近年来，在全球绿色产业竞赛中，中国制造凭借新技术、新产品脱颖而出。尤其以新能源汽车、锂 电池、光伏产品为代表的"新三样"叫响全球。 但与此同时，"内卷式"竞争逐渐成为舆论焦点，新能源汽车、锂电池、光伏以及风电、储能等领域 这一问题均受到诟病。 《求是》杂志在7月1日刊文《深刻认识和综合整治"内卷式"竞争》，对"内卷式"竞争发出严厉警 告，文章认为，价格战造成社会资源的极大浪费，不可持续的债务可能危及长期增长。 文章在分析内卷表现时指出，一些地方政府为招引企业、培育产业，人为制造政策洼地，违规实施 税费、补贴、用地等不公平非普惠的优惠政策，导致无序竞争，破坏公平竞争秩序。 文章在分析"内卷式"竞争是怎么形成的时指出，由于政府缺位越位等行为时有发生，很大程度上影 响公平竞争市场环境的形成。有的地方政绩考核机制不完善，导致政绩观、发展观错位，为了追求短期 经济增长而搞地方保护、市场分割、恶性比拼招商引资政策等，妨碍资源要素高效流动。此外，由于破 产重整制度不完善，加上有的地方政府行政力量干预，导致一些本该淘汰的落后和过剩产能不能及时退 出，部分企业"活不好、死不了"，影响了产业重组和资源利用效率的提高。 文章指出， ...

Core Viewpoint - The industrial silicon market is experiencing a recovery in sentiment and price increase due to rising futures prices, production cuts from major northern manufacturers, and increased demand from polysilicon [1] Group 1: Market Dynamics - Industrial silicon futures have shown significant upward momentum since June 23, hovering around 8000 yuan/ton recently [1] - Major northern manufacturers are not meeting production resumption expectations and have begun to cut production, alleviating supply pressure [1] - Although some manufacturers in the southwest region are resuming production due to lower electricity prices, overall market prices remain unsatisfactory, with operating rates significantly below previous years [1] Group 2: Inventory and Supply-Demand Balance - Inventory has been gradually decreasing since April, indicating a basic balance between supply and demand; as of July 3, 2025, industrial silicon warehouse inventory stood at 259,300 tons, down 54,200 tons in one month [1] - The supply side still has potential for growth, but limited by low operating rates in the southwest and production cuts from major manufacturers [1] - Demand is slightly increasing due to the resumption of polysilicon production, high operating rates in organosilicon, and stable demand for aluminum alloys, suggesting a continued state of supply-demand balance [1] Group 3: Future Outlook - The production cut plans from major manufacturers and the expected resumption of polysilicon production are boosting market sentiment [1] - Continuous monitoring of production changes from major manufacturers and shifts in downstream demand is essential, with expectations of slight price increases [1]

1、50GW！江苏淮安一单晶硅片项目最新进展 据悉， 天合光能淮安基地 50GW单晶硅片项目一期25GW单晶硅片项目竣工投产，二期一阶 段倒班楼土建、装修结束，具备交付条件，二阶段厂房主体在建；年产12GW新一代高效光伏电池 生产和中试研究院项目一期工程土建竣工。 据了解，淮安基地项目是天合光能在淮安经济技术开发区投资建设的重大产业项目。 自 2022 年落户以来，该项目累计投资已达 200 亿元， 整个基地计划总投资 300 亿元。 项目 主要包括高 效光伏电池和大功率光伏组件、新一代高效光伏电池生产、光伏用单晶硅片等项目，是一个硅片电 池组件一体化制造基地。 2、 晶澳签约南非220MW光伏项目 据外媒6月25日报道，南非可再生能源公司JUWI与晶澳科技签署两份光伏组件供应协议，将为 两个总装机量达220MW的大型光伏项目提供近42万块光伏组件。 7月2日，全国新能源消纳监测预警中心发布2025年5月全国新能源并网消纳情况，5月，全国 光伏发电利用率为94.2%、风电93.2%。 4、 隆基绿能拟向子公司增资10.8亿元，加码12GW组件项目 6 月 30 日，隆基绿能（ SH:601012 ）发布公告， ...

Group 1 - The price of silicon wafers continues to decline, with N-type G10L wafers averaging 0.86 yuan per piece, down 3.37% week-on-week; N-type G12R wafers at 1.00 yuan, down 1.96%; and N-type G12 wafers at 1.19 yuan, down 3.25% [1] - The main reasons for the decline in silicon wafer prices are weak demand and price pressure from downstream battery manufacturers, leading to slow procurement of silicon wafers [1] - The overall operating rate in the industry has slightly decreased, with leading companies operating at 50% and 52%, while integrated companies are operating between 50%-80% [1] Group 2 - Downstream battery and module prices have also slightly decreased, with mainstream battery prices at 0.23-0.24 yuan/W, down 0.01 yuan/W, and module prices at 0.65-0.66 yuan/W, also down 0.01 yuan/W [2] - Recent policy meetings have emphasized the need to regulate low-price competition and encourage companies to improve product quality, aiming to phase out outdated production capacity [2] - There is a strong willingness among silicon wafer manufacturers to maintain prices as current wafer prices are below the cash costs of most producers, and major manufacturers plan to reduce operating rates by about 40% starting in July [2]

今日多晶硅期货涨停，带动工业硅期货上涨，现货价格也受其影响上涨。从供需基本面来看，大厂 减产计划和多晶硅厂复产预期下，供需关系稍有改善，工业硅现货价格上涨动力有限，应持续关注大厂 生产变化及下游需求变动情况，预计价格有小幅上涨空间。 近期在工业硅盘面上涨、北方大厂减产消息和多晶硅对工业硅需求增加的共同作用下，工业硅现货 市场情绪好转，现货价格上涨，但下游仍持观望态度，采购较为谨慎。供应端，北方大厂复产进度不及 预期，同时有减产消息传出，北方地区增量减少；南方地区新增产能按计划投放，叠加部分厂家在丰水 期开炉，北方地区产量增加，总体全国产量增加。需求端，有机硅单体厂按计划生产，对工业硅需求变 动较小；多晶硅厂稳定生产，对工业硅需求变动较小；铝合金对工业硅维持按需采购。价格方面，有机 硅单体厂有一定的库存压力，同时其下游库存较为充足，价格下跌；多晶硅价格小幅上涨。 （李敏） 本周工业硅现货价格上涨。过去一周（2025年6月26日-7月2日），主力合约收盘价从7720元/吨震 荡波动至8210元/吨，涨幅为6.35%。全国综合价格为8743元/吨，上涨60元/吨，其中分牌号来看，553为 8502元/吨、441为8 ...

Core Viewpoint - The polysilicon market shows signs of recovery with slight price increases, driven by stable production levels and government measures to control competition and support the industry [2][3]. Price Trends - The transaction price range for n-type polysilicon is between 34,000 to 38,000 yuan per ton, with an average price of 34,700 yuan per ton, reflecting a slight week-on-week increase of 0.87% [1]. - The average transaction price for n-type granular silicon remains stable at 33,500 yuan per ton [1]. Market Dynamics - The polysilicon market has seen a slight recovery, with some previously delayed orders being renegotiated at higher prices, despite most companies not securing significant new orders [2]. - The average price of polysilicon has been below the industry average cost for over a year, leading to the shutdown of four companies in the first half of this year and a total of nine since the beginning of 2024 [2]. Production and Supply - As of this week, the number of operating polysilicon companies in China has decreased to nine, with two additional companies recently ceasing operations without clear plans for resumption [3]. - Domestic polysilicon production in June was approximately 102,000 tons, remaining stable and matching demand, with a total production of about 596,000 tons in the first half of the year, a year-on-year decrease of 44.1% [3]. Future Outlook - The forecast for global polysilicon demand in 2025 is around 1.4 million tons, with domestic demand expected to be approximately 1.3 million tons [3]. - Without production increases from domestic polysilicon companies, the total output for the year is expected to be around 1.2 million tons, with inventory consumption of about 100,000 tons in the second half of the year [3]. - The industry must control capacity increases and push for the exit of outdated production capacities to fundamentally resolve supply-demand conflicts and stabilize prices across the photovoltaic industry chain [3].

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 – ...

Core Viewpoint - The article discusses the developments and trends in the silicon industry in China, highlighting the growth potential and challenges faced by the sector [1][2]. Group 1: Industry Overview - The silicon industry in China is experiencing significant growth, driven by increasing demand in various applications such as electronics and renewable energy [1]. - The Chinese government is implementing supportive policies to boost the silicon industry, aiming to enhance domestic production capabilities and reduce reliance on imports [1]. Group 2: Market Trends - There is a notable increase in investment in silicon production facilities, with several companies expanding their manufacturing capacities to meet rising demand [1]. - The article mentions a projected growth rate of the silicon market, indicating a compound annual growth rate (CAGR) of approximately 15% over the next five years [1]. Group 3: Challenges and Opportunities - Despite the growth potential, the industry faces challenges such as fluctuating raw material prices and environmental regulations that could impact production costs [1]. - Companies are exploring innovative technologies to improve production efficiency and reduce environmental impact, which could present new investment opportunities [1].

Group 1: Quartz Sand Characteristics and Applications - Different industries have varying requirements for the composition, granularity, and sphericity of quartz sand, with high-purity quartz sand (SiO2 content > 99.99%) primarily used in high-purity quartz glass and silicon micro-powder, which have strict impurity content requirements [1] - Quartz sand with SiO2 content between 99.9% and 99.99% is mainly used in high-end silicon micro-powder, sodium silicate, photovoltaic glass, and high-grade glass, with supply currently in a "tight balance" state [1] - Quartz sand with SiO2 content below 99.9% is utilized in bulk applications such as flat glass, casting, metallurgy, refractory materials, ceramics, fracturing sand, water treatment, and construction materials, where supply is currently abundant [1] Group 2: Types of Silica Raw Materials - Various types of silica raw materials include vein quartz, quartz sandstone, quartzite, natural quartz sand, powdered quartz, crystal, and granite pegmatite, each with distinct characteristics and applications [5][6][7] - Vein quartz typically has a high SiO2 grade (> 98%) and is used for high-end glass and high-purity quartz products, while quartz sandstone is widely used in glass, ceramics, metallurgy, and refractory materials due to its high-grade and large-scale availability [6][7] - Natural quartz sand has a SiO2 grade > 90% and is primarily used in metallurgy, ceramics, and casting, while powdered quartz is used in wear-resistant materials and ceramics due to its high purity [7] Group 3: Quartz Applications in Various Industries - The glass industry is the largest consumer of quartz resources, with significant applications in construction, automotive, renewable energy, and medical fields, consuming approximately 3,406 million tons of quartz sand in 2021 [10][11] - The casting sand sector is the second-largest consumer of quartz resources, with an annual consumption of about 3,300 million tons, primarily sourced from quartz sandstone and natural quartz sand [13] - Industrial silicon, produced from quartz and carbon reductants, is crucial for the silicon-based new materials industry, with an estimated production of 2.61 million tons in 2021 [14] Group 4: High-Purity Quartz Applications - High-purity quartz is essential for high-tech products in strategic emerging industries, including semiconductors, photovoltaics, and aerospace, due to its excellent physical and chemical properties [20] - In the semiconductor field, high-purity quartz is used for quartz crucibles and other materials in the silicon wafer manufacturing process, with specific purity requirements for different applications [20][21] - The photovoltaic industry relies on high-purity quartz for producing quartz crucibles and ultra-white low-iron glass, which are critical for solar energy applications [21][22]

人民日报6月29日头版推出金社平文章《在破除"内卷式"竞争中实现高质量发 展》指出，"要深化要素市场化配置改革，主动破除地方保护、市场分割和'内卷 式'竞争。"政府有引导、行业有自律、企业有行动，综合整治"内卷式"竞争就能 稳步推进、见到成效。 光伏组件低至每瓦六毛多，百余款车型加入降价行列，储能系统中标价格屡创新 低……一段时间以来，无序拼价格战、同质化竞争成为一些行业"内卷式"竞争的突出表 现。"内卷"之下，竞争失去节制，市场机制受到扭曲，给高质量发展带来不利影响。 "要深化要素市场化配置改革，主动破除地方保护、市场分割和'内卷式'竞争。" 在准确认识阶段性问题和深刻把握市场规律的基础上，以习近平同志为核心的党中 央部署综合整治"内卷式"竞争。这是解决当前经济发展矛盾的关键举措，是深化经济体 制改革的重要保障，也是推动企业实现创新发展、向价值链中高端攀升、不断增强发展 韧性的有效路径。 （一） 破除"内卷式"竞争，是按照经济规律办事的必然要求。 竞争，市场经济的基本特征，也是市场经济的灵魂所在。但竞争有良性竞争和不正 当竞争之分，"内卷式"恶性竞争违背了经济规律，其弊端是显而易见的。 其一，会削弱行业整体 ...