注:此报价为整理多家国内生产石英砂、坩埚企业以及下 游拉晶企业报价,均为含税价,涨跌幅度根据上周报价比 较所得。 数据来源:安泰科 采编:张博 | 石英増場价格(万元/只) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 28 寸石英堆娲 | 0. 62 | 0. 6 | 0. 61 | 0 | | 32 寸石英坩娲 | 0. 68 | 0.62 | 0. 65 | -0. 01 | | 36 寸石英坤娲 | 0. 74 | 0. 72 | 0. 73 | -0. 01 | | | | | | 2025-11-25 | | 高纯石英砂(万元/吨) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 进口石英砂 | 8.2 | 7 | 7.6 | -0. 1 | | 内层石英砂 | 6 | 4. 6 | 5. 3 | -0. 2 | | 中层石英砂 | 2. 6 | 2. 2 | 2.4 | -0. 1 | | 外层石英砂 ...

2025年以来，A股上市公司易主案例频现。11月24日晚间，*ST绿康（002868）披露公司控制权发生变更公告，A股"易主"大军再添一只。经Wind统计，截 至最新，A股年内已有156股完成了控制权变更事项，其中衢州东峰、江海股份等多股的接盘方浮现国资身影。另外，经梳理，已完成实控人变更的156股 中，65股今年前三季度净利处于亏损状态，占比超四成。 | | 日期类型: ○ 按披露日 | ● 按发生日 2025-01-01 | | T 全 | 2025-1 | | --- | --- | --- | --- | --- | --- | | 序号 | 证券代码 | 7 证券名称 | 7 证券类型 | | | | 1 | 300554.SZ | 一超新材 | 股票 | | | | 2 | 301190.SZ | 善水科技 | 股票 | | | | 3 | 600250.SH | 南京商旅 | 股票 | | | | 4 | 300665.SZ | と鹿股份 | 股票 | | | | 5 | 603100.SH | 川仪股份 | 股票 | | | | 6 | 002622.SZ | 皓宸医疗 | 股票 | | | ...

Core Viewpoint - The company is currently conducting pilot tests for high-purity quartz sand, achieving a purity level greater than 5N, with plans for future production announcements [1] Group 1 - The pilot testing phase for high-purity quartz sand is ongoing [1] - The achieved purity level is greater than 5N [1] - Customer validation has not yet been conducted [1] Group 2 - The company plans to announce production timelines in future communications [1]

Core Viewpoint - The Ministry of Industry and Information Technology has issued a notice to accelerate the systematic layout and high-level construction of manufacturing pilot platforms, emphasizing the importance of these platforms in connecting the innovation chain, technology chain, and industrial chain to support the integration of technological and industrial innovation [1] Group 1: Key Directions for Manufacturing Pilot Platforms - Key focus areas for raw materials industry pilot platforms include petrochemical, steel, non-ferrous metals, inorganic non-metallic materials, and advanced materials [2] - Information technology pilot platforms will concentrate on integrated circuits, basic electronics, energy electronics, industrial control equipment and systems, information display, communication devices, basic software, industrial software, servers, and new industrial networks [2] Group 2: Inorganic Non-Metallic Industry Pilot Platform - The construction of pilot platforms in the inorganic non-metallic sector will focus on high-performance artificial crystal growth and processing technology, advanced synthesis technology for high-purity quartz products, key technologies for high-performance ceramic powder preparation and sintering, and the design and preparation of green low-carbon cementing materials [2] - The aim is to establish several pilot platforms to enhance basic conditions, technical support capabilities, and public service capabilities, facilitating the industrialization of key materials such as solid-state battery electrolyte materials and high-performance fibers [2] Group 3: New Display Technology Pilot Platform - The new display pilot platform will focus on 8.5 generation and above LCD, AMOLED mainstream display technologies, and emerging technologies like MicroLED, silicon-based OLED, electronic paper, laser display, and 3D display [3] - The platform aims to validate and optimize display materials, key processes, core components, and accessories, enhancing product performance and accelerating technological iteration [3] - It will also establish a standard system for pilot verification in the new display field, promoting the transformation of technological innovations and sharing industry technical information [3]

数据来源:安泰科 采编:张博 | 高纯石英砂(万元/吨) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 进口石英砂 | 8. 4 | 7 | 7.7 | -0. 25 | | 内层石英砂 | 6 | 5 | 5.5 | -0. 1 | | 中层石英砂 | 2. 6 | 2. 4 | 2. 5 | -0. 05 | | 外层石英砂 | 2 | 1.7 | 1. 85 | -0. 05 | | | | | | 2025-11-18 | 注:此报价为整理多家国内生产石英砂、坩埚企业以及下 游拉晶企业报价,均为含税价,涨跌幅度根据上周报价比 较所得。 | 石英増場价格(万元/只) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 28 寸石英坤娲 | 0. 62 | 0. 6 | 0. 61 | 0 | | 32 寸石英坩娲 | 0. 68 | 0. 64 | 0. 66 | -0. 02 | | 36 寸石英म锅 | 0. ...

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]

注:此报价为整理多家国内生产石英砂、坩埚企业以及下 游拉晶企业报价,均为含税价,涨跌幅度根据上周报价比 较所得。 数据来源:安泰科 采编:张博 | 高纯石英砂(万元/吨) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 进口石英砂 | 8. 4 | 7.5 | 7. 95 | -0. 425 | | 内层石英砂 | 6.2 | 5 | 5.6 | -0.2 | | 中层石英砂 | 2. 6 | 2. 5 | 2. 55 | -0.1 | | 外层石英砂 | 2 | 1.8 | 1.9 | -0. 05 | | | | | | 2025-11-11 | | 石英増場价格(万元/只) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 28 寸石英म锅 | 0. 62 | 0. 6 | 0. 61 | 0 | | 32 寸石英坩娲 | 0. 7 | 0.66 | 0. 68 | 0 | | 36 寸石英坩娲 | 0. 78 ...

Core Viewpoint - Optical fiber communication plays a crucial role in modern communication networks, utilizing light waves as signal carriers and glass fibers as transmission media, allowing for high capacity and low loss transmission [1]. Group 1: Optical Fiber Production Process - The production of optical fibers primarily involves two core processes: preform preparation and fiber drawing [1]. - Preform is the "mother body" of optical fibers, and its manufacturing methods can be categorized into chemical vapor deposition (CVD) and external deposition methods [3]. Group 2: Preform Preparation Techniques - CVD methods include: - MCVD (Modified Chemical Vapor Deposition): Uses a quartz glass tube as a substrate to deposit silica on the inner wall through hydrogen-oxygen flame heating [4]. - PCVD (Plasma Chemical Vapor Deposition): Utilizes plasma instead of hydrogen-oxygen flame, offering higher deposition rates but with more complex equipment [4]. - VAD (Vapor Axial Deposition): Forms a porous body on a rotating seed rod, suitable for large preform production [4]. - OVD (Outside Vapor Deposition): Deposits silica powder on the outer surface of the seed rod, achieving high purity and low cost, although it has a lengthy process and high energy consumption [5][6]. Group 3: Natural Quartz Processing - PSOD (Plasma Solid Deposition): Uses high-purity quartz sand to produce thick-walled quartz tubes without introducing hydroxyl groups or toxic gases, providing significant cost advantages [8]. - Hydrogen-oxygen melting method: A simpler process but results in larger size fluctuations and higher hydroxyl content [9]. - Electric melting method: Utilizes electricity to melt quartz sand, with various sub-methods like vacuum electric melting and continuous melting, but commercial applications are limited [11]. Group 4: Fiber Drawing Process - Fiber drawing involves heating the preform above 2000°C and precisely controlling temperature and tension to draw fibers with a diameter of approximately 125 micrometers [14]. - Polarization-maintaining fibers require the introduction of stress rods into the preform, increasing the complexity of the process [14]. Group 5: Requirements for Quartz Materials - Optical fiber quartz glass is categorized into natural and synthetic quartz materials, with synthetic quartz being preferred due to its high purity and low hydroxyl content [16]. - The purity of quartz materials is critical, as impurities can lead to excessive fiber attenuation and signal distortion [16]. - A new standard for high-purity quartz sand for optical fiber processing has been proposed, applicable to both main and auxiliary materials [16][17].

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].