中国有色金属工业协会硅业分会·2025-06-20 09:55Group 1 - The core viewpoint of the article emphasizes that the polysilicon industry is moving towards a new development stage, focusing on capacity integration and differentiation [1][3] - The need for capacity control in the polysilicon sector is highlighted, with industry leaders discussing the importance of capacity consolidation to improve market conditions [1][3] - GCL-Poly Energy has proposed a clear plan for capacity acquisition, aiming to maintain silicon material prices at reasonable levels and ensure profitability across the entire supply chain [1][2] Group 2 - The green development route is a long-term goal for the photovoltaic industry, with Tongwei joining major global renewable energy organizations to demonstrate its commitment to global green governance [2] - GCL-Poly has introduced a green pricing initiative, advocating for better policies for products with lower carbon footprints, which aligns with international standards [2] - The carbon footprint of GCL-Poly's granular silicon products has been certified at 14.441 kg CO₂e/kg, showcasing its leadership in carbon reduction efforts [2] Group 3 - By the end of 2024, China's polysilicon capacity is projected to reach 2.8683 million tons, with an average annual investment price of approximately 50,000 yuan per ton [3] - The overall average price of polysilicon is currently around 34,000 yuan per ton, with about 500,000 tons of capacity either delayed or still in progress, leading to significant losses for companies [3] - The industry is witnessing a shift from chaotic competition to deep cooperation, aiming for resource optimization and sustainable long-term development [1][3]