在国家"双碳"目标的引领下，直流冶炼技术以其独特的优势和广阔的发展前 景，正逐渐崭露头角，成为推动行业技术进步的重要方向。为进一步促进业内深化 交流、共谋发展，由中国有色金属工业协会硅业分会指导、北京安泰科信息科技股 份有限公司主承办的"2025 年矿热炉节能供电（直流电）技术研讨会"定于 2025 年 12 月 4 日-6 日 在 内蒙古自治区呼和浩特 市 召开。 会议主题 践行节能低碳·促进绿色发展 指导单位： 中国有色金属工业协会硅业分会 主办单位： 北京安泰科信息科技股份有限公司 特邀支持单位： 乌拉特中旗政府 特邀协办单位： 内蒙古纳顺装备工程（集团）有限公司 协办单位： 河北顺天电极有限公司 西冶科技集团股份有限公司 支持单位： 内蒙古通威绿色基材有限公司 承办单位： 北京安泰科信息科技股份有限公司 初步日程 时间地点 报到时间：2025年12月4日 会议时间：2025年12月5-6日 会议地点：内蒙古 ·呼和浩特 会议酒店：巨华国际大酒店 组织单位 联系方式 张 凡 ： 18001036278 马海天： 13683629409 2025年12月4日下午【注册报到】 2025年12月5日上午【 开 ...

本次会议，我们非常荣幸地邀请到西冶科技集团技术总监宋小刚先生。宋总 在矿热电炉领域深耕四十余年。尤其值得一提的是，由西冶公司中标的世界首台 大型工业硅直流电炉已成功投产，标志着行业技术迈入了新的里程碑。对于这两 年多来在直流炉方面的曲折经历，不管是失败的还是成功的方面，宋总都表示愿 意在此次技术研讨会上和与会代表（包括已建，在建，或准备筹建直流炉的代 表），进行面对面的坦诚交流，希望把自己所经历的各种困难，挫折，和技术上 的突破，以及当前还面临的困惑与思考，分享给大家！并希望与大家面对面进行 坦诚地交流 与探讨，希望为直流矿热炉的技术进步贡献自己一点点微薄之力！ 嘉宾简介： 宋小刚，工程师，现任西冶科技集团技术总监。从事矿热炉技术研发、工程设 计、制造安装、生产管理工作 40 余年，涉及工业硅、硅钙、硅铁、硅锰、硅 铬、电石等行业。曾设计安装了国内首台 20000KVA 六电极交流工业硅电炉 ( 四川石棉 ) 、设计安装了国内首台 33000KVA 硅钙电炉 ( 陕西洋县 ) 、最先设 计安装了国内首台 33000KVA 旋转式工业硅电炉 ( 陕西城固 ) 、国内多台 20000-60000KVA 工业硅直流 ...

Company Overview - Inner Mongolia Nashun Equipment Engineering (Group) Co., Ltd. is a large private enterprise focusing on equipment manufacturing and engineering services, integrating industrial technology research and development, industrial equipment manufacturing, and engineering contracting [3]. - The company emphasizes technological innovation and project management, aiming to create a customized service platform for industrial equipment and provide comprehensive lifecycle services for customers [3]. Qualifications - The company holds several qualifications, including: - Metallurgical industry metal smelting engineering design professional Class B - Construction electromechanical installation professional contracting (Class 2) - Metallurgical engineering construction general contracting (Class 2) - Fixed pressure vessels high-pressure vessels (A2) - Steel structure engineering professional contracting (Class 2) - High-tech enterprise [4]. Main Products - The company specializes in various types of furnaces, including: - Calcium carbide furnace with capacities ranging from 27,000 kVA to 81,000 kVA - Silicon iron furnace with capacities from 31,500 kVA to 72,000 kVA - Silicon manganese furnace with capacities from 39,000 kW to 66,000 kW - Chromium iron furnace with capacities from 33,000 kVA to 75,000 kVA - Nickel iron furnace with capacities from 33,000 kVA to 42,000 kVA - Industrial silicon furnace with capacities of 16,500 kVA to 36,000 kVA - Titanium slag furnace with capacities from 25,500 kVA to 36,000 kVA - Direct current furnace with capacities from 36,000 kVA to 60,000 kVA [5]. Project Experience - The company has notable project experience, including: - 1X57,000 kVA high carbon chromium direct current furnace at Fengzhen Huaxing - 2X45,000 kW silicon manganese direct current furnace at Chayouqianqi Xinchuan - 2X60,000 kW silicon manganese direct current furnace at Chayouzhongqi Qinyuan - 5X55,000 kVA silicon manganese direct current furnace at Shangdu Huatai [11]. Direct Current Furnace Advantages - The direct current furnace offers several advantages: - High power factor - Low smelting electricity consumption - Reduced electrode consumption - Less coke usage - Stable operation with minimal fluctuations - Easy operation and startup without current impact - Stable arc light and low furnace wall temperature - Low noise levels [8].

本周工业硅市场呈现期现联动的小幅上涨行情。 11 月 13 日至 11 月 19 日，主力合约 2601 收盘 价从 9145 元 / 吨上涨至 9390 元 / 吨，上涨 245 元 / 吨。根据安泰科采集价格统计， 11 月 19 日全国 工业硅综合价格为 9250 元 / 吨，环比上涨 43 元 / 吨。分牌号来看， 553# 工业硅价格为 8807 元 / 吨，环比上涨 50 元 / 吨， 441# 工业硅价格为 9918 元 / 吨，环比上涨 26 元 / 吨， 421# 工业硅价格为 9711 元 / 吨，环比上涨 39 元 / 吨；分区域看，新疆、云南、四川综合价格分别为 8886 元 / 吨、 9760 元 / 吨、 10050 元 / 吨，分别环比上涨 38 元 / 吨、 7 元 / 吨、 100 元 / 吨；出口 FOB 价格比上周上浮 10 美元 / 吨。 本周工业硅供应端呈现进一步收紧态势。西南地区由于枯水期电价上调导致生产成本增加，云 南、四川等地硅厂开工率持续走低，可流通现货收紧。北方地区如内蒙古、甘肃和新疆等地生产相对 稳定。尽管供应呈收紧态势，但社会库存仍处高位，持续对价格形成 ...

Core Viewpoint - The article emphasizes the importance of materials such as silicon, lithium, and platinum-palladium in the context of energy transition and global carbon neutrality goals, highlighting their role in strategic emerging industries in China [1]. Event Details - The 2025 China New Energy and New Materials Industry Conference will be held on December 11-12, 2025, in Guangzhou, Guangdong Province [2]. - The conference theme is "Innovation-Driven, Integrated Development - Building a New Ecosystem for the New Energy Materials Industry" [2]. Agenda Overview - The preliminary agenda includes registration on December 11, followed by a welcome dinner and various sessions on December 12, including keynote speeches and site visits [3]. - Key topics for discussion include: - Development paths for China's economy and new productive forces under global energy transformation - Prospects for China's new energy and new materials industry during the 14th Five-Year Plan - The role of futures in supporting the stability of the new energy industry [3]. Sub-Forums - Three sub-forums will focus on: 1. Platinum-Palladium Industry Development Forum covering industry chain research and hydrogen energy trends [3]. 2. Silicon Energy Industry Development Forum discussing market status, photovoltaic industry trends, and risk management using futures [3]. 3. Lithium Battery New Energy Industry Development Forum addressing market trends and futures applications [3][6]. Participation and Costs - The conference will not charge a registration fee, and certain member units will receive complimentary materials and meal vouchers [6].

| 硅片现货价格(wafer) | | | | | | --- | --- | --- | --- | --- | | 项目 | 最高价 | 最低价 | मश्री | 波动% | | P 型 M10 单晶硅片 -182*182 mm /150um | | | | --- | | N 型 G10L 单晶硅片-182*183.75 mm /130μm | 1.3 | 1.2 | 1.25 | -2.34% | | N 型 G12R 单晶硅片 -182*210 mm /130μm | 1.3 | 1.22 | 1.25 | -0.79% | | P 型 G12 单晶硅片-210*210 mm /150um | --- | | | | | N 型 G12 单晶硅片-210*210 mm /130µm | 1.6 | 1.56 | 1.58 | -1.25% | | 单位:元/片 | | | 更新日期: 2025-11-20 | | 据安泰科统计，本周硅片价格承压运行。其中， N 型 G10L 单晶硅片 (182*183.75mm/130 μ m) 成交均价在 1.25 元 / 片，环比上周下跌 2.34% ； N ...

Core Viewpoint - The domestic polysilicon market is currently exhibiting a weak and stable trend, with prices remaining steady despite a decline in downstream prices and production cuts by some silicon wafer manufacturers due to weak demand [1][2]. Group 1: Market Prices - The transaction price range for n-type re-investment material is between 49,000 to 55,000 CNY/ton, with an average price of 53,200 CNY/ton, remaining unchanged week-on-week [1]. - The transaction price range for n-type granular silicon is between 50,000 to 51,000 CNY/ton, with an average price of 50,500 CNY/ton, also stable week-on-week [1]. - The overall transaction prices for polysilicon products have shown no fluctuations, indicating a stable market environment [3]. Group 2: Supply and Demand Dynamics - Despite a reduction in downstream production, which is expected to weaken short-term demand for polysilicon, supply has also tightened, leading to a higher tolerance for supply-demand changes among upstream and downstream enterprises [2]. - The expected polysilicon production for December is around 120,000 tons, with an annual total production of approximately 1.33 million tons, reflecting a year-on-year decrease of 27.8% [2]. - The supply contraction is anticipated to support the maintenance of price stability in the polysilicon market, with a strong willingness among producers to keep prices steady [2]. Group 3: Industry Consensus - There is a consensus among the industry chain participants that a price drop in polysilicon would not effectively stimulate demand but could disrupt the stabilization expectations that have been gradually established since July [1]. - The willingness of polysilicon companies to maintain price stability is strong, as they aim to prevent a potential collapse of the entire pricing system within the industry [1].

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。 | 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 | 13 | 12 | 12. 5 | 0 | | 3.2mm 光伏玻璃 | 21 | 20 | 20. 5 | 0 | | | | | | 2025-11-18 | ...

Core Viewpoint - The Ministry of Industry and Information Technology has issued a notice to accelerate the systematic layout and high-level construction of manufacturing pilot platforms, emphasizing the importance of these platforms in connecting the innovation chain, technology chain, and industrial chain to support the integration of technological and industrial innovation [1] Group 1: Key Directions for Manufacturing Pilot Platforms - Key focus areas for raw materials industry pilot platforms include petrochemical, steel, non-ferrous metals, inorganic non-metallic materials, and advanced materials [2] - Information technology pilot platforms will concentrate on integrated circuits, basic electronics, energy electronics, industrial control equipment and systems, information display, communication devices, basic software, industrial software, servers, and new industrial networks [2] Group 2: Inorganic Non-Metallic Industry Pilot Platform - The construction of pilot platforms in the inorganic non-metallic sector will focus on high-performance artificial crystal growth and processing technology, advanced synthesis technology for high-purity quartz products, key technologies for high-performance ceramic powder preparation and sintering, and the design and preparation of green low-carbon cementing materials [2] - The aim is to establish several pilot platforms to enhance basic conditions, technical support capabilities, and public service capabilities, facilitating the industrialization of key materials such as solid-state battery electrolyte materials and high-performance fibers [2] Group 3: New Display Technology Pilot Platform - The new display pilot platform will focus on 8.5 generation and above LCD, AMOLED mainstream display technologies, and emerging technologies like MicroLED, silicon-based OLED, electronic paper, laser display, and 3D display [3] - The platform aims to validate and optimize display materials, key processes, core components, and accessories, enhancing product performance and accelerating technological iteration [3] - It will also establish a standard system for pilot verification in the new display field, promoting the transformation of technological innovations and sharing industry technical information [3]

Group 1 - The article highlights the significance of direct current smelting technology in promoting industry technological advancement under the national "dual carbon" goals [1] - A seminar titled "2025 Mineral Thermal Furnace Energy-saving Power Supply (Direct Current) Technology Seminar" is scheduled to take place from December 4 to 6, 2025, in Hohhot, Inner Mongolia [1][2] - The seminar aims to facilitate in-depth exchanges within the industry and promote collaborative development [1] Group 2 - The seminar's theme is "Practicing Energy Saving and Low Carbon, Promoting Green Development" [2] - The event is organized by the China Nonferrous Metals Industry Association Silicon Industry Branch and Beijing Antai Technology Information Co., Ltd., with support from various local government and industry entities [2] - The preliminary agenda includes registration, opening ceremony, technical reports, discussions, and site visits to relevant companies [2] Group 3 - Participation in the seminar is free of charge, covering meals, while accommodation costs are to be borne by attendees [3] - Contact information for the event organizers is provided for further inquiries [4]