Core Viewpoint - The "2025 China (Leshan) Silicon Industry Chain Development Conference" is scheduled to be held from June 24-26 in Leshan, Sichuan Province, with over 200 companies registered and nearly 500 participants expected [1]. Group 1: Conference Details - The conference aims to discuss the development of the silicon industry chain in China, highlighting the importance of collaboration among various stakeholders [1]. - A list of participating companies includes major players such as Tongwei Co., Ltd., Sichuan Yongxiang Co., Ltd., and JinkoSolar Co., Ltd., indicating strong industry interest [1][2]. Group 2: Participating Companies - Notable companies registered for the conference include: - Tongwei Co., Ltd. - Sichuan Yongxiang Co., Ltd. - JinkoSolar Co., Ltd. - GCL-Poly Energy Holdings Limited - Corning (Shanghai) Management Co., Ltd. [1][2][3]. - The list also features various suppliers, research institutions, and financial firms, showcasing a diverse representation from the silicon industry [2][3][4]. Group 3: Industry Implications - The conference is expected to facilitate discussions on technological advancements and sustainable practices within the silicon industry, which is crucial for the growth of the photovoltaic sector [1]. - The participation of financial institutions and investment firms suggests a growing interest in funding and supporting innovations in the silicon industry [5][6].

（李敏） 本周工业硅现货价格持稳。过去一周（2025年6月12日-18日），主力合约收盘价从7455元/吨震荡 波动至7425元/吨，跌幅为0.40%。全国综合价格和各地区综合价格持稳。FOB价格受汇率和期货盘面回 调影响小幅上调。 工业硅现货价格整体持稳，近期盘面价格区间震荡波动，市场情绪有所改善，但整体市场成交清 淡，下游仍以刚需采购为主。供应端，工业硅厂家按计划生产，西南地区少量复产叠加新增产能投放产 出，产量增加。需求端，有机硅单体厂北方地区开工负荷有继续增加预期，产量将进一步增加，对工业 硅需求增加；多晶硅厂整体开工有小幅增加预期，对工业硅需求增加；铝合金厂正常生产，对工业硅需 求持稳，工业硅三大下游总需求增加。价格方面，有机硅单体厂有一定库存压力，下游需求未见明显增 长，市场成交较为清淡，厂家竞价出 货，价格下跌；多晶硅方面，硅片价格下跌导致其采购多晶硅时 压价情绪严重，同时多晶硅厂减产力度不及预期，多晶硅价格下跌。 目前工业硅供需基本面仍偏宽松，需求端有小幅增加但增量有限，供应增加对现货市场压力较大， 现货价格将继续承压，预计价格将继续维持底部区间震荡。 ...

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 June 17, 2025 [1][2]. Pricing Trends of High-Purity Quartz Sand - Import quartz sand has a highest price of 9 million yuan per ton and a lowest price of 8.5 million yuan per ton, with a fluctuation of -1 [1]. - Inner layer quartz sand ranges from a highest price of 7 million yuan per ton to a lowest of 5 million yuan per ton, showing no fluctuation [1]. - Middle layer quartz sand has a highest price of 3 million yuan per ton and a lowest price of 2.5 million yuan per ton, also with no fluctuation [1]. - Outer layer quartz sand is priced between 2.2 million yuan per ton and 1.8 million yuan per ton, with no fluctuation [1]. Pricing Trends of Quartz Crucibles - The 28-inch quartz crucible has a highest price of 0.62 million yuan and a lowest price of 0.6 million yuan, with an average price of 0.61 million yuan and no fluctuation [1]. - The 32-inch quartz crucible ranges from a highest price of 0.7 million yuan to a lowest of 0.66 million yuan, with an average price of 0.68 million yuan and no fluctuation [1]. - The 36-inch quartz crucible has a highest price of 0.78 million yuan and a lowest price of 0.74 million yuan, with an average price of 0.76 million yuan and no fluctuation [1].

顺天 SUNCHEON 立足新材料领域 依靠科技和创新 为顾客创造价值 公司简介 河北顺天电极有限公司是专业从事硅专用电极研发、生产和销售的民营企业。 公司始终坚持"为顾客创造价值"的理念，秉承"认真、学习、创新、质量、责任、担当" 的企业宗旨,贯彻实施品牌发展战略,建立健全现代化管理体系,致力于研发和生产满足国内外 客户需求的电极产品。 公司拥有雄厚的技术研发实力,建有省级碳材料工程技术研究中心。与中国科学院、北京航 空天大学等科研机构广泛开展产学研合作,先后承担国家863计划、省科技支撑计划项目12项, 主持起草行业标准3项。 公司主要有高石墨质电极、石墨电极两大系列60多个产品,其中 Φ1146-1600mm特大规格高 功率石墨电极达到国际先进技术水平,并出口到美国、澳大利亚、巴西等国际市场。 公司正在通过技术进步和管理创新,不断提升综合实力,生产"绿色电极、节能电极", 继续为发展循环经济做贡献! 申 极 有 河北顺天 SUNCHEON ELECTROD 顺天电极 行业标准的第一制定者! We are the standard! 金属硅、铁合金专用电极 专 用 绿 色 高 效 电 极 硅 石墨化炉专用 ...

| 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. 5 | 11. 75 | 0 | | 3.2mm 光伏玻璃 | 21 | 19 | 20 | 0 | | | | | | 2025-6-17 | 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。 ...

Core Viewpoint - Quartz glass fiber, with a silica content exceeding 99.99%, exhibits exceptional thermal resistance and electrical insulation properties, making it suitable for various high-temperature applications in aerospace, military, and semiconductor industries [1][3][5]. Production Process - Quartz glass fiber is produced by refining pure natural crystal into molten quartz glass rods, which are then drawn into fibers. The production methods include hydrogen-oxygen flame and plasma methods, with various coatings applied based on intended use [3][4]. Physical and Chemical Properties - The chemical composition of quartz glass fiber closely resembles that of high-purity quartz glass, resulting in similar physical and chemical properties [4]. - It has superior electrical insulation properties, with the lowest dielectric constant and loss factor among mineral fibers, making it ideal for high-frequency applications [5][6]. Mechanical Properties - Quartz glass fiber has a tensile strength of 6,000 MPa, which is three times that of standard glass fibers. Its tensile modulus and elongation at break are also competitive compared to other fibers [11][12]. Thermal Properties - The softening temperature of quartz glass fiber is 1,700 °C, and it can be used continuously at temperatures up to 1,050 °C. It exhibits minimal weight loss (less than 1.5%) after being subjected to 1,000 °C for 1,000 hours [16][17]. Applications - The superior electrical insulation properties make quartz glass fiber suitable for radar domes in military aircraft, electromagnetic emission windows, and high-frequency circuit boards [20]. - Its thermal resistance allows for applications in aerospace, such as heat-resistant auxiliary facilities around spacecraft engines, thermal protection systems, and ablative materials for re-entry [21].

Core Viewpoint - The article discusses the implementation of the "Distributed Photovoltaic Power Generation Development and Construction Management Measures" issued by the National Energy Administration, emphasizing the need for high-quality development in the distributed photovoltaic industry and the opportunities presented by new policies [3]. Group 1: Definition and Classification - Photovoltaic power generation is the method of converting solar radiation energy directly into electrical energy using solar cells. It is classified into centralized photovoltaic power stations and distributed photovoltaic power generation [5]. - Distributed photovoltaic power generation is developed on the user side, connected to the distribution network, and is generally balanced near the distribution network system [5]. - There are four types of distributed photovoltaic power generation: household use by natural persons, household use by non-natural persons, general commercial and industrial, and large commercial and industrial [6]. Group 2: Types of Distributed Photovoltaic Power Generation - Natural person household use refers to distributed photovoltaic systems built by individuals on their own residential properties, with a connection voltage not exceeding 380 volts. Non-natural person household use involves entities investing in similar systems with a connection voltage not exceeding 10 kV (20 kV) and a total installed capacity not exceeding 6 MW [7]. - General commercial and industrial distributed photovoltaic systems are built on public institutions and commercial buildings, with a connection voltage not exceeding 10 kV (20 kV) and a total installed capacity generally not exceeding 6 MW. Large commercial and industrial systems can connect at 35 kV or 110 kV (66 kV) with higher capacity limits [9]. Group 3: Connection and Capacity Regulations - A project with a connection voltage of 10 kV and an installed capacity of 8 MW does not qualify as general commercial distributed photovoltaic power generation due to exceeding the capacity limit [10]. - A project with a connection voltage of 35 kV and an installed capacity of 5 MW cannot be classified as general commercial distributed photovoltaic power generation [11]. Group 4: Grid Connection Modes - Distributed photovoltaic power generation can adopt three grid connection modes: full grid connection, all self-consumption, and self-consumption with surplus electricity fed into the grid [13]. - Both natural person and non-natural person household uses can choose from the same grid connection modes [14]. - General commercial distributed photovoltaic systems can choose all self-consumption or self-consumption with surplus electricity fed into the grid, while large commercial systems generally must choose all self-consumption [15][16]. Group 5: Project Management and Land Use - Distributed photovoltaic projects must be located within the same land red line as the user’s substation. Large commercial systems can cross land red lines when engaging in dedicated supply [22]. - Projects built on agricultural facilities, such as greenhouses, are classified as agricultural-light complementary projects and fall under centralized photovoltaic management [25]. - Photovoltaic projects built on roads or slopes adjacent to buildings can be managed as commercial distributed photovoltaic systems if they are within the same land red line [26].

光伏建设市场需求 发展展望 主办单位:中国有色金属工业协会 期待与您四川相见! 特邀协办:四川永祥股份有限公司 划设计总院 处 2025年中国 硅产业链发 2025年6月 中国 · 乐山 嘉宾简介： 施春华，工学硕士，高级工程师。2011年参加工作，现就职于电力规划设计总院。主要 从事电力系统规划设计、新能源规划设计研究工作，牵头或参与多项大型新能源项目的前期 规划设计工作。 钱坤，协鑫科技管理中心战略研究总监，北京大学本硕，长期从事新能源行业投资研究和 战略规划工作，历任交银施罗德基金、六禾投资新能源研究员、燕园创新资本先进制造研究 总监、歌斐资产研究中心研究主管、协鑫科技战略负责人等职位，对以光伏、锂电池、电子 半导体为代表的新能源及先进制造行业有长期研究积累和深刻行业洞见，多次作为研究代表 在集团内部做行业研究和企业专题汇报，并获好评。 嘉宾简介： ...

Core Viewpoint - The industrial silicon market shows signs of recovery with a slight rebound in prices, although downstream purchasing remains cautious and primarily based on demand [1][2] Supply Side - Major northern manufacturers are steadily advancing their resumption plans, and with the onset of the flood season, some silicon plants in the southwest are also resuming operations, leading to an overall increase in production [1] - New domestic production capacity is gradually being released, contributing to increased supply [1] Demand Side - The operating load of organic silicon monomer plants has increased, but there is some inventory pressure, leading downstream to primarily engage in small-scale replenishment [1] - There are no large-scale resumption plans from polysilicon companies, resulting in minimal changes in demand for industrial silicon [1] - Aluminum alloy companies are maintaining stable production and purchasing industrial silicon based on demand, leading to a slight overall increase in demand [1] Cost Analysis - With the arrival of the flood season, electricity prices in the southwest have decreased, further weakening cost support [1] - Industrial silicon inventory remains high (over 900,000 tons), exerting significant pressure on industrial silicon prices [1] Price Outlook - Although costs in the south are decreasing and lower cost support is weakening, current prices are already below cost, limiting further downside potential [2] - While demand is increasing, supply is also rising, which limits the price support from demand increases; prices are expected to remain in a bottom range of fluctuation in the short term [2]

主办单位:中国有色金属工业协会 特邀协办:四川永祥股份有限公司 有机硅 "十五五 " 发展展望 砖 业 新 线时时发现能发 博 期待与您四川相见! 嘉宾简介： 白洪强，工学博士，现任北京国化新材料技术研究院常务副院长，硅产业绿色发展联盟SAGSI秘书长，石化联合会环氧树脂及应用专业 委员会、中小企业委员会副秘书长。中国化工学会工程会员，英国皇家化学会RSC会员、特许化学家（CChem），高级工程师。 自2005年以来起一直从事有机硅及化工新材料产业政策和市场研究工作，主持及参与了一百多项硅及新材料相关咨询规划课题、项 目，发表论文数十篇，获专利授权13项，主持、参与工艺设计及企业技改提升项目十余项，行业技术标准三十余项。 嘉宾简介： 魏奎先，教授、博士生导师，主要从事硅冶金与硅材料方面的研究。入选国家高层次人才计划青年人才项目、云南省"兴滇人才支持计 划"教学名师、云南省中青年学术与技术带头人、云南省"万人计划"青年拔尖人才。现任中国有色金属学会青年工作委员会副秘书长、中国 有色金属学会半导体材料学术委员会副主任委员、中国非金属矿行业团体标准化工作委员会委员、《铁合金》编委等，曾任昆明理工大学 学术委员会委员 ...