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。 采编:张博 数据来源: 安泰科 | 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 | 13 | 12 | 12. 5 | 0 | | 3.2mm 光伏玻璃 | 21 | 20 | 20. 5 | 0 | | | | | | 2025-11-11 | ...

Core Viewpoint - The article emphasizes the importance of achieving high-quality development and ecological protection during the "14th Five-Year Plan" period, with a focus on green transformation and sustainable development [1][21]. Summary by Sections 1. Strategic Requirements for Achieving Modernization - The "14th Five-Year Plan" period is crucial for laying the foundation for achieving socialist modernization by 2035, with a focus on economic growth, technological innovation, and ecological progress [12][11]. - The article outlines the need to identify strategic opportunities and challenges, emphasizing the importance of adapting to changes in the development environment [13]. 2. Scientific Connotation of Development Goals - High-quality development is essential, with a target for per capita GDP to reach the level of middle-income countries by 2035, focusing on enhancing domestic demand and consumption [15]. - The level of technological self-reliance must significantly improve, with an emphasis on strengthening the national innovation system and enhancing basic research capabilities [16]. - Comprehensive reforms are necessary to improve the socialist market economy, ensuring that market forces play a decisive role in resource allocation [17]. - Social and cultural development must be prioritized, enhancing both material and spiritual wealth, and promoting cultural confidence [19]. - The quality of life for citizens should continuously improve, with a focus on employment, income distribution, and social security systems [20]. - Significant progress in ecological construction is required, with a commitment to achieving peak carbon emissions before 2030 and promoting a green economy [21]. - National security must be reinforced, addressing both traditional and non-traditional security challenges [23]. 3. Implementation of Development Goals - The article stresses the need for a comprehensive understanding of Xi Jinping's thought to guide the modernization process [24]. - Strengthening the centralized leadership of the Communist Party is crucial for achieving development goals [25]. - A fighting spirit is necessary to effectively respond to various risks and challenges [26]. - Practical implementation of the outlined goals is essential, with a focus on actionable plans and collective efforts [26].

Core Viewpoint - The article emphasizes the significance of direct current smelting technology in promoting industry technological advancement under the national "dual carbon" goals, highlighting its unique advantages and broad development prospects [1]. Group 1: Conference Details - The "2025 Mineral Thermal Furnace Energy-saving Power Supply (Direct Current) Technology Seminar" is scheduled to take place from December 4 to December 6, 2025, in Hohhot, Inner Mongolia [1][2]. - The theme of the conference is "Practicing Energy Saving and Low Carbon, Promoting Green Development" [2]. - The event is organized by the China Nonferrous Metals Industry Association Silicon Industry Branch and Beijing Antai Technology Information Co., Ltd., with support from various local government and industry entities [2]. Group 2: Agenda and Participation - The preliminary agenda includes registration on the afternoon of December 4, an opening ceremony and technical report session on December 5 morning, followed by a discussion and site visit in the afternoon, and a full-day visit to the Inner Mongolia Tongwei Green Base Material Co., Ltd. on December 6 [2]. - Participation is free of charge, covering meals, while accommodation costs at the conference hotel are to be borne by attendees [3]. Group 3: Contact Information - Contact persons for the event are Zhang Fan (18001036278) and Ma Haitan (13683629409) [4].

据安泰科统计，本周硅片价格呈弱势维稳状态。其中， N 型 G10L 单晶硅片 (182*183.75mm/130 μ m) 成交均价在 1.31 元 / 片，环比上周下跌 0.76% ； N 型 G12R 单晶硅片 (182*210mm/130 μ m) 成交均价在 1.33 元 / 片，环比上周下跌 0.75% ； N 型 G12 单晶硅片 (210*210 mm/130 μ m) 成交均价在 1.65 元 / 片，环比上周下跌 0.60% 。据调研了解，本周下游电池价格较上周小幅下跌，组件价格较上周持稳运行，其中 部分电池片跌破 0.3 元 /W 关口，主流价格 0.28-0.30 元 /W ，组件主流价格 0.66-0.68 元 /W ，环比上周持平。 由于下游需求较为疲软，本周硅片价格延续小幅下跌态势。具体来看，终端装机进入传统 淡季，下游对硅片需求较为疲软，市场对后市硅片价格看跌气氛偏浓，相关采购意愿偏低， 导致硅片成交清淡，各硅片厂商出货压力较大。另外，部分厂商和贸易商为确保现金稳健， 开始低价抛售硅片，进一步加剧了市场压力，这一系列因素导致本周硅片整体成交价格重心 继续下行。据调研了解，本周行业 ...

Core Viewpoint - The industrial silicon market is experiencing a divergence between futures and spot prices, with futures prices declining while spot prices remain stable [1][2]. Group 1: Market Trends - From October 30 to November 5, the main futures contract price dropped from 9155 CNY/ton to 9020 CNY/ton, a decrease of 135 CNY/ton [1]. - The national comprehensive price for industrial silicon on November 5 was 9174 CNY/ton, with specific grades priced at 8708 CNY/ton for 553, 9055 CNY/ton for 441, and 9658 CNY/ton for 421 [1][3]. - Regional price variations were noted, with prices in Xinjiang, Yunnan, and Sichuan at 8798 CNY/ton, 9753 CNY/ton, and 9950 CNY/ton respectively [1][3]. Group 2: Supply and Demand Dynamics - The domestic industrial silicon market is facing insufficient support from downstream demand, particularly in the organic silicon sector, which is entering a traditional off-peak season [2]. - Despite attempts by production companies to stabilize prices through production cuts, the price of organic silicon DMC fell by 200 CNY/ton to 11000 CNY/ton [2]. - In the aluminum alloy sector, demand continues to grow due to strong performance in downstream industries like automotive [2]. Group 3: Market Balance and Future Outlook - The industrial silicon market is currently in a phase of "weak reality and strong cost" dynamics, with spot prices remaining stable due to production cut expectations and cost support [2]. - Futures prices are fluctuating around the 9000 CNY/ton mark, indicating a cautious balance between demand expectations and cost support [2]. - Future market trends will depend on the extent of production cuts in the southwestern region and the recovery of actual downstream demand [2].

Core Viewpoint - The article emphasizes the significance of direct current smelting technology in promoting industry technological advancement under the national "dual carbon" goals, highlighting its unique advantages and broad development prospects [1]. Group 1: Conference Details - The "2025 Mineral Thermal Furnace Energy-saving Power Supply (Direct Current) Technology Seminar" is scheduled to take place from December 4 to December 6, 2025, in Hohhot, Inner Mongolia [1][2]. - The theme of the conference is "Practicing Energy Saving and Low Carbon, Promoting Green Development" [2]. - The event is organized by the China Nonferrous Metals Industry Association Silicon Industry Branch and Beijing Antai Technology Information Co., Ltd., with support from various local government and industry entities [2]. Group 2: Agenda and Participation - The preliminary agenda includes registration on the afternoon of December 4, an opening ceremony and technical report session on December 5 morning, followed by a discussion and site visit in the afternoon, and a full-day visit to Inner Mongolia Tongwei Green Materials Co., Ltd. on December 6 [2]. - Participation is free of charge, covering meals, while accommodation costs at the conference hotel are to be borne by attendees [3]. Group 3: Contact Information - Contact persons for the event are Zhang Fan (18001036278) and Ma Haitan (13683629409) [4].

Group 1 - The core viewpoint of the article indicates that the domestic polysilicon market is maintaining a weak and stable trend, with slight recovery in transaction activity and stable prices due to supply-side production reduction expectations and policy support [1][2]. - The average transaction price for n-type reprocessed material is 53,200 yuan/ton, while n-type granular silicon is at 50,500 yuan/ton, both showing no change compared to the previous week [1][3]. - The total production of polysilicon in November is expected to drop to below 120,000 tons, primarily due to increased electricity costs during the dry season in the southwestern region [1][2]. Group 2 - Currently, there are 11 domestic polysilicon producers, with two major companies expected to reduce production and undergo maintenance, leading to a significant decrease in total supply by approximately 12.4% [2]. - Despite the supply contraction, the polysilicon market remains in a state of oversupply, with high industry inventory and weak end-user demand limiting price increases [2]. - The new national standard for energy consumption limits for silicon and germanium products is in the consultation phase, which is anticipated to drive capacity clearance and industry upgrades once implemented [1].

《高纯石英中二氧化硅含量测定及表示方法》标准的核心价值 《高纯石英中二氧化硅含量测定及表示方法》 国家标准公开征求意见。文件根据以下几方面做出了 规定： （一）标准范围：覆盖核心产品，兼具普适性 本标准明确规定了 高纯石英中二氧化硅含量测定、含量表示及试验报告的核心要求 ， 适用于所有 高纯石英产品 ，同时允许其他 SiO₂含量不小于 99.9% 的石英类产品参照使用，覆盖范围全面且 具备灵活适用性。 （二）主要技术内容：统一方法，解决 "测不准、测不全" 标准的核心突破在于建立了科学、统一的 SiO₂含量测定与表示体系，具体包括三部分： 1.二氧化硅含量测定：ICP-OES 法精准推导 2.二氧化硅含量表示：统一表述规则 标准针 对 SiO₂含量的表示方式作出明确规定，避免因表述差异导致的理解偏差，确保不同企业、 不同检测机构的结果具有一致性与可比性。 3.试验报告：规范信息披露 明确试验报告需包含的核心信息（如试样信息、检测方法、仪器型号、检测结果、不确定度等）， 提 升检测结果的公信力与可追溯性，为生产、交易、质量判定提供完整依据。 4.服务国家战略 ： 标准符合 "3.5G 新一代信息技术产业链（芯片 ...

Core Viewpoint - The article provides an overview of the pricing trends in the photovoltaic glass market, highlighting the current prices and fluctuations for different thicknesses of photovoltaic glass [1][2]. Pricing Summary - The highest price for 2.0mm photovoltaic glass is 13 yuan per square meter, while the lowest price is 12 yuan, resulting in an average price of 12.5 yuan per square meter with no price fluctuation [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 [1].

Core Viewpoint - The article provides a detailed analysis of the pricing trends for high-purity quartz sand and quartz crucibles, highlighting the price fluctuations and average prices across different categories as of November 4, 2025 [1]. Pricing Trends for 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 [1]. - Inner layer quartz sand shows a highest price of 6.6 million yuan, a lowest price of 5 million yuan, and an average price of 5.8 million yuan, with a decrease of 0.2 million yuan [1]. - Middle layer quartz sand has a highest price of 2.8 million yuan, a lowest price of 2.5 million yuan, and an average price of 2.65 million yuan, with a decrease of 0.1 million yuan [1]. - Outer layer quartz sand records a highest price of 2.1 million yuan, a lowest price of 1.8 million yuan, and an average price of 1.95 million yuan, with a decrease of 0.05 million yuan [1]. Pricing Trends for 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 shows a highest price of 0.7 million yuan, a lowest price of 0.66 million yuan, and an average price of 0.68 million yuan, with 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 price of 0.76 million yuan, with no price fluctuation [1].