硅产业链新闻动态

Group 1 - The U.S. Department of Commerce announced anti-dumping and countervailing investigations on silicon metal imports from Angola, Australia, Laos, Norway, and Thailand, following a request from Ferroglobe USA, Inc. and Mississippi Silicon LLC [1] - The U.S. International Trade Commission (ITC) is expected to make a preliminary determination on industry damage by June 9, 2025, with further investigations and rulings scheduled for July 18 and October 1, 2025 [1] - In 2024, the estimated import values of the investigated products from the involved countries were approximately $4.15 million from Angola, $32.98 million from Australia, $18.42 million from Laos, $36.33 million from Norway, and $7.22 million from Thailand [1] Group 2 - In April, the industrial power generation in China increased by 0.9% year-on-year, with a total of 711.1 billion kWh generated [2] - Solar power generation in the industrial sector saw a significant increase of 16.7%, accelerating by 7.8 percentage points compared to previous months [2] - The growth rates for other energy sources included a 12.4% increase in nuclear power, a 12.7% increase in wind power, while thermal and hydro power saw declines of 2.3% and 6.5% respectively [2] Group 3 - Tongwei Co., Ltd. faced challenges in both the photovoltaic and feed sectors, experiencing its first loss since establishment due to supply-demand imbalances and intensified competition [3] - The company maintains a strategic focus on quality improvement, cost reduction, and innovation, achieving growth in aquaculture feed despite industry pressures [3] - The global transition to clean energy and carbon neutrality goals remain unchanged, with the photovoltaic sector expected to play a crucial role in energy transformation [3] Group 4 - JinkoSolar was included in the S&P Global and China Sustainable Development Yearbook 2025, ranking in the top 10% of over 1,600 participating Chinese companies with a CSA score of 69 [4][5] - The company emphasizes integrating sustainable development into its management practices, achieving significant energy efficiency improvements and establishing nine "zero-carbon factories" by the end of 2024 [5] - JinkoSolar's initiatives include a cumulative rooftop solar power generation of 213.310 MWh and energy-saving projects that resulted in approximately 112.78 MWh of electricity savings [5]