近年来，石英材料作为半导体、光伏、光通信、航空航天等战略性新兴产业的关键基础材料，其市场需求持续增长，行业也正处于快速发展与结构转型的关 键时期。 目前，石英行业呈现出明显的结构性分化。在光伏领域，由于前期产能扩张迅速，面临阶段性供需失衡，部分企业利润承压。与之形成对比的 是，半导体、光纤通信领域对高纯石英材料的需求持续旺盛，成为行业盈利的核心支撑。 因此，突破高端产品技术壁垒、实现半导体石英器件的国产化替代、以及满足终端应用不断变化的新需求，已成为全行业共同关注的焦点。在此背景下，由 弘燊石英产业大会组织的"2026第六届安徽国际石英产业大会"于2026年3月18日（3月17日报到）在合肥滨湖富茂大饭店召开。 此次大会旨在为石英产业链各方搭建一个高效的交流与合作平台，大会以"高效、精准、融合"为主题，共同探讨矿产勘探、前沿提纯技术、高端产品开发与 终端应用拓展等核心议题，携手促进我国石英产业的技术创新与高质量发展。大会热诚欢迎国内石英业界专家学者、企业代表、技术人员积极参会。 参会嘉宾 孙红娟 西南科技大学教授 报告主题: 高纯石英 和包裹体去除技术 江苏 东海工程师 报告主题: 高纯石英 设备 電影 江苏 ...

由于高纯石英在半导体、光伏、光纤、电光源等领域的应用地位，近年来高纯石英市场活跃度明显提升，获得了广泛关注。 据中国海关数据总署统计，2019-2023年，中国4N及以上高纯石英行业贸易总额、贸易逆差均呈波动趋势，分别在2020年和2022 年达到最低、最高值。2023年，中国高纯石英进出口总额和贸易逆差分别为131.6亿元和106.7亿元，较上年同比分别下降 27.4%、38.8%，对外依赖程度有所下降。 | 指标名称 | 2019年 | 2020年 | 2021年 | 2022年 | 2023年 | | --- | --- | --- | --- | --- | --- | | 贸易总额(亿元) | 87.6 | 66.5 | 133.3 | 181.1 | 131.6 | | 进口额(亿元) | 87.0 | 65.6 | 131.7 | 177.7 | 119.1 | | 出口额(亿元) | 0.6 | 0.9 | 1.6 | 3.4 | 12.4 | | 贸易逆差(亿元) | 86.4 | 64.7 | 130.1 | 174.3 | 106.7 | 由数据可知，中国高纯石英出口正以年均63.4% ...

Core Viewpoint - Taihe Technology (300801) has indicated that its developed products in new materials, such as PEEK, PEN, PPS, and high-purity quartz, can be applied in the aerospace sector, but these products have not yet generated business revenue [1] Group 1 - The company has developed several advanced materials including PEEK, PEN, and PPS [1] - These materials are suitable for applications in the aerospace and aviation industries [1] - Currently, the related products have not contributed to any business income [1]

Core Value of the Standard - The standard "Method for determination and representation of silicon dioxide in high purity quartz" aims to establish a unified method for measuring and reporting SiO₂ content, addressing issues of measurement inconsistency and incompleteness [2][3][4] Group 1: Standard Scope - The standard covers high purity quartz products with SiO₂ content of at least 99.9%, allowing other quartz products with similar purity to refer to it, ensuring broad applicability and flexibility [1][13] Group 2: Main Technical Content - A scientific and unified system for measuring and representing SiO₂ content is established, which includes: 1. Measurement of SiO₂ content using ICP-OES method for precise derivation [2] 2. Standardized expression rules for SiO₂ content to avoid discrepancies in interpretation, ensuring consistency and comparability across different enterprises and testing institutions [3] 3. Specification of core information required in test reports to enhance credibility and traceability of results, providing a complete basis for production, trading, and quality assessment [4] Group 3: Significance of Implementation - The implementation of this standard will empower the high purity quartz industry in multiple dimensions: 1. Filling the industry gap by resolving the lack of a unified standard for SiO₂ content detection, ending the "detection chaos" and eliminating trade barriers [5] 2. Supporting technological upgrades by providing standard technical support for in-depth research and production technology improvements, guiding enterprises to optimize production processes and enhance product quality [6] 3. Promoting industry collaboration by facilitating efficient communication and cooperation among upstream and downstream enterprises, avoiding mismatches in supply and demand due to non-unified standards [6] 4. Serving national strategies by aligning with the "3.5G new generation information technology industry chain (chips)" framework, aiding breakthroughs in strategic emerging industries like semiconductors and photovoltaics, and laying the foundation for high purity quartz export strategies [6] 5. Moving towards internationalization by establishing a unified standard as a "passport" for high purity quartz products to participate in international competition, enhancing global market influence [6]

Core Insights - The eighth China International Import Expo (CIIE) will be held from November 5 to 10 in Shanghai, aiming to expand openness and create global opportunities through China's large market [1][2] - The exhibition area for this year's CIIE exceeds 367,000 square meters, with over 4,000 companies from 138 countries participating, including 290 Fortune 500 companies, marking record highs in both exhibition area and number of exhibitors [2][3] - The CIIE serves as a platform for global product launches and technological showcases, enhancing international business opportunities and cooperation [5][6] Industry and Company Developments - Honeywell views the CIIE as a one-stop platform for launching innovative products and expanding partnerships, having showcased approximately 170 innovations at previous expos [3][8] - Medtronic plans to present over 100 innovative medical technology products, including six that will debut at the expo, reflecting trends in smart, minimally invasive, and platform-based medical technologies [6][10] - AstraZeneca has introduced 18 innovative products at the CIIE over the past seven years, with two new breast cancer treatments set to debut this year [7][8] Market Trends - The CIIE is seen as a significant signal of China's commitment to openness, providing a fast track for foreign companies to access the Chinese market [4][10] - The event has attracted a growing number of exhibitors from developing countries, with participation from 123 Belt and Road Initiative countries increasing by 23.1% [10] - The trend of foreign companies increasing local innovation and investment in China is evident, with Honeywell and Zeiss both expanding their R&D and manufacturing capabilities in the country [8][9]

Core Insights - The eighth China International Import Expo (CIIE) will take place from November 5 to 10 in Shanghai, aiming to expand China's market opportunities for global businesses [2][3] - The exhibition area has reached a record high of over 367,000 square meters, with participation from over 4,000 companies from 138 countries and regions, including 290 Fortune 500 companies [3][12] - The event serves as a platform for innovation and collaboration, with companies like Honeywell and Medtronic showcasing numerous new products and technologies [4][11] Group 1: Event Overview - The CIIE is designed to enhance China's openness and create opportunities for global businesses, with a focus on innovative display areas and new consumer themes [2][3] - The event has seen a continuous increase in participation, with a notable presence from U.S. companies for seven consecutive years [3][12] - The expo is viewed as a significant signal of China's commitment to global trade and economic stability amid geopolitical uncertainties [5][9] Group 2: Company Participation and Innovations - Honeywell has showcased approximately 170 innovative technologies and solutions at the CIIE, emphasizing its commitment to local innovation in China [4][9] - AstraZeneca plans to unveil two innovative cancer treatment drugs at this year's expo, continuing its trend of rapid product development and market introduction [8][9] - Zeiss is focusing on local manufacturing and innovation, having launched high-end microscopes in China and establishing a comprehensive operational hub [10][11] Group 3: Market Dynamics and Trends - The CIIE is increasingly recognized as a launchpad for global products and technologies, with over 3,000 new products and services showcased in previous editions [7][8] - The event has attracted a growing number of companies from developing countries, with participation from 123 Belt and Road Initiative countries and an 80% increase in African enterprises [12] - The ongoing trend of foreign companies investing in local innovation and production in China highlights the country's role as a key market for global business growth [9][11]

Core Insights - The discovery of the "Asian Lithium Belt" marks a significant achievement in China's mineral resource exploration during the 14th Five-Year Plan period, enhancing the country's strategic mineral resource security [2][4] - Investment in non-oil and gas mineral exploration continues to grow rapidly, with a year-on-year increase of 23.9% in the first half of 2025, indicating a robust exploration environment [1][5] Group 1: Lithium Resource Development - The "Asian Lithium Belt," spanning 2,800 kilometers from Sichuan to Xinjiang, has propelled China's lithium reserves from sixth to second globally [2][3] - The exploration target for lithium has been set at 800,000 tons of lithium oxide during the 14th Five-Year Plan, which was achieved ahead of schedule [2][3] - China's cumulative lithium oxide resource amount is now 17.5 times that of 20 years ago, with significant discoveries in regions like Sichuan and Xinjiang [3] Group 2: Technological Innovations - China has transitioned from relying on foreign mining theories to developing its own innovative mineral formation theories and exploration technologies [3][10] - New technologies such as drones and satellite remote sensing have significantly improved exploration success rates and reduced costs [3][10] - Key breakthroughs in lithium extraction technologies have revitalized previously underutilized resources [3] Group 3: Broader Mineral Resource Achievements - The 14th Five-Year Plan has seen a total investment of nearly 450 billion yuan in mineral exploration, with 150 new mineral sites discovered [5][6] - Major breakthroughs in energy minerals, including the discovery of 10 billion-ton oil fields and 19 trillion cubic meter gas fields, have bolstered energy security [6] - The discovery of nearly 5,000 tons of rare earth resources in Inner Mongolia further solidifies China's position as the world's leading rare earth producer [7] Group 4: Strategic Implications - The advancements in lithium and other mineral resources are expected to support the development of new energy and strategic emerging industries, promoting regional economic transformation [4][6] - The new round of exploration strategies emphasizes government leadership and innovation, aiming to enhance national energy resource security [9][10] - The integration of exploration, evaluation, and technological breakthroughs is seen as a key driver for accelerating mineral resource discoveries [9]

Core Insights - During the "14th Five-Year Plan" period, China's mineral resource exploration has achieved significant breakthroughs, particularly in lithium, uranium, and high-purity quartz, enhancing the country's strategic mineral resource security [1][2][4]. Group 1: Lithium Resource Development - The discovery of the "Asian Lithium Belt," spanning 2,800 kilometers from Sichuan to Xinjiang, marks a significant achievement in mineral exploration during the "14th Five-Year Plan" [2]. - China's lithium reserves have increased dramatically, with the global ranking rising from sixth to second place, reflecting a substantial enhancement in resource security [2][3]. - The exploration target for lithium has been set at 800,000 tons of lithium oxide, which was nearly achieved in the first year of the plan [2]. Group 2: Technological Innovations - China has transitioned from relying on foreign mining theories to developing its own innovative mining theories and technologies, significantly improving exploration success rates and reducing costs [3][10]. - New technologies such as drones and satellite remote sensing have been effectively utilized in exploration, enhancing the precision of drilling operations [3][10]. Group 3: Broader Mineral Resource Achievements - The total investment in geological exploration reached approximately 115.99 billion yuan in 2024, marking four consecutive years of growth, with nearly 450 billion yuan invested during the "14th Five-Year Plan" [6]. - Major breakthroughs in energy minerals, including the discovery of 10 billion-ton oil fields and 19 trillion-cubic-meter gas fields, have bolstered China's energy security [6][10]. - The exploration of strategic emerging industries has led to significant discoveries, including high-purity quartz and helium, which are crucial for high-tech industries [7][8]. Group 4: Future Outlook - The Ministry of Natural Resources plans to enhance the exploration of critical strategic minerals and increase funding and policy support for future exploration efforts [11].

Core Viewpoint - High-purity quartz resources are critical for the development of strategic emerging industries such as photovoltaics, semiconductors, and optics, and their stable supply is essential for national industrial security [2] Group 1: Challenges in Exploration and Evaluation - The exploration and evaluation of high-purity quartz face significant challenges due to strict requirements on stability, scale, impurity content (ppm level), and other geological characteristics [2] - There is a lack of comprehensive research data along the entire chain from "typical deposits - ore - finished sand," which hampers field identification, exploration methods, and industrial indicators [2] - The current methods for rapid field identification are inadequate, relying on qualitative indicators like color and transparency, leading to the inclusion of many unqualified samples in subsequent evaluations [5][6] Group 2: Inadequate Exploration Methodologies - Conventional geological exploration methods are insufficient for the precise exploration needs of high-purity quartz deposits, which often occur in ancient metamorphic rocks and have complex formations [7] - Existing single exploration methods cannot accurately identify the boundaries, continuity, quality, and morphological characteristics of the deposits, necessitating the development of targeted methodological combinations [7] Group 3: Lack of Specialized Industrial Standards - Current industrial indicators for quartz resources focus on traditional silica raw materials, which do not meet the unique requirements of high-purity quartz, leading to difficulties in resource estimation and mining [9][10] - High-purity quartz has a significantly higher resource value, with raw ore prices generally exceeding 2000 RMB per ton, compared to traditional materials priced in the tens to hundreds of RMB per ton [10] Group 4: Technical and Economic Evaluation Difficulties - The final processability of high-purity quartz cannot be determined through conventional mineral processing tests, making mineralogical research and high-quality processing trials critical [11][12] - The complexity and lack of reference for processing trials hinder precise evaluations during exploration, affecting the feasibility assessments of resource development [12] Group 5: Absence of Geological Exploration Standards - Despite being recognized as an independent mineral resource, high-purity quartz lacks a comprehensive exploration standard system [13][14] - The existing guidelines focus primarily on ore quality assessment and do not address core exploration content, leading to a lack of standards for exploration and resource evaluation [14]

Group 1: Event Overview - The 2025 Fifth Jiangsu International Quartz Industry Conference and 2025 International Silicon-Based Materials Exhibition will be held on October 19-20, 2025, at Nanjing Airport International Expo Center [15][17] - The theme of the conference is "Innovation Breakthrough Leading the Future," focusing on showcasing upstream and downstream equipment and technology enterprises in the quartz industry [15][17] Group 2: Research Institute Profile - Nanjing Hongchuang Mineral Resources Research Institute is located in the Nanjing University Innovation and Entrepreneurship Demonstration Base and is dedicated to providing high-precision detection and resource optimization solutions for the global mining industry [4] - The institute has established a complete detection and evaluation system for high-purity quartz, leveraging a research-grade laboratory valued at tens of millions to analyze key indicators such as impurity elements and purity [5] Group 3: Services and Capabilities - The research institute offers full-process services covering mineral source exploration, quality evaluation, and ore dressing process optimization, helping clients improve resource utilization efficiency and product added value [6] - The institute emphasizes a commitment to excellence, aiming to significantly enhance resource value for clients [7] Group 4: Exhibition Scope - The exhibition will cover various aspects of the quartz and silicon-based materials industry, including raw quartz, quartz sand, quartz glass materials, and advanced production equipment [18][19][20] - Specific categories include quartz raw ore, quartz sand powder, quartz glass products, and advanced detection instruments [18][19][20] Group 5: Industry Significance - Silicon-based materials are essential for strategic emerging industries such as electronic information, new energy, and semiconductors, with demand expected to continue growing as these downstream industries develop [17]