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研判2026!中国石英晶体元器件行业进入壁垒、市场政策汇总、产业链图谱、市场规模、竞争格局及发展趋势分析:中高端市场国产化替代空间巨大[图]
Chan Ye Xin Xi Wang· 2026-01-23 01:33
Core Viewpoint - The quartz crystal component industry is experiencing rapid growth driven by the expansion of consumer electronics, communication devices, and automotive electronics, alongside emerging sectors like IoT and renewable energy. Domestic companies are making significant technological advancements, breaking international monopolies, and transitioning from low-end manufacturing to high-value segments. By 2025, the market size of China's quartz crystal component industry is projected to reach 1.102 billion yuan, with a year-on-year growth of 18.8% [1][7]. Industry Overview - Quartz crystals, primarily composed of silicon dioxide (SiO2), are essential electronic components that utilize piezoelectric effects for frequency control and signal filtering [2]. - Quartz crystal components can be categorized into quartz crystal resonators and oscillators, with various packaging methods and frequency classifications [3][4]. Market Policies - The Chinese government has implemented numerous policies to support the development of the quartz crystal component industry, including guidelines for energy electronics and innovation in the metaverse, which create a favorable environment for industry growth [5][6]. Industry Chain - The industry chain consists of upstream suppliers of raw materials and production equipment, midstream manufacturers of quartz crystal components, and downstream application markets including communication devices, IoT, automotive electronics, and medical equipment [6]. Current Development - The market is characterized by a three-tier competitive structure: international giants dominate high-end markets, domestic leaders accelerate replacement, and small enterprises focus on niche segments. Domestic companies are improving their capabilities in raw material development and production equipment, aiming to catch up with international competitors [9]. Key Players - Major domestic companies include: - **Tai Jing Technology**: Engaged in the design, manufacturing, and sales of quartz crystal frequency components, with a revenue of 718 million yuan and a gross profit margin of 18.5% in the first nine months of 2025 [10]. - **Anhui Jing Sai Technology**: Focuses on quartz crystal oscillators and packaging materials, holding 59 patents and achieving a revenue of 272 million yuan in the first half of 2025 [11]. Development Trends - **Technological Upgrades**: The industry is focusing on high-frequency, high-precision, and miniaturization to meet the demands of advanced applications [12]. - **Expansion into High-End Applications**: The demand for quartz crystal components is increasing in automotive electronics, IoT, industrial automation, and medical electronics, with specific requirements for reliability and performance [13]. - **Accelerated Domestic Replacement**: Supported by policies and technological advancements, domestic companies are moving from low-end to high-end markets, reducing reliance on imports and enhancing self-sufficiency [14].
泰晶科技股份有限公司关于2024年员工持股计划第一个锁定期解锁条件成就的公告
Core Viewpoint - The announcement details the completion of the first lock-up period for the 2024 employee stock ownership plan of Taijing Technology Co., Ltd, with 211 eligible holders unlocking a total of 2,247,240 shares, representing 0.58% of the company's total share capital [5][18]. Summary by Sections Employee Stock Ownership Plan Overview - On September 12, 2024, the company held a staff representative meeting to approve the draft of the 2024 employee stock ownership plan [2]. - On September 13, 2024, the company’s Compensation and Assessment Committee approved the plan and its management measures, with related committee members abstaining from voting [2][3]. - On September 30, 2024, the company held a temporary shareholders' meeting to approve the implementation of the employee stock ownership plan, with related shareholders abstaining from voting [3]. Lock-up Period and Unlocking Conditions - The first lock-up period for the employee stock ownership plan began on November 8, 2024, when 7.65 million shares were transferred to the plan's account, with the lock-up period lasting up to 36 months [5][6]. - The unlocking conditions were based on individual performance assessments, with 210 holders scoring above 80 points unlocking 2,241,000 shares, while one holder with a score between 70-80 unlocked 6,240 shares [6][14]. Subsequent Arrangements Post Unlocking - After the lock-up period, the management committee will decide on the timing for liquidating the assets of the employee stock ownership plan and distributing the proceeds to holders [8]. - Any unallocated shares and corresponding dividends will be handled by the management committee, with profits reverting to the company [9]. Trading Restrictions and Plan Duration - The employee stock ownership plan will adhere to trading restrictions during specific periods, including before the announcement of annual and semi-annual reports [10]. - The plan has a duration of 60 months, starting from the approval date, and can be extended or terminated under certain conditions [12][13]. Board Committee Opinion - The Compensation and Assessment Committee confirmed that the unlocking conditions for the first lock-up period have been met, with no harm to the interests of the company or its shareholders [14].
泰晶科技(603738) - 广东华商律师事务所关于泰晶科技股份有限公司2024年员工持股计划第一个锁定期解锁条件成就相关事项的法律意见书
2026-01-22 09:45
广东华商律师事务所 关于泰晶科技股份有限公司 2024年员工持股计划第一个锁定期 解锁条件成就相关事项的 广东华商律师事务所 关于泰晶科技股份有限公司 2024 年员工持股计划第一个锁定期解锁条件成就相关事项的 法律意见书 致:泰晶科技股份有限公司 法律意见书 CHINA COMMERCIAL LAW FIRM. GUANG DONG 深圳市福田区深南大道4011号香港中旅大厦21-26层 邮政编码(P.C.):518048 21-26/F, China Travel Service Tower, 4011 Shennan Avenue, Futian District, Shenzhen, CHINA 电话(Tel):0086-755-83025555 传真(Fax):0086-755-83025068 网址 http://www.huashang.cn 法律意见书 法律意见书 3.本所及经办律师仅就公司本次员工持股计划本次解锁相关事项发表意 见,并不对会计、审计等专业事项发表意见,本所及经办律师不具备对该等专业 事项进行核查和作出判断的合法资格。本所及经办律师在本法律意见书中对与该 等专业事项有关的报表、 ...
泰晶科技(603738) - 泰晶科技股份有限公司关于2024年员工持股计划第一个锁定期解锁条件成就的公告
2026-01-22 09:45
证券代码:603738 证券简称:泰晶科技 公告编号:2026-003 泰晶科技股份有限公司 关于 2024 年员工持股计划第一个锁定期解锁条件成就的公告 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: | 本次员工持股计划草案披露时间 | 时间:2024 9 日 | 年 | 月 | 14 | | | | --- | --- | --- | --- | --- | --- | --- | | 及公告名称 | 公告名称:《泰晶科技股份有限公司 员工持股计划(草案)》 | | | | 2024 | 年 | | 锁定期届满日期 | 2025-11-08 | | | | | | | 可解锁股票数量及占总股本比例 | 可解锁股票数量: 2,247,240 | | | | 股,占总股本比 | | | | 例:0.58% | | | | | | 一、本次员工持股计划基本情况 (一)2024 年 9 月 12 日,泰晶科技股份有限公司(以下简称"公司")召 开职工代表大会,审议通过《关于<公司 2024 年员工持股计划(草案) ...
泰晶科技(603738) - 泰晶科技股份有限公司第五届董事会第十一次会议决议公告
2026-01-22 09:45
证券代码:603738 证券简称:泰晶科技 公告编号:2026-002 泰晶科技股份有限公司 第五届董事会第十一次会议决议公告 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。 一、董事会会议召开情况 泰晶科技股份有限公司(以下简称"公司")第五届董事会第十一次会议于 2026 年 1 月 22 日在公司会议室以现场结合通讯的方式召开。召开本次董事会的 会议通知及材料已于 2026 年 1 月 19 日以邮件方式送达全体董事和高级管理人员。 本次会议由董事长喻信东先生主持,应到会董事 7 名,实到 7 名,公司高级管理 人员列席了本次会议。本次董事会会议的召集、召开及表决程序符合《公司法》 和《公司章程》等相关规定。 特此公告。 泰晶科技股份有限公司董事会 (一)审议通过《关于 2024 年员工持股计划第一个锁定期解锁条件成就的 议案》 根据《公司 2024 年员工持股计划(草案)》的相关规定和解锁安排,公司 2024 年员工持股计划第一个锁定期解锁条件已成就。10 名持有人因个人原因离 职,其持有的尚未解锁的 2024 年员工 ...
泰晶科技:1月22日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2026-01-22 09:43
每经AI快讯,泰晶科技1月22日晚间发布公告称,公司第五届第十一次董事会会议于2026年1月22日在 公司会议室以现场结合通讯的方式召开。会议审议了《关于2024年员工持股计划第一个锁定期解锁条件 成就的议案》等文件。 每经头条(nbdtoutiao)——特朗普强要格陵兰岛,丹麦一养老基金率先清仓美债,美国资产全线下 跌!欧洲手握"金融核按钮",双方会"鱼死网破"吗?专家解读→ (记者 张明双) ...
泰晶科技:公司生产的石英晶体元器件可适配商业航天等关键系统的时序需求
Zheng Quan Ri Bao Wang· 2026-01-14 12:40
Core Viewpoint - The company, Taijing Technology, emphasizes the importance of its quartz crystal components as essential electronic components that provide standard frequency sources and clock pulse signals, highlighting their high stability and reliability [1] Group 1: Product Characteristics - The quartz crystal components produced by the company are characterized by high stability and high reliability [1] - These components are suitable for critical systems in commercial aerospace and low-altitude economy sectors, including navigation communication, flight control, and device interconnection [1]
泰晶科技:2025年前三季度营收同比增长16.22%
Zheng Quan Ri Bao· 2026-01-08 14:12
Core Viewpoint - The company, Taijing Technology, is actively participating in market competition through pricing strategies and new product development, aiming for a revenue growth of 16.22% year-on-year in the first three quarters of 2025 [2] Group 1: Market Strategy - The company is focusing on expanding its market share by implementing competitive pricing strategies and developing new products [2] - The company is targeting high-growth sectors such as automotive electronics, optical communications, data centers, and AI computing [2] Group 2: Financial Performance - The company anticipates a year-on-year revenue increase of 16.22% for the first three quarters of 2025 [2] - The completion of production line construction and the gradual release of production capacity are expected to significantly contribute to the company's revenue [2] Group 3: Long-term Competitiveness - The company aims to enhance its long-term competitiveness and optimize its profit structure through strategic investments in product layout and production lines [2]
泰晶科技:公司加大汽车电子、光通信等高增长领域的产品布局与产线投入
Zheng Quan Ri Bao Wang· 2026-01-08 14:09
Group 1 - The company, Taijing Technology (603738), is increasing its product layout and production line investment in high-growth areas such as automotive electronics, optical communication, data centers, and AI computing power [1] - The company claims to have the capability to meet market demand in these sectors [1]
泰晶科技1月6日获融资买入2910.60万元,融资余额4.87亿元
Xin Lang Cai Jing· 2026-01-07 01:26
Group 1 - The core viewpoint of the news is that 泰晶科技 (Taijing Technology) has shown significant trading activity and financial performance indicators, with a notable increase in financing and a mixed performance in revenue and profit [1][2]. Group 2 - On January 6, 泰晶科技's stock price increased by 1.13%, with a trading volume of 249 million yuan. The financing buy-in amount for the day was 29.11 million yuan, while the financing repayment was 25.46 million yuan, resulting in a net financing buy of 3.65 million yuan. The total financing and securities balance reached 488 million yuan [1]. - The financing balance of 泰晶科技 is 487 million yuan, accounting for 7.85% of its circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing activity [1]. - As of September 30, 泰晶科技 reported a total revenue of 718 million yuan for the first nine months of 2025, representing a year-on-year growth of 16.22%. However, the net profit attributable to the parent company was 35.02 million yuan, reflecting a significant year-on-year decrease of 58.51% [2]. - The number of shareholders for 泰晶科技 increased to 41,600, up by 2.31% compared to the previous period, while the average circulating shares per person decreased by 2.26% to 9,358 shares [2]. - Since its A-share listing, 泰晶科技 has distributed a total of 342 million yuan in dividends, with 120 million yuan distributed over the past three years [2]. - Among the top ten circulating shareholders as of September 30, 2025, Hong Kong Central Clearing Limited is the seventh largest shareholder, having newly acquired 4.07 million shares [2].