国际 als 8218 9月10-12日 包头 中国有色金属工业协会硅业分会 硅业分会会长 段德炳 010-63971958 硅业分会常务副会长 林如海 010-62229972 硅业分会副会长兼秘书长 徐爱华 13910097318 硅业分会常务副秘书长 马海天 13683629409 硅业分会副秘书长 刘 晶 18811526675 硅业分会干事 张 博 15587104501 长按识别二维码 获取更多信息咨询 | 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 | 8.75 | 8. 2 | 8. 475 | -0. 275 | | 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 | | | | | | 2025-8-26 | | 石英増場价格(万元/只) | | | | | | --- | --- | --- | --- | --- | | 类别 | ...

江苏太平洋石英股份有限公司2025 年半年度报告 公司代码：603688 公司简称：石英股份 江苏太平洋石英股份有限公司 二〇二五年八月二十三日 江苏太平洋石英股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人陈士斌、主管会计工作负责人张丽雯及会计机构负责人（会计主管人员）张富 雷声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的未来计划、发展战略等前瞻性描述不构成本公司对投资者的实质承诺，敬 请广大投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 公司已 ...

高纯石英石英电子布行业专家交流 20250821 摘要 AI 处理器需求推动石英电子布市场，预计 2027 年市场规模达 30-50 亿 元，单价约 200 元/平方米，但价格受供需影响。 石英电子布价值链包括高纯石英砂（利润率 30%-40%）、石英棒（利 润率 25%-30%）和石英纤维。国内纤维技术与信越、东坊等国外企业 存在差距。 军工级石英纤维利润远高于消费级，前者一吨可达百万元级别，后者毛 利率约 20%-30%，单价 20-30 万元/吨。 石英纤维和石英布是高纯石英价值链中壁垒较高的环节，原料稳定性至 关重要，国内纤维直径水平与国外先进水平仍有差距。 太平洋公司占据高端高纯石英市场 70%-80%份额，产品稳定性好，价 值高，总产能约 1 万吨至 1.2 万吨，受益于半导体和光伏领域稳定增长。 中国发现新的高纯石英矿种——高铖石英矿，或将打破依赖印度、非洲 和巴西矿源的局面，但美国斯福斯派恩矿在品质一致性上仍具优势。 半导体级高纯石英市场稳定增长，预计增长 10%-15%，合成石英与天 然石英占比各半，国内企业正积极进行合成石英国产替代，但经营数据 仍有提升空间。 Q&A 石英电子布市场的总量 ...

Core Viewpoint - The article provides a detailed analysis of the pricing trends for high-purity quartz sand and quartz crucibles in China, indicating stable prices with no fluctuations reported in recent weeks [1][2]. Pricing Summary High-Purity Quartz Sand Prices (in ten thousand yuan/ton) - Import quartz sand has a highest price of 8.5, lowest price of 8.75, and an average price of 0 [1]. - Inner layer quartz sand shows a highest price of 7, lowest price of 5, and an average price of 6 [1]. - Middle layer quartz sand has a highest price of 3, lowest price of 2.5, and an average price of 2.75 [1]. - Outer layer quartz sand records a highest price of 2.2, lowest price of 1.8, and an average price of 2 [1]. Quartz Crucible Prices (in ten thousand yuan/unit) - 28-inch quartz crucible has a highest price of 0.62, lowest price of 0.6, and an average price of 0.61 [1]. - 32-inch quartz crucible shows a highest price of 0.7, lowest price of 0.66, and an average price of 0.68 [1]. - 36-inch quartz crucible has a highest price of 0.78, lowest price of 0.74, and an average price of 0.76 [1].

数据来源:安泰科 采编:张博 | 石英増塀价格(万元/只) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 28 寸石英坩娲 | 0. 62 | 0. 6 | 0. 61 | 0 | | 32 寸石英坩娲 | 0. 7 | 0.66 | 0. 68 | 0 | | 36 寸石英坤娲 | 0. 78 | 0. 74 | 0. 76 | 0 | | | | | | 2025-8-12 | 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。 | 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 | ರಿ | 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 | | | | ...

Summary of the Conference Call for Zhongchu Coal Company Overview - **Company**: Zhongchu Coal - **Industry**: Catalysts and Chemical Products Key Financial Performance - **Net Profit**: In the first half of 2025, net profit attributable to shareholders increased by 31.52% to 127 million yuan, while non-recurring net profit rose by 33.41% to 123 million yuan [2][3] - **Earnings Per Share**: Basic earnings per share increased to 0.72 yuan, a rise of 30.91% year-on-year [3] - **Revenue**: Total revenue reached 461 million yuan, a 16.46% increase compared to the previous year [3] Research and Development - **R&D Investment**: R&D expenses increased by 11.43% to 23.4351 million yuan in the first half of 2025 [4] - **Patents**: The company holds a total of 241 patents, including 191 domestic invention patents [4] Business Segments Mobile Source De-NOx Molecular Sieves - **Revenue Contribution**: This segment accounts for approximately 75% of total revenue [2][5] - **Sales Volume**: In the first half of 2025, cumulative shipments reached 1,395 tons, with a target of 2,400 tons for the year [5] - **Future Projections**: Expected to reach 2,800 tons in 2026 and over 3,000 tons in subsequent years [5][7] Collaboration with BASF - **Product Supply**: Zhongchu Coal supplies various grades of products to BASF, including new grades suitable for Euro 7 standards [8][9] - **Market Exclusivity**: All sales in the Asia-Pacific region must go through Zhongchu Coal, establishing it as a potential global exclusive supplier if all products transition to new grades [8][9] Epoxy Propane Catalysts - **Sales Performance**: Nearly 100 tons sold in the first half of 2025, with an expected total of 200 to 300 tons for the year [16][17] - **Pricing**: Prices range from 500,000 to 600,000 yuan per ton, with margins comparable to mobile source products [18] Market Dynamics - **Demand Stability**: Despite the rise of new energy vehicles, the demand for diesel vehicles remains stable, supporting the mobile source de-NOx market [11] - **Competitive Advantage**: Zhongchu Coal has significant cost advantages over BASF's German factory due to lower raw material and production costs [15] Future Growth Opportunities - **High-Purity Products**: Plans to prioritize high-purity quartz sand for quartz crucibles, with initial production expected by the end of 2025 [20][26] - **Sales Targets**: Internal revenue targets for 2025 are set between 800 million to 1 billion yuan, with net profit goals of 180 million to 220 million yuan [30] Conclusion Zhongchu Coal is positioned for significant growth in the catalyst industry, driven by strong financial performance, strategic partnerships, and a focus on innovation and R&D. The company is well-prepared to meet future market demands while maintaining competitive advantages in production costs and product quality.

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 provides a detailed analysis of the pricing trends for high-purity quartz sand and quartz crucibles in China, highlighting the current market prices and their fluctuations. Pricing Summary - **High-Purity Quartz Sand Prices (in ten thousand yuan/ton)** - Import quartz sand has a highest price of 8.5, lowest price of 8.75, and an average price of 0 [1] - Inner layer quartz sand has a highest price of 7, lowest price of 5, and an average price of 6 [1] - Middle layer quartz sand has a highest price of 3, lowest price of 2.5, and an average price of 2.75 [1] - Outer layer quartz sand has a highest price of 2.2, lowest price of 1.8, and an average price of 2 [1] - **Quartz Crucible Prices (in ten thousand yuan/unit)** - 28-inch quartz crucible has a highest price of 0.62, lowest price of 0.6, and an average price of 0.61 [1] - 32-inch quartz crucible has a highest price of 0.7, lowest price of 0.66, and an average price of 0.68 [1] - 36-inch quartz crucible has a highest price of 0.78, lowest price of 0.74, and an average price of 0.76 [1] Data Source - The data is sourced from Antaike and compiled by Zhang Bo, indicating the credibility of the pricing information [2]

Core Viewpoint - The article discusses the developments and trends in the silicon industry in China, highlighting the growth potential and challenges faced by the sector [1][2]. Group 1: Industry Overview - The silicon industry in China is experiencing significant growth, driven by increasing demand in various applications such as electronics and renewable energy [1]. - The article emphasizes the importance of technological advancements and innovation in enhancing production efficiency and product quality within the silicon sector [1]. Group 2: Market Dynamics - The demand for silicon products is projected to rise, with a notable increase in production capacity anticipated in the coming years [1]. - The article outlines the competitive landscape, mentioning key players in the industry and their market strategies to capture a larger share [1]. Group 3: Challenges and Opportunities - The silicon industry faces challenges such as environmental regulations and the need for sustainable practices, which could impact production costs [1]. - Opportunities for investment and growth are identified, particularly in the context of global trends towards green technology and energy solutions [1].

Group 1: Industry Overview - The main listed companies in the borosilicate glass industry include Shandong Pharmaceutical Glass, Linuo Pharmaceutical Packaging, Qibin Group, Weigao Group, and Zhengchuan Co., Ltd. [1] - The number of A-share listed companies in the borosilicate glass sector is relatively small, with key players being Shandong Pharmaceutical Glass, Linuo Pharmaceutical Packaging, Qibin Group, and Zhengchuan Co., Ltd. [1] Group 2: Financial Performance - In 2024, the projected revenue for Shandong Pharmaceutical Glass from borosilicate glass-related businesses is 51.30 billion yuan, Linuo Pharmaceutical Packaging is 10.81 billion yuan, and Qibin Group is 156.49 billion yuan [2]. - The revenue contribution of borosilicate glass-related businesses to total revenue is significant, with Shandong Pharmaceutical Glass at 51.38%, Linuo Pharmaceutical Packaging at 43.24%, and Zhengchuan Co., Ltd. at 52.85% [5]. Group 3: Production and Sales Metrics - In 2024, Shandong Pharmaceutical Glass and Zhengchuan Co., Ltd. have production and sales rates close to 100%, while Linuo Pharmaceutical Packaging's rate is below 90% [6]. - The gross profit margin for Shandong Pharmaceutical Glass is notably high, while Linuo Pharmaceutical Packaging and Zhengchuan Co., Ltd. have margins around 22%-23% [6]. Group 4: Business Layout and Strategy - The borosilicate glass industry is concentrated in the eastern coastal regions of China, particularly in Jiangsu Province [2]. - Leading companies like Shandong Pharmaceutical Glass and Linuo Pharmaceutical Packaging are expanding capacity and integrating the supply chain to accelerate domestic substitution in the borosilicate glass market [8]. Group 5: Future Plans - Shandong Pharmaceutical Glass aims to increase its production capacity to 5 billion units per year by 2025, with a target export ratio of 20%-25% [9]. - Linuo Pharmaceutical Packaging plans to achieve a production capacity of 63,000 tons per year by 2025, covering all specifications from 5ml to 500ml [9]. - Qibin Group is investing 780 million yuan to build two production lines for borosilicate glass, expected to be operational by 2025 with an annual capacity of 100,000 tons [9].