在达拉特旗巴音嘎查至蒲圪卜村的公路旁，无人机、散草铺设机、自行式履带沙障一体化铺设机等设备 一字排开。随着科技发展，机械铺设草方格的效率大幅提升，沙漠植被成活率显著提高。"在巴西东北 部地区，荒漠化在不断蔓延。我希望借此机会深入了解中国在防治荒漠化方面的专业经验与创新举措， 并探讨巴中两国在该领域开展合作的可能性。"巴西驻华大使馆二等秘书卢恺说。 据介绍，鄂尔多斯市在"光伏长城"治沙带建成光伏装机规模超1000万千瓦，实现光伏治沙约80万亩。待 在建、已批复光伏项目全部建成，可实现防沙治沙面积超200万亩。"中国在实现土地退化零增长方面付 出了巨大努力，将防沙治沙工程发展为生态工程、发展工程、惠民工程，取得了令人印象深刻的成 就。"巴西阿巴气候解决方案创始人兼首席执行官贝阿特丽斯·阿泽维多·德·阿劳若说。 秋日里的库布其沙漠，深蓝色的太阳能光伏板一眼望不到头。昔日黄沙漫天的不毛之地，如今绿意盎 然、生机勃勃。 日前，第十届库布其国际沙漠论坛在内蒙古鄂尔多斯市举办。来自中国、沙特阿拉伯、蒙古国、巴西等 国家和地区的260余名代表共同探讨荒漠化防治议题，深入库布其沙漠腹地实地考察沙漠北缘锁边林带 建设、光伏治沙、 ...

被外界誉为"中国煤炭大市"的内蒙古自治区鄂尔多斯市，在光伏治沙领域一直走在中国前列，过去数年 间，这座资源型城市在光伏治沙领域，到底有哪些与众不同之处，在未来发展中，还需要做好哪些工 作? 近日，记者来到鄂尔多斯进行了调研。调研中发现，鄂尔多斯政府乃至企业受益于光伏治沙，这几年在 光伏发电上网之外，沙尘暴也明显减少了。但展望未来，依然需要更科学、有序地解决光伏治沙可持续 发展的问题。 光伏板与西红柿 深秋的库布齐沙漠腹地，杜洪光瞅着眼前的光伏板心情大好。他俯身摘了光伏板下种植的西红柿，旁若 无人地吃了起来。一边吃，一边对记者说："这是有机的，放心吃。" "这些西红柿，卖到上海，一斤至少20元。"杜洪光认为，在过去几年间，当地农牧民依靠光伏板下种植 蔬菜等，走上了致富之路。 当地民众郝耀告诉记者，"今年在光伏板下种植了12亩西红柿等蔬菜，目前已收入了5万元，主要销往 北、上、广、深等一线城市。" 位于中国鄂尔多斯市杭锦旗境内的库布齐沙漠，是中国第七大沙漠。杜洪光是库布齐沙漠蒙西基地库布 其200万千瓦光伏治沙项目股东方亿利集团的相关负责人。 杜洪光介绍，蒙西基地库布其200万千瓦光伏治沙项目，2022年6月开工 ...

Core Viewpoint - The article highlights the significant achievements in ecological restoration and renewable energy generation in the Kubuqi Desert, showcasing the successful integration of photovoltaic technology in combating desertification and promoting economic development [1][4][9]. Group 1: Kubuqi Desert Restoration - The Kubuqi Desert, once known as a "death sea," has seen a transformation with a governance rate of 40% and vegetation coverage increasing to 53% from less than 3% in the 1980s [7]. - The area has implemented a multi-faceted approach to desertification, including the construction of a "photovoltaic wall" that combines solar energy generation with ecological restoration [2][4]. - The Kubuqi model has been recognized as one of the best practices in Northeast Asia for desert management and has been adopted in other regions and countries [8][9]. Group 2: Economic Impact - The photovoltaic projects in the Kubuqi Desert have a total installed capacity of 5.23 million kilowatts, with plans to reach 19 million kilowatts by the end of 2030, effectively managing 550,000 acres of desert [4][8]. - The annual output value of the renewable energy projects has surpassed 5 billion yuan, significantly contributing to local economic growth and providing employment for over 10,000 farmers [4][8]. - The innovative "photovoltaic + ecological + agricultural" model allows for sustainable income generation, with each square kilometer of desert yielding over 100,000 yuan annually [7][8]. Group 3: Technological Advancements - Advanced technologies such as drones and robotic planting are being utilized to enhance the efficiency of desert restoration efforts, increasing productivity by three times [8]. - The integration of scientific methods in desertification control has been pivotal, with the Kubuqi model serving as a reference for global desert management strategies [8][9]. - The success of the Kubuqi model has led to its inclusion in the United Nations Convention to Combat Desertification as a typical case, promoting its replication in other regions [8][9].

被外界誉为"中国煤炭大市"的鄂尔多斯，在光伏治沙领域一直走在中国前列，过去数年间，这座资源型 城市在光伏治沙领域，到底有哪些与众不同之处，在未来发展中，还需要做好哪些工作? 近日，中新网记者来到鄂尔多斯进行了调研。调研中发现，鄂尔多斯政府乃至企业受益于光伏治沙，这 几年在光伏发电上网之外，沙尘暴也明显减少了。但展望未来，依然需要更科学、有序地解决光伏治沙 可持续发展的问题。 光伏板与西红柿 杜洪光介绍，蒙西基地库布其200万千瓦光伏治沙项目，2022年6月开工建设，2023年12月竣工并网发 电，项目年均发电41亿千瓦时，相当于节约123万吨标准煤，减少319.8万吨二氧化碳排放，每年还能为 黄河"减负"200万吨泥沙。 深秋的库布其沙漠腹地，杜洪光瞅着眼前的光伏板心情大好。他俯身摘了光伏板下种植的西红柿，旁若 无人地吃了起来。一边吃，一边对记者说："这是有机的，放心吃。" "这些西红柿，卖到上海，一斤至少20元。"杜洪光认为，在过去几年间，当地农牧民依靠光伏板下种植 蔬菜等，走上了致富之路。 当地民众郝耀告诉记者，"今年在光伏板下种植了12亩西红柿等蔬菜，目前已收入了5万元，主要销往 北、上、广、深等一线城 ...

Core Viewpoint - Ordos, known as "China's coal capital," has been a leader in photovoltaic (PV) desertification control, benefiting from reduced sandstorms and increased agricultural productivity through innovative PV projects [1][3][6] Group 1: Photovoltaic Projects and Economic Impact - The 2 million kW PV desertification project in the Kubuqi Desert began construction in June 2022 and is expected to generate 4.1 billion kWh annually, saving 1.23 million tons of standard coal and reducing CO2 emissions by 3.198 million tons [3][4] - Local farmers have reported significant income from crops grown under PV panels, with one farmer earning 50,000 yuan from 12 acres of tomatoes sold to major cities [3][4] Group 2: Environmental Benefits and Sustainability - The dual function of PV panels in desert areas helps stabilize sand, conserve water, and create microclimates for plant growth, contributing to sustainable desert management [4][5] - The integration of PV and desertification control is seen as a way to enhance ecological restoration and carbon sequestration, with the potential for improved vegetation and soil quality [7][9] Group 3: Future Development and Challenges - Ordos has approved a total of 39.79 million kW of PV capacity, with plans to achieve over 30 million acres of PV desertification control, creating a "PV Great Wall" to protect the Yellow River [6][7] - Experts highlight the need for standardized construction and recognition criteria for PV desertification projects to facilitate broader implementation and success [8][9]

Core Viewpoint - The article highlights the successful implementation of photovoltaic (PV) technology in combating desertification in the Kubuqi Desert, Inner Mongolia, showcasing its dual benefits of energy generation and ecological restoration [1][4]. Group 1: Project Overview - The Kubuqi Desert PV project, initiated in June 2022, is expected to generate an average of 4.1 billion kilowatt-hours of electricity annually, equivalent to saving 1.23 million tons of standard coal and reducing carbon dioxide emissions by 3.198 million tons [1]. - The project also aims to alleviate sediment load in the Yellow River by 2 million tons each year [1]. Group 2: Economic Impact - Local farmers have benefited economically from the PV project, with one farmer reporting an income of 50,000 yuan from cultivating vegetables on 12 acres of land under the PV panels [1]. - The organic tomatoes grown under the PV panels can be sold for at least 20 yuan per kilogram in Shanghai, indicating a profitable agricultural venture [1]. Group 3: Environmental Benefits - The PV panels serve multiple functions: stabilizing sand, conserving water, and creating a microclimate conducive to plant growth, thus promoting sustainable desert management [3]. - The integration of solar water pumps and precision drip irrigation has effectively addressed irrigation challenges in arid regions [4]. Group 4: Future Developments - The city of Ordos is planning to establish a "PV Great Wall" for desertification control, which will also serve as a green energy corridor, contributing to energy transition and local economic benefits [4].

Core Viewpoint - The project aims to transform the Taklamakan Desert into a green oasis through innovative desertification control and solar energy utilization, showcasing a successful model of ecological restoration and sustainable development [1][5]. Group 1: Project Overview - The project covers an area of 22,000 acres, equivalent to 2,054 standard soccer fields, with specific planting areas for drought-resistant plants and windbreaks [2]. - The project was officially launched in January 2024, following a strategic cooperation agreement signed in June 2023 between China General Nuclear Power Group and the Xinjiang government [2]. - The region's extreme arid continental climate provides abundant solar resources, with annual sunshine hours ranging from 2,470 to 3,000, making it suitable for solar power generation [2]. Group 2: Challenges Faced - The project faces significant challenges due to the dynamic nature of the Taklamakan Desert, including high temperatures, sandstorms, and logistical difficulties in equipment transportation [3]. - During the planting phase, the project encountered 18 sandstorm events, necessitating over 20 replanting efforts due to the harsh conditions [3]. Group 3: Innovative Techniques - The project employs a self-developed "sand membrane" technology that enhances soil conditions by retaining moisture and nutrients, promoting plant growth [4]. - The solar panels installed not only convert solar energy into electricity but also serve to reduce wind erosion and evaporation, creating a favorable environment for plant growth [4]. Group 4: Ecological and Economic Impact - The project is expected to produce approximately 1,000 tons of forage annually, sufficient to meet the feed requirements for 140 cattle or 1,660 sheep [3]. - The ecological restoration efforts have led to increased biodiversity and sustainable economic benefits for the local community [5]. - The adjacent 500,000 kW solar desertification control project is set to provide 963 million kWh of clean electricity annually, equivalent to saving 289,600 tons of standard coal and reducing CO2 emissions by approximately 805,100 tons [6].

Report Industry Investment Rating - Not provided in the report Core Viewpoints - The industrial silicon futures market has strengthened again recently due to potential supply-side disturbances. It is expected that the silicon price may remain at a high level in the short term, but there is a risk of a subsequent decline. The polysilicon price is also in a high-level consolidation, and the spot price increase faces pressure [1]. - The supply of industrial silicon is increasing steadily, while the demand is mixed. The polysilicon industry has a certain demand increment, but the organic silicon and silicon-aluminum alloy industries have different situations [1]. Summary by Relevant Catalogs Industrial Silicon and Polysilicon Price Changes - On September 17, 2025, the average price of non-oxygenated 553 industrial silicon in East China increased by 1.11% to 9,100 yuan/ton, and the 421 increased by 1.05% to 9,600 yuan/ton. The futures main contract closed at 8,915 yuan/ton, up 1.31% [1]. - The prices of N-type polysilicon materials such as N-type dense material, N-type re-feeding material, N-type mixed material, and N-type granular silicon all increased, with increases ranging from 1.84% to 2.06%. The futures main contract closed at 53,670 yuan/ton, up 0.23% [1]. Market Supply and Demand - **Industrial Silicon Supply**: With the continuous rise of silicon prices, some previously overhauled silicon factories in Xinjiang have resumed production. The southwest production area has entered the wet season, and the power cost is at a low level throughout the year, so the enterprise start-up rate has steadily recovered, and the supply has increased steadily [1]. - **Industrial Silicon Demand**: Polysilicon enterprises maintain a production reduction trend, but some silicon material factories have复产 arrangements, which will bring some demand increments. The organic silicon market has supply pressure, and silicon-aluminum alloy enterprises purchase on demand, with low inventory willingness [1]. - **Polysilicon Supply**: Polysilicon enterprises maintain a production reduction trend, but some may have new production capacity put into operation. It is expected that the output will increase slightly, with an estimated output of nearly 110,000 tons in July and about 130,000 tons in August [1]. - **Polysilicon Demand**: The trading volume in the polysilicon market has increased significantly, and the inventory has decreased significantly. However, the terminal demand pressure is large, and the component price increase faces resistance [1]. Investment Strategies - **Industrial Silicon**: Adopt interval operation, buy out-of-the-money put options, and consider participating in the 2511 and 2512 reverse arbitrage opportunities [1]. - **Polysilicon**: Before the implementation of supply-side reform policies, try to go long on dips with a light position [1]. Industry News - Hebei Kuntian New Energy Co., Ltd.'s silicon-carbon anode material production line (Phase I, 1,000 tons) has been officially put into operation and started small-scale supply to domestic and foreign leading customers. The company has planned a Phase II expansion plan, aiming for an annual production capacity of 5,000 tons after the completion of both phases [1]. - On September 12, the General Office of the State Council issued the "Overall Plan for the 'Three-North' Shelter Forest Program", proposing to actively promote photovoltaic sand control in the northern wind-sand area and the northwest desert area [1].

Core Viewpoint - The transformation of the Ulan Buh Desert from a "red bull" of sandstorms to a "green Great Wall" showcases successful desertification control and ecological restoration efforts in Inner Mongolia, China [1][2]. Group 1: Desertification Control Efforts - The Baotou City has been combating desertification since the 1950s, implementing a comprehensive approach that includes natural reserves, sand fixation, and protective forest networks [2]. - As of 2024, Baotou has completed desert management over 35.32 million mu, with a core area of 150 kilometers of protective belts covering 24.9 million mu, ultimately forming a 200-kilometer green barrier [2]. Group 2: Economic Development through Ecological Projects - The "photovoltaic + ecological governance" model has been established, with 14.34 million mu of land utilized for this purpose, achieving a solar power installation capacity of 542.7 million kilowatts and an annual electricity generation exceeding 30 billion kWh [4][7]. - The local economy has benefited significantly, with over 4,000 farmers and herders gaining employment and an average annual income increase of 15,000 yuan [4]. Group 3: Agricultural and Medicinal Development - The cultivation of desert plants such as Cistanche and licorice has become economically viable, with the annual gross income from 50 mu of Cistanche reaching over 100,000 yuan [7]. - The area dedicated to Cistanche cultivation has reached nearly 140,000 mu, generating an annual output value exceeding 300 million yuan [7]. Group 4: Tourism Growth - The local tourism industry has flourished, with a 70% increase in visitor numbers compared to 2020 and a revenue growth of 61 million yuan [8]. - The development of five premium tourism routes has attracted visitors to experience the natural beauty and cultural heritage of the region [8].

Group 1 - Inner Mongolia has prioritized sand prevention and control, completing over 100 million mu of the "Three North" project and more than 65 million mu of sand prevention and control in the past five years [1] - The Alxa League, located in the westernmost part of Inner Mongolia, experiences significant sediment flow from the Ulan Buh Desert, with approximately 100 million tons of sediment carried away by the Yellow River annually [1] - The ecological restoration project initiated in 2022 in Alxa has achieved over 84% vegetation coverage in a 11,000 mu area, preventing about 1.5 million tons of sand from entering the Yellow River each year [1] Group 2 - The "Ten Major Conduits" of the Yellow River in Inner Mongolia contribute over 27 million tons of sediment to the river annually, with a significant portion coming from the easily eroded arsenic-bearing rock [3][4] - The construction of 271 sediment retention dams in the "Ten Major Conduits" has effectively reduced sediment flow into the Yellow River, with sediment concentration decreasing from 1550 kg/m³ to 195 kg/m³ [4] - Forest coverage in the West Liugou area has increased from 10.19% to 28.9%, and vegetation coverage has risen from 64.4% to 78.8% [4] Group 3 - The integration of sand prevention and wind/solar energy development is a new approach in Inner Mongolia, exemplified by the "Photovoltaic Great Wall" project spanning 400 kilometers [6] - The "Photovoltaic Great Wall" is expected to generate an annual power output of 200 billion kWh while simultaneously restoring 3 million mu of desert land [6] - The project promotes a sustainable cycle of photovoltaic energy, planting, and livestock farming, enhancing both ecological and economic benefits [6][7] Group 4 - During the "14th Five-Year Plan" period, Inner Mongolia has implemented integrated sand prevention and wind/solar energy projects totaling 27.27 million kilowatts, restoring 238.88 million mu of desert land [7] - The ongoing transformation of previously barren land into productive ecosystems reflects a broader commitment to environmental restoration across Inner Mongolia [7]