Core Viewpoint - The article emphasizes the importance of standards in promoting industrial green and low-carbon development, aligning with national strategies for modernization and sustainability [5][12]. Group 1: Carbon Management Standards - The establishment of a comprehensive carbon management standard system is prioritized, focusing on greenhouse gas standards across various aspects such as calculation, verification, and monitoring [12]. - Development of standards for carbon footprint accounting and clean low-carbon hydrogen applications is also highlighted [12]. Group 2: Green Manufacturing Standards - The revision of standards for green factories, green industrial parks, and green supply chains is essential, with a focus on sector-specific evaluations [2][12]. Group 3: Resource Conservation and Recycling Standards - Accelerating the formulation of standards for industrial solid waste utilization, pollution prevention, and water conservation is crucial [3][12]. - The article mentions the need for standards related to water quotas and water-saving enterprises [3]. Group 4: Coordination of Standards with Industry Development - The article stresses the need for standards to align with industrial development strategies, planning, and policies to enhance the resilience and safety of supply chains [6][7]. - It highlights the importance of integrating standards into national-level planning for digital economy and green development [6][7]. Group 5: Traditional and Advantageous Industries Standards - The development of standards for traditional industries such as petrochemicals and heavy machinery is emphasized, focusing on advanced processes and quality consistency [8]. - Standards for advantageous industries like photovoltaics and lithium batteries are also prioritized to drive innovation and product development [8]. Group 6: Emerging and Future Industries Standards - The article discusses the need for standards in emerging industries such as cloud computing and blockchain, as well as future industries like quantum information and humanoid robots [9][10]. - It emphasizes the importance of establishing standards for new materials and advanced manufacturing technologies [9][10]. Group 7: Information Technology and Industrial Integration - Establishing standards for the digital transformation of manufacturing and the integration of artificial intelligence is crucial for enhancing productivity [10][11]. - The article highlights the need for standards in networked collaboration and smart manufacturing [11]. Group 8: Globalization of Standards - The article encourages participation in international standard-setting organizations to promote global industrial development [14][15]. - It emphasizes the importance of aligning domestic standards with international standards to enhance competitiveness [15]. Group 9: Modernization of Industry Governance - The article calls for the establishment of a comprehensive national standard system to ensure product quality and safety [13][16]. - It highlights the need for effective management of the standard lifecycle and the establishment of standardization technical organizations [16][17].

Core Viewpoint - The industrial silicon supply and demand fundamentals have not improved entering the second quarter, with a lack of significant growth in downstream demand, primarily driven by just-in-time purchasing [1] Supply Side - Some northern manufacturers have reduced production by shutting down furnaces, while southern regions maintain low operating rates, leading to a decrease in overall output from existing capacity [1] - New capacity investment plans are slowing down, but there is some actual output supplementing the overall production, which is expected to increase significantly during the flood season [1] Demand Side - The price of organic silicon monomer has significantly increased due to production cut plans, restoring profits; however, downstream purchasing enthusiasm has cooled, leading to a substantial price drop [1] - Monomer manufacturers are maintaining current operating levels with a willingness to support prices, resulting in stable demand for industrial silicon [1] - There are no large-scale resumption plans from polysilicon companies, and aluminum alloy companies are producing steadily, purchasing industrial silicon as needed, leading to little change in overall demand [1] Inventory Situation - Industrial silicon inventory remains high, exceeding 900,000 tons, and is roughly flat compared to the end of the first quarter, indicating difficulties in inventory consumption [1] Overall Market Outlook - The industrial silicon market faces significant inventory pressure, coupled with weak downstream demand, making it difficult for prices to rise; however, prices have fallen below the cost line, indicating limited downside potential [1]

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]

Core Viewpoint - The industrial silicon market continues to experience price declines due to a combination of increased supply and stable demand, leading to a pessimistic market sentiment [1][2]. Price Trends - The main contract price fluctuated from 8540 CNY/ton to 8290 CNY/ton, a decrease of 2.93% during the week of April 30 to May 7, 2025 [1]. - The national average price for industrial silicon is 9469 CNY/ton, down by 179 CNY/ton [1]. - Specific grades of industrial silicon saw price declines: 553 grade at 9202 CNY/ton (down 200 CNY/ton), 441 grade at 9674 CNY/ton (down 181 CNY/ton), and 421 grade at 10134 CNY/ton (down 122 CNY/ton) [1]. - Regional prices include Xinjiang at 9371 CNY/ton, Yunnan at 10024 CNY/ton, Fujian at 15163 CNY/ton, and Sichuan at 10100 CNY/ton [1]. Supply and Demand Dynamics - The supply side is expected to increase due to new production capacities coming online in May, despite some minor production cuts in the north at the end of April [2]. - Demand remains stable with organic silicon monomer plants operating at low utilization rates, and polysilicon plants maintaining steady production levels [2]. - Aluminum alloy manufacturers are purchasing industrial silicon based on demand, contributing to stable demand across the three main downstream sectors [2]. Market Sentiment and Price Pressure - The market sentiment is pessimistic, with a lack of significant demand growth and high inventory levels contributing to downward price pressure [2]. - Current market transactions are light, with downstream purchases primarily driven by immediate needs, limiting upward price momentum [2]. - Prices have fallen below cost levels, suggesting limited downside potential [2].

1、重大收购！国际光伏巨头接手濒临"破产"硅料厂 陷入困境的挪威硅生产商REC Silicon已收到其最大股东Hanwha Corporation的收购要 约。 根据该协议，REC Silicon的两大股东Hanwha Corporation和Hanwha Solutions将通过一家 名为Anchor AS的新成立公司以每股2.2 挪威克朗(0.21美元)的价格收购REC Silicon的所有已发行 和流通股。 基于超过4.2亿股流通股，该公司的估值约为9.25亿挪威克朗(8880万美元)。 2、大全能源：2024年实现营业总收入74.11亿元 大全能源(688303)4月30日披露2024年年度报告。2024年，公司实现营业总收入74.11亿 元，同比下降54.62%;归母净利润亏损27.18亿元，上年同期盈利57.63亿元;扣非净利润亏损 26.32亿元，上年同期盈利57.76亿元;经营活动产生的 现金流量净额为-53.86亿元，上年同期为 87.41亿元;报告期内，大全能源基 本每股收益为-1.27元，加权平均净资产收益率为-6.48%。 3、 湖北年产8000吨硅酮胶项目备案！ 4月29日，湖北政务 ...

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 – ...

光纤通信是以光波为信号载体，以光导玻璃纤维为传输媒质的一种通信方式，既能大容量、低损耗 地传输信号，在现代通信网中起着举足轻重的作用。光纤是光导纤维（OPTIC FIBER）的简写，是一种 由玻璃或塑料制成的纤维，可作为光传导工具。 目前通信用的光纤，基本上是石英系光纤，其主要成 分是二氧化硅，达到99.99%以上。 | 石英系光纤的制备包括主要分为：预制棒制备、光纤拉丝两道工序。 | | --- | 光纤预制棒生产中用石英 制造光纤预制棒（又称适应玻璃化棒），简而言之就是制造一根外面附着着二氧化硅的大试管。目 前市面上有许多不同的制造工艺，如CVD（化学气相沉积）、MCVD（改良化学气相沉积）、PCVD （引入等离子体技术的化学气相沉积）。 光纤预制棒制备用二氧化硅原料采用合成石英，即以高纯四氯化硅为原料制得高纯二氧化硅。 其 特点为纯度高，杂质元素总含量在2ppm以下，是生产光纤预制棒的重要原料。目前四氯化硅代表性供 应商包括三孚股份、富士特、武汉新硅科技等。 光纤拉丝过程中用石英 光纤拉丝流程是指将光纤预制棒经过一个调速系统，缓缓进入高温炉（其内部温度由控温设备精确 控制）。预制棒端头在2000度高温下 ...

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 – ...