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石英股份2025年中报简析:净利润同比下降58.41%,三费占比上升明显
Zheng Quan Zhi Xing· 2025-08-23 22:57
据证券之星公开数据整理,近期石英股份(603688)发布2025年中报。截至本报告期末,公司营业总收 入5.15亿元,同比下降30.13%,归母净利润1.07亿元,同比下降58.41%。按单季度数据看,第二季度营 业总收入2.61亿元,同比下降23.96%,第二季度归母净利润5409.18万元,同比下降45.04%。本报告期 石英股份三费占比上升明显,财务费用、销售费用和管理费用总和占总营收同比增幅达57.09%。 本次财报公布的各项数据指标表现不尽如人意。其中,毛利率38.35%,同比减29.03%,净利率 20.27%,同比减42.22%,销售费用、管理费用、财务费用总计5542.18万元,三费占营收比10.76%,同 比增57.09%,每股净资产10.65元,同比增1.21%,每股经营性现金流-0.16元,同比减111.73%,每股收 益0.2元,同比减57.45% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 7.37亿 | 5.15/Z | -30.13% | | 归母净利润(元) | 2.57亿 | ...
高纯石英石英电子布行业专家交流
2025-08-21 15:05
高纯石英石英电子布行业专家交流 20250821 摘要 AI 处理器需求推动石英电子布市场,预计 2027 年市场规模达 30-50 亿 元,单价约 200 元/平方米,但价格受供需影响。 石英电子布价值链包括高纯石英砂(利润率 30%-40%)、石英棒(利 润率 25%-30%)和石英纤维。国内纤维技术与信越、东坊等国外企业 存在差距。 军工级石英纤维利润远高于消费级,前者一吨可达百万元级别,后者毛 利率约 20%-30%,单价 20-30 万元/吨。 石英纤维和石英布是高纯石英价值链中壁垒较高的环节,原料稳定性至 关重要,国内纤维直径水平与国外先进水平仍有差距。 太平洋公司占据高端高纯石英市场 70%-80%份额,产品稳定性好,价 值高,总产能约 1 万吨至 1.2 万吨,受益于半导体和光伏领域稳定增长。 中国发现新的高纯石英矿种——高铖石英矿,或将打破依赖印度、非洲 和巴西矿源的局面,但美国斯福斯派恩矿在品质一致性上仍具优势。 半导体级高纯石英市场稳定增长,预计增长 10%-15%,合成石英与天 然石英占比各半,国内企业正积极进行合成石英国产替代,但经营数据 仍有提升空间。 Q&A 石英电子布市场的总量 ...
凯德石英获融资买入0.16亿元,近三日累计买入0.37亿元
Jin Rong Jie· 2025-08-19 00:17
8月18日,沪深两融数据显示,凯德石英获融资买入额0.16亿元,居两市第1337位,当日融资偿还额0.17 亿元,净卖出116.09万元。 融券方面,当日融券卖出0.00万股,净卖出0.00万股。 本文源自:金融界 作者:智投君 最近三个交易日,14日-18日,凯德石英分别获融资买入0.06亿元、0.15亿元、0.16亿元。 ...
欧晶科技上半年预亏去年亏5亿 2022上市2募资共10亿
Zhong Guo Jing Ji Wang· 2025-07-27 08:43
Core Viewpoint - The company, Oujing Technology, is forecasting a net loss for the first half of 2025, indicating a continued decline in financial performance compared to the previous year [1] Financial Performance Summary - For the first half of 2025, the company expects a net loss attributable to shareholders ranging from 70 million to 86 million yuan, compared to a loss of 126 million yuan in the same period last year [1][2] - The expected net loss after excluding non-recurring items is projected to be between 73 million and 89 million yuan, down from a loss of 128 million yuan in the previous year [1][2] - Basic earnings per share are anticipated to be between -0.38 yuan and -0.45 yuan, compared to -0.65 yuan per share in the same period last year [1][2] 2024 Financial Results - In 2024, the company reported an operating revenue of 946.53 million yuan, a significant decline of 69.75% year-on-year [2][3] - The net loss attributable to shareholders for 2024 was 535.97 million yuan, a drastic increase of 181.96% compared to a profit of 653.93 million yuan in the previous year [2][3] - The net profit after excluding non-recurring items was also a loss of 530.21 million yuan, reflecting a decrease of 182.66% from a profit of 641.45 million yuan in 2023 [2][3] - The net cash flow from operating activities was 83.59 million yuan, down 52.20% year-on-year [2][3] Capital Raising Activities - Oujing Technology went public on September 30, 2022, raising a total of 537.68 million yuan, with a net amount of 430.37 million yuan after expenses [4] - The funds raised are intended for high-quality quartz products, recycling industrial silicon, R&D center projects, and working capital [4] - In November 2023, the company issued 4.7 million convertible bonds at a face value of 100 yuan each, raising a total of 470 million yuan, with a net amount of approximately 462.74 million yuan after deducting issuance costs [5]
石英股份:预计2025年上半年净利润同比减少54.45%-62.63%
news flash· 2025-07-11 08:45
Group 1 - The company, Quartz Co., Ltd. (603688), expects to achieve a net profit attributable to shareholders of 96 million to 117 million yuan in the first half of 2025, representing a year-on-year decrease of 54.45% to 62.63% [1] - The company anticipates a net profit attributable to shareholders after deducting non-recurring gains and losses to be between 55 million to 67 million yuan in the first half of 2025, reflecting a year-on-year decrease of 73.58% to 78.31% [1]
石英玻璃,为什么是首选
Core Viewpoint - Quartz glass, primarily composed of silicon dioxide, is an essential material in modern strategic emerging industries such as information technology, optics, photovoltaics, semiconductors, and aerospace due to its superior properties like high transparency, high-temperature resistance, low expansion coefficient, strong chemical stability, high purity, and excellent electrical insulation [1]. Industry Chain of Quartz Glass Products - The quartz glass products can be categorized based on application fields, including semiconductor quartz products, photovoltaic solar quartz products, optical fiber quartz products, electric light source quartz products, optical quartz products, and others [2][3]. Semiconductor Sector - The semiconductor sector is the largest application area for quartz products, where high purity and chemical stability of quartz glass make it an indispensable material in semiconductor integrated circuit manufacturing [3][5]. - In the semiconductor industry, quartz products are used in various processes such as single crystal growth, wafer processing, integrated circuit wafer production, and packaging. Key quartz products include quartz crucibles, quartz plates, quartz rings, and quartz diffusion tubes [5][6]. - The demand for quartz glass is expected to grow significantly due to the increasing domestic semiconductor market and the push for domestic substitution in the semiconductor supply chain [6]. Photovoltaic Sector - In photovoltaic manufacturing, quartz products like quartz crucibles are crucial for the production of monocrystalline and polycrystalline silicon. The performance of quartz crucibles directly affects the quality of crystal pulling [8][10]. - The rapid development of the photovoltaic industry has led to a significant increase in demand for high-quality quartz products, particularly in the N-type high-efficiency monocrystalline segment [10]. Optical Fiber Communication Sector - Quartz glass materials are essential in the production of optical fiber preform rods and other supporting materials. Over 95% of the components in optical fiber preform rods are high-purity quartz products [12]. - The rapid growth of the optical fiber and cable industry in China has established it as the largest in the world, leading to an increasing demand for quartz rods and tubes in the coming years [12]. Optical and Electric Light Source Sector - Optical quartz glass is widely used in various optical applications due to its high-temperature resistance and low expansion rate. It is used in telescopes, laboratory optical equipment, communication devices, and projection displays [14]. - The demand for quartz glass in electric light sources is expected to remain stable as technology advances and production scales increase [14]. Conclusion - The quartz products industry is poised for significant growth as high-tech industries such as semiconductors, optical fiber communication, photovoltaics, electric light sources, and optical instruments continue to develop [16].