Core Viewpoint - The article provides a detailed analysis of the pricing trends for high-purity quartz sand and quartz crucibles in China, highlighting the current market prices and their fluctuations as of September 16, 2025. Pricing Analysis of High-Purity Quartz Sand - Import quartz sand has a highest price of 8.75 million yuan per ton, a lowest price of 8 million yuan, and an average price of 8.375 million yuan, with no price fluctuation reported [1]. - Inner layer quartz sand is priced at a maximum of 7 million yuan, a minimum of 5 million yuan, and an average of 6 million yuan, also showing no price fluctuation [1]. - Middle layer quartz sand has a highest price of 3 million yuan, a lowest price of 2.5 million yuan, and an average of 2.75 million yuan, with no price fluctuation [1]. - Outer layer quartz sand is priced at a maximum of 2.2 million yuan, a minimum of 1.8 million yuan, and an average of 2 million yuan, with no price fluctuation [1]. Pricing Analysis of Quartz Crucibles - The 28-inch quartz crucible has a highest price of 0.62 million yuan, a lowest price of 0.6 million yuan, and an average price of 0.61 million yuan, with no price fluctuation [1]. - The 32-inch quartz crucible is priced at a maximum of 0.7 million yuan, a minimum of 0.66 million yuan, and an average of 0.68 million yuan, also showing no price fluctuation [1]. - The 36-inch quartz crucible has a highest price of 0.78 million yuan, a lowest price of 0.74 million yuan, and an average of 0.76 million yuan, with no price fluctuation [1].

Core Viewpoint - The article provides an overview of the pricing trends for photovoltaic glass, highlighting the current market prices and their fluctuations, which are essential for understanding the industry's dynamics and potential investment opportunities [1]. Pricing Summary - The highest price for 2.0mm photovoltaic glass is 13 yuan per square meter, while the lowest is 12 yuan, resulting in an average price of 12.5 yuan per square meter with no price fluctuation reported [1]. - For 3.2mm photovoltaic glass, the highest price is 21 yuan per square meter, the lowest is 20 yuan, leading to an average price of 20.5 yuan per square meter, also with no price fluctuation reported [1]. - The prices mentioned are inclusive of tax and are based on the comparison of quotes from multiple photovoltaic glass manufacturers [1].

Crushing and Screening Stage - The initial step involves selecting high-purity, low-gray particles from larger ore types like quartzite, followed by crushing using jaw or cone crushers, ensuring the desired particle size through a closed-loop system with vibrating screens [2] - The crushed product is then processed in a sand-making machine to obtain quartz sand of specific granularity [2] Grinding Stage - Quartz sand grinding typically employs a single-stage or two-stage overflow ball mill, with the second stage forming a closed-loop cycle with a spiral classifier or hydrocyclone to ensure the required fineness [3] Beneficiation Stage - To achieve high-purity industrial quartz sand, further purification processes are necessary after obtaining quartz sand of a certain granularity, including washing, classification, scrubbing, magnetic separation, flotation, and acid leaching [4] - Washing and classification are essential to remove clay and impurities, as the quality of quartz sand decreases with smaller particle sizes [4] - Scrubbing utilizes mechanical force to remove iron films or adhering impurities from quartz particles, followed by separation of finer particles using a hydrocyclone [4] - Magnetic separation effectively removes weakly magnetic impurities like hematite and biotite, using wet permanent magnetic drum separators for weak magnetic and high-gradient magnetic separators for strong magnetic separation [4] - Flotation aims to remove non-magnetic impurities such as feldspar and mica, with HF commonly used as an activator in the process [5] - Acid leaching exploits the solubility properties of quartz to separate and purify it, as quartz is nearly insoluble in common acids except for HF [5] - Microbial leaching is an emerging technique that uses specific microorganisms to remove iron films from quartz sand, showing promising results in laboratory settings but requiring further industrial research [5]

Core Viewpoint - The notification emphasizes the importance of promoting the development and utilization of renewable energy resources, particularly wind and solar energy, to achieve green and low-carbon energy transformation and meet carbon peak and carbon neutrality goals [2]. Group 1: Stable Supply Assurance - The public grid will provide stable supply assurance services for nearby consumption projects, ensuring reliable power supply and safety [2]. - Renewable energy projects must have a self-consumption ratio of at least 60% of total available generation and 30% of total consumption, increasing to 35% for new projects starting in 2030 [2]. Group 2: Cost Sharing for Supply Assurance - Nearby consumption projects will bear the costs of stable supply services based on the principle of "who benefits, who bears" [3]. - Transmission and distribution fees will be calculated based on capacity, with no system standby fees for exported electricity [3]. Group 3: Equal Market Participation - Nearby consumption projects will have equal market status with other power generation companies and users, participating in the electricity market as a unified entity [4]. - Projects must directly engage in market transactions without being represented by grid companies and will bear line loss costs for exported electricity [4]. Group 4: Implementation and Monitoring - Provincial price authorities are tasked with monitoring and summarizing implementation experiences, providing policy interpretations, and responding to social concerns [4]. - Project owners must file with local authorities and apply for grid connection, determining their own capacity and signing contracts with grid companies [4]. Group 5: Implementation Date - The notification will take effect on October 1, 2025, with prior projects needing coordination from local price authorities [5].

Core Viewpoint - The article provides a detailed analysis of the pricing trends for high-purity quartz sand and quartz crucibles in China, highlighting the price ranges, average prices, and price fluctuations as of September 9, 2025. Pricing Analysis of High-Purity Quartz Sand - Import quartz sand has a highest price of 8.75 million yuan per ton, a lowest price of 8 million yuan, and an average price of 8.375 million yuan with no price fluctuation reported [1]. - Inner layer quartz sand shows a highest price of 7 million yuan, a lowest price of 5 million yuan, and an average price of 6 million yuan, also with no price fluctuation [1]. - Middle layer quartz sand has a highest price of 3 million yuan, a lowest price of 2.5 million yuan, and an average price of 2.75 million yuan, with no price fluctuation [1]. - Outer layer quartz sand is priced at a highest of 2.2 million yuan, a lowest of 1.8 million yuan, and an average of 2 million yuan, with no price fluctuation [1]. Pricing Analysis of Quartz Crucibles - The 28-inch quartz crucible is priced at a highest of 0.62 million yuan, a lowest of 0.6 million yuan, and an average of 0.61 million yuan, with no price fluctuation [1]. - The 32-inch quartz crucible has a highest price of 0.7 million yuan, a lowest of 0.66 million yuan, and an average of 0.68 million yuan, with no price fluctuation [1]. - The 36-inch quartz crucible shows a highest price of 0.78 million yuan, a lowest of 0.74 million yuan, and an average of 0.76 million yuan, with no price fluctuation [1].

Core Viewpoint - The article provides an analysis of the pricing trends in the photovoltaic glass market, highlighting the price fluctuations and average prices for different thicknesses of photovoltaic glass [1][2]. Pricing Summary - For 2.0mm photovoltaic glass, the highest price is 13 yuan per square meter, the lowest is 12 yuan, and the average price is 12.5 yuan, with a fluctuation of 0.75 yuan [1]. - For 3.2mm photovoltaic glass, the highest price is 21 yuan per square meter, the lowest is 20 yuan, and the average price is 20.5 yuan, with a fluctuation of 1.25 yuan [1]. - The prices mentioned are inclusive of tax and are based on a comparison with the previous week's quotes [1].

Core Viewpoint - The "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry 2025-2026" aims to promote high-quality development and orderly growth in the electronic information sector, focusing on regional strategies and industrial clusters to enhance competitiveness and innovation [4][5][6]. Summary by Sections Overall Requirements - The plan emphasizes the importance of balancing supply and demand, enhancing innovation, and improving the resilience and safety of the supply chain in the electronic information manufacturing industry [5][6]. Main Goals - The expected average growth rate of the value-added output in the computer, communication, and other electronic equipment manufacturing sectors is around 7% from 2025 to 2026. The annual revenue growth rate for the electronic information manufacturing industry, including lithium batteries and photovoltaic sectors, is projected to exceed 5% [7]. Work Measures 1. **Promote Industrial Transformation and Upgrade** - Focus on high-end electronic products and enhance supply levels, particularly in AI terminals and smart devices [8][9]. 2. **Optimize Industrial Layout and Structure** - Encourage differentiated and characteristic development based on regional strategies, aiming to create internationally leading electronic information industry bases and clusters [9][10]. 3. **Strengthen Upstream and Downstream Coordination** - Leverage leading enterprises to support small and medium-sized enterprises, enhancing collaboration within the industry [11][12]. 4. **Improve Standardization Mechanisms** - Accelerate the establishment of industry standards to guide quality improvement and innovation [13]. 5. **Enhance Intellectual Property Protection** - Develop a quality evaluation system for intellectual property to support sustainable innovation in the electronic information sector [13]. 6. **Facilitate Domestic and International Market Circulation** - Expand new consumption scenarios and enhance the quality of domestic demand, while also promoting international cooperation and market access [14][15][16]. 7. **Promote Technological Innovation and Industry Integration** - Accelerate major project construction and strengthen the integration of technology and industry to enhance competitiveness [21][22][23]. 8. **Strengthen Talent and Capital Support** - Focus on talent development and financial support to foster innovation and competitiveness in the electronic information manufacturing industry [27][28]. Guarantee Measures - The plan includes various policy implementation strategies, emphasizing the need for coordination among government departments and continuous monitoring of industry trends to ensure effective execution [30].

Core Viewpoint - The article discusses the upcoming 2025 China Silicon Industry Conference, highlighting its significance in the silicon industry and the various topics that will be addressed during the event [2][3]. Event Overview - The conference will take place from September 10 to 12, 2025, in Baotou, Inner Mongolia, featuring various companies and organizations involved in the silicon industry [4][6]. - Key supporting and organizing bodies include the China Nonferrous Metals Industry Association and the Baotou Municipal Government [6]. Conference Agenda - The opening ceremony will include speeches, a plaque awarding ceremony, and a series of thematic reports on the current state and future trends of the silicon industry [7][9]. - Notable reports will cover topics such as the development status of China's silicon industry, future trends in crystalline silicon photovoltaic industry, and environmental management in the industrial silicon sector [9]. Industry Forums - An industry summit forum will take place on the afternoon of September 11, focusing on the current state of the organic silicon industry, low-carbon smelting applications, and the role of standards in the photovoltaic sector [11]. - Additional discussions will include market reviews and outlooks for the photovoltaic industry from a capital market perspective [11]. Technical Reports - On September 12, two parallel sessions will be held: one focusing on crystalline silicon market and technology, and the other on industrial silicon market and technology [12][14]. - Topics will include energy transition impacts on the polysilicon industry, safety production in polysilicon, and advancements in high-purity quartz sand technology [13][14]. Networking and Registration - Registration for the conference will occur on September 10, with various networking opportunities throughout the event [8][19]. - Attendees are advised to follow the conference schedule and maintain proper identification during the event [19].

Group 1 - The article discusses the upcoming "2025 China Silicon Industry Conference" scheduled for September 10-12, 2025, in Baotou, Inner Mongolia, focusing on "technological innovation and green transformation" [2] - The conference has already received over 600 registrations, indicating strong interest from industry participants [2] - The event aims to assist industry clients and financial institutions in understanding the industrial silicon supply chain and market opportunities, enhancing risk management capabilities [3] Group 2 - The conference will feature a series of presentations, including macroeconomic analysis and discussions on the industrial silicon market dynamics, particularly the transition between supply and demand phases [5] - Notable speakers include industry experts and analysts, such as Li Zezhen and Tang Dan, who will provide insights into industrial silicon pricing, cost, and supply-demand changes [5][6] - The agenda includes sessions on hedging strategies and case studies related to off-exchange derivative business models [5]

Group 1 - The core viewpoint of the article indicates that silicon wafer prices continue to rise, driven by strong demand and increasing raw material costs [2][3] - N-type G10L silicon wafer average transaction price is 1.28 yuan/piece, up 2.40% week-on-week; N-type G12R at 1.38 yuan/piece, up 0.73%; and N-type G12 at 1.60 yuan/piece, up 1.91% [2][4] - The overall operating rate in the industry has slightly increased, with leading companies operating at 52% and 50%, while integrated companies range from 54% to 80% [2] Group 2 - Downstream battery prices remain stable compared to last week, with mainstream battery prices at 0.28-0.29 yuan/W and component prices slightly increasing to 0.66-0.68 yuan/W, up 0.01 yuan/W week-on-week [3] - If raw material polysilicon prices continue to rise, the demand for 183 silicon wafers is expected to lead the market; however, domestic terminal component demand has not shown significant recovery [3] - The price fluctuations of various silicon wafers are based on weighted averages from 12 companies, which account for 92.77% of the domestic monocrystalline silicon wafer production in Q2 2025 [5]