国新办9月19日举行"高质量完成'十四五'规划"系列主题新闻发布会，介绍以生态环境高水平保 护推动高质量发展情况。 会上，生态环境部副部长李高介绍，气候变化是国际社会普遍关注的重大全球性挑战，事关 人类未来和各国发展。近年来，极端天气气候事件在全球范围频发广发，带来日益严重的生命财 产损失和生态破坏，应对气候变化的紧迫性进一步增强。生态环境部深入贯彻落实党中央决策部 署，积极推进应对气候变化和碳达峰碳中和工作。 李高表示，下一步，生态环境部将持续深入实施积极应对气候变化的国家战略，积极稳妥推 进碳达峰碳中和，加快建设更加有效、更有活力、更具国际影响力的碳市场，健全产品碳足迹核 算标准，推动绿色低碳转型，不断提升经济发展的"含绿量"。 二是积极推进全国碳市场建设。 建成了全球覆盖温室气体排放量最大的碳排放权交易市场， 覆盖范围还在进一步扩大，今年新纳入钢铁、水泥、铝冶炼行业，实现了对全国60%以上二氧化 碳排放量的有效管控。还启动了全国温室气体自愿减排交易市场，推动出台《关于推进绿色低碳 转型 加强全国碳市场建设的意见》《碳排放权交易管理暂行条例》，先后制定30余项制度规 范，初步形成多层级、较完备的碳市场法规 ...

短期（ 1 个月）：国庆和中秋节前的终端备货需求会对市场形成一定支撑，光伏玻璃价 格有望持稳运行。据了解，行业库存持续降低，部分企业对后市仍较为乐观，可能会小幅继 续推涨。 2024 年下半年以来，光伏玻璃价格一路下行并跌破行业盈亏成本线，各企业亏损加剧。 在反内卷政策落地和行业自发去产能等因素影响下，叠加下游组件企业的采购询价订单有所 增加， 8 月份至今，光伏玻璃市场明显回暖。光伏玻璃价格较 7 月低点，涨幅较为明显。具 体来看， 8 月之前，光伏玻璃市场在供大于求状态下，价格承压下行。 8 月起，光伏玻璃库 存开始去库，价格触底回升。截至本周， 2.0mm 光伏玻璃主流价格 12-13 元 / 平方米， 3.2mm 光伏玻璃主流成交 20-21 元 / 平方 米，相比于 7 月底 2.0mm 光伏玻璃 9.5-10 元 / 平方米， 3.2mm 光伏玻璃 17-18.5 元 / 平方米， 2.0mm 和 3.2mm 光伏玻璃价格 涨幅达到 28.2% 和 15.5% 。 中期（ 2 个月 - 年底）：若四季度光伏装机传统旺季维持，以及冬季天然气价格上涨推 高企业生产成本，价格有望维持。但若需求减弱，叠加 ...

Core Viewpoint - The price of silicon wafers continues to rise, driven by increasing polysilicon prices and strong demand from overseas markets, particularly in light of favorable policies and stable production rates in the industry [1][2]. Group 1: Silicon Wafer Prices - The average transaction price for N-type G10L monocrystalline silicon wafers (182*183.75mm/130μm) is 1.32 yuan per piece, up 3.13% week-on-week [1]. - The average transaction price for N-type G12R monocrystalline silicon wafers (182*210mm/130μm) is 1.40 yuan per piece, up 1.45% week-on-week [1]. - The average transaction price for N-type G12 monocrystalline silicon wafers (210*210mm/130μm) is 1.68 yuan per piece, up 5.00% week-on-week [1]. Group 2: Market Dynamics - The increase in silicon wafer prices is attributed to rising polysilicon prices, which have boosted market sentiment [1]. - On the supply side, the continuous rise in polysilicon prices has led silicon wafer manufacturers to be optimistic about future market conditions [1]. - On the demand side, the impact of U.S. anti-dumping measures and corresponding tariffs, along with expectations of domestic export tax rebate policies, has resulted in strong overseas demand and increased orders for battery cells [1]. Group 3: Production Rates - The overall operating rate in the industry remains stable, with two leading companies operating at rates of 52% and 50%, while integrated companies operate between 54% and 80% [1]. - Other companies have operating rates ranging from 50% to 80% [1]. Group 4: Battery and Module Prices - The mainstream price for battery cells is 0.29-0.30 yuan/W, reflecting a week-on-week increase of 0.01 yuan/W [2]. - The mainstream price for modules remains stable at 0.66-0.68 yuan/W, unchanged from the previous week [2]. - In the short term, the increase in polysilicon prices is expected to raise silicon wafer production costs, while sustained overseas demand supports current silicon wafer prices [2].

Core Viewpoint - The article provides an overview of the current pricing trends and transportation costs for industrial silicon in China, highlighting regional price variations and the companies involved in the market [1][2][3]. Pricing Summary - The national average price for industrial silicon is reported at 9,176 RMB/ton, with a previous price of 8,708 RMB/ton, indicating a significant increase [1]. - Regional prices vary, with Xinjiang prices ranging from 9,400 to 9,600 RMB/ton, Yunnan from 9,000 to 9,300 RMB/ton, and Fujian showing prices between 10,200 and 10,300 RMB/ton [1][2]. - The price fluctuations are based on a weighted average from participating companies' monthly production shares [2]. Transportation Costs - The transportation cost from Yili to Tianjin Port is 500 RMB/ton, while from Kunming to Huangpu Port, it is 350 RMB/ton [3]. Participating Companies - A list of companies involved in the industrial silicon market is provided, including major players from Xinjiang, Fujian, Yunnan, and Sichuan regions [3]. - Notable companies include He Sheng Silicon Industry Co., Ltd., Xinjiang Dongfang Hope Nonferrous Metals Co., Ltd., and others from various regions [3]. Data Source - The data is sourced from Antaike and compiled by Zhang Fan, indicating a reliable basis for the reported figures [3][4].

Group 1 - The core viewpoint of the article highlights the upward trend in the prices of polysilicon, particularly n-type materials, driven by supply constraints and optimistic market sentiment due to recent policy impacts [1][2]. - The transaction price range for n-type re-investment materials is between 51,000 to 55,000 yuan/ton, with an average price of 53,200 yuan/ton, reflecting an increase of 8.57% week-on-week [1]. - The transaction price for n-type granular silicon is between 49,000 to 50,000 yuan/ton, with an average price of 49,500 yuan/ton, showing a week-on-week increase of 3.13% [1]. Group 2 - The number of domestic polysilicon producers remains at 10, with one company expected to resume normal production in early October after maintenance [2]. - A new mandatory national standard regarding energy consumption for polysilicon production has been released, which, once implemented, will require companies to meet specific energy consumption benchmarks or face shutdowns [2]. - Following the implementation of the new energy consumption standards, the effective production capacity of domestic polysilicon is projected to decrease to approximately 2.4 million tons per year, a reduction of 16.4% compared to the end of 2024, and a 31.4% decrease compared to existing installed capacity [2]. Group 3 - The highest and lowest transaction prices for n-type re-investment materials are 55,000 and 51,000 yuan/ton respectively, with an average price of 53,200 yuan/ton, indicating a price fluctuation of 0.42 and an increase of 8.57% [3]. - The n-type dense material transaction price has a highest price of 52,000 yuan/ton and a lowest price of 48,000 yuan/ton, with an average price of 49,700 yuan/ton, reflecting a fluctuation of 0.40 and an increase of 8.75% [3]. - The transaction price for n-type granular silicon shows a fluctuation of 0.15 with a week-on-week increase of 3.13% [3]. Group 4 - The list of companies participating in the price statistics includes major players such as Sichuan Yongxiang Co., Ltd., GCL-Poly Energy Holdings Limited, and Xinjiang Goin's Energy Technology Co., Ltd. [4].

Core Viewpoint - The article provides a detailed analysis of the pricing trends for high-purity quartz sand and quartz crucibles in China, highlighting the current market prices and their fluctuations as of September 16, 2025. Pricing Analysis of 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 reported [1]. - Inner layer quartz sand is priced at a maximum of 7 million yuan, a minimum of 5 million yuan, and an average of 6 million yuan, also showing no price fluctuation [1]. - Middle layer quartz sand has a highest price of 3 million yuan, a lowest price of 2.5 million yuan, and an average of 2.75 million yuan, with no price fluctuation [1]. - Outer layer quartz sand is priced at a maximum of 2.2 million yuan, a minimum of 1.8 million yuan, and an average of 2 million yuan, with no price fluctuation [1]. Pricing Analysis 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 price fluctuation [1]. - The 32-inch quartz crucible is priced at a maximum of 0.7 million yuan, a minimum of 0.66 million yuan, and an average of 0.68 million yuan, also showing 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 of 0.76 million yuan, with no price fluctuation [1].

Core Viewpoint - The article provides an overview of the pricing trends for photovoltaic glass, highlighting the current market prices and their fluctuations, which are essential for understanding the industry's dynamics and potential investment opportunities [1]. Pricing Summary - The highest price for 2.0mm photovoltaic glass is 13 yuan per square meter, while the lowest is 12 yuan, resulting in an average price of 12.5 yuan per square meter with no price fluctuation reported [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 reported [1]. - The prices mentioned are inclusive of tax and are based on the comparison of quotes from multiple photovoltaic glass manufacturers [1].

Crushing and Screening Stage - The initial step involves selecting high-purity, low-gray particles from larger ore types like quartzite, followed by crushing using jaw or cone crushers, ensuring the desired particle size through a closed-loop system with vibrating screens [2] - The crushed product is then processed in a sand-making machine to obtain quartz sand of specific granularity [2] Grinding Stage - Quartz sand grinding typically employs a single-stage or two-stage overflow ball mill, with the second stage forming a closed-loop cycle with a spiral classifier or hydrocyclone to ensure the required fineness [3] Beneficiation Stage - To achieve high-purity industrial quartz sand, further purification processes are necessary after obtaining quartz sand of a certain granularity, including washing, classification, scrubbing, magnetic separation, flotation, and acid leaching [4] - Washing and classification are essential to remove clay and impurities, as the quality of quartz sand decreases with smaller particle sizes [4] - Scrubbing utilizes mechanical force to remove iron films or adhering impurities from quartz particles, followed by separation of finer particles using a hydrocyclone [4] - Magnetic separation effectively removes weakly magnetic impurities like hematite and biotite, using wet permanent magnetic drum separators for weak magnetic and high-gradient magnetic separators for strong magnetic separation [4] - Flotation aims to remove non-magnetic impurities such as feldspar and mica, with HF commonly used as an activator in the process [5] - Acid leaching exploits the solubility properties of quartz to separate and purify it, as quartz is nearly insoluble in common acids except for HF [5] - Microbial leaching is an emerging technique that uses specific microorganisms to remove iron films from quartz sand, showing promising results in laboratory settings but requiring further industrial research [5]

Core Viewpoint - The notification emphasizes the importance of promoting the development and utilization of renewable energy resources, particularly wind and solar energy, to achieve green and low-carbon energy transformation and meet carbon peak and carbon neutrality goals [2]. Group 1: Stable Supply Assurance - The public grid will provide stable supply assurance services for nearby consumption projects, ensuring reliable power supply and safety [2]. - Renewable energy projects must have a self-consumption ratio of at least 60% of total available generation and 30% of total consumption, increasing to 35% for new projects starting in 2030 [2]. Group 2: Cost Sharing for Supply Assurance - Nearby consumption projects will bear the costs of stable supply services based on the principle of "who benefits, who bears" [3]. - Transmission and distribution fees will be calculated based on capacity, with no system standby fees for exported electricity [3]. Group 3: Equal Market Participation - Nearby consumption projects will have equal market status with other power generation companies and users, participating in the electricity market as a unified entity [4]. - Projects must directly engage in market transactions without being represented by grid companies and will bear line loss costs for exported electricity [4]. Group 4: Implementation and Monitoring - Provincial price authorities are tasked with monitoring and summarizing implementation experiences, providing policy interpretations, and responding to social concerns [4]. - Project owners must file with local authorities and apply for grid connection, determining their own capacity and signing contracts with grid companies [4]. Group 5: Implementation Date - The notification will take effect on October 1, 2025, with prior projects needing coordination from local price authorities [5].

Core Viewpoint - The article provides a detailed analysis of the pricing trends for high-purity quartz sand and quartz crucibles in China, highlighting the price ranges, average prices, and price fluctuations as of September 9, 2025. Pricing Analysis of 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 reported [1]. - Inner layer quartz sand shows a highest price of 7 million yuan, a lowest price of 5 million yuan, and an average price of 6 million yuan, also with no price fluctuation [1]. - Middle layer quartz sand has a highest price of 3 million yuan, a lowest price of 2.5 million yuan, and an average price of 2.75 million yuan, with no price fluctuation [1]. - Outer layer quartz sand is priced at a highest of 2.2 million yuan, a lowest of 1.8 million yuan, and an average of 2 million yuan, with no price fluctuation [1]. Pricing Analysis of Quartz Crucibles - The 28-inch quartz crucible is priced at a highest of 0.62 million yuan, a lowest of 0.6 million yuan, and an average of 0.61 million yuan, with no price fluctuation [1]. - The 32-inch quartz crucible has a highest price of 0.7 million yuan, a lowest of 0.66 million yuan, and an average of 0.68 million yuan, with no price fluctuation [1]. - The 36-inch quartz crucible shows a highest price of 0.78 million yuan, a lowest of 0.74 million yuan, and an average of 0.76 million yuan, with no price fluctuation [1].