据安泰科统计，本周硅片价格呈弱势维稳状态。其中， N 型 G10L 单晶硅片 (182*183.75mm/130 μ m) 成交均价在 1.31 元 / 片，环比上周下跌 0.76% ； N 型 G12R 单晶硅片 (182*210mm/130 μ m) 成交均价在 1.33 元 / 片，环比上周下跌 0.75% ； N 型 G12 单晶硅片 (210*210 mm/130 μ m) 成交均价在 1.65 元 / 片，环比上周下跌 0.60% 。据调研了解，本周下游电池价格较上周小幅下跌，组件价格较上周持稳运行，其中 部分电池片跌破 0.3 元 /W 关口，主流价格 0.28-0.30 元 /W ，组件主流价格 0.66-0.68 元 /W ，环比上周持平。 由于下游需求较为疲软，本周硅片价格延续小幅下跌态势。具体来看，终端装机进入传统 淡季，下游对硅片需求较为疲软，市场对后市硅片价格看跌气氛偏浓，相关采购意愿偏低， 导致硅片成交清淡，各硅片厂商出货压力较大。另外，部分厂商和贸易商为确保现金稳健， 开始低价抛售硅片，进一步加剧了市场压力，这一系列因素导致本周硅片整体成交价格重心 继续下行。据调研了解，本周行业 ...

Core Viewpoint - The industrial silicon market is experiencing a divergence between futures and spot prices, with futures prices declining while spot prices remain stable [1][2]. Group 1: Market Trends - From October 30 to November 5, the main futures contract price dropped from 9155 CNY/ton to 9020 CNY/ton, a decrease of 135 CNY/ton [1]. - The national comprehensive price for industrial silicon on November 5 was 9174 CNY/ton, with specific grades priced at 8708 CNY/ton for 553, 9055 CNY/ton for 441, and 9658 CNY/ton for 421 [1][3]. - Regional price variations were noted, with prices in Xinjiang, Yunnan, and Sichuan at 8798 CNY/ton, 9753 CNY/ton, and 9950 CNY/ton respectively [1][3]. Group 2: Supply and Demand Dynamics - The domestic industrial silicon market is facing insufficient support from downstream demand, particularly in the organic silicon sector, which is entering a traditional off-peak season [2]. - Despite attempts by production companies to stabilize prices through production cuts, the price of organic silicon DMC fell by 200 CNY/ton to 11000 CNY/ton [2]. - In the aluminum alloy sector, demand continues to grow due to strong performance in downstream industries like automotive [2]. Group 3: Market Balance and Future Outlook - The industrial silicon market is currently in a phase of "weak reality and strong cost" dynamics, with spot prices remaining stable due to production cut expectations and cost support [2]. - Futures prices are fluctuating around the 9000 CNY/ton mark, indicating a cautious balance between demand expectations and cost support [2]. - Future market trends will depend on the extent of production cuts in the southwestern region and the recovery of actual downstream demand [2].

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 Inner Mongolia Tongwei Green Materials 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].

Group 1 - The core viewpoint of the article indicates that the domestic polysilicon market is maintaining a weak and stable trend, with slight recovery in transaction activity and stable prices due to supply-side production reduction expectations and policy support [1][2]. - The average transaction price for n-type reprocessed material is 53,200 yuan/ton, while n-type granular silicon is at 50,500 yuan/ton, both showing no change compared to the previous week [1][3]. - The total production of polysilicon in November is expected to drop to below 120,000 tons, primarily due to increased electricity costs during the dry season in the southwestern region [1][2]. Group 2 - Currently, there are 11 domestic polysilicon producers, with two major companies expected to reduce production and undergo maintenance, leading to a significant decrease in total supply by approximately 12.4% [2]. - Despite the supply contraction, the polysilicon market remains in a state of oversupply, with high industry inventory and weak end-user demand limiting price increases [2]. - The new national standard for energy consumption limits for silicon and germanium products is in the consultation phase, which is anticipated to drive capacity clearance and industry upgrades once implemented [1].

Core Viewpoint - The article provides an overview of the pricing trends in the photovoltaic glass market, highlighting the current prices and fluctuations for different thicknesses of photovoltaic glass [1][2]. Pricing Summary - The highest price for 2.0mm photovoltaic glass is 13 yuan per square meter, while the lowest price is 12 yuan, resulting in an average price of 12.5 yuan per square meter with no price fluctuation [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 [1].

Core Value of the Standard - The standard "Method for determination and representation of silicon dioxide in high purity quartz" aims to establish a unified method for measuring and reporting SiO₂ content, addressing issues of measurement inconsistency and incompleteness [2][3][4] Group 1: Standard Scope - The standard covers high purity quartz products with SiO₂ content of at least 99.9%, allowing other quartz products with similar purity to refer to it, ensuring broad applicability and flexibility [1][13] Group 2: Main Technical Content - A scientific and unified system for measuring and representing SiO₂ content is established, which includes: 1. Measurement of SiO₂ content using ICP-OES method for precise derivation [2] 2. Standardized expression rules for SiO₂ content to avoid discrepancies in interpretation, ensuring consistency and comparability across different enterprises and testing institutions [3] 3. Specification of core information required in test reports to enhance credibility and traceability of results, providing a complete basis for production, trading, and quality assessment [4] Group 3: Significance of Implementation - The implementation of this standard will empower the high purity quartz industry in multiple dimensions: 1. Filling the industry gap by resolving the lack of a unified standard for SiO₂ content detection, ending the "detection chaos" and eliminating trade barriers [5] 2. Supporting technological upgrades by providing standard technical support for in-depth research and production technology improvements, guiding enterprises to optimize production processes and enhance product quality [6] 3. Promoting industry collaboration by facilitating efficient communication and cooperation among upstream and downstream enterprises, avoiding mismatches in supply and demand due to non-unified standards [6] 4. Serving national strategies by aligning with the "3.5G new generation information technology industry chain (chips)" framework, aiding breakthroughs in strategic emerging industries like semiconductors and photovoltaics, and laying the foundation for high purity quartz export strategies [6] 5. Moving towards internationalization by establishing a unified standard as a "passport" for high purity quartz products to participate in international competition, enhancing global market influence [6]

Core Viewpoint - The article provides a detailed analysis of the pricing trends for high-purity quartz sand and quartz crucibles, highlighting the price fluctuations and average prices across different categories as of November 4, 2025 [1]. Pricing Trends for 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 [1]. - Inner layer quartz sand shows a highest price of 6.6 million yuan, a lowest price of 5 million yuan, and an average price of 5.8 million yuan, with a decrease of 0.2 million yuan [1]. - Middle layer quartz sand has a highest price of 2.8 million yuan, a lowest price of 2.5 million yuan, and an average price of 2.65 million yuan, with a decrease of 0.1 million yuan [1]. - Outer layer quartz sand records a highest price of 2.1 million yuan, a lowest price of 1.8 million yuan, and an average price of 1.95 million yuan, with a decrease of 0.05 million yuan [1]. Pricing Trends for 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 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 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 price of 0.76 million yuan, with no price fluctuation [1].

Core Viewpoint - The article discusses China's energy development goals and strategies, particularly focusing on the expansion of renewable energy sources and infrastructure to meet the targets set for 2035, including a significant increase in wind and solar power capacity [1][3]. Group 1: Renewable Energy Goals - The new NDC aims for non-fossil energy to account for over 30% by 2035, with total installed wind and solar capacity striving to reach over 360 million kilowatts [1]. - As of September 2023, China's installed wind and solar capacity has surpassed 170 million kilowatts, indicating a need for an annual addition of approximately 20 million kilowatts over the next decade to meet the 2035 targets [1]. Group 2: Key Strategies for Energy Development - The focus is on expanding renewable energy supply through the construction of new energy bases and enhancing the integration of water, wind, and solar power [3]. - There is an emphasis on developing offshore wind power and distributed renewable energy projects to diversify energy sources [3][4]. Group 3: Investment Trends in Energy Sector - Energy investment has shown robust growth, with key projects reaching an investment of 1.97 trillion yuan in the first eight months of the year, marking an 18.2% increase year-on-year [5]. - Significant investments are being made in nuclear power, grid infrastructure, and new energy storage, with some regions reporting over 100% year-on-year growth in new energy storage projects [5][6]. Group 4: Specific Investment Areas - Wind power investments have increased by over 40% in the first eight months, with notable projects in regions like Xinjiang and Guangdong [6]. - Solar power investments also saw a 17.5% increase, particularly in distributed photovoltaic projects, which grew by over 40% [6][7].

Core Viewpoint - The market is experiencing a downturn due to weak terminal demand, leading to a decline in prices for certain specifications of silicon wafers [1][2]. Price Trends - The average transaction price for N-type G10L silicon wafers (182*183.75mm/130μm) is 1.32 CNY per piece, unchanged from last week - The average price for N-type G12R silicon wafers (182*210mm/130μm) is 1.34 CNY per piece, down 4.29% week-on-week - The average price for N-type G12 silicon wafers (210*210mm/130μm) is 1.66 CNY per piece, down 1.19% week-on-week - Downstream battery prices and module prices remain stable, with mainstream battery prices at 0.29 - 0.30 CNY/W and module prices at 0.66 - 0.68 CNY/W [1]. Market Dynamics - Despite a strong willingness to maintain prices among silicon wafer manufacturers, weak procurement intentions from downstream battery and module companies persist, primarily focusing on depleting existing inventory - The overall operating rate in the industry has slightly increased, with two leading companies operating at 56% and 54%, while integrated companies operate between 56% and 80%, and other companies range from 54% to 80% [2]. - The market is expected to remain oversupplied as terminal demand enters a traditional off-season, but some silicon wafer manufacturers plan to reduce operating rates starting in November, which may gradually improve supply-demand dynamics [2]. Price Fluctuations - The highest and lowest prices for various silicon wafers are as follows: - N-type G10L silicon wafers: Highest price 1.35 CNY, Lowest price 1.32 CNY, Average price 1.32 CNY, with no fluctuation - N-type G12R silicon wafers: Highest price 1.36 CNY, Lowest price 1.33 CNY, Average price 1.34 CNY, with a fluctuation of -4.29% - N-type G12 silicon wafers: Highest price 1.70 CNY, Lowest price 1.65 CNY, Average price 1.66 CNY, with a fluctuation of -1.19% [3][4].

Core Viewpoint - The industrial silicon market is experiencing a differentiated trend with rising futures prices and stable spot prices, indicating a tight supply-demand balance in the short term [1][2]. Price Trends - The main futures contract (2601) closed at 9170 CNY/ton, up by 110 CNY/ton from the previous week [1]. - The national comprehensive price for industrial silicon remained stable at 9174 CNY/ton as of October 29 [1]. - Prices for different grades of industrial silicon are as follows: 553 at 8708 CNY/ton, 441 at 9055 CNY/ton, and 421 at 9658 CNY/ton, all showing stability [1][3]. Regional Price Analysis - Regional prices are stable, with Xinjiang at 8798 CNY/ton, Yunnan at 9753 CNY/ton, and Sichuan at 9950 CNY/ton [1][3]. - The export FOB prices have slightly increased, reflecting a stable market condition [1]. Supply and Demand Dynamics - Domestic industrial silicon production capacity is being released steadily, but there is a strong reluctance to sell among producers, leading to a relatively tight spot supply [2]. - Demand from downstream industries such as organic silicon and aluminum alloys is primarily focused on meeting rigid needs, with no large-scale stockpiling observed [2]. - A forecast for November indicates simultaneous supply contraction and demand decline, which may maintain the current tight balance in the market [2]. Market Outlook - The short-term outlook suggests that rising futures prices may alleviate some pressure on the spot market, while the reluctance to sell in the southwestern region will further support the stability of the spot market [2].