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 report highlights that China has submitted applications for over 200,000 new satellites, marking the largest international frequency and orbit resource application in the country's history [3]. - Starting from April 2026, the export tax rebate for photovoltaic products will be canceled, which may impact the industry dynamics [4]. - The photovoltaic power generation utilization rate for January to November 2025 was reported at 94.8%, indicating strong performance in the sector [4]. Summary by Relevant Sections Preferred Stocks - The report lists several preferred stocks with ratings: - Aishuo Co., Ltd. (600732.SH) - Buy - B - Daqian Energy (688303.SH) - Buy - B - Fulete (601865.SH) - Buy - A - Haibo Sichuang (688411.SH) - Buy - A - Sunshine Power (300274.SZ) - Buy - A - Langxin Group (300682.SZ) - Buy - B - Quartz Co., Ltd. (603688.SH) - Buy - A [2]. Price Tracking - The average price of dense polysilicon is reported at 54.0 CNY/kg, up 3.8% from the previous week, while granular silicon is at 52.0 CNY/kg, up 4.0% [5]. - The average price for 182-183.75mm N-type battery cells is 0.39 CNY/W, reflecting a 2.6% increase [6]. - The price for 182*182-210mm TOPCon double-glass modules is 0.70 CNY/W, showing a 0.3% increase [7]. Investment Suggestions - The report recommends focusing on companies in various sectors: - BC new technology: Aishuo Co., Ltd. - Supply-side: Daqian Energy, Fulete - Light storage: Haibo Sichuang, Sunshine Power - Power marketization: Langxin Group - Domestic substitution: Quartz Co., Ltd. - Additional companies to watch include Longi Green Energy, Hongdian East Magnet, and others [8].

Market Overview - The non-metal materials sector experienced a decline of 1.38% on January 14, with Longao Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Stock Performance - Notable stock performances in the non-metal materials sector included: - Ningxin New Materials: Closed at 13.97, up 1.60% with a trading volume of 55,600 shares and a turnover of 77.31 million yuan [1] - Qilu Huaxin: Closed at 7.89, up 0.64% with a trading volume of 24,200 shares and a turnover of 19.03 million yuan [1] - Longao Co., Ltd.: Closed at 44.01, down 7.15% with a trading volume of 94,200 shares and a turnover of 421 million yuan [2] Capital Flow - The non-metal materials sector saw a net outflow of 134 million yuan from main funds, while retail investors contributed a net inflow of 132 million yuan [2] - The capital flow for specific stocks included: - Longao Co., Ltd.: Main funds had a net outflow of 18.42 million yuan, while retail investors had a net inflow of 1.95 million yuan [3] - Jiangsu Changjiang Materials: Experienced a net outflow of 11.88 million yuan from main funds, with a net inflow of 19.29 million yuan from retail investors [3]

证券代码：603688 证券简称：石英股份 公告编号：临 2026-006 二、本次变更人员的基本信息、诚信记录和独立性情况 签字注册会计师：彭兵，2012 年开始从事审计行业，2018 年成为注册会计 师，2025 年 12 月开始在中汇会计师事务所执业，近三年签署及复核过上市公司 江苏太平洋石英股份有限公司 关于变更签字注册会计师的公告 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"）分别于 2025 年 04 月 25 日、2025 年 05 月 16 日召开第五届董事会第十七次会议、2024 年年度股东大会， 审议通过《关于续聘公司 2025 年年度审计机构的议案》，同意续聘中汇会计师事 务所（特殊普通合伙）（以下简称"中汇会计师事务所"）为公司 2025 年年度审 计机构。具体内容详见公司于 2025 年 04 月 26 日在上海证券交易所网站 （www.sse.com.cn）披露的《江苏太平洋石英股份有限公司关于续聘公司 2025 年年度审计机构的公告》（公告编号：临 ...

Meeting Overview - The third meeting of the fourth employee stock ownership plan was held on January 12, 2026, with 358 out of 482 holders present, representing 145,850,000 shares, which is 80.01% of the total plan shares [2][4]. Meeting Resolutions - The meeting approved the extension of the fourth employee stock ownership plan's duration until February 15, 2027, due to confidence in the company's long-term development and to protect the interests of the plan holders [4][10]. Voting Results - The voting results showed unanimous support for the extension, with 145,850,000 shares in favor, 0 against, and 0 abstentions [5]. Company Background - The fourth employee stock ownership plan was initially set for a 24-month duration from February 16, 2023, to February 15, 2025, but was previously extended to February 15, 2026 [12][15]. Current Holdings - As of April 11, 2023, the plan had acquired 1,491,597 shares, accounting for 0.41% of the total share capital, at an average price of approximately RMB 122.18 per share [13][14]. Future Considerations - If all shares are sold before the extended duration ends, the plan will terminate early. If not, further meetings may be convened to discuss subsequent matters [4][15].

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。 ...