壹石通(688733) - 壹石通投资者关系活动记录表

Group 1: Company Overview - Anhui Yishitong Material Technology Co., Ltd. focuses on high-purity quartz sand production, utilizing innovative synthetic technology to achieve mass production [2][3]. - The company has developed a new preparation process for high-purity quartz sand, differentiating itself from traditional methods that rely on scarce high-quality mineral resources [3][4]. Group 2: Production Capacity and Technology - The company plans to establish a pilot production line with a capacity of 1,000 tons, aiming for a total annual production capacity of 20,000 tons based on market demand [3][4]. - The high-purity quartz sand products have completed small-scale trial production, with testing results meeting expectations [3]. Group 3: Product Specifications and Applications - The purity of the high-purity quartz sand can exceed 4N8 (SiO2 content ≥ 99.998%), with an average purity reaching 5N or above (SiO2 content ≥ 99.999%) [4]. - The products are primarily used in photovoltaic quartz crucibles and semiconductor-related fields, with effective control of aluminum (Al) content within 10±2 ppm [4]. Group 4: Market Position and Pricing Strategy - The company anticipates that the prices of high-end high-purity quartz sand will remain elevated in the coming years, based on historical analysis and industry trends [4]. - The preparation technology offers strong cost advantages, allowing the company to maintain reasonable profit margins even if prices for high-end products decline [4]. Group 5: Investor Relations Activity - The investor relations activity on February 5, 2024, included discussions with multiple brokerage analyst teams to address investor concerns regarding the high-purity quartz sand project [2][3]. - The meeting was attended by representatives from various funds and securities firms, indicating strong interest from institutional investors [5].