certain volume of orders that have been secured for the high-purity quartz sand products [1] Group 2 - The company is making steady progress in the research and development of synthetic quartz sand, which is currently in the pilot testing phase [1]

格隆汇12月22日丨石英股份(603688.SH)在互动平台表示，公司用自产高纯石英砂生产的半导体扩散、 刻蚀领域用石英材料已通过了国内外重要客户认证，并有一定量订单落地。在高纯石英砂业务方面，公 司合成石英砂研发进展顺利，目前处于中试阶段。 ...

建筑材料行业周报 11 月投资数据仍处筑底过程，关注政策 加码空间及重点工程需求释放 2025 年 12 月 22 日 【投资要点】 【配置建议】 挖掘价值 投资成长 强于大市（维持） 东方财富证券研究所 证券分析师：王翩翩 证书编号：S1160524060001 证券分析师：郁晾 证书编号：S1160524100004 相对指数表现 -10% -2% 6% 14% 22% 30% 2024/12 2025/6 2025/12 建筑材料 沪深300 相关研究 《中央经济会议定调积极，继续关注地产 链底部反弹机会》 2025.12.15 《万科债务有望逐渐出清，继续看好消费 建材白马价值回归》 2025.12.01 《地产链有望筑底企稳，关注板块弹性及 出海机会》 2025.11.24 《前十月基建投资同比-0.1%，稳增长背景 下看好战略重点工程推进》 2025.11.20 《克而瑞十月百强销售数据环比持稳，继 续看好消费建材白马价值回归》 2025.11.10 行 业 研 究 / 建 筑 材 料 / 证 券 研 究 报 告 市场行情回顾：上周建材板块上涨 0.92%，跑赢沪深 300 指数 1.2pct。 ...

Market Overview - The non-metal materials sector increased by 0.11% compared to the previous trading day, with Ningxin New Materials leading the gains [1] - The Shanghai Composite Index closed at 3890.45, up by 0.36%, while the Shenzhen Component Index closed at 13140.22, up by 0.66% [1] Stock Performance - Ningxin New Materials (code: 920719) closed at 13.56, with a rise of 6.60% and a trading volume of 87,200 shares, amounting to a transaction value of 119 million yuan [1] - Suotong Development (code: 603612) closed at 23.05, up by 2.13% with a trading volume of 125,800 shares [1] - Other notable stocks include: - Dongfang Huizhen (code: 920175) at 11.95, up by 1.79% [1] - Bingyang Technology (code: 920675) at 10.45, up by 0.58% [1] - Qilu Huaxin (code: 920832) at 7.60, up by 0.40% [1] - Quartz Shares (code: 603688) at 35.82, up by 0.36% [1] Capital Flow - The non-metal materials sector experienced a net outflow of 53.54 million yuan from institutional investors, while retail investors saw a net inflow of 43.71 million yuan [2] - The capital flow for individual stocks shows: - Longao Co. (code: 605086) had a net outflow of 13.07 million yuan from institutional investors [3] - Ningxin New Materials had a net inflow of 13.25 million yuan from institutional investors [3] - Strength Diamond (code: 301071) had a net inflow of 7.36 million yuan from retail investors [3]

证券日报网讯 12月18日，石英股份在互动平台回答投资者提问时表示，公司二期项目已稳定量产，生 产节奏按计划推进；三期项目中年产6万吨高纯石英砂产线已完成建设并顺利投入生产。公司严格遵循 高标准生产与检测流程，产品质量始终如一，能充分满足客户需求。 （文章来源：证券日报） ...