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 ...

Group 1 - The article discusses the current state and future prospects of the silicon industry in China, highlighting its significance in the global market [2][3] - It emphasizes the role of the China Nonferrous Metals Industry Association in promoting the development of the silicon sector [3] Group 2 - The article outlines key statistics related to silicon production and consumption in China, indicating a growing demand for silicon products [2] - It mentions the advancements in technology and production methods that are expected to enhance efficiency and output in the silicon industry [2]

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 ገ ㄴ Hosted by: Silicon Industry of China Nonferrous Metals Industry Association – t 2 ■ ASA L ...

Group 1 - The article discusses the current state and future prospects of the silicon industry in China, highlighting its significance in the global market [2][3] - It emphasizes the role of the China Nonferrous Metals Industry Association in promoting the development of the silicon industry [3] Group 2 - The article outlines key statistics related to silicon production and consumption in China, indicating a growing demand for silicon products [2] - It mentions the technological advancements and innovations being adopted in the silicon industry to enhance production efficiency [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 price ranges, average prices, and fluctuations in the market as of June 24, 2025 [1][2]. Pricing Analysis of High-Purity Quartz Sand - Import quartz sand has a highest price of 8.5 million yuan per ton, a lowest price of 8.75 million yuan, and an average price of 0 million yuan with no fluctuation [1]. - Inner layer quartz sand shows a highest price of 7 million yuan per ton, a lowest price of 5 million yuan, and an average price of 6 million yuan with no fluctuation [1]. - Middle layer quartz sand has a highest price of 3 million yuan per ton, a lowest price of 2.5 million yuan, and an average price of 2.75 million yuan with no fluctuation [1]. - Outer layer quartz sand records a highest price of 2.2 million yuan per ton, a lowest price of 1.8 million yuan, and an average price of 2 million yuan with no 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 fluctuation [1]. - The 32-inch quartz crucible shows a highest price of 0.7 million yuan, a lowest price of 0.66 million yuan, and an average price of 0.68 million yuan with no 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 price of 0.76 million yuan with no fluctuation [1].

数据来源: 安泰科 采编:张博 | 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 | 12 | 11 | 11. 5 | -0. 25 | | 3.2mm 光伏玻璃 | 20 | 19 | 19. 5 | -0. 5 | | | | | | 2025-6-24 | 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。 ...

会议地址重点提示： 6 月 25 日 上午"大会开幕式致辞和主题演讲"地点在 金海棠酒店会议中心 2 楼会议厅 ， 6 月 25 日 参加开幕式人员 中午自助餐在 金海棠酒店会议中心 1 层餐厅 ， 其余 会议 和用餐地点在 乐山华邑酒店 。 乐山华邑酒店——金海棠酒店接送提示： 乐山华邑酒店——金海棠酒店接送提示 ： 6 月 25 日， 所有 代表于 08: 3 0-08: 5 0 在 乐山华邑酒店大堂门口 集合 ，乘坐摆渡车前往金海棠酒店参加开幕式。午餐后于 12:30- 13:00 乘坐摆渡车返回乐山华邑酒店。 ...