Price Trends of High-Purity Quartz Sand - The highest price for imported quartz sand is 7 million yuan per ton, while the lowest is 6.2 million yuan, with an average price of 6.6 million yuan, showing a decrease of 0.4 million yuan [1] - For inner-layer quartz sand, the highest price is 6 million yuan, the lowest is 5 million yuan, and the average price is 5.5 million yuan, with no price fluctuation reported [1] - Middle-layer quartz sand has a price range from 2.4 million yuan to 2.2 million yuan, with an average of 2.3 million yuan, also showing no fluctuation [1] - Outer-layer quartz sand has a highest price of 2 million yuan and a lowest price of 1.3 million yuan, with an average price of 1.65 million yuan, indicating no price fluctuation [1] Quartz Crucible Prices - The price for a 28-inch quartz crucible ranges from 0.62 million yuan to 0.6 million yuan, with an average price of 0.61 million yuan, showing no fluctuation [1] - A 32-inch quartz crucible has a highest price of 0.63 million yuan and a lowest price of 0.62 million yuan, with an average price of 0.625 million yuan, also indicating no fluctuation [1] - The 36-inch quartz crucible has a price range from 0.71 million yuan to 0.7 million yuan, with an average price of 0.705 million yuan, showing no fluctuation [1] Data Source - The data is sourced from Antaike and compiled by Zhang Bo [2]

Core Viewpoint - The article emphasizes the importance of promoting local consumption of renewable energy through direct connections to power users, enhancing the efficiency of renewable energy utilization, and ensuring safety and responsibility in the integration with the public grid [1][2][3]. Group 1: Expansion of Local Renewable Energy Consumption - The initiative aims to accelerate the development of green electricity direct connections, allowing renewable energy to supply power directly to single users, thereby reducing reliance on coal and gas power plants [1][2]. - Encouragement is given for existing loads in zero-carbon parks to adopt local renewable energy consumption practices [1][2]. Group 2: Coordinated Development of Source, Network, Load, and Storage - The principle of "source determined by load" is highlighted to ensure that the scale of renewable energy construction is reasonable and efficient [2]. - The article advocates for enhancing self-regulation capabilities through the integration of storage solutions and the exploration of new technologies like virtual power plants [2][3]. Group 3: Market and Pricing Mechanisms - Local renewable energy consumption projects are encouraged to participate equally in the electricity market, with specific trading arrangements based on market outcomes [2][3]. - Projects are required to bear their share of social responsibilities, including fair payment of transmission and distribution fees [3]. Group 4: Safety and Responsibility - Clear boundaries of responsibility are established between renewable energy projects and the public grid to ensure safety and risk management [3][4]. - Projects must implement strict safety management measures to ensure stable operation and timely risk assessments [4]. Group 5: Implementation and Management - Local energy authorities are tasked with project management and monitoring, ensuring compliance with approval procedures and timely reporting of project progress [4][5]. - The article outlines the requirements for project applications, including the need for various approvals and assessments from relevant authorities [5][6].

本周工业硅市场呈现"期强现稳"的分化走势。期货市场情绪改善，主力合约 2605 收盘价 自 1 月 8 日的 8535 元 / 吨上涨至 8755 元 / 吨，期间累计上涨 220 元 / 吨 。现货市场则整体 持稳，据安泰科 1 月 14 日报价统计，全国工业硅综合价格报 9245 元 / 吨，与上周持平。具 体规格中， 553# 价格报 8713 元 / 吨， 441# 价格报 9169 元 / 吨，均未出现波动。区域价格 方面，新疆、云南、四川综合价格分别为 8810 元 / 吨、 10005 元 / 吨、 10050 元 / 吨；出口 FOB 价格亦保持稳定。 本周工业硅供应端继续呈现收缩态势。尽管期货盘面有所修复，但现货市场持续疲软， 加上生产成本高企，压制了企业的生产积极性。当前，甘肃、宁夏等地企业面临亏损困境， 就连新疆等传统低成本区域的企业也已陷入亏损，部分企业正着手安排减产，四川、云南等 高成本地区维持生产的难度则进一步加大。 下游需求端支撑仍然偏弱，三大下游板块表现不一。有机硅与铝合金价格虽有上涨，但 对工业硅实际需求拉动有限：有机硅价格从 13700 元 / 吨涨至 14000 元 / ...

Core Viewpoint - The silicon wafer prices remain stable this week, with downstream battery prices continuing to rise, indicating a mixed market sentiment influenced by various factors [1][2]. Group 1: Silicon Wafer Prices - The average transaction price for N-type G10L monocrystalline silicon wafers (182*183.75mm/130μm) is 1.31 yuan per piece, unchanged from last week [1]. - The average transaction price for N-type G12R monocrystalline silicon wafers (182*210mm/130μm) is 1.42 yuan per piece, also stable compared to the previous week [1]. - The average transaction price for N-type G12 monocrystalline silicon wafers (210*210mm/130μm) is 1.66 yuan per piece, remaining flat week-on-week [1]. Group 2: Market Dynamics - The silicon wafer market is experiencing weak demand, with no significant price fluctuations due to multiple factors, including rising silver prices and weak terminal installation demand [2]. - The operating rates of silicon wafer manufacturers have continued to decline, with major companies operating at 50% and 48%, while integrated companies operate between 50%-70% [2]. - The upstream silicon material prices remain firm, providing some cost support, but the overall market sentiment is characterized by a standoff between upstream and downstream players [2]. Group 3: Future Outlook - Future market conditions may improve due to export tax rebate policies, which are expected to enhance overseas demand in the first quarter [2]. - Despite potential improvements, the overall terminal installation demand remains weak, and battery manufacturers are pushing for lower silicon wafer prices, suggesting a continued weak market trend in the short term [2].

Group 1 - The core viewpoint of the article indicates that the domestic polysilicon market is experiencing a lack of significant trading activity, with prices remaining stable due to cautious sentiment among upstream and downstream enterprises [1][2] - The transaction price range for n-type polysilicon re-investment material is reported at 50,000 - 63,000 yuan/ton, with an average price of 59,200 yuan/ton, showing no change compared to the previous period [1][3] - The market is currently in a critical phase of supply-demand rebalancing, with expectations that polysilicon prices will remain stable in the short term, influenced by actual changes in downstream operating rates and demand recovery [2] Group 2 - In January, some leading companies are expected to fully halt production for up to six months, while others will implement significant production cuts, leading to a forecasted monthly polysilicon output of 70,000 - 90,000 tons in Q1 2026 [2] - The supply-demand dynamics are expected to provide important bottom support for the market, as silicon wafer production remains relatively stable and social inventory begins to decrease slightly [2] - The market participants are currently awaiting clearer demand signals, which will determine future price fluctuations based on the evolving supply-demand landscape [2]

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 January 13, 2026 [1]. Pricing Trends of High-Purity Quartz Sand - Import quartz sand has a highest price of 7.5 million yuan per ton, a lowest price of 6.5 million yuan, and an average price of 7 million yuan, with a fluctuation of -0.5 million yuan [1]. - Inner layer quartz sand shows a highest price of 6 million yuan, a lowest price of 4 million yuan, and an average price of 5 million yuan, with a fluctuation of -0.1 million yuan [1]. - Middle layer quartz sand has a highest price of 2.4 million yuan, a lowest price of 2.2 million yuan, and an average price of 2.3 million yuan, with a fluctuation of -0.05 million yuan [1]. - Outer layer quartz sand records a highest price of 2 million yuan, a lowest price of 1.3 million yuan, and an average price of 1.65 million yuan, with a fluctuation of -0.05 million yuan [1]. Pricing Trends 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 fluctuation [1]. - The 32-inch quartz crucible shows a highest price of 0.63 million yuan, a lowest price of 0.62 million yuan, and an average price of 0.625 million yuan, with no fluctuation [1]. - The 36-inch quartz crucible has a highest price of 0.71 million yuan, a lowest price of 0.7 million yuan, and an average price of 0.705 million yuan, with no fluctuation [1].

| 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 | 11 | 10. 5 | 10. 75 | -1 | | 3.2mm 光伏玻璃 | 18. 5 | 17 | 17.75 | -1. 25 | | | | | | 2026-1-13 | 数据来源:安泰科 采编:张博 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。 ...

Core Viewpoint - The Ministry of Finance and the State Taxation Administration announced the cancellation of VAT export tax rebates for photovoltaic products starting from April 1, 2026, and a reduction in the VAT export tax rebate rate for battery products from 9% to 6% until December 31, 2026, with a complete cancellation effective January 1, 2027 [1][2][4]. Group 1 - From April 1, 2026, the VAT export tax rebate for photovoltaic products will be canceled [1][2]. - The VAT export tax rebate rate for battery products will be reduced from 9% to 6% from April 1, 2026, to December 31, 2026 [4]. - The VAT export tax for battery products will be completely canceled starting January 1, 2027 [4]. Group 2 - The export consumption tax policy for products subject to consumption tax will remain unchanged, continuing to apply the consumption tax rebate (exemption) policy [4]. - The applicable export tax rebate rates for the listed products will be determined based on the export date indicated on the customs declaration [5].

Group 1 - The core viewpoint of the article indicates that silicon wafer prices continue to rise due to strong demand from downstream battery manufacturers and cost support from raw materials [1][2] - The average transaction price for N-type G10L monocrystalline silicon wafers is 1.31 yuan per piece, up 9.17% compared to the previous period; N-type G12R wafers are priced at 1.42 yuan, up 8.40%; and N-type G12 wafers at 1.66 yuan, up 9.21% [1][3] - The average mainstream price for battery cells is between 0.37-0.39 yuan/W, reflecting an 18.75% increase, while module prices remain stable at 0.66-0.68 yuan/W [1] Group 2 - Silicon wafer production decreased significantly in December, with a total output of 47.7 GW, down 14.2% from November, leading to reduced inventory levels [2] - The operating rates of major silicon wafer manufacturers are stable, with two leading companies operating at 50% and 48%, while integrated companies operate between 50%-70% [2] - Despite the strong pricing intentions from silicon wafer manufacturers, the terminal component prices have not followed the upward trend, and battery cell manufacturers are planning to reduce production to alleviate supply-demand pressure [2]

Core Viewpoint - The industrial silicon market is currently stable, with a divergence between futures and spot prices, and overall demand remains weak despite some price increases in downstream products [1][2]. Group 1: Market Performance - The main futures contract 2605 closed at 8980 yuan/ton, up from 8860 yuan/ton before the holiday, with a total increase of 120 yuan/ton [1]. - The national comprehensive price for industrial silicon remained stable at 9245 yuan/ton as of January 7, with specific grades like 553 at 8713 yuan/ton and 441 at 9169 yuan/ton showing no fluctuations [1][3]. - Regional prices in Xinjiang, Yunnan, and Sichuan were reported at 8810 yuan/ton, 10005 yuan/ton, and 10050 yuan/ton respectively, with export FOB prices also stable [1][3]. Group 2: Production and Supply - Industrial silicon production has remained stable overall, although some regions have seen slight reductions. Companies are maintaining prices near cash cost levels due to long-term contract pressures [1][2]. - Despite some companies entering loss zones, most are continuing normal production to meet customer supply and stabilize market share [1][2]. Group 3: Demand and Inventory - The market is currently dominated by weak demand, with slow inventory depletion and reduced purchasing willingness from downstream sectors, leading to inventory accumulation in some areas [2]. - Although prices for downstream products like organic silicon and polysilicon have increased due to production cuts, actual demand for industrial silicon remains low [2]. - The future market dynamics will depend on the recovery pace of downstream demand and the actual inventory depletion situation [2].