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 - 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].

Core Viewpoint - Quartz Co., Ltd. has experienced a continuous decline in stock price, with a total drop of 9.22% over the last five days, leading to concerns about its market performance and investor sentiment [1]. Company Overview - 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. 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 [1]. - The main applications of its products include light sources, photovoltaics, semiconductors, and fiber optics [1]. - The revenue composition of the company is as follows: quartz tubes (rods) 82.56%, quartz sand 13.38%, others 3.61%, and quartz crucibles 0.45% [1]. Stock Performance - As of November 5, the stock price of Quartz Co., Ltd. is 39.00 CNY per share, with a trading volume of 500 million CNY and a turnover rate of 2.38%. The total market capitalization is 21.125 billion CNY [1]. - The stock has seen a decline of 0.99% on the reporting day, continuing a downward trend over the past five days [1]. Shareholder Insights - E Fund's Environmental Theme Mixed A Fund (001856) has entered the top ten circulating shareholders of Quartz Co., Ltd., holding 3.3806 million shares, which accounts for 0.62% of the circulating shares [2]. - The fund has incurred a floating loss of approximately 1.3185 million CNY today and a total floating loss of 13.3874 million CNY during the five-day decline [2]. Fund Manager Profile - The fund manager of E Fund's Environmental Theme Mixed A Fund is Qi He, who has been in the position for 7 years and 316 days. The total asset size of the fund is 17.266 billion CNY [3]. - During his tenure, the best fund return achieved was 332.11%, while the worst return was 5.22% [3]. Fund Holdings - E Fund's Environmental Theme Mixed A Fund has Quartz Co., Ltd. as its ninth-largest holding, with 3.3806 million shares, representing 3.36% of the fund's net value [4]. - The fund has also experienced a floating loss of approximately 1.3185 million CNY today and a total floating loss of 13.3874 million CNY during the five-day decline [4].

Core Viewpoint - Quartz Co., Ltd. has experienced a stock price increase of 40.57% year-to-date, but has seen a recent decline of 5.47% over the past five trading days, indicating volatility in its stock performance [2]. Company Overview - Quartz Co., Ltd. is located in Lianyungang City, Jiangsu Province, and was established on April 23, 1999. It was listed on October 31, 2014. 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 the fields of light sources, photovoltaics, semiconductors, and optical fibers [2]. - The revenue composition of the company includes quartz tubes (rods) at 82.56%, quartz sand at 13.38%, other products at 3.61%, and quartz crucibles at 0.45% [2]. Financial Performance - For the period from January to September 2025, Quartz Co., Ltd. reported a revenue 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]. - The company has distributed a total of 3.374 billion yuan in dividends since its A-share listing, with 2.945 billion yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Quartz Co., Ltd. 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 holds 11.6441 million shares, an increase of 3.6438 million shares from the previous period. New shareholders include Guotai Valuation Advantage Mixed Fund and E Fund Environmental Theme Mixed Fund [3].

Core Points - The stock price of Quartz Co., Ltd. increased by 2.02% on October 24, reaching 38.84 CNY per share, with a trading volume of 116 million CNY and a turnover rate of 0.55%, resulting in a total market capitalization of 21.039 billion CNY [1] - Year-to-date, the stock price has risen by 36.09%, with a 1.65% increase over the last five trading days, a 0.13% increase over the last 20 days, and an 8.67% increase over the last 60 days [2] - The company has appeared on the stock market's "Dragon and Tiger List" twice this year, with the most recent occurrence on April 9 [2] Company Overview - Quartz Co., Ltd. was established on April 23, 1999, and went public on October 31, 2014. It is located in Donghai County, Lianyungang City, Jiangsu Province [2] - The company's 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 the fields of light sources, photovoltaics, semiconductors, and optical fibers [2] - The revenue composition of the company includes quartz tubes (rods) at 82.56%, quartz sand at 13.38%, other products at 3.61%, and quartz crucibles at 0.45% [2] - The company belongs to the Shenwan industry classification of basic chemicals - non-metallic materials II - non-metallic materials III, and is associated with sectors such as photovoltaic glass, semiconductors, solar energy, chip concepts, and participation in the New Third Board [2] Financial Performance - For the first half of 2025, the company reported operating revenue of 515 million CNY, a year-on-year decrease of 30.13%, and a net profit attributable to shareholders of 107 million CNY, down 58.41% year-on-year [2] - Since its A-share listing, the company has distributed a total of 3.374 billion CNY in dividends, with 2.945 billion CNY distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 63,700, a rise of 10.64%, with an average of 8,509 circulating shares per person, a decrease of 9.61% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 8.003 million shares, a decrease of 2.6924 million shares compared to the previous period [3] - The Southern CSI 500 ETF ranks as the sixth largest circulating shareholder with 4.0076 million shares, an increase of 574,900 shares, while the Guangfu ETF holds 3.1423 million shares, a decrease of 26,900 shares [3]

Core Viewpoint - The stock of Quartz Co., Ltd. has experienced fluctuations, with a recent decline of 2.00% and a year-to-date increase of 33.85%, indicating volatility in its market performance [1] Company Overview - 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 materials, including quartz sand, quartz tubes, and quartz crucibles, primarily used in the fields of light sources, photovoltaics, semiconductors, and optical fibers [1] - The revenue composition of the company includes quartz tubes (82.56%), quartz sand (13.38%), other products (3.61%), and quartz crucibles (0.45%) [1] Financial Performance - For the first half of 2025, Quartz Co., Ltd. reported a revenue of 515 million yuan, a year-on-year decrease of 30.13%, and a net profit attributable to shareholders of 107 million yuan, down 58.41% 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 June 30, 2025, the number of shareholders of Quartz Co., Ltd. increased to 63,700, with an average of 8,509 circulating shares per person, a decrease of 9.61% from the previous period [2] - Major shareholders include Hong Kong Central Clearing Limited, holding 8.0003 million shares, and Southern CSI 500 ETF, holding 4.0076 million shares, with changes in their holdings noted [3]

Group 1 - The company approved a guarantee limit of up to 1.6 billion yuan for the year 2025, with a specific limit of 500 million yuan for Baotou Chang Aluminum [1] - The financing lease business is authorized for a total amount not exceeding 500 million yuan, with the ability to use the amount cyclically within the authorized period [2] - Baotou Chang Aluminum signed a financing lease contract with Jiangsu Financial Leasing Co., Ltd. for a principal amount of 100 million yuan, with a lease term of 24 months [2][3] Group 2 - The company holds 100% equity in Baotou Chang Aluminum, which has total assets of approximately 1.88 billion yuan and net assets of approximately 694.79 million yuan as of March 31, 2025 [7] - Baotou Chang Aluminum reported a total revenue of approximately 899.16 million yuan for the first quarter of 2025, with a net loss of approximately 14.82 million yuan [7] - The company has no overdue guarantees and has provided guarantees only within the scope of consolidated financial statements [8]

Group 1: Company Overview - The company is a high-tech enterprise focused on the research, production, and sales of special high-performance rubber products, serving global clients in various sectors such as photovoltaic, rail transportation, and petrochemicals [6] - Major clients include Jinchuang Group Co., Ltd., Oteme Transportation Technology Co., Ltd., Icarus (Suzhou) Vehicle Systems Co., Ltd., and Tongwei Solar Co., Ltd. [6] Group 2: Core Competencies - The company focuses on niche markets, leveraging technical research and manufacturing advantages to increase market share [7] - It has innovated production processes to reduce costs and improve efficiency, integrating key processes to shorten production cycles and enhance product quality [7] - The company effectively manages raw material costs, which constitute a significant portion of its operating expenses, by monitoring market trends and optimizing procurement channels [7] Group 3: Intellectual Property - The company holds a total of 88 patents, including 8 authorized invention patents [10] Group 4: Future Development Plans - In 2025, the company aims to deepen its focus on the rubber products industry while exploring diversified applications [11] - Plans include driving high-quality development through technological and product innovation, talent cultivation, and automation upgrades [11] Group 5: Market Value Management - The company emphasizes market value management by adhering to governance requirements and ensuring effective communication with investors [12] - It aims to enhance profitability and governance standards while implementing a reasonable profit distribution policy [12] Group 6: Investment and Expansion - The company currently has a low and declining debt-to-asset ratio, indicating improved operational efficiency [13] - Future investment and expansion plans will be evaluated based on market demand and industry trends, with necessary disclosures to shareholders [13]

Core Insights - Company achieved a revenue of 337 million yuan and a net profit of 62.1 million yuan for the year 2024, with a basic earnings per share of 0.48 yuan [1] - The company plans to distribute a cash dividend of 1.50 yuan per 10 shares, indicating a commitment to shareholder returns [1] Company Strategy and Development - Company will continue to focus on the rubber products industry, enhancing its market position through technological and product innovation, talent development, and automation upgrades [2] - The strategy includes deepening core business, expanding into multiple fields, and leveraging technology for high-quality development [2] Competitive Advantages - Company targets niche markets, enhancing market share through technical research and manufacturing capabilities [3] - Innovations in production processes have improved efficiency and product quality, while cost control measures have stabilized gross margins [3] - A strong customer cooperation ecosystem has been established, ensuring long-term strategic partnerships and creating significant customer resource barriers [3] Product and Market Focus - Company specializes in high-performance rubber products, providing solutions for sealing, buffering, and conveying across various industries, including photovoltaic, rail transportation, and petrochemicals [4]