1月9日，石英股份盘中上涨2.04%，截至10:53，报40.07元/股，成交2.93亿元，换手率1.36%，总市值 217.05亿元。 截至9月30日，石英股份股东户数5.52万，较上期减少13.28%；人均流通股9813股，较上期增加 15.32%。2025年1月-9月，石英股份实现营业收入7.53亿元，同比减少24.46%；归母净利润1.35亿元，同 比减少56.81%。 分红方面，石英股份A股上市后累计派现33.74亿元。近三年，累计派现29.45亿元。 资金流向方面，主力资金净流入1496.32万元，特大单买入5215.01万元，占比17.79%，卖出4006.03万 元，占比13.66%；大单买入7630.96万元，占比26.03%，卖出7343.63万元，占比25.05%。 石英股份今年以来股价涨9.54%，近5个交易日涨9.54%，近20日涨8.01%，近60日跌4.16%。 资料显示，江苏太平洋石英股份有限公司位于江苏省连云港市东海县平明镇马河电站东侧，成立日期 1999年4月23日，上市日期2014年10月31日，公司主营业务涉及公司主要使用天然石英矿石材料从事高 纯石英砂、高纯石英管(棒 ...

12月25日，索通发展盘中上涨2.16%，截至10:55，报24.08元/股，成交1.86亿元，换手率1.57%，总市值 119.94亿元。 分红方面，索通发展A股上市后累计派现11.48亿元。近三年，累计派现6.29亿元。 资金流向方面，主力资金净流入2004.26万元，特大单买入2938.59万元，占比15.83%，卖出1360.09万 元，占比7.33%；大单买入5049.19万元，占比27.21%，卖出4623.43万元，占比24.91%。 机构持仓方面，截止2025年9月30日，索通发展十大流通股东中，国泰聚信价值优势灵活配置混合A （000362）位居第六大流通股东，持股500.00万股，相比上期减少170.00万股。南方中证1000ETF （512100）位居第十大流通股东，持股318.58万股，相比上期减少1.64万股。香港中央结算有限公司退 出十大流通股东之列。 今年以来索通发展已经1次登上龙虎榜，最近一次登上龙虎榜为3月12日，当日龙虎榜净买入-1.57亿 元；买入总计7486.80万元 ，占总成交额比8.12%；卖出总计2.32亿元 ，占总成交额比25.12%。 索通发展今年以来股价涨8 ...

12月25日，石英股份盘中下跌2.03%，截至10:06，报37.23元/股，成交1.20亿元，换手率0.59%，总市值 201.67亿元。 石英股份所属申万行业为：基础化工-非金属材料Ⅱ-非金属材料Ⅲ。所属概念板块包括：太阳能、光伏 玻璃、中盘、参股新三板、融资融券等。 截至9月30日，石英股份股东户数5.52万，较上期减少13.28%；人均流通股9813股，较上期增加 15.32%。2025年1月-9月，石英股份实现营业收入7.53亿元，同比减少24.46%；归母净利润1.35亿元，同 比减少56.81%。 分红方面，石英股份A股上市后累计派现33.74亿元。近三年，累计派现29.45亿元。 机构持仓方面，截止2025年9月30日，石英股份十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1164.41万股，相比上期增加364.38万股。国泰估值优势混合(LOF)A（160212）位居第六 大流通股东，持股420.66万股，为新进股东。南方中证500ETF（510500）位居第七大流通股东，持股 393.84万股，相比上期减少6.92万股。易方达环保主题混合A（001856）位居第八大流通股东 ...

Core Viewpoint - Lianrui New Materials experienced a stock price decline of 2.05% on December 18, with a current price of 57.81 yuan per share and a market capitalization of 13.959 billion yuan [1] Group 1: Stock Performance - Year-to-date, Lianrui New Materials' stock price has increased by 17.61%, with a slight decline of 0.05% over the last five trading days, a rise of 4.35% over the last 20 days, and an increase of 6.17% over the last 60 days [2] - As of September 30, 2025, the number of shareholders for Lianrui New Materials reached 11,000, an increase of 42.50% compared to the previous period, while the average circulating shares per person decreased by 29.82% to 22,029 shares [2] Group 2: Financial Performance - For the period from January to September 2025, Lianrui New Materials achieved operating revenue of 824 million yuan, representing a year-on-year growth of 18.76%, and a net profit attributable to shareholders of 220 million yuan, reflecting a year-on-year increase of 19.01% [2] Group 3: Shareholder and Dividend Information - Since its A-share listing, Lianrui New Materials has distributed a total of 381 million yuan in dividends, with 242 million yuan distributed over the past three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited is the eighth largest circulating shareholder with 1.6654 million shares, while Guoshou Anbao Smart Life Stock A is the ninth largest with 1.3406 million shares, having decreased by 11,000 shares from the previous period [3]

Core Viewpoint - The stock of Henan Power Diamond Co., Ltd. experienced a decline of 2.41% on November 27, with a trading volume of 365 million yuan and a market capitalization of 9.591 billion yuan [1] Company Overview - Henan Power Diamond Co., Ltd. specializes in the research, production, and sales of synthetic diamond products, including cultivated diamonds, diamond single crystals, and diamond micro-powder [2] - The company was established on November 9, 2010, and went public on September 24, 2021. Its main revenue sources are cultivated diamonds (50.73%), diamond single crystals (35.17%), diamond micro-powder (11.38%), and other products (2.72%) [6] - As of September 30, 2025, the company reported a revenue of 402 million yuan, a year-on-year decrease of 25.36%, and a net profit attributable to shareholders of 46.272 million yuan, down 73.84% year-on-year [6] Industry Application - The company's products are widely used in the processing of third-generation semiconductor materials, particularly in cutting, grinding, and polishing applications [2] - Power Diamond is recognized as one of the early companies in China to achieve mass production of special-shaped octahedral diamond tips for ultra-precision processing of IC chips, with high technical standards and product quality [2] Financial Analysis - The stock's average trading cost is 40.81 yuan, with recent reductions in holdings, although the pace of reduction has slowed. The current stock price is near a resistance level of 37.52 yuan, indicating potential for a price correction if this level is not surpassed [5] - The main capital inflow for the stock today was negative at 24.7081 million yuan, with no clear trend in the main capital flow observed [3][4] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 1.71% to 26,300, with an average of 7,409 circulating shares per person, an increase of 1.74% [6] - The company has distributed a total of 421 million yuan in dividends since its A-share listing, with 361 million yuan distributed over the past three years [7]

Core Viewpoint - The stock of Suotong Development has experienced a significant increase of 90.44% year-to-date, but has recently seen a decline of 12.66% over the past five trading days, indicating volatility in its performance [2]. Group 1: Stock Performance - As of November 19, Suotong Development's stock price was 25.33 CNY per share, with a market capitalization of 12.617 billion CNY [1]. - The stock has seen a trading volume of 4.21 billion CNY on the same day, with a turnover rate of 3.26% [1]. - Year-to-date, the stock has risen by 90.44%, while it has decreased by 12.66% in the last five trading days [2]. Group 2: Financial Performance - For the period from January to September 2025, Suotong Development reported a revenue of 12.762 billion CNY, reflecting a year-on-year growth of 28.66% [2]. - The net profit attributable to shareholders for the same period was 654 million CNY, showing a substantial increase of 201.81% year-on-year [2]. Group 3: Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders for Suotong Development was 54,600, a decrease of 1.50% from the previous period [2]. - The average number of circulating shares per shareholder increased by 1.52% to 9,117 shares [2]. - The company has distributed a total of 1.148 billion CNY in dividends since its A-share listing, with 629 million CNY distributed over the last three years [3].

Core Viewpoint - Quartz Co., Ltd. has shown a significant stock price increase of 38.68% year-to-date, despite a recent slight decline in the last five and twenty trading days [1][2] Company Overview - Jiangsu Pacific Quartz Co., Ltd. is located in Lianyungang City, Jiangsu Province, and was established on April 23, 1999, with its listing date on October 31, 2014 [1] - The company specializes in the research, production, and sales of high-purity quartz sand, quartz tubes (rods, plates, ingots, and cylinders), quartz crucibles, and other quartz materials, primarily used in light sources, photovoltaics, semiconductors, and optical fibers [1] - The revenue composition of the main business includes quartz tubes (rods) at 82.56%, quartz sand at 13.38%, other products at 3.61%, and quartz crucibles at 0.45% [1] Financial Performance - For the period from January to September 2025, Quartz Co. 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] - The company has distributed a total of 3.374 billion yuan in dividends since its A-share listing, with 2.945 billion yuan distributed in the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Quartz Co. was 55,200, a decrease of 13.28% from the previous period, with an average of 9,813 circulating shares per person, an increase of 15.32% [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 11.6441 million shares, and new entrants such as Guotai Value Advantage Mixed Fund and E Fund Environmental Theme Mixed Fund [3]

Core Viewpoint - The stock price of Suotong Development has experienced significant fluctuations, with a year-to-date increase of 114.04% and a recent decline of 2.03% on November 11, 2023, indicating volatility in investor sentiment and market conditions [1][2]. Financial Performance - For the period from January to September 2025, Suotong Development achieved a revenue of 12.762 billion yuan, representing a year-on-year growth of 28.66%. The net profit attributable to shareholders reached 654 million yuan, marking a substantial increase of 201.81% [2]. - The company has distributed a total of 1.148 billion yuan in dividends since its A-share listing, with 629 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 11, 2023, Suotong Development's stock was trading at 28.47 yuan per share, with a market capitalization of 14.181 billion yuan. The trading volume was 745 million yuan, with a turnover rate of 5.19% [1]. - The stock has seen a net outflow of 76.058 million yuan from major funds, with significant buying and selling activity recorded [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Suotong Development was 54,600, a decrease of 1.50% from the previous period. The average number of circulating shares per shareholder increased by 1.52% to 9,117 shares [2]. - The top ten circulating shareholders include notable funds, with the largest being Guotai Junan's flexible allocation fund, which holds 5 million shares, a decrease of 1.7 million shares from the previous period [3]. Business Overview - Suotong Development, established on August 27, 2003, and listed on July 18, 2017, specializes in the research, production, and sales of prebaked anodes, which account for 90.75% of its main business revenue. Other revenue sources include negative materials and capacitors [2]. - The company operates within the non-metallic materials sector and is associated with various concepts, including semiconductors and new energy vehicles [2].

Core Viewpoint - Quartz Co., Ltd. has experienced a stock price increase of 39.42% year-to-date, but has seen a decline of 5.44% in the last five trading days and 8.15% in the last twenty days, indicating volatility in its recent performance [1][2]. Company Overview - Jiangsu Pacific Quartz Co., Ltd. is located in Lianyungang City, Jiangsu Province, and was established on April 23, 1999. The company was listed on October 31, 2014. Its main business involves the research, production, and sales of high-purity quartz sand, quartz tubes (rods, plates, ingots, and cylinders), quartz crucibles, and other quartz materials, primarily used in light sources, photovoltaics, semiconductors, and optical fibers [1]. - The revenue composition of the company is as follows: quartz tubes (rods) account for 82.56%, quartz sand for 13.38%, other products for 3.61%, and quartz crucibles for 0.45% [1]. Financial Performance - For the period from January to September 2025, Quartz Co. achieved an operating income of 753 million yuan, a year-on-year decrease of 24.46%. The net profit attributable to the parent company was 135 million yuan, down 56.81% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 3.374 billion yuan in dividends, with 2.945 billion yuan distributed over the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Quartz Co. 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]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 11.6441 million shares, an increase of 3.6438 million shares from the previous period. New shareholders include Guotai Value Advantage Mixed Fund (LOF) A and E Fund Environmental Theme Mixed Fund A [3].

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [1][9]. Core Viewpoints - The basic chemical index outperformed the CSI 300 index by 2.93 percentage points, with a weekly increase of 2.50% compared to a decrease of 0.43% for the CSI 300 [3][15]. - Key sub-industries showing significant gains include potassium fertilizer (10.66%), fluorochemicals (7.24%), phosphorus fertilizer and phosphorus chemicals (6.60%), organic silicon (5.85%), and non-metallic materials III (3.75%) [16][19]. - The report highlights a positive trend in the vitamin market, with prices for Vitamin A and E increasing due to proactive price hikes by major producers, leading to heightened market activity [6][9]. Summary by Sections Market Trends - The basic chemical index increased by 2.50% over the past week, outperforming the CSI 300 index [15]. - The top-performing sub-industries included potassium fertilizer, fluorochemicals, and phosphorus chemicals [16]. Chemical Product Price Trends - The top five products with the highest weekly price increases were hydrochloric acid (Shandong) at 57.14%, NYMEX natural gas at 24.85%, concentrated nitric acid at 9.68%, and domestic vitamins E and A at 8.70% and 6.67% respectively [24][28]. - The products with the largest weekly price declines included POM (injection) at -14.06%, international butadiene at -11.64%, and coal tar at -7.29% [24][25]. Investment Recommendations - The report suggests focusing on several key sectors: refrigerants, chemical fibers, tire manufacturing, and agricultural chemicals, with specific companies highlighted for potential investment [9][45]. - Notable companies to watch include Jinshi Resources, Juhua Co., and Wanhu Chemical among others [9][45].