本周工业硅现货价格小幅下跌。过去一周（2025年5月8日-14日），主力合约收盘价从8315元/吨震 荡波动至8490元/吨，涨幅为2.10%。全国综合价格为9276元/吨，下跌193元/吨，其中分牌号来看，553 为9027元/吨、441为9520元/吨、421为9928元/吨，分别下跌175元/吨、154元/吨和206元/吨，新疆、云 南、福建和四川的综合价格为9185元/吨、9802元/吨、15163元/吨和9900元/吨。FOB价格持稳。 本周工业硅市场成交氛围清淡，下游按需采购，市场情绪悲观，现货价格小幅下跌。供应端，南方 地区开工率小幅提升，北方地区除大厂少量停炉减产外，开工相对稳定，整体供应变动较小。需求端， 有机硅单体厂部分装置检修完成，供应有少量增加，对工业硅需求增加；多晶硅厂目前生产稳定，对工 业硅需求持稳；铝合金企业对工业硅按需采购，工业硅三大下游总需求有小幅增加的趋势。价格方面， 有机硅价格持稳，下游企业多持观望态度，市场交易活跃度不高；多晶硅价格下跌。 今日工业硅盘面受宏观情绪影响，主力合约2506收盘价较前一日上涨260元/吨，涨幅为3.16%，但 现货价格受其影响较小，在供需基本 ...

『 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 ...

Core Viewpoint - Quartz glass, primarily composed of silicon dioxide, is an essential material in modern strategic emerging industries such as information technology, optics, photovoltaics, semiconductors, and aerospace due to its superior properties like high transparency, high-temperature resistance, low expansion coefficient, strong chemical stability, high purity, and excellent electrical insulation [1]. Industry Chain of Quartz Glass Products - The quartz glass products can be categorized based on application fields, including semiconductor quartz products, photovoltaic solar quartz products, optical fiber quartz products, electric light source quartz products, optical quartz products, and others [2][3]. Semiconductor Sector - The semiconductor sector is the largest application area for quartz products, where high purity and chemical stability of quartz glass make it an indispensable material in semiconductor integrated circuit manufacturing [3][5]. - In the semiconductor industry, quartz products are used in various processes such as single crystal growth, wafer processing, integrated circuit wafer production, and packaging. Key quartz products include quartz crucibles, quartz plates, quartz rings, and quartz diffusion tubes [5][6]. - The demand for quartz glass is expected to grow significantly due to the increasing domestic semiconductor market and the push for domestic substitution in the semiconductor supply chain [6]. Photovoltaic Sector - In photovoltaic manufacturing, quartz products like quartz crucibles are crucial for the production of monocrystalline and polycrystalline silicon. The performance of quartz crucibles directly affects the quality of crystal pulling [8][10]. - The rapid development of the photovoltaic industry has led to a significant increase in demand for high-quality quartz products, particularly in the N-type high-efficiency monocrystalline segment [10]. Optical Fiber Communication Sector - Quartz glass materials are essential in the production of optical fiber preform rods and other supporting materials. Over 95% of the components in optical fiber preform rods are high-purity quartz products [12]. - The rapid growth of the optical fiber and cable industry in China has established it as the largest in the world, leading to an increasing demand for quartz rods and tubes in the coming years [12]. Optical and Electric Light Source Sector - Optical quartz glass is widely used in various optical applications due to its high-temperature resistance and low expansion rate. It is used in telescopes, laboratory optical equipment, communication devices, and projection displays [14]. - The demand for quartz glass in electric light sources is expected to remain stable as technology advances and production scales increase [14]. Conclusion - The quartz products industry is poised for significant growth as high-tech industries such as semiconductors, optical fiber communication, photovoltaics, electric light sources, and optical instruments continue to develop [16].

『 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 ...

近日，工信部办公厅发布《2025年工业和信息化标准工作要点》，提出 以标准推动工业绿色低碳发 展 。根据《工作要点》： 1、加强碳管理标准建设 落实工业领域碳达峰碳中和标准体系建设指南， 全方位布局温室气体相关标准，涵盖基础通用、核 算核查、技术装备、监测以及管理评价等关键方面。开展工业和信息化领域产品碳足迹核算规则标 准的制修订，研制碳达峰碳中和计量技术规范。制定工业领域清洁低碳氢应用等标准。 2、加强绿色制造标准建设 制修订绿色工厂、绿色工业园区、绿色供应链评价通则 以及绿色设计技术规范等标准，分行业修订 绿色工厂评价标准。 3、加强资源节约和循环利用标准建设 加快工业固废综合利用、再生资源综合利用、污染物防治等领域标准制定 ，推动重点用水行业用水 定额、节水型企业（园区）等标准制修订，开展节水工艺、技术及装备标准研制， 加快环保装备、 重点产品有害物质管控等标准制定。 以下为原文 总体要求： 坚持以习近平新时代中国特色社会主义思想为指导，全面贯彻党的二十大和二十届二 中、三中全会精神，认真落实全国新型工业化推进大会部署要求，切实履行管行业管标准的职能， 协同推进标准与产业发展战略、规划、政策联动实施，加 ...

进入二季度，工业硅供需基本面仍未见好转，市场交投氛围清淡，下游需求未出现明显增长，多以 刚需采购为主。工业硅主力合约收盘价格在5月9日达到工业硅期货上市以来最低点8205元/吨，需求不 振叠加盘面价格低迷，工业硅现货价格随之下跌。 具体来看，供应端，北方部分厂家停炉减产和南方地区维持低开工，原有产能总体产出减少，同时 新增产能投产计划放缓，但目前已有实际产出，对产量有一定补充，总体产量变动较小，预计产量在进 入丰水期时会有较大幅度的增加。需求端，有机硅单体厂在减产计划支撑下价格大幅提升，利润向上修 复，但后期下游采购热情降温，价格大幅下跌，目前多以观望为主，单体厂多有挺价意愿，生产多以维 持目前开工为主，对工业硅需求基本稳定；多晶硅企业暂无大规模复产计划，对工业硅需求变动较小； 铝合金企业整体生产稳定，按需采购工业硅，总体需求变动较小，未见明显增长，工业硅价格上涨缺乏 动力。 从库存来看，进入二季度，工业硅库存仍处高位（超过90万吨），与一季度末相比基本持平，库存 消耗较为困难。 总体来看，工业硅库存压力较大，叠加下游需求不振，价格难有上涨动力，但目前价格已跌破成本 线，下方空间不大。 ...

Group 1: Artas New Generation N-Type High-Efficiency Modules - Artas announced the launch of the new generation N-type high-efficiency CS6.2 series modules with a maximum power of 660W and a conversion efficiency of 24.4%, set to start global delivery in August 2025 [1] - The new modules utilize five core technological innovations, significantly enhancing system power generation and revenue performance, including advanced metal printing technology, optimized sintering process, and new passivation technology [1][2] - Compared to traditional TOPCon modules, the new modules have a bifacial rate increased to 90%, a temperature coefficient optimized to -0.28%/°C, and a maximum reduction in levelized cost of electricity (LCOE) by 5% [2] Group 2: JinkoSolar's Integrated Photovoltaic Project in Inner Mongolia - JinkoSolar's low-carbon demonstration base project in Inner Mongolia, with a total investment of 28 billion yuan, is progressing rapidly, with the B4 module workshop already in production [2][3] - The project covers an area of 2,580 acres and plans to build production lines for 30GW of silicon wafers, 30GW of crystal pulling, 30GW of batteries, and 10GW of modules, along with a research institute [3] Group 3: Longi Green Energy's Strategic Cooperation - Longi Green Energy signed a significant strategic cooperation agreement with ENGIE and China Power Construction Corporation in Paris, providing over 1GW of high-efficiency upgraded Hi-MO 9 modules [4][5] - The Hi-MO 9 modules have a power output of up to 670W and a conversion efficiency of 24.8%, designed to perform well in high-temperature and high-humidity environments, reducing component failure and fire risks [5] - The partnership aims to leverage each company's strengths in project development, technological innovation, and engineering implementation to expand cooperation results and lead the global clean energy transformation [6] Group 4: National Renewable Energy Consumption Monitoring - In March 2025, the national photovoltaic power generation utilization rate was reported at 93.6%, with a slight decrease from 93.8% in the first quarter of 2025 [7]

Core Viewpoint - The silicon wafer prices are under pressure, with significant declines observed in N-type silicon wafers due to weakened downstream demand and increased price competition among buyers and sellers [1][2][3] Group 1: Silicon Wafer Prices - N-type G10L silicon wafer (182*183.75mm/130 μm) average transaction price is 1.01 yuan/piece, down 9.82% week-on-week [1] - N-type G12R silicon wafer (182*210mm/130 μm) average transaction price is 1.12 yuan/piece, down 13.85% week-on-week [1] - N-type G12 silicon wafer (210*210mm/130 μm) average transaction price is 1.35 yuan/piece, down 7.53% week-on-week [1] - P-type silicon wafer prices remain stable with no fluctuations [1] Group 2: Market Sentiment and Demand - Market sentiment is negative, with a significant drop in downstream terminal demand leading to price declines in components and batteries [1][2] - After the "May Day" holiday, silicon wafer companies face cost pressures but have strong price support intentions; however, weakened terminal demand leads to increased low-price orders from buyers [2] - The overall industry operating rate is between 55%-58%, with leading companies operating at 56% and 58%, and integrated companies at 60%-80% [2] Group 3: Battery and Component Prices - Downstream battery and component prices remain relatively stable, with mainstream component prices at 0.66-0.68 yuan/W and battery prices at 0.26-0.28 yuan/W [3] - If battery and component prices stabilize, silicon wafer prices may stop declining; however, if they continue to fall, silicon wafer prices are likely to follow suit [3] - Silicon wafer prices have already dropped below some companies' psychological price levels, indicating limited further downside potential [3]

Core Viewpoint - The market for rod silicon is currently stagnant, with no transactions taking place, and the price of n-type granular silicon has decreased by 2.70% compared to the previous period, averaging 36,000 yuan per ton [1] Market Conditions - The rod silicon market is characterized by a stalemate, with companies reporting minimal transactions. Downstream procurement has shifted from concentrated purchasing to sporadic small-scale restocking based on production schedules [1] - The prices of downstream products in the photovoltaic industry are declining again, leading downstream companies to tighten control over raw material costs. The expected procurement prices for polysilicon continue to drop, resulting in significant losses for most polysilicon companies, which are reluctant to lower prices for transactions [1] Production Adjustments - Due to the extreme market conditions, some polysilicon companies are considering advancing their scheduled maintenance from the third quarter to the second quarter or adjusting their operating loads based on actual order situations [1] - Currently, all polysilicon companies in operation in China are running at reduced capacity. Plans for new production from two companies have been canceled, and three companies that are about to undergo maintenance are gradually reducing raw material deliveries [1] - It is anticipated that domestic polysilicon production will decrease to approximately 96,000 tons in May, representing a month-on-month decline of about 3%, with the number of operating companies potentially reducing to around 10 in the second quarter [1]

本周工业硅市场供需基本面并未好转，市场情绪悲观，盘面持续下跌，虽然今日盘面小幅回调但最 终收盘于8290元/吨，对现货市场压力较大，现货价格下跌。供应端，进入五月份，部分新增产能计划 投放产出叠加上月投产产能稳定生产，虽4月底北方有少量停炉减产，但增量大于减量，产量有增加预 期。需求端，有机硅单体厂目前维持较低开工率，对工业硅需求较为稳定；多晶硅厂近期生产较为稳 定，开工情况变动不大，对工业硅需求稳定；铝合金厂家按需采购工业硅，对工业硅需求持稳，工业硅 三大下游总需求变动较小。价格方面，有机硅单体厂以交付前期订单为主，有一定的挺价意愿，价格稳 定；多晶硅本周新签订单较少。 本周工业硅现货价格继续下跌。过去一周（2025年4月30日-5月7日），主力合约收盘价从8540元/ 吨震荡波动至8290元/吨，跌幅为2.93%。全国综合价格为9469元/吨，下跌179元/吨，其中分牌号来看， 553为9202元/吨、441为9674元/吨、421为10134元/吨，分别下跌200元/吨、181元/吨和122元/吨，新 疆、云南、福建和四川的综合价格为9371元/吨、10024元/吨、15163元/吨和10100元/吨。 ...