凯德石英（920179）今日上涨22.36%，全天换手率18.24%，成交额4.77亿元，振幅25.36%。龙虎榜数据 显示，机构净买入659.41万元，营业部席位合计净买入6462.62万元。 北交所公开信息显示，当日该股因日涨跌幅达到22.36%上榜，机构专用席位净买入659.41万元。 凯德石英1月5日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 国海证券股份有限公司上海世纪大道营业部 | 6265.76 | 0.00 | | 买二 | 东方证券股份有限公司上海浦东新区源深路证券营业部 | 1651.86 | 0.00 | | 买三 | 国金证券股份有限公司深圳分公司 | 1519.31 | 768.80 | | 买四 | 国融证券股份有限公司佛山国泰南路证券营业部 | 1465.27 | 0.00 | | 买五 | 机构专用 | 1116.54 | 457.13 | | 卖一 | 招商证券股份有限公司南昌北京西路证券营业部 | 0.00 | 1205.18 | | ...

（文章来源：证券日报） 证券日报网讯 1月5日，石英股份在互动平台回答投资者提问时表示，公司产品主要应用于半导体、光 伏、光纤、光电等领域。关于航天航空领域相关业务规划，未来公司管理层将结合市场需求及整体战略 布局进行综合决策。 ...

格隆汇1月5日丨石英股份(603688.SH)公布，公司及控股子公司连云港强邦石英制品有限公司收到江苏 省连云港市中级人民法院刑事判决书，强邦公司犯侵犯商业秘密罪，被判处罚金人民币二百七十万元。 本案中公司为被害单位，强邦公司系因为公司收购前的相关犯罪事实被刑事处罚。待判决生效后，公司 将依据《股权转让协议》相关条款追究相关方的民事责任。本刑事判决书仅为一审判决，目前判决尚未 生效，案件最终判决及后续执行结果尚存在不确定性，公司及强邦公司目前经营情况一切正常，上述判 决结果对公司本期利润和期后利润不存在重大不利影响。 ...

石英股份公告，公司及控股子公司连云港强邦石英制品有限公司收到江苏省连云港市中级人民法院刑事 判决书，强邦公司犯侵犯商业秘密罪，被判处罚金人民币二百七十万元。本案中公司为被害单位，强邦 公司系因为公司收购前的相关犯罪事实被刑事处罚。待判决生效后，公司将依据与段井强、段井邦及强 邦公司共同签订的《关于连云港强邦石英制品有限公司之股权转让协议》相关条款追究相关方的民事责 任。 ...

Core Viewpoint - The company Quartz Co., Ltd. (603688.SH) reported a decline in both revenue and net profit for the third quarter, indicating potential challenges in its financial performance [1] Financial Performance - The company achieved a revenue of 238 million yuan in the third quarter, representing a year-on-year decrease of 8.43% [1] - The net profit attributable to shareholders was 28.31 million yuan, down 49.48% year-on-year [1] - The net profit excluding non-recurring gains and losses was 14.37 million yuan, reflecting a year-on-year decline of 60.36% [1] - The basic earnings per share stood at 0.05 yuan [1]

Group 1 - The core point of the article is that Quartz Co., Ltd. reported a decline in both revenue and net profit for the third quarter and the first three quarters of the year [1] Group 2 - For the third quarter, the company's revenue was 238 million yuan, a decrease of 8.43% [1] - The net profit for the third quarter was 28.31 million yuan, down 49.48% [1] - For the first three quarters, the total revenue was 753 million yuan, reflecting a decline of 24.46% [1] - The net profit for the first three quarters was 135 million yuan, which represents a decrease of 56.81% [1]

Core Viewpoint - The article provides a detailed analysis of the pricing trends for high-purity quartz sand and quartz crucibles in China, highlighting the price ranges, average prices, and fluctuations in the market as of October 14, 2025 [1][2]. Pricing Analysis of High-Purity Quartz Sand - Import quartz sand has a highest price of 8.75 million yuan per ton, a lowest price of 8 million yuan, and an average price of 8.375 million yuan, with no price fluctuation reported [1]. - Inner layer quartz sand is priced at a maximum of 7 million yuan, a minimum of 5 million yuan, and an average of 6 million yuan, also showing no price fluctuation [1]. - Middle layer quartz sand has a highest price of 3 million yuan, a lowest price of 2.5 million yuan, and an average of 2.75 million yuan, with no fluctuation [1]. - Outer layer quartz sand is priced at a maximum of 2.2 million yuan, a minimum of 1.8 million yuan, and an average of 2 million yuan, with no fluctuation [1]. Pricing Analysis of Quartz Crucibles - The 28-inch quartz crucible has a highest price of 0.62 million yuan, a lowest price of 0.6 million yuan, and an average price of 0.61 million yuan, with no fluctuation [1]. - The 32-inch quartz crucible is priced at a maximum of 0.7 million yuan, a minimum of 0.66 million yuan, and an average of 0.68 million yuan, also showing no fluctuation [1]. - The 36-inch quartz crucible has a highest price of 0.78 million yuan, a lowest price of 0.74 million yuan, and an average of 0.76 million yuan, with no fluctuation [1].

Summary of Key Points from the Conference Call of Kaide Quartz Company Overview - Kaide Quartz's semiconductor business accounts for over 95% of its revenue, while the photovoltaic business contributes less than 5% [2][5][3] - The company focuses on expanding its semiconductor operations through acquisitions and joint ventures, such as the acquisition of Shenyang Kaide Xinbei and the establishment of Kaimei Quartz [2][6] Core Business Developments - The company is accelerating the localization of 12-inch high-end quartz products, with the Yizhuang new factory focusing on 8-12 inch high-end products currently in the ramp-up phase [2][7] - The new production line at Shenyang Kaide Xinbei is expected to begin trial production by the end of 2025, with a semiconductor precision component R&D and production base project planned for completion in 2025 and capacity release in 2026 [2][7] Market Dynamics - Prices for semiconductor-grade quartz remain stable, with high customization and minimal impact from fluctuations in the photovoltaic industry [8] - The imposition of tariffs has had a negligible effect on the company, with no disruptions in raw material supply [8] Competitive Landscape - The domestic high-end 8-12 inch quartz product market is still dominated by foreign companies, indicating a need for increased localization [2][9] - Kaide Quartz has achieved 12-inch certification from major clients like SMIC and North Huachuang, providing a first-mover advantage, although scaling production will take time [2][10] Production Capacity and Financials - The Yizhuang factory has a designed full capacity of 500 million yuan, with projected revenue of approximately 20 million yuan in the first half of 2024 [4][15] - Currently, high-end products account for about 20% of the company's revenue, with plans to increase this proportion through new production lines focused on 8 and 12-inch products [17] Future Directions - The company aims to continue the certification of 12-inch high-end products and expand into new markets, including further certifications [7] - Kaide Quartz is also exploring opportunities in the photovoltaic sector but prioritizes semiconductor-related products due to market saturation in the former [21] Product Development and Certification - The certification process for products is lengthy and depends on client machine scheduling, with past certifications taking about 18 months [11] - The company is currently focused on developing 12-inch related products, which are crucial for future growth and localization efforts [24] Revenue Structure and Client Base - The revenue structure is heavily weighted towards semiconductor products, with ongoing efforts to secure more clients and increase order volumes from existing customers like SMIC and Changjiang Storage [14][18] Conclusion - Kaide Quartz is strategically positioned in the semiconductor market with a focus on high-end quartz products, aiming to enhance its production capabilities and market share while navigating the competitive landscape and potential market fluctuations.

Core Viewpoint - The article provides a detailed analysis of the pricing trends for high-purity quartz sand and quartz crucibles in China, highlighting the price ranges, average prices, and fluctuations as of September 23, 2025, which can inform investment decisions in the materials sector [1][2][4]. Pricing Analysis of High-Purity Quartz Sand - Import quartz sand has a highest price of 8.75 million yuan per ton, a lowest price of 8 million yuan, and an average price of 8.375 million yuan, with no price fluctuation reported [1]. - Inner layer quartz sand is priced with a highest of 7 million yuan, a lowest of 5 million yuan, and an average of 6 million yuan, also showing no fluctuation [1]. - Middle layer quartz sand has a highest price of 3 million yuan, a lowest of 2.5 million yuan, and an average of 2.75 million yuan, with no price fluctuation [1]. - Outer layer quartz sand is priced at a highest of 2.2 million yuan, a lowest of 1.8 million yuan, and an average of 2 million yuan, with no fluctuation [1]. Pricing Analysis of Quartz Crucibles - The 28-inch quartz crucible has a highest price of 0.62 million yuan, a lowest price of 0.6 million yuan, and an average price of 0.61 million yuan, with no fluctuation [1]. - The 32-inch quartz crucible is priced at a highest of 0.7 million yuan, a lowest of 0.66 million yuan, and an average of 0.68 million yuan, also showing no fluctuation [1]. - The 36-inch quartz crucible has a highest price of 0.78 million yuan, a lowest of 0.74 million yuan, and an average of 0.76 million yuan, with no price fluctuation reported [1].

Core Viewpoint - The article provides a detailed analysis of the pricing trends for high-purity quartz sand and quartz crucibles in China, indicating stable prices with minimal fluctuations across different categories [1][2]. Pricing Summary of High-Purity Quartz Sand - Import quartz sand has a highest price of 8.75 million yuan per ton, a lowest price of 8 million yuan, and an average price of 8.375 million yuan, showing a slight decrease of 0.1% [1]. - Inner layer quartz sand is priced at a maximum of 7 million yuan, a minimum of 5 million yuan, and an average of 6 million yuan, with no price fluctuation [1]. - Middle layer quartz sand has a highest price of 3 million yuan, a lowest price of 2.5 million yuan, and an average of 2.75 million yuan, also showing no price fluctuation [1]. - Outer layer quartz sand is priced at a maximum of 2.2 million yuan, a minimum of 1.8 million yuan, and an average of 2 million yuan, with no price fluctuation [1]. Pricing Summary of Quartz Crucibles - The 28-inch quartz crucible has a highest price of 0.62 million yuan, a lowest price of 0.6 million yuan, and an average price of 0.61 million yuan, with no price fluctuation [1]. - The 32-inch quartz crucible is priced at a maximum of 0.7 million yuan, a minimum of 0.66 million yuan, and an average of 0.68 million yuan, with no price fluctuation [1]. - The 36-inch quartz crucible has a highest price of 0.78 million yuan, a lowest price of 0.74 million yuan, and an average price of 0.76 million yuan, with no price fluctuation [1].