数据来源:安泰科 采编:张博 | 高纯石英砂(万元/吨) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 进口石英砂 | 8. 4 | 7 | 7.7 | -0. 25 | | 内层石英砂 | 6 | 5 | 5.5 | -0. 1 | | 中层石英砂 | 2. 6 | 2. 4 | 2. 5 | -0. 05 | | 外层石英砂 | 2 | 1.7 | 1. 85 | -0. 05 | | | | | | 2025-11-18 | 注:此报价为整理多家国内生产石英砂、坩埚企业以及下 游拉晶企业报价,均为含税价,涨跌幅度根据上周报价比 较所得。 | 石英増場价格(万元/只) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 28 寸石英坤娲 | 0. 62 | 0. 6 | 0. 61 | 0 | | 32 寸石英坩娲 | 0. 68 | 0. 64 | 0. 66 | -0. 02 | | 36 寸石英म锅 | 0. ...

Core Viewpoint - The article discusses the release of the "Guiding Opinions on Promoting the Consumption and Regulation of New Energy" by the National Development and Reform Commission and the National Energy Administration, marking a new phase of refined management in new energy consumption, with a goal to establish a multi-level consumption regulation system by 2030 to meet the annual demand for the reasonable consumption of over 200 million kilowatts of new energy [1][2]. Group 1: Classification and Strategy - The "Guiding Opinions" introduce a classification approach for coordinating new energy development and consumption, emphasizing the need for differentiated management strategies based on various development scenarios [2][3]. - The document outlines five categories of scenarios for new energy consumption and supports four types of new business models for local consumption, indicating a shift from a single management model to a more tailored approach [2][3]. Group 2: New Business Models and Integration - The promotion of new business models and innovative development in new energy consumption is highlighted, including integrated development models that combine new energy with industrial applications [3][4]. - Local consumption is identified as a key focus for the 14th Five-Year Plan, aiming to reduce risks associated with long-distance transmission and lower investment costs [3][4]. Group 3: Support for Enterprises - The optimization of consumption and regulation models is expected to enhance the operational guarantees for enterprises involved in new energy, providing a solid foundation for reasonable profit expectations [5]. - Companies are encouraged to invest in key technologies such as new energy storage and virtual power plants to improve output stability and participate actively in green certificate markets for additional revenue [5]. Group 4: Evaluation and Metrics - The "Guiding Opinions" propose a shift from a single utilization rate metric to a comprehensive evaluation system for new energy consumption, taking into account various factors such as installed capacity, generation volume, and regional characteristics [8][9]. - Local energy authorities are tasked with setting annual new energy utilization targets and developing a dynamic evaluation system that reflects the unique characteristics of their regions [8][9].

Core Viewpoint - The industrial silicon market experienced a slight price increase due to the linkage between futures and spot markets, with a notable rise in prices despite weak demand from downstream sectors [1][3]. Price Trends - From November 6 to November 12, the main contract price rose from 9065 CNY/ton to 9195 CNY/ton, an increase of 130 CNY/ton [1]. - The national comprehensive price for industrial silicon on November 12 was 9207 CNY/ton, up by 33 CNY/ton [1]. - Prices for different grades of industrial silicon were as follows: 553 at 8757 CNY/ton (up 49 CNY/ton), 441 at 9092 CNY/ton (up 37 CNY/ton), and 421 at 9672 CNY/ton (up 14 CNY/ton) [1]. Supply Dynamics - The supply side showed reduced production in the southwestern region, tightening the market and supporting prices [2]. - In Inner Mongolia, stable production was noted, but there was an inclination to raise prices due to tight raw material supplies [2]. - Gansu's industrial silicon producers slightly reduced output due to minor cost increases, which also supported prices [2]. - In Xinjiang, rising costs from electricity, silicon coal, and electrodes, along with increased transportation costs due to weather, contributed to price increases [2]. Downstream Demand - The three core consumption sectors exhibited mixed performance, impacting the demand for industrial silicon [3]. - The organic silicon sector saw prices rise from 11000 CNY/ton to 11200 CNY/ton, but overall production cuts reduced actual procurement needs [3]. - The polysilicon sector maintained a weak and stable price environment, with production cut expectations limiting demand for industrial silicon [3]. - The aluminum alloy sector benefited from a positive trend in the automotive manufacturing market, leading to steady growth in industrial silicon procurement [3]. Overall Market Outlook - The industrial silicon market saw a slight increase in prices due to supply constraints and cost support, but weak downstream demand remains a concern [3]. - Short-term price support is expected from production cuts in the southwest and rising costs in Xinjiang, while the pace of downstream demand recovery will be a key variable for future price movements [3].

| 硅片现货价格(wafer) | | | | | | --- | --- | --- | --- | --- | | 项目 | 最高价 | 最低价 | म्ह्येस्थ | 波动% | | P 型 M10 单晶硅片 -182*182 mm /150µm | | | | | | N 型 G10L 单晶硅片-182*183.75 mm /130μm | 1.3 | 1.28 | 1.28 | -2.29% | | N 型 G12R 单晶硅片 - 182*210 mm /130μm | 1.3 | 1.25 | 1.26 | -5.26% | | P 型 G12 单晶硅片-210*210 mm /150µm | | | | | | N 型 G12 单晶硅片-210*210 mm /130μm | 1.65 | 1.6 | 1.6 | -3.03% | 本周参与价格统计企业名单： 单位:元/片 更新日期:2025-11-13 价格根据 12 家企业 P型 M10 单晶硅片、N型 G10L 单晶硅片、N 型 G12R 单晶硅片、P 型 G 12 单晶硅片、N 型 G12 单晶硅片的季度产量占比,通过加权平均整理所得 ...

Core Viewpoint - The domestic polysilicon market is maintaining a weak and stable pattern, with prices remaining steady despite fluctuations caused by declining prices in downstream sectors [1][2]. Price Trends - The transaction price range for n-type re-investment material is between 49,000 to 55,000 yuan per ton, with an average price of 53,200 yuan per ton, showing no change week-on-week [1]. - The transaction price range for n-type granular silicon is between 50,000 to 51,000 yuan per ton, with an average price of 50,500 yuan per ton, also stable compared to the previous week [1]. - The price data for various polysilicon products indicates no fluctuations, with n-type re-investment material and n-type granular silicon both showing a 0% change [3]. Supply and Demand Dynamics - The overall state of supply exceeding demand in the polysilicon market remains unchanged, with high inventory pressure persisting [2]. - Downstream price reductions and production cuts may weaken short-term demand for polysilicon, but companies are not in a hurry to lower prices to clear inventory due to high social inventory levels [2]. - Despite pessimistic market sentiment, actual operations are expected to remain stable, with low likelihood of significant price fluctuations due to ongoing production cuts and policy support from suppliers [2].

注:此报价为整理多家国内生产石英砂、坩埚企业以及下 游拉晶企业报价,均为含税价,涨跌幅度根据上周报价比 较所得。 数据来源:安泰科 采编:张博 | 高纯石英砂(万元/吨) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 进口石英砂 | 8. 4 | 7.5 | 7. 95 | -0. 425 | | 内层石英砂 | 6.2 | 5 | 5.6 | -0.2 | | 中层石英砂 | 2. 6 | 2. 5 | 2. 55 | -0.1 | | 外层石英砂 | 2 | 1.8 | 1.9 | -0. 05 | | | | | | 2025-11-11 | | 石英増場价格(万元/只) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 28 寸石英म锅 | 0. 62 | 0. 6 | 0. 61 | 0 | | 32 寸石英坩娲 | 0. 7 | 0.66 | 0. 68 | 0 | | 36 寸石英坩娲 | 0. 78 ...

Core Viewpoint - Optical fiber communication plays a crucial role in modern communication networks, utilizing light waves as signal carriers and glass fibers as transmission media, allowing for high capacity and low loss transmission [1]. Group 1: Optical Fiber Production Process - The production of optical fibers primarily involves two core processes: preform preparation and fiber drawing [1]. - Preform is the "mother body" of optical fibers, and its manufacturing methods can be categorized into chemical vapor deposition (CVD) and external deposition methods [3]. Group 2: Preform Preparation Techniques - CVD methods include: - MCVD (Modified Chemical Vapor Deposition): Uses a quartz glass tube as a substrate to deposit silica on the inner wall through hydrogen-oxygen flame heating [4]. - PCVD (Plasma Chemical Vapor Deposition): Utilizes plasma instead of hydrogen-oxygen flame, offering higher deposition rates but with more complex equipment [4]. - VAD (Vapor Axial Deposition): Forms a porous body on a rotating seed rod, suitable for large preform production [4]. - OVD (Outside Vapor Deposition): Deposits silica powder on the outer surface of the seed rod, achieving high purity and low cost, although it has a lengthy process and high energy consumption [5][6]. Group 3: Natural Quartz Processing - PSOD (Plasma Solid Deposition): Uses high-purity quartz sand to produce thick-walled quartz tubes without introducing hydroxyl groups or toxic gases, providing significant cost advantages [8]. - Hydrogen-oxygen melting method: A simpler process but results in larger size fluctuations and higher hydroxyl content [9]. - Electric melting method: Utilizes electricity to melt quartz sand, with various sub-methods like vacuum electric melting and continuous melting, but commercial applications are limited [11]. Group 4: Fiber Drawing Process - Fiber drawing involves heating the preform above 2000°C and precisely controlling temperature and tension to draw fibers with a diameter of approximately 125 micrometers [14]. - Polarization-maintaining fibers require the introduction of stress rods into the preform, increasing the complexity of the process [14]. Group 5: Requirements for Quartz Materials - Optical fiber quartz glass is categorized into natural and synthetic quartz materials, with synthetic quartz being preferred due to its high purity and low hydroxyl content [16]. - The purity of quartz materials is critical, as impurities can lead to excessive fiber attenuation and signal distortion [16]. - A new standard for high-purity quartz sand for optical fiber processing has been proposed, applicable to both main and auxiliary materials [16][17].

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。 采编:张博 数据来源: 安泰科 | 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 | | | | | | 2025-11-11 | ...

Core Viewpoint - The article emphasizes the importance of achieving high-quality development and ecological protection during the "14th Five-Year Plan" period, with a focus on green transformation and sustainable development [1][21]. Summary by Sections 1. Strategic Requirements for Achieving Modernization - The "14th Five-Year Plan" period is crucial for laying the foundation for achieving socialist modernization by 2035, with a focus on economic growth, technological innovation, and ecological progress [12][11]. - The article outlines the need to identify strategic opportunities and challenges, emphasizing the importance of adapting to changes in the development environment [13]. 2. Scientific Connotation of Development Goals - High-quality development is essential, with a target for per capita GDP to reach the level of middle-income countries by 2035, focusing on enhancing domestic demand and consumption [15]. - The level of technological self-reliance must significantly improve, with an emphasis on strengthening the national innovation system and enhancing basic research capabilities [16]. - Comprehensive reforms are necessary to improve the socialist market economy, ensuring that market forces play a decisive role in resource allocation [17]. - Social and cultural development must be prioritized, enhancing both material and spiritual wealth, and promoting cultural confidence [19]. - The quality of life for citizens should continuously improve, with a focus on employment, income distribution, and social security systems [20]. - Significant progress in ecological construction is required, with a commitment to achieving peak carbon emissions before 2030 and promoting a green economy [21]. - National security must be reinforced, addressing both traditional and non-traditional security challenges [23]. 3. Implementation of Development Goals - The article stresses the need for a comprehensive understanding of Xi Jinping's thought to guide the modernization process [24]. - Strengthening the centralized leadership of the Communist Party is crucial for achieving development goals [25]. - A fighting spirit is necessary to effectively respond to various risks and challenges [26]. - Practical implementation of the outlined goals is essential, with a focus on actionable plans and collective efforts [26].

Core Viewpoint - The article emphasizes the significance of direct current smelting technology in promoting industry technological advancement under the national "dual carbon" goals, highlighting its unique advantages and broad development prospects [1]. Group 1: Conference Details - The "2025 Mineral Thermal Furnace Energy-saving Power Supply (Direct Current) Technology Seminar" is scheduled to take place from December 4 to December 6, 2025, in Hohhot, Inner Mongolia [1][2]. - The theme of the conference 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]. Group 2: Agenda and Participation - The preliminary agenda includes registration on the afternoon of December 4, an opening ceremony and technical report session on December 5 morning, followed by a discussion and site visit in the afternoon, and a full-day visit to the Inner Mongolia Tongwei Green Base Material Co., Ltd. on December 6 [2]. - Participation is free of charge, covering meals, while accommodation costs at the conference hotel are to be borne by attendees [3]. Group 3: Contact Information - Contact persons for the event are Zhang Fan (18001036278) and Ma Haitan (13683629409) [4].