内蒙古欧晶科技股份有限公司 债券代码：127098 债券简称：欧晶转债 证券代码：001269 证券简称：欧晶科技 2025 年初，公司变更部分募投项目资金用于建设"半导 体石英坩埚建设项目"，投资总额 1.17 亿元，年产规划 2.6 万只，2025 年，公司稳步推进该建设项目，加快半导体级石 英坩埚的产品升级，同时加强半导体级石英坩埚客户的开拓 及维护，已与北京、山东、内蒙古、四川等区域的客户达成 合作，并持续推动半导体级石英坩埚产品在头部客户的验证 及推广，部分型号产品已向客户中批量供货，2025 年公司半 导体级石英坩埚销售收入同比大幅增长。公司将系统规划半 导体石英坩埚的发展策略，逐步扩大公司在半导体产业的市 场份额。 4、公司目前现金流情况如何？行业景气度是否影响公司 回款账期及公司回款情况？ 目前公司现金资产（包括银行存款、理财资金等）结余 充裕，可以满足正常生产经营需要。行业景气度对公司回款 账期及公司回款情况影响较小。公司一直以来对客户的资信 情况和应收账款的回收高度重视，持续加强销售款的回收， 保持资金有序平衡，应收账款回款风险可控。 5、公司 2026 年有何规划预期？未来如何实现盈利？ ...

Core Viewpoint - The company expects a significant net loss for the year 2025, with estimates ranging from 240 million to 300 million yuan, primarily due to ongoing challenges in the photovoltaic industry and low sales prices for its main products [1] Industry Summary - The photovoltaic industry is currently in a deep adjustment cycle, with persistent supply-demand mismatches that have not been fundamentally resolved [1] - The operating rates across various segments of the industry remain low, contributing to the continued pressure on the overall business environment [1] Company Summary - The company is focusing on its core business development and enhancing operational management while improving the quality of photovoltaic-grade quartz crucibles and expanding its customer base [1] - There is an increased emphasis on the research, production, and market expansion of semiconductor-grade quartz crucibles, aiming for diversified business development and risk mitigation [1] - Sales revenue from semiconductor-grade quartz crucibles has seen a significant year-on-year increase [1] - Despite the expected net loss for 2025, the loss is projected to be significantly reduced compared to 2024 [1] - The management plans to strengthen cost and expense control, innovate in product research and development, and continuously optimize the product structure and business mix for steady performance improvement [1]