In July, various enterprises in the photovoltaic field announced their semi-annual forecasts for 2023. Benefiting from the unexpected development of the photovoltaic industry in the first half of the year , the forecast performance of each semi-annual report is very gratifying.
Recently, Oujing Technologies also announced its performance forecast for the first half of the year, predicting that the net profit attributable to shareholders of listed companies in the first half of 2023 will be 385 million yuan to 426 million yuan, an increase of 318.05% to 362.57% over the same period of last year; Net profit after deducting non-recurring gains and losses was 372 million yuan to 413 million yuan, an increase of 306.96% to 351.81% over the same period last year.
It is worth noting that in the first quarter of this year, Oujing announced a net profit of 172 million yuan attributable to shareholders of listed companies and a net profit of 161 million yuan attributable to shareholders of listed companies after deducting recurring gains and losses. That is to say , in the second quarter of this year, the net profit attributable to shareholders of listed companies should be 213 million yuan to 254 million yuan. 
In 2022, the company realized revenue of 1.434 billion yuan, net profit attributable to shareholders of listed companies was 238 million yuan, and net profit attributable to shareholders of listed companies after deducting recurring gains and losses was 237 million yuan.
To sum up, we can see that the net profit of Oujing Technology in the second quarter of this year has exceeded the profit of the whole year of last year. This is really envious.
For the proud performance in the first half of the year, Oujing Science and Technology explained that it was mainly affected by the strong demand in the downstream market and the rising raw materials. At the same time, due to the impact of large-sized silicon wafers from downstream customers, the number and proportion of large-sized quartz crucibles sold by the Company continued to increase. Compared with small-sized quartz crucibles , the price of large-sized quartz crucibles was higher, and the gross profit margin of quartz crucible business increased , which led to a substantial increase in the operating results of the Company.
It is reported that the main product of Oujing Science and Technology Company is quartz crucible . In the
same case, there are quartz shares of domestic leading enterprises with high purity quartz sand.
On July 13, Quartz issued a performance pre-increase announcement for the first half of the year, predicting a net profit of 2.29 billion yuan to 2.49 billion yuan in the first half of the year, an increase of about 693.53% to 765.26% over the same period last year. In the first quarter of 2023 performance report issued by quartz shares
on April 28, the net profit was 821 million yuan, so the net profit of quartz shares in the second quarter of this year should be 1.469 billion yuan to 1.669 billion yuan. This is far more than net profit of 1.052 billion yuan in 2022.
The demand is in short supply, and the price of the quartz crucible is rising. The
quartz crucible is used to hold the molten polysilicon material in the crystal pulling process. It needs to be replaced after about 350 hours of use, and the replaced quartz crucible can only be scrapped, so it is a high-frequency consumable in the production of silicon wafers.
The quartz crucible has a double-layer structure: the outer layer is mainly used for heat dissipation, so its quality is not strictly required; but the inner layer is directly in contact with the silicon solution, so its quality will ultimately affect the quality of the silicon wafer, so the purity of the quartz sand is required to be extremely high, and the imported quartz sand is generally used. Especially for N-type components
in the whole industry, the raw materials of quartz sand are extremely scarce, and only a few areas of ore can meet the conditions for producing high-purity quartz sand. However, the purification process of quartz sand is relatively complex, and there are certain technical barriers. High-purity quartz sand has been in short supply, so the price has been high.
According to agency data, this week, the price of high-purity quartz sand in the inner layer was quoted by leading enterprises at 370000-440000 yuan/ton, the high price rose by 20000 yuan/ton, the price of middle layer sand was 190000-230000 yuan/ton, and the price of outer layer sand was 100000-120000 yuan/ton.
As a result, the price of quartz crucibles has also risen.
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