Core Viewpoint - The 2025 International Silicon-Based Materials Industry Exhibition and the 5th Jiangsu International Quartz Industry Conference will be held on October 19-20, 2025, in Nanjing, focusing on innovation and future leadership in the quartz industry [1][6]. Company Overview - Tianchang Silicon-Based New Materials Co., Ltd. was established in December 2021 by Anhui Weichuang High-Tech Group in Tianchang City, Anhui Province, specializing in the production and sales of high-purity quartz sand for single crystal silicon industry and the R&D, production, and sales of electronic-grade quartz sand for ultra-high purity semiconductor industry [2]. Product Introduction - High-purity quartz is a core raw material for high-tech industries such as semiconductors, photovoltaics, and fiber optics, with strategic value comparable to oil and rare earths. Its unique physical and chemical properties include high temperature resistance, high purity, high chemical stability, high light transmittance, and low thermal expansion coefficient, making it essential for advanced technology products [3]. Technological Development - The company is committed to the R&D and innovation of high-purity quartz sand purification technology, with a complete process technology and stable product quality. It aims to extend its industrial chain to downstream quartz products and possesses the capability to provide comprehensive quartz material solutions for the photovoltaic industry and other sectors [4]. Project Overview - The company has launched a project with an annual production capacity of 12,000 tons of high-purity quartz sand and 2,400 tons of electronic-grade quartz sand. The total designed capacity is 36,000 tons/year for high-purity quartz sand and 7,200 tons/year for electronic-grade quartz sand, catering to industries such as semiconductors, high-end optics, and fiber optics [5]. Industry Event Details - The 2025 International Silicon-Based Materials Industry Exhibition and the 5th Jiangsu International Quartz Industry Conference will showcase upstream and downstream equipment and technology enterprises in the silicon-based materials industry, driven by the growing demand from strategic emerging industries such as electronic information and new energy [6][7].

Market Overview - Global stock markets are generally declining, while A-shares and Hong Kong stocks are rising against the trend [1][2] - The Nikkei 225 index fell over 5%, and major European indices also turned negative, with the German DAX, Italian FTSE MIB, and Eurozone STOXX 50 indices all down more than 1% [1][2] A-shares and Hong Kong Stocks Performance - A-shares showed strength with the ChiNext Index and Sci-Tech 50 Index rising significantly; the Shanghai Composite Index increased by 0.45% to 3238.23 points, and the Shenzhen Component Index rose by 0.82% to 9834.44 points [2][3] - Hong Kong's Hang Seng Index rose over 1%, and the Hang Seng Tech Index increased nearly 2%, with net inflows from southbound funds exceeding 11 billion HKD [2][4] Sector Highlights - The semiconductor sector experienced a significant surge, with multiple stocks hitting the daily limit of 20% increase, including Jinghua Micro, Naxin Micro, and Shengbang Co. [3][5] - The quartz concept stocks also saw strong performance, with Kaide Quartz hitting a 30% limit up, and other stocks like Quartz Co. and Oujing Technology achieving consecutive limit ups [8][10] Agricultural Sector Decline - The agricultural sector faced a sharp decline, with stocks like Meino Biological dropping over 18% and several others hitting the limit down [11][12] - Companies such as Wanxiang Denong and Beidahuang also experienced significant losses, indicating a broader downturn in the agricultural market [11][12] Semiconductor Industry Developments - The China Semiconductor Industry Association issued a notice regarding the "origin" recognition rules for semiconductor products, which may impact the industry dynamics [6][10] - Citic Securities highlighted the importance of self-sufficiency in the semiconductor sector, predicting that short-term simulated chip directions will benefit, while long-term low domestic production rates in specific segments will also see advantages [7] Quartz Market Insights - The announcement of a newly discovered high-purity quartz mine in China is expected to boost the domestic supply chain for semiconductor and photovoltaic industries, potentially leading to price increases for high-purity quartz sand [10]

Group 1 - Quartz stocks have shown significant upward movement, with Quartz Co. achieving three consecutive trading limits, and other companies like Oujing Technology and Kaide Quartz also experiencing gains [1] - The recent surge in quartz-related stocks is attributed to the announcement from the Ministry of Natural Resources regarding the discovery of high-purity quartz mines in regions such as Dongqinling in Henan and Altay in Xinjiang [1] - Other companies in the sector, including Yishitong, Jinsai Technology, Zhongqi New Materials, and Kaisheng Technology, have also seen price increases, indicating a broader positive sentiment in the quartz industry [1]