本周多晶硅 n 型复投料成交价格区间为 4.5-4.9 万元 / 吨，成交均价为 4.74 万元 / 吨，周环比上涨 0.42% 。 n 型颗粒硅成交价格区间为 4.4-4.5 万元 / 吨，成交均价为 4.45 万元 / 吨，周环比上涨 0.45% 。 本周多晶硅成交量环比略有减少，但签单企业数量增至 6 家，其中部分企业成交价 格维持不变，其余企业价格上调 1 元 / 公斤，整体均价小幅上涨。 多晶硅价格维持涨 势的主要原因在于： 7 月份多晶硅价格调至成本线上以来， 头部企业签单量相对较 大，去库程度明显，个别企业甚至清库，无余量可签，故本周头部企业成交价整体持 稳，个别订单小幅上调。此外，头部企业签单饱和后，市场需求余量转至其他硅料企 业，而中部企业相对较高的成本同样对本周整体价格形成支撑。 本周在产多晶硅企业数量维持在 9 家，按当前排产计划， 8 月份国内多晶硅产量预 计在 12.5 万吨， 9 月份部分复产产线继续放量，国内产量或将继续增至 14 万吨左右， 而同期硅片产出基本持稳，多晶硅库存将在高位基础上累增超过 5 万吨，市场供需失 衡的困局再次加码。为缓解供需压力，部分硅料企业正计划协同限 ...

Core Viewpoint - The domestic industrial silicon market is experiencing price stability in the spot market, while futures prices have slightly declined, indicating a cautious market sentiment amid conflicting supply and demand expectations [1][2]. Price Trends - The main futures contract closed at 8600 CNY/ton, down from 8700 CNY/ton, reflecting a 1.15% decrease. The national average price remains stable at 9196 CNY/ton, with specific grades priced as follows: 553 at 8764 CNY/ton, 441 at 9174 CNY/ton, and 421 at 9875 CNY/ton. Regional prices include Xinjiang at 8840 CNY/ton, Yunnan at 10020 CNY/ton, and Sichuan at 9900 CNY/ton [1][3]. Market Dynamics - The market is currently in a contradictory state, with government policies providing positive guidance for the medium to long term, while industry expectations for short-term supply and demand remain pessimistic. Major domestic producers are gradually resuming production, with operating rates in Sichuan and Yunnan increasing by 50% and 30%, respectively. However, most production is hedged through futures contracts, limiting immediate sales volume and willingness to lower prices [1][2]. Demand Insights - Although downstream polysilicon and organosilicon companies are increasing their operating rates, their purchasing intentions are low as they anticipate lower prices for procurement [1][2]. Future Outlook - The market is expected to maintain a weak balance with both supply and demand increasing in August, leading to a slight downward trend in prices [2].

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. Pricing Summary - **High-Purity Quartz Sand Prices (in ten thousand yuan/ton)**: - Import quartz sand has a highest price of 8.5, lowest price of 8.75, and an average price of 8.75 with no fluctuation noted - Inner layer quartz sand shows a highest price of 7, lowest price of 5, and an average price of 6 with no fluctuation noted - Middle layer quartz sand has a highest price of 3, lowest price of 2.5, and an average price of 2.75 with no fluctuation noted - Outer layer quartz sand records a highest price of 2.2, lowest price of 1.8, and an average price of 2 with no fluctuation noted [1] - **Quartz Crucible Prices (in ten thousand yuan/unit)**: - 28-inch quartz crucible has a highest price of 0.62, lowest price of 0.6, and an average price of 0.61 with no fluctuation noted - 32-inch quartz crucible shows a highest price of 0.7, lowest price of 0.66, and an average price of 0.68 with no fluctuation noted - 36-inch quartz crucible has a highest price of 0.78, lowest price of 0.74, and an average price of 0.76 with no fluctuation noted [1]

Group 1 - The article provides pricing information for photovoltaic glass, indicating the highest, lowest, and average prices for different thicknesses of glass, along with their price fluctuations [1] - For 2.0mm photovoltaic glass, the highest price is 11.5 yuan per square meter, the lowest is 10.5 yuan, and the average price is 11 yuan, with a fluctuation of 0.5 yuan [1] - For 3.2mm photovoltaic glass, the highest price is 19.5 yuan per square meter, the lowest is 18.5 yuan, and the average price is 19 yuan, also with a fluctuation of 0.5 yuan [1] Group 2 - The article includes contact information for key personnel in the China Nonferrous Metals Industry Association Silicon Branch, indicating the organizational structure and leadership within the industry [2] - The leadership includes the president, executive vice president, and several vice presidents, providing a network for industry consultation and information dissemination [2]

Core Viewpoint - The article highlights China's competitive edge in the global green industry, particularly in photovoltaic products, new energy vehicles, and lithium batteries, while also addressing the challenges of "involution" competition within the industry [2]. Group 1: Industry Overview - China's manufacturing sector has excelled in the green industry due to advanced technologies and innovative products, especially in the "new three items": photovoltaic products, new energy vehicles, and lithium batteries [2]. - The importance of silicon-based materials in the photovoltaic industry chain is emphasized, as they are crucial for maintaining supply chain stability and addressing low-price disorderly competition [2]. Group 2: Upcoming Conference - The China Nonferrous Metals Industry Association is organizing the "2025 China Silicon Industry Conference" from September 10-12, 2025, in Baotou, Inner Mongolia, focusing on technological innovation and industry self-discipline [2]. - The conference aims to provide a platform for representatives to enhance communication, negotiate cooperation, and promote the sustainable and stable development of China's silicon industry [2].

Core Viewpoint - The photovoltaic glass market has shown signs of recovery since August, with prices rebounding after a prolonged decline, driven by increased demand and reduced supply [1][2]. Group 1: Price Trends - As of this week, the price of 2.0mm photovoltaic glass is quoted at 10-11 yuan per square meter, an increase of 7.79% compared to the end of July. The mainstream transaction price for 3.2mm photovoltaic glass is 18-19 yuan per square meter, up 4.23% from the end of July [1]. - The increase in photovoltaic glass prices is attributed to several factors, including increased purchasing by downstream component companies, a slight reduction in inventory, and price increases across various segments of the photovoltaic industry [1]. Group 2: Supply and Demand Dynamics - Since July, leading companies like Fuyao have successfully implemented production cuts, reducing the operating capacity from nearly 100,000 tons per day to 85,000 tons per day [2]. - The Central Financial Committee's sixth meeting in July emphasized the need to regulate low-price competition and promote the exit of outdated production capacity, which is expected to support the recovery of the photovoltaic glass market [2]. - Despite the positive trends, terminal demand has not fully recovered, and international trade barriers may introduce uncertainties in the photovoltaic glass market, leading to anticipated fluctuations in the future [2].

Core Viewpoint - The article highlights China's competitive edge in the global green industry, particularly in photovoltaic products, new energy vehicles, and lithium batteries, while also addressing the issue of "involution" competition within the industry [2] Industry Summary - The importance of silicon-based materials in the photovoltaic industry is emphasized, as they are crucial for maintaining supply chain stability and addressing low-price disorder in competition [2] - The China Nonferrous Metals Industry Association is organizing the "2025 China Silicon Industry Conference" in Baotou, Inner Mongolia, from September 10-12, 2025, focusing on technological innovation and industry self-discipline [2] Event Details - The conference aims to strengthen communication and cooperation among industry representatives to promote the sustainable and healthy development of China's silicon industry [2] - The event will include the fifth member representative assembly and council election of the silicon industry branch [2]

Core Points - The 2025 China Silicon Industry Conference is set to take place, attracting participants from government departments, industry associations, major upstream and downstream silicon production enterprises, traders, consumers, equipment manufacturers, auxiliary material producers, financial institutions, research institutes, and media representatives [2] Group 1: Conference Details - The conference offers various promotional opportunities such as display boards, roll-up banners, informational materials, and speaking engagements to enhance corporate visibility and facilitate collaboration [2] - Registration for the conference is free, with member units receiving complimentary conference materials and meal vouchers, while non-member units and excess members are charged 2000 yuan per set for materials and meal vouchers [11] Group 2: Promotional Pricing - The pricing for promotional items includes: - Roll-up banner: 5000 yuan - Material placement: 5000 yuan - Tea break video display: 10000 yuan - Color pages: 6000 yuan - Material bagging: 9000 yuan - Presentation report: 50000 yuan - Name listing: 50000 yuan - Background board (3*3): 15000 yuan - Exhibition fountain: 10000 yuan - Exhibition booth (background board + exhibition table): 20000 yuan [4] Group 3: Contact Information - For registration, contact Zhang Bo at 15587104501, for promotional inquiries contact Zhang Fan at 18001036278, and for accommodation inquiries contact Li Peiyao at 18611884979 [14][17]

Group 1 - The core viewpoint of the article indicates that the silicon wafer prices have stabilized this week, with no significant changes observed in the market [1][2] - The average transaction prices for N-type G10L, G12R, and G12 silicon wafers are 1.2 yuan, 1.35 yuan, and 1.55 yuan per piece respectively, all remaining unchanged from the previous week [1][3] - The market is currently in a stalemate phase, with downstream demand decreasing due to sensitivity to cost changes and a pause in battery stocking, while upstream suppliers are reluctant to lower prices due to stable silicon material prices and low inventory [1][2] Group 2 - Downstream battery and component prices have also remained stable, with mainstream battery prices at 0.28-0.29 yuan/W and component prices at 0.66-0.67 yuan/W [2] - The overall operating rate in the industry is stable, with leading companies operating at rates of 50% and 46%, while integrated companies operate between 50%-80% [1] - The market sentiment is increasingly cautious, with expectations of short-term price fluctuations and long-term price trends influenced by terminal component market demand and downstream battery purchasing rhythms [2]

Core Viewpoint - The industrial silicon spot prices have declined recently, with fluctuations in the market and limited improvement in the fundamentals, leading to a cooling market sentiment and price drop [1][2]. Price Trends - The main contract price for industrial silicon dropped from 8750 CNY/ton to 8700 CNY/ton, a decrease of 0.57% during the week of July 31 to August 6, 2025. The national average price is 9196 CNY/ton, down by 182 CNY/ton [1]. - Specific grades of industrial silicon saw the following prices: 553 at 8764 CNY/ton (down 438 CNY/ton), 441 at 9174 CNY/ton (down 178 CNY/ton), and 421 at 9875 CNY/ton (down 97 CNY/ton) [1][3]. - The FOB price decreased by 30 USD/ton [1]. Supply and Demand Dynamics - On the supply side, production in northern regions remains stable, with a slight increase in large factory operations. Southern regions are experiencing increased output due to the rainy season and new capacity coming online [1]. - Demand from downstream sectors is slightly increasing, with higher operating rates in organic silicon monomer plants and some recovery plans in multi-crystalline silicon production lines. Overall, the demand from the three major downstream sectors for industrial silicon is expected to increase slightly [1][2]. Market Sentiment - Despite the slight increase in demand, the overall market sentiment is cooling, and the industry is facing pressure on inventory consumption, making price increases difficult. The market is expected to remain in a range-bound fluctuation [2].