Group 1 - The core viewpoint of the article highlights the rapid development of China's silicon industry, which is currently facing challenges such as supply-demand mismatches, chaotic market competition, and significant price fluctuations, particularly since 2024 when prices across the silicon industry chain have fallen below cash costs, putting companies in distress [1] - To address these issues, the China Nonferrous Metals Industry Association is organizing the "2025 China (Leshan) Silicon Industry Chain Development Conference" from June 24-26, 2025, in Leshan, Sichuan, aimed at scientifically assessing industry trends and enhancing technological innovation capabilities [1] Group 2 - The conference will focus on themes such as technological innovation for cost reduction and efficiency improvement, and industry collaboration for progress [19] - The event will feature various sessions including a futures cultivation exchange, opening ceremony, keynote speeches, thematic reports, and high-level dialogues addressing topics like the exit of backward production capacity, technological innovation directions, supply-demand trends of main and auxiliary materials, and the prospects of the energy storage market [20][21][22] - The agenda includes specialized workshops on the industrial silicon market, organic silicon industry trends, and the development of new technologies in the photovoltaic sector [23][25]

Core Viewpoint - Fused quartz and quartz are closely related but differ in manufacturing processes, purity levels, and specific characteristics, making them suitable for different applications [1][3]. Composition and Structure - Both fused quartz and quartz primarily consist of silicon dioxide (SiO₂), with fused quartz being amorphous and lacking a crystalline structure, while quartz has a crystalline structure [2]. - The amorphous structure of fused quartz is achieved through high-temperature melting, whereas quartz is naturally formed [2]. Manufacturing Process - Fused quartz is produced by melting high-purity silica sand at extremely high temperatures, resulting in a glass-like non-crystalline material, while quartz is a natural mineral that is mined and processed for various uses [2]. - The manufacturing process of fused quartz results in higher chemical purity compared to natural quartz [2]. Purity Levels - Fused quartz typically has a chemical purity exceeding 99.9%, while natural quartz also has a high SiO₂ content but may contain trace impurities depending on its source [2]. - The high purity of fused quartz makes it particularly suitable for applications requiring high optical clarity and chemical resistance [2]. Thermal Properties - Fused quartz has a very low thermal expansion coefficient, providing strong thermal shock resistance, making it suitable for high-temperature applications [2]. - Although quartz also has a low thermal expansion coefficient, its crystalline structure can make it more susceptible to thermal stress under certain conditions [2]. - Fused quartz has a high softening temperature of approximately 1670°C, allowing it to maintain structural integrity at elevated temperatures [2]. Optical Properties - Fused quartz exhibits excellent ultraviolet (UV) transmittance, making it an ideal material for lenses and other optical devices [2]. - While quartz also has good optical properties, the amorphous structure of fused quartz offers better transparency across a wider spectral range from UV to infrared [2]. - The high optical clarity and low scattering characteristics of fused quartz are particularly advantageous for precision optical applications [2]. Electrical and Chemical Resistance - Fused quartz provides outstanding electrical insulation properties, making it suitable for electronic and semiconductor applications [5]. - Both materials exhibit strong corrosion resistance and chemical inertness, but the higher purity of fused quartz typically results in better performance in corrosive chemical environments [5]. Applications - Fused quartz is commonly used in high-precision optical components, semiconductor manufacturing, and high-temperature lighting applications [5]. - Quartz is utilized in less demanding optical applications, as well as in the production of quartz glassware and industrial components [5]. - The superior performance of fused quartz makes it the preferred material for applications requiring extremely high purity, thermal stability, and optical clarity [5].

『 主办单位 : 中 国 有 色 金 属 工 业 协 会 硅 业 分 会 了 ㄴ Hosted by: Silicon Industry of China Nonferrous Metals Industry Association – 回国確心 China Silicon Industry ...

回国確心 China Silicon Industry 『 主办单位 : 中 国 有 色 金 属 工 业 协 会 硅 业 分 会 了 ㄴ Hosted by: Silicon Industry of China Nonferrous Metals Industry Association – ...

近年来，我国硅产业发展迅速，与此同时，也面临着供需阶段性错配、市场无 序竞争以及价格剧烈波动等诸多问题。特别是2024年以来，硅产业链各环节价格均 跌破行业现金成本，行业企业陷入困境。为科学准确研判产业发展趋势，加快提升 产业科技创新能力，积极推动产业链协同，促进全行业高质量发展，中国有色金属 工业协会定于 6月24-26日 在 四川省乐山市 召开"2025年中国（乐山）硅产业链发展 大会"。 会议主题 技术创新降本增效 行业协同砥砺前行 组织单位 时间地点 报到时间：2025年6月24日 会议时间：2025年6月24-26日 会议地点：四川 ·乐山 会议酒店：乐山华邑酒店 主办单位： 中国有色金属工业协会 特邀协办 ： 四川永祥股份有限公司 协办单位： 乐山协鑫新能源科技有限公司 四川（乐山）晶科能源有限公司 乐山京运通新材料科技有限公司 乐山高测新能源科技有限公司 承办单位： 中国有色金属工业协会硅业分会 北京安泰科信息科技股份有限公司 支持单位： 中国光伏行业协会 初步日程 2025年6月24日【全天报到】 2025年6月24日下午【期货培育交流会】 2025年6月26日上午分会场二：【晶硅光伏产业市场 ...

工业硅 据海关数据统计，2025年4月份工业硅出口6.05万吨，环比增加1.64%，同比减少 9.19%。4月份整体出口量较3月份有增加但增幅较小，整体海外市场较为稳定，出口量变动较 小。出口均价为为1478美元/吨，环比下跌4.46%，同比下跌23.42%，主要是受国内工业硅 市场价格低迷影响，出口价格继续小幅下跌。 具体分地区来看，对日本出口1.05万吨，环比减少15.55%，日本地区4月份汽车受关税影 响出口量下降，带动对工业硅需求小幅减少；对韩国出口0.57万吨，环比减少1.99%；对欧洲 出口1.11万吨，环比减少15.81%，主要是由于4月份欧洲地区本土汽车销量减少，对工业硅需 求减少；对除日韩外的亚洲地区出口2.93万吨，环比增加25.56%，虽然关税影响下东南亚地 区部分工厂订单减少，但中国与东南亚地区新增多项合作，叠加中国工业硅的相对低价优势， 对中国工业硅需求不降反增。 图 1 工业硅出口量（单位：吨）和价格（单位：美元 / 吨） 根据海关最新数据， 2025 年 4 月我国多晶硅进口量为 954.3 吨，环比减少约 67.16% 。其中自德国的进口量为 665.0 吨，占总进口量的 69 ...

Core Viewpoint - The silicon wafer prices have stabilized this week, with strong price support from manufacturers and a slight recovery in market sentiment, leading to a steady market environment [1][2]. Group 1: Silicon Wafer Prices - The average transaction price for N-type G10L monocrystalline silicon wafers (182*183.75mm/130 μm) is 0.95 yuan per piece, unchanged from last week [1]. - The average transaction price for N-type G12R monocrystalline silicon wafers (182*210mm/130 μm) is 1.10 yuan per piece, unchanged from last week [1]. - The average transaction price for N-type G12 monocrystalline silicon wafers (210*210mm/130 μm) is 1.30 yuan per piece, unchanged from last week [1]. - The overall market price has shown a steady trend, with most companies maintaining strong price support and only a few smaller manufacturers selling at lower prices [1]. Group 2: Supply and Demand Dynamics - The recent decline in silicon wafer prices has led to strong price support from manufacturers, with some companies accelerating their production reduction plans [1]. - Downstream battery procurement has been relatively active, particularly for the 210 model silicon wafers, which has provided some support for the stability of silicon wafer prices [1]. - The overall industry operating rate has slightly decreased to around 53%, with leading companies maintaining rates around 50% and 56%, while integrated companies' operating rates have dropped to between 54% and 80% [1]. Group 3: Downstream Prices - There have been no significant fluctuations in downstream battery and module prices this week, with mainstream module prices at 0.66-0.67 yuan/W and battery cell prices at 0.26-0.27 yuan/W [2]. - The silicon wafer market is expected to remain stable in the short term due to manufacturers' measures to reduce supply and maintain prices [2].

1、美国太阳能制造商要求政府立即封堵东南亚光伏组件进口关税漏洞 美国国际贸易委员会（USITC）上周针对东南亚四国（柬埔寨、马来西亚、泰国、越南）太阳 能产品的损害终裁结果，正引发本土制造商与进口商的激烈博弈。美国太阳能制造商联盟 （SEMA）等组织近日公开呼吁，要求USITC最迟在6月2日前公布最终关税细则，否则可能因程序 漏洞导致大量东南亚组件在新关税生效前突击涌入美国市场。 2025年5月25日，土耳其贸易部发布第2025/8号公告称，应土耳其生产商申请，对原产于中 国的太阳能电池板接线盒（参考英语译文：Junction Boxes for solar panels）启动反倾销调查。 本案倾销调查期为2024年全年，损害调查期为2022年1月1日～2024年12月30日。涉案产品的土 耳其税号为8544.42.90.00.11、8544.60.10.00.11、8544.60.90.00.00。公告自发布之日起生 效。 利益相关方应于公告发布37日内提交调查问卷。 3、泰国停止对光伏等行业投资优惠 据泰媒报道，泰国投资委员会（BOI）19日召开会议，出台4项措施帮助泰国企业应对美关税 和外部挑战。 一是 ...

2025年5月20日，广元市生态环境局拟对工业硅新型生产装置科创项目环境影响评价文件作出 审批意见的公示。 项目名称：工业硅新型生产装置科创项目 1、陕西有色多晶硅产业升级项目正式进入设备安装阶段 近日，由中国化学天辰公司总承包的陕西有色多晶硅产业升级项目 DCS塔 顺利完成吊装，标 志现场施工从土建阶段正式进入设备安装阶段。 据悉，该项目建设年产 8万吨（第一步2.5万吨）绿色低碳节能电子级粒状多晶硅生产线，以 及硅烷气生产和公用工程等配套设施，项目投产后将进一步推动陕西省光伏产业链高质量发展。 本次吊装的 DCS塔是现场制作的超限塔器，塔重352吨，采取分段吊装。吊装方案选用一台 1000吨履带吊作为主吊和一台450吨履带吊作为辅助。 天辰公司相关负责人介绍，在设备吊装前，项目部会同联合体施工单位、设备吊装单位、设备 制作单位对吊装方案进行详细审查，对吊装设备进行全面的检 查和清理，并组织安全管理人员进行 安全技术交底，制定全面安全管理方案，确保设备的吊装工作顺利完成。下一步，陕西有色多晶硅 项目部将持续增强工作主动性，以项目节点为导向，精准谋划部署，全力推动项目建设有序推进。 2、 商务部：鼓励国家级经 ...

Group 1 - The price of polysilicon has slightly decreased this week, with n-type re-investment material trading at a range of 36,000-38,000 CNY/ton, averaging 37,500 CNY/ton, a decrease of 2.85% month-on-month [1] - The trading price for n-type granular silicon is between 34,000-35,000 CNY/ton, averaging 34,500 CNY/ton, down 4.17% month-on-month [1] - The p-type polysilicon price remains stable, trading between 30,000-33,000 CNY/ton, with an average of 31,300 CNY/ton, unchanged month-on-month [1] - The decrease in prices is attributed to bulk transactions by companies and downstream firms lowering their raw material procurement price expectations [1] - As of now, there are 11 polysilicon production companies, all operating at reduced capacity, and it is anticipated that production capacity will be replaced in June, maintaining stable monthly supply [2] Group 2 - The overall monthly polysilicon output is expected to be further reduced and maintained at a low level [2] - The recent price decline is also influenced by the upcoming wet season in the southwest region, leading polysilicon companies to accept some price adjustments [1]