高纯石英资源作为支撑光伏、半导体、光学等战略性新兴产业发展的关键战略性资源，其稳定供 应对国家产业安全具有重要意义。近年来，国家与行业层面已将国内高纯石英资源的找矿突破与保障能 力建设列为重点任务。然而，由于高纯石英对矿体稳定性、规模、杂质含量（ppm 级）、包裹体特 征、粒度、羟基含量及结晶特性等指标要求极为严苛，其勘查评价体系与常规硅质原料（如玻璃用、陶 瓷用石英）及其他矿种存在本质差异。更因国内外企业对矿床位置、实物样品及地质资料的严格保密， 导致 "典型矿床 - 矿石 - 成品砂" 的全链条研究数据匮乏，进而在野外识别、勘查方法、工业指标等 核心环节形成瓶颈，严重制约了我国高纯石英资源的勘查开发进程与矿政管理效能。具体问题如下： 野外快速识别标志模糊 高纯石英原料的可用性判定需地质、选矿、冶金、检测及材料评价等多学科协同，但实际找矿 中，无法对所有发现的花岗伟晶岩、脉石英等潜在岩石样品逐一开展选冶提纯实验与高精度分析。 因此， 早期勘查阶段的快速筛选 是降低成本、提升效率的关键。 目前，我国可加工为高纯石英的原料矿石产出稀少，且针对典型矿床的解剖与实物样品研究深 度不足，导致对高纯石英成矿机理、控矿要 ...

Core Viewpoint - High-purity quartz is a critical material for various high-tech industries, including semiconductors, photovoltaics, and advanced optical applications, and its supply is essential for national security and economic stability [1][40]. Group 1: Overview of High-Purity Quartz - High-purity quartz refers to quartz with extremely high SiO₂ purity and very low impurity content, widely used in semiconductor, photovoltaic, optical, and advanced lighting industries [4][5]. - The higher the purity of quartz, the better its properties such as high-temperature resistance, corrosion resistance, low thermal expansion, high insulation, and light transmission [5][7]. - Different industries have varying quality requirements for quartz, leading to a lack of universal quality evaluation standards [5][7]. Group 2: Global Distribution of High-Purity Quartz Resources - China is the largest consumer and importer of high-purity quartz globally, but there is a significant gap in processing technology compared to international standards [3][9]. - Major high-purity quartz deposits are found in the USA, Norway, Australia, Russia, Mauritania, and Canada, with the largest resource in the Spruce Pine mine in the USA, exceeding 10 million tons [9][11][15][22][26][31][33]. - The purity of quartz from these deposits often exceeds 99.9%, making them suitable for high-tech applications [11][15][20][22][31]. Group 3: Applications of High-Purity Quartz - High-purity quartz is essential for manufacturing transistors, memory chips, integrated circuits, optical fibers, and various components in the electronics and telecommunications sectors [41][45]. - In the renewable energy sector, it is used to produce polysilicon for solar cells and components for nuclear fusion laser ignition devices [42][43]. - The material is also critical in advanced manufacturing, including aerospace applications and military technology [46]. Group 4: Strategic Importance and Future Development - High-purity quartz is recognized as a strategic mineral resource, with countries like Japan and the EU categorizing it as critical [40]. - There is a pressing need for China to enhance its evaluation of high-purity quartz resources, protect quality deposits, and develop advanced purification technologies to ensure a stable supply [40][46].

Core Viewpoint - The article discusses the various applications and requirements of quartz sand in different industries, highlighting the significance of SiO2 content and the impact of raw material availability on supply and demand dynamics. Group 1: Quartz Sand Composition and Requirements - Different industries have varying requirements for the composition, granularity, and sphericity of quartz sand, with SiO2 content above 99.99% primarily used in high-purity quartz glass and silicon micro-powder, necessitating strict impurity limits [1] - Quartz sand with SiO2 content between 99.9% and 99.99% is used in high-end silicon micro-powder and photovoltaic glass, with supply currently in a "tight balance" state [1] - Quartz sand with SiO2 content below 99.9% is utilized in bulk applications such as flat glass and ceramics, where supply is currently abundant [1] Group 2: Types of Quartz Raw Materials - Various types of quartz raw materials include vein quartz, quartz sandstone, quartzite, natural quartz sand, and others, each with distinct characteristics and applications [5][6][7] - Vein quartz typically has a high SiO2 content exceeding 98% and is used for high-value products like high-end glass and silicon micro-powder [5] - Quartz sandstone, formed from weathered source rocks, generally has a SiO2 content above 90% and is widely used in glass and ceramics [6] - Natural quartz sand has a SiO2 content greater than 90% and is primarily used in metallurgy and ceramics [7] Group 3: Applications of Quartz in Various Industries - The glass industry is the largest consumer of quartz resources, with significant applications in construction, automotive, and medical fields, consuming approximately 3,406 million tons of quartz sand in 2021 [10][11] - The casting sand sector is the second-largest consumer, with an annual consumption of about 3,300 million tons, primarily sourced from quartz sandstone and natural quartz sand [13] - Industrial silicon, produced from quartz and carbon reductants, is crucial for downstream industries like photovoltaics and semiconductors, with a production of 261 million tons in 2021 [14] - Silicon micro-powder, derived from quartz, is widely used in electronics and construction, with a total production of 600,000 tons in 2021 [15] Group 4: High-Purity Quartz Applications - High-purity quartz is essential for high-tech products in industries such as semiconductors and photovoltaics, with applications including quartz crucibles and optical instruments [20][21] - In the photovoltaic sector, high-purity quartz is used to produce quartz crucibles for multi-crystalline silicon, which are critical for high-temperature processes [21][23] - The fiber optic industry relies on quartz glass as a fundamental material for fiber optic preform production, which is vital for communication networks [24]

Group 1: Quartz Sand Characteristics and Applications - Different industries have varying requirements for the composition, granularity, and sphericity of quartz sand, with high-purity quartz sand (SiO2 content > 99.99%) primarily used in high-purity quartz glass and silicon micro-powder, which have strict impurity content requirements [1] - Quartz sand with SiO2 content between 99.9% and 99.99% is mainly used in high-end silicon micro-powder, sodium silicate, photovoltaic glass, and high-grade glass, with supply currently in a "tight balance" state [1] - Quartz sand with SiO2 content below 99.9% is utilized in bulk applications such as flat glass, casting, metallurgy, refractory materials, ceramics, fracturing sand, water treatment, and construction materials, where supply is currently abundant [1] Group 2: Types of Silica Raw Materials - Various types of silica raw materials include vein quartz, quartz sandstone, quartzite, natural quartz sand, powdered quartz, crystal, and granite pegmatite, each with distinct characteristics and applications [5][6][7] - Vein quartz typically has a high SiO2 grade (> 98%) and is used for high-end glass and high-purity quartz products, while quartz sandstone is widely used in glass, ceramics, metallurgy, and refractory materials due to its high-grade and large-scale availability [6][7] - Natural quartz sand has a SiO2 grade > 90% and is primarily used in metallurgy, ceramics, and casting, while powdered quartz is used in wear-resistant materials and ceramics due to its high purity [7] Group 3: Quartz Applications in Various Industries - The glass industry is the largest consumer of quartz resources, with significant applications in construction, automotive, renewable energy, and medical fields, consuming approximately 3,406 million tons of quartz sand in 2021 [10][11] - The casting sand sector is the second-largest consumer of quartz resources, with an annual consumption of about 3,300 million tons, primarily sourced from quartz sandstone and natural quartz sand [13] - Industrial silicon, produced from quartz and carbon reductants, is crucial for the silicon-based new materials industry, with an estimated production of 2.61 million tons in 2021 [14] Group 4: High-Purity Quartz Applications - High-purity quartz is essential for high-tech products in strategic emerging industries, including semiconductors, photovoltaics, and aerospace, due to its excellent physical and chemical properties [20] - In the semiconductor field, high-purity quartz is used for quartz crucibles and other materials in the silicon wafer manufacturing process, with specific purity requirements for different applications [20][21] - The photovoltaic industry relies on high-purity quartz for producing quartz crucibles and ultra-white low-iron glass, which are critical for solar energy applications [21][22]

Core Viewpoint - The news highlights the significant progress and strategic importance of mineral resource exploration and development in Xinjiang, emphasizing its role as a national energy resource security base [2][10]. Group 1: Government Initiatives and Support - The Ministry of Natural Resources has initiated geological assistance work in Xinjiang, aiming to accelerate the region's development as a national energy resource security base [2][10]. - A new round of mineral exploration strategies has been launched, with increased financial support for geological surveys, raising funding from 150 million yuan in 2023 to 500 million yuan in 2024 and 917 million yuan in 2025 [3][4]. - The government is focusing on enhancing geological work in Xinjiang, with a commitment to improve resource management and technological innovation in the mining sector [4][11]. Group 2: Mineral Resource Potential - Xinjiang is rich in mineral resources, having discovered 154 types of minerals, which is over 88% of the total in China, including strategic minerals like high-purity quartz, lithium, and zirconium [3][4]. - The region has seen a surge in mining rights transfers, with 171 projects attracting significant attention in 2023, and mining rights transfer revenue reaching 520 million yuan in the first quarter of this year [2][3]. - Major resource bases have been established, including large-scale lithium and iron mines, contributing to the region's mineral production capabilities [6][7]. Group 3: Collaborative Efforts and Achievements - Various provinces are collaborating with Xinjiang to enhance geological exploration, with over 90 million yuan invested in geological survey projects since 2024 [5][8]. - The establishment of strategic partnerships, such as the cooperation between Henan and Hami, aims to integrate advanced geological technologies and improve local resource management [8][12]. - Successful projects, like the Karcheer Fluorspar Mine, have significantly boosted local economies, increasing the region's fluorspar reserves ranking from 24th to 4th nationally [7][8]. Group 4: Future Directions and Goals - The focus is on enhancing the exploration and development of strategic minerals, with a goal to improve the discovery rate of key resources, which currently averages below 20% [6][12]. - The geological assistance work is seen as a long-term commitment to empower Xinjiang's resource exploration and development, aligning with national economic strategies [9][10]. - The aim is to create a comprehensive geological database and improve collaboration between military and civilian geological efforts to optimize resource management [11][12].

Group 1 - The significance of high-purity quartz lies in its applications across various industries such as semiconductors, high-temperature lamps, telecommunications, optics, solar silicon, and microelectronics, with a quality standard set at SiO2 ≥ 99.9 wt.% [1][3] - The rapid development of markets in semiconductors, optical communications, and photovoltaics has led to a relative scarcity of high-purity quartz resources, prompting evaluations of quartz raw materials for economic value and efficient resource utilization [3][4] - Hydrothermal quartz, characterized by large crystal grain sizes and high SiO2 content, is identified as an ideal raw material for high-purity quartz processing, potentially replacing natural crystals [3][4] Group 2 - The four quartz samples from Laos, Zimbabwe, South Africa, and Pakistan exhibit varying degrees of transparency and are all coarse-grained with an oily luster, lacking visible accompanying minerals [2][3] - The presence and type of inclusions in quartz crystals significantly affect the quality of high-purity quartz sand, with fine mineral inclusions making processing more challenging [4][5] - The samples from Laos and Zimbabwe show minimal inclusions, while those from South Africa and Pakistan have more developed inclusions, although some grains remain clean [5][6] Group 3 - Purification experiments on the four quartz samples involved multiple processes, resulting in quartz sands with SiO2 content reaching approximately 99.99 wt.%, with specific impurity levels detailed in a table [6][7] - The purified quartz sands primarily contain impurities such as Li, Al, Ca, and Ti, with the highest SiO2 content recorded at 99.992 wt.% for the Laos sample and the lowest at 99.989 wt.% for the Zimbabwe sample [7][8] Group 4 - Microscopic observations of the purified quartz sands reveal fewer inclusions, indicating a higher purity level, although some samples still retain certain inclusions that may contribute to impurity elements [8][10] - The main components of the fluid inclusions in the quartz samples are CO2 and H2O, which are easier to remove during processing, leading to a cleaner final product [11]

Core Viewpoint - Shenzhen Dawi Innovation Technology Co., Ltd. announced that its wholly-owned subsidiary, Guiyang Dawi Mining Co., Ltd., has received approval for the mineral resource reserve report of the Changshili Mine in Hunan Province, marking a significant advancement in the lithium battery new energy industry project in Hunan Chenzhou [1][5]. Group 1: Mining Rights and Resource Reserves - Guiyang Dawi Mining obtained exploration rights for the "Guilin County Dachongli Mine Kaolin" in November 2023, with a mining area of 3.58 square kilometers and a license valid until February 5, 2029 [1][2]. - As of the end of October 2024, the mineral resource reserves include 20,953.3 million tons of feldspar ore, 32,370 tons of Li2O (lithium oxide) with an average grade of 0.154%, 6,550 tons of WO3 (tungsten trioxide) with an average grade of 0.031%, and 1,410 tons of Sn (tin) with an average grade of 0.018% [3][5]. Group 2: Mining Process and Product Output - The company will utilize a combined mining process of "magnetic separation + flotation" primarily, with "gravity separation" as a supplement, to recover lithium ore while considering the comprehensive recovery of tailings [4]. - The mining process is expected to produce seven categories of products, including high-purity quartz and high-quality feldspar, which are essential for the ceramics and glass industries, as well as lithium concentrate for battery-grade lithium carbonate [4][5]. Group 3: Impact on Company and Future Prospects - The approval of resource reserves is expected to provide stable lithium ore resources for the company's new energy industry, enhancing overall industry value and aligning with the company's development plan [5]. - The acquisition of exploration rights cost the company 37.6 million yuan, and the mining of these resources is anticipated to positively impact future growth and performance, without significantly affecting the current financial status [5].