『 主办单位 : 中 国 有 色 金 属 工 业 协 会 硅 业 分 会 了 ㄴ Hosted by: Silicon Industry of China Nonferrous Metals Industry Association – 回国確心 China Silicon Industry ...

Core Viewpoint - The article highlights the transformation of Lianyungang, particularly Donghai County, from a traditional crystal industry hub to a modern silicon materials industry cluster, emphasizing the strategic importance of silicon in high-tech applications and the region's potential for future growth in new materials [5][17][39]. Group 1: Crystal Industry - Donghai County is recognized as the "World Crystal Capital," with a crystal production capacity projected to reach 450 million pieces and a transaction value exceeding 46 billion yuan in 2024 [6][8]. - The county holds over 300,000 tons of crystal reserves, accounting for more than 70% of the national total [7][10]. - The local crystal industry has evolved into a comprehensive supply chain covering raw material procurement, design, production, marketing, and logistics [8]. Group 2: Silicon Industry - Donghai County has developed a significant silicon industry, with 85% of the national quartz material production enterprises located there, and over 600 silicon industrial companies [12]. - The market shares for high-purity quartz sand, quartz glass products, and fused quartz in China are 90%, 80%, and 70% respectively [12]. - The region's silicon industry has been recognized as a national high-tech industry base and has received various governmental approvals to enhance its development [12][14]. Group 3: New Materials Development - Lianyungang's new materials industry is projected to achieve a production value of 89.1 billion yuan in 2024, establishing itself as a highland for new materials in China [30]. - The city is focusing on creating a comprehensive new materials ecosystem that connects upstream raw materials with downstream applications, enhancing supply chain resilience [34][36]. - The establishment of various public service platforms for carbon fiber and silicon materials indicates a commitment to technological innovation and industry support [32].

回国確心 China Silicon Industry 『 主办单位 : 中 国 有 色 金 属 工 业 协 会 硅 业 分 会 了 ㄴ Hosted by: Silicon Industry of China Nonferrous Metals Industry Association – ...

证券代码：603281 证券简称：江瀚新材 公告编号：2025-036 湖北江瀚新材料股份有限公司 关于部分募集资金投资项目结项暨变更办公地址的 公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 根据中国证券监督管理委员会出具的《关于核准湖北江瀚新材料股份有限公 司首次公开发行股票的批复》（证监许可〔2022〕2724 号），公司获准公开发 行 66,666,667 股新股，每股面值人民币 1.00 元，每股发行价为人民币 35.59 元 ， 合 计 募 集 资 金 人 民 币 2,372,666,678.53 元 ， 扣 除 发 行 费 用 人 民 币 本次募集资金已于 2023 年 1 月 19 日全部到位，天健会计师事务所（特殊普通合 伙）对本次发行募集资金到位情况进行了审验，并出具了《验资报告》（天健验 〔2023〕32 号）。募集资金到账后，已全部存放于经公司董事会批准开设的募 集资金专项账户内，公司与保荐人、存放募集资金的商业银行签署了《募集资金 专户存储三方监管协议》。 根据《湖北江瀚新材料股 ...

| 类别 | 高纯石英砂(万元/吨) 最高价 | 最低价 | 均价 | 波动 | | --- | --- | --- | --- | --- | | 进口石英砂 | ਰੇ | 8.5 | 8.75 | 0 | | 内层石英砂 | 7 | 5 | 6 | 0 | | 中层石英砂 | 3 | 2. 5 | 2. 75 | 0 | | 外层石英砂 | 2.2 | 1.8 | 2 | 0 | | | | | | 2025-6-24 | | 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 | 0. 74 | 0. 76 | 0 | | | | | | 2025-6-24 | 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。 『 主办单位 : 中 ...

数据来源:安泰科 采编:张博 办会硅山分: | 高纯石英砂(万元/吨) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | स्वी शि | 波动 | | 进口石英砂 | 9 | 8.5 | 8. 75 | -1 | | 内层石英砂 | 7 | 5 | ნ | 0 | | 中层石英砂 | 3 | 2.5 | 2. 75 | 0 | | 外层石英砂 | 2.2 | 1.8 | 2 | 0 | | | | | | 2025-6-17 | | 石英增場价格(万元/只) | | | | | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 28 寸石英म塀 | 0. 62 | 0.6 | 0. 61 | 0 | | 32 寸石英म塀 | 0. 7 | 0. 66 | 0. 68 | 0 | | 36 寸石英म钢 | 0. 78 | 0. 74 | 0. 76 | 0 | | | | | | 2025-6-17 | 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。 ...

近日，据长沙本地媒体报道，位于湖南长沙望城经开区铜官工业片区 蒙星纳米 项目正加速推进各项施工建设， 项目预计今年6月底投产运 营。 届时， 磷酸锰铁锂行业产能将再增一极。 在与 磷酸锰铁锂材料企业交流中得知，目前 磷酸锰铁锂应用进程较慢的原因在于部分项目的停滞，导致产能推进慢，成本下调周期长，此外 是 磷酸锰铁锂也存在技术壁垒，尤其是高性能产品，能生产的企业较少。 但从今年项目动态来看，已经有多个项目在推进。包括 时代瑞象甘肃年产2万吨磷酸锰铁锂正极材料项目，在今年 4月18日正式点火投产； 山西特瓦时能源山西长治年产10万吨磷酸锰铁锂正极材料项目一期，在今年5月正式投产； 江西格派电池材料有限公司在6月启动了磷酸锰铁 锂电池的量产线设备安装等。 此外，德方纳米、湖南裕能、万润新能、龙蟠科技等头部正极材料企业也早已经切入磷酸锰铁锂产品，其中 德方纳米 磷酸锰铁锂产能已达11 万吨/年。 据统计，目前包括星恒电源、宁德时代、比亚迪、亿纬锂能、国轩、博力威、创明新能源、欣旺达等在内的电池企业都在布局 磷酸锰铁锂电 池，行业认为，随着材料与电池企业的协同发展， 磷酸锰铁锂电池的产业化进度有望在今明两年提速。 作 ...

| 高纯石英砂(万元/吨) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 期价 | 波动 | | 进口石英砂 | 10. 5 | 9 | 9. 75 | 0 | | 内层石英砂 | 7 | 5 | ნ | 0 | | 中层石英砂 | 3 | 2. 5 | 2. 75 | 0 | | 外层石英砂 | 2.2 | 1.8 | 2 | 0 | | | | | | 2025-6-10 | | 石英増塀价格(万元/只) | | | | | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 28 寸石英म塀 | 0. 62 | 0.6 | 0. 61 | 0 | | 32 寸石英म塀 | 0. 7 | 0. 66 | 0. 68 | 0 | | 36 寸石英म钢 | 0. 78 | 0. 74 | 0. 76 | 0 | | | | | | 2025-6-10 | 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 工业协会硅业分会 ...

Core Viewpoint - The discovery of high-purity quartz ore in China marks a significant breakthrough, potentially altering the landscape of key material supply and reducing dependency on foreign sources, particularly the United States [1][12]. Group 1: Importance of High-Purity Quartz - High-purity quartz is essential for high-tech applications, including semiconductor chips and solar panels, due to its high temperature resistance, corrosion resistance, and excellent insulation properties [3][10]. - Prior to this discovery, China relied heavily on imports of high-purity quartz sand, spending approximately 13.16 billion on imports last year, which created a significant financial burden and dependency on foreign suppliers [6][18]. Group 2: Strategic Implications - The discovery allows China to produce high-purity quartz with a purity of over 99.995%, comparable to the best global sources, thus enhancing domestic production capabilities and reducing reliance on imports [8][10]. - This new resource is expected to improve the yield rates for chip manufacturers by at least 8% and reduce costs in the solar industry by 15%, providing a strategic advantage in technology development [10][20]. Group 3: Impact on US-China Relations - The timing of this discovery is crucial amid escalating trade tensions and technology restrictions from the US, as it undermines the US's leverage over China in critical technology sectors [12][15]. - By securing its own supply of high-purity quartz, China effectively counters US tariffs and resource control strategies, shifting the balance of power in its favor [16][18]. Group 4: Future Prospects - The discovery is seen as a pivotal moment for China's technological independence, enabling the country to enhance its manufacturing capabilities and innovation potential [20][21]. - This development not only alleviates immediate resource constraints but also positions China favorably in the ongoing global technology competition [20].

盈利预测与投资评级：预计公司25-27 年营收分别为13.83、18.25、22.83亿，分别同比+14.3%、 +31.93%、+25.09%，归母净利润分别为3.84、5.31、6.91 亿，分别同比+15.07%、+38.35%、+30.12%， 对应PE 分别为48.33、34.93、26.85，考虑到公司高纯石英砂半导体认证进展领先，自主可控一体化供 应能力稀缺，首次覆盖，给予"强烈推荐"评级。 风险提示：光伏供需恶化；半导体认证进度不及预期；晶圆厂资本开支进度不及预期等。 半导体领域认证领先，供应链自主可控诉求或加速公司半导体石英材料放量。半导体制造过程中的清 洗、光刻、刻蚀等多个环节需要用到石英玻璃坩埚、高精度石英玻璃基片等多种类型的石英制品。半导 体石英制品为半导体制造过程中的关键耗材，市场空间广阔，供应链具有较高的进入壁垒：1）对原材 料石英砂纯度有极高要求，需达到4N 级（99.99%）至6N 级（99.9999%）之间的范围；2）2020 年国内 4N5 级及以上高端高纯石英砂消费量为6 万吨，其中半导体（不含光伏）占比43.3%，测算半导体制造 消耗高纯石英砂2.6 万吨，假设半导体用 ...