本周多晶硅 n 型复投料成交价格区间为 4.5-4.9 万元 / 吨，成交均价为 4.74 万元 / 吨，周环比上涨 0.42% 。 n 型颗粒硅成交价格区间为 4.4-4.5 万元 / 吨，成交均价为 4.45 万元 / 吨，周环比上涨 0.45% 。 本周多晶硅成交量环比略有减少，但签单企业数量增至 6 家，其中部分企业成交价 格维持不变，其余企业价格上调 1 元 / 公斤，整体均价小幅上涨。 多晶硅价格维持涨 势的主要原因在于： 7 月份多晶硅价格调至成本线上以来， 头部企业签单量相对较 大，去库程度明显，个别企业甚至清库，无余量可签，故本周头部企业成交价整体持 稳，个别订单小幅上调。此外，头部企业签单饱和后，市场需求余量转至其他硅料企 业，而中部企业相对较高的成本同样对本周整体价格形成支撑。 本周在产多晶硅企业数量维持在 9 家，按当前排产计划， 8 月份国内多晶硅产量预 计在 12.5 万吨， 9 月份部分复产产线继续放量，国内产量或将继续增至 14 万吨左右， 而同期硅片产出基本持稳，多晶硅库存将在高位基础上累增超过 5 万吨，市场供需失 衡的困局再次加码。为缓解供需压力，部分硅料企业正计划协同限 ...

本周国内工业硅现货价格维持平稳，期货价格小幅下跌。过去一周（ 2025年7月31日-8月6日）， 主力合约 2511 收盘 价从 8700 元 /吨 小幅下跌 至 8600 元 /吨，涨幅为1.15 % 。全国综合价格 为 9196元/吨，维持平稳，其中分牌号来看， 553为 8764 元 /吨、441为 9174 元 /吨、421为 9875 元 /吨，新 疆、云南和四川的综合价格为 8840 元 /吨、 10020 元 /吨和 9900 元 /吨。 经历过去一个多月的价格大幅波动之后，本周工业硅期现价格呈现持稳态势，但实际成交量较少，市场观望情绪加剧。目前整个市场处于矛盾状态之 中，一方面是国家相关政策对于中长期市场的正向引导，另一方面是业内对短期市场供需基本面的悲观预期。从生产企业来看，国内龙头企业开始逐步复 产，而四川云南开工率逐步增加 50%和30%，但是企业大部分产量均通过期货进行套保保值，短期内可销售量并不大，也无降价促销的意愿。从需求企业 来看，虽然下游多晶硅和有机硅企业上调开工率，但采购意愿不高，期待更低的价格采购 。 综合来看，近期市场价格大幅波动主导因素为产业政策对市场影响的预期，中长期 ...

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 | | | | ...

注:此报价为整理多家生产光伏玻璃企业报价,均为含税 价,涨跌幅度根据上周报价比较所得。 | 光伏玻璃(元/平方米) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 2.0mm 光伏玻璃 | 11. 5 | 10. 5 | 11 | 0. 5 | | 3.2mm 光伏玻璃 | 19. 5 | 18. 5 | 19 | 0. 5 | | | | | | 2025-8-12 | 硅业分会会长 段德炳 010-63971958 硅业分会常务副会长 长按识别二维码 林如海 010-62229972 获取更多信息咨询 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 晶 18811526675 刘 硅业分会干事 博 15587104501 张 敏 18515390913 李 中国有色金属工业协会硅业分会 ...

Core Viewpoint - The article highlights China's competitive edge in the global green industry, particularly in photovoltaic products, new energy vehicles, and lithium batteries, while also addressing the challenges of "involution" competition within the industry [2]. Group 1: Industry Overview - China's manufacturing sector has excelled in the green industry due to advanced technologies and innovative products, especially in the "new three items": photovoltaic products, new energy vehicles, and lithium batteries [2]. - The importance of silicon-based materials in the photovoltaic industry chain is emphasized, as they are crucial for maintaining supply chain stability and addressing low-price disorderly competition [2]. Group 2: Upcoming Conference - The China Nonferrous Metals Industry Association is organizing the "2025 China Silicon Industry Conference" from September 10-12, 2025, in Baotou, Inner Mongolia, focusing on technological innovation and industry self-discipline [2]. - The conference aims to provide a platform for representatives to enhance communication, negotiate cooperation, and promote the sustainable and stable development of China's silicon industry [2].

从 7 月开始，以福莱特等龙头企业为首，光伏玻璃行业各企业减产行动推进较为顺畅，效果初显成 效，据了解，目前在产产能已从前期接近 10 万吨 / 天降至 8.5 万吨 / 天。另外， 7 月份的中央财经委员 会第六次会议强调依法依规治理企业低价无序竞争，引导企业提升产品品质，推动落后产能有序退出。 以及 7 月 31 日，工信部召开光伏压延玻璃产业运行座谈会，行业达成低于成本价格的订单重新报价， 并且维持继续减产趋势的统一意见。展望后市，随着供应降低，以及政策的落地，光伏玻璃市场有望回 暖。但是，终端需求仍未完全好转，叠加短期内欧美贸易壁垒等国际关系变化，光伏玻璃市场仍充满变 数，预计后市震荡运行。 8 月以来，光伏玻璃市场回暖，在经历了长期的下跌后，价格触底反弹，各家报价出现上调态势。 具体来看，截至本周， 2.0mm 光伏玻璃报价 10-11 元 / 平方米， 较 7 末月上幅 7.79% ， 3.2mm 光伏玻 璃主流成交 18-19 元 / 平方米，较 7 末月上幅 4.23% 。 8 月光伏玻璃的上涨主要是以下因素，其一是下 游组件企业适量采买，订单较前期有所增加，光伏玻璃库存小幅消纳；其二，部分玻 ...

Core Viewpoint - The article highlights China's competitive edge in the global green industry, particularly in photovoltaic products, new energy vehicles, and lithium batteries, while also addressing the issue of "involution" competition within the industry [2] Industry Summary - The importance of silicon-based materials in the photovoltaic industry is emphasized, as they are crucial for maintaining supply chain stability and addressing low-price disorder in competition [2] - The China Nonferrous Metals Industry Association is organizing the "2025 China Silicon Industry Conference" in Baotou, Inner Mongolia, from September 10-12, 2025, focusing on technological innovation and industry self-discipline [2] Event Details - The conference aims to strengthen communication and cooperation among industry representatives to promote the sustainable and healthy development of China's silicon industry [2] - The event will include the fifth member representative assembly and council election of the silicon industry branch [2]

Core Points - The 2025 China Silicon Industry Conference is set to take place, attracting participants from government departments, industry associations, major upstream and downstream silicon production enterprises, traders, consumers, equipment manufacturers, auxiliary material producers, financial institutions, research institutes, and media representatives [2] Group 1: Conference Details - The conference offers various promotional opportunities such as display boards, roll-up banners, informational materials, and speaking engagements to enhance corporate visibility and facilitate collaboration [2] - Registration for the conference is free, with member units receiving complimentary conference materials and meal vouchers, while non-member units and excess members are charged 2000 yuan per set for materials and meal vouchers [11] Group 2: Promotional Pricing - The pricing for promotional items includes: - Roll-up banner: 5000 yuan - Material placement: 5000 yuan - Tea break video display: 10000 yuan - Color pages: 6000 yuan - Material bagging: 9000 yuan - Presentation report: 50000 yuan - Name listing: 50000 yuan - Background board (3*3): 15000 yuan - Exhibition fountain: 10000 yuan - Exhibition booth (background board + exhibition table): 20000 yuan [4] Group 3: Contact Information - For registration, contact Zhang Bo at 15587104501, for promotional inquiries contact Zhang Fan at 18001036278, and for accommodation inquiries contact Li Peiyao at 18611884979 [14][17]

Group 1 - The core viewpoint of the article indicates that the silicon wafer prices have stabilized this week, with no significant changes observed in the market [1][2] - The average transaction prices for N-type G10L, G12R, and G12 silicon wafers are 1.2 yuan, 1.35 yuan, and 1.55 yuan per piece respectively, all remaining unchanged from the previous week [1][3] - The market is currently in a stalemate phase, with downstream demand decreasing due to sensitivity to cost changes and a pause in battery stocking, while upstream suppliers are reluctant to lower prices due to stable silicon material prices and low inventory [1][2] Group 2 - Downstream battery and component prices have also remained stable, with mainstream battery prices at 0.28-0.29 yuan/W and component prices at 0.66-0.67 yuan/W [2] - The overall operating rate in the industry is stable, with leading companies operating at rates of 50% and 46%, while integrated companies operate between 50%-80% [1] - The market sentiment is increasingly cautious, with expectations of short-term price fluctuations and long-term price trends influenced by terminal component market demand and downstream battery purchasing rhythms [2]

Core Viewpoint - The industrial silicon spot prices have declined recently, with fluctuations in the market and limited improvement in the fundamentals, leading to a cooling market sentiment and price drop [1][2]. Price Trends - The main contract price for industrial silicon dropped from 8750 CNY/ton to 8700 CNY/ton, a decrease of 0.57% during the week of July 31 to August 6, 2025. The national average price is 9196 CNY/ton, down by 182 CNY/ton [1]. - Specific grades of industrial silicon saw the following prices: 553 at 8764 CNY/ton (down 438 CNY/ton), 441 at 9174 CNY/ton (down 178 CNY/ton), and 421 at 9875 CNY/ton (down 97 CNY/ton) [1][3]. - The FOB price decreased by 30 USD/ton [1]. Supply and Demand Dynamics - On the supply side, production in northern regions remains stable, with a slight increase in large factory operations. Southern regions are experiencing increased output due to the rainy season and new capacity coming online [1]. - Demand from downstream sectors is slightly increasing, with higher operating rates in organic silicon monomer plants and some recovery plans in multi-crystalline silicon production lines. Overall, the demand from the three major downstream sectors for industrial silicon is expected to increase slightly [1][2]. Market Sentiment - Despite the slight increase in demand, the overall market sentiment is cooling, and the industry is facing pressure on inventory consumption, making price increases difficult. The market is expected to remain in a range-bound fluctuation [2].