Core Insights - Ordos City, known as "China's coal capital," has been a leader in photovoltaic (PV) desertification control, benefiting from reduced sandstorms and increased solar power generation in recent years [1][2][4] Group 1: Photovoltaic Desertification Control - The 2 million kW PV desertification project in the Kubuqi Desert, initiated in June 2022, 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 [2][3] - The project utilizes a dual function of PV panels for power generation and sand fixation, creating a "small greenhouse" effect that promotes plant growth [3][4] - Ordos has approved a total of 39.79 million kW of PV capacity, with 10.02 million kW already built, and plans to achieve over 3 million acres of PV desertification control upon full project completion [5] Group 2: Economic and Agricultural Benefits - Local farmers have benefited economically from planting vegetables like tomatoes under PV panels, with reported incomes of 50,000 yuan from 12 acres of cultivation [2][3] - The integration of solar water pumps and precision drip irrigation has effectively addressed irrigation challenges in desert areas, enhancing vegetation productivity and soil quality [6] Group 3: Future Development and Challenges - Experts highlight the need for standardized construction and recognition criteria for PV desertification projects to facilitate broader implementation [7][8] - Recommendations include promoting successful models of renewable energy and ecological restoration, and developing policies to encourage the integration of PV with other agricultural and ecological projects [7][8]

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].

Core Viewpoint - Ordos, known as "China's coal capital," has been a leader in the field of photovoltaic (PV) desertification control, benefiting from reduced sandstorms and increased solar power generation, but still needs to address sustainable development challenges in the future [1][4]. Group 1: Photovoltaic Desertification Control - The 2 million kW PV desertification project in the Kubuqi Desert, initiated in June 2022 and expected to be completed by December 2023, will generate an average of 4.1 billion kWh annually, saving 1.23 million tons of standard coal and reducing CO2 emissions by 3.198 million tons [2][3]. - The project area has nearly 1,000 acres of medicinal herbs and organic fruits and vegetables using modern water-saving planting techniques, contributing to agricultural economic benefits [3]. - The integration of PV and desertification control is seen as a sustainable model, utilizing the natural complementarity of resources in China's vast desert areas [3][4]. Group 2: Policy and Development Challenges - Ordos has approved a total of 39.79 million kW of PV capacity, with 10.02 million kW already built and 29.77 million kW under construction, aiming to achieve over 3 million acres of PV desertification control [5][6]. - Experts highlight the need for standardized construction and recognition criteria for PV desertification projects to avoid potential ecological damage during implementation [7][8]. - Recommendations include promoting successful models of renewable energy and ecological restoration, and developing policies to encourage the integration of PV with desertification control [7][8].

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]

Core Viewpoint - Inner Mongolia has prioritized sand prevention and control, along with the "Three North" project during the 14th Five-Year Plan period, achieving significant ecological restoration and land management goals [1][19]. Group 1: Achievements in Ecological Restoration - Over the past five years, Inner Mongolia has completed more than 10 million acres of the "Three North" project and has engaged in sand prevention and control over 6.5 million acres [1]. - The "Yellow River 'Z' Bend" campaign is highlighted as a key ecological battle, focusing on both ecological protection and improving local livelihoods [1]. - The ecological restoration project in Alxa League has achieved a vegetation coverage rate of over 84%, preventing approximately 1.5 million tons of sand from entering the Yellow River annually [6][14]. Group 2: Innovative Approaches - Inner Mongolia is integrating sand prevention and control with wind and solar energy development, exemplified by the construction of a 400-kilometer "Photovoltaic Great Wall" in the Kubuqi Desert [17]. - The "Photovoltaic Great Wall" is expected to generate an average annual power output of 200 billion kilowatt-hours while simultaneously restoring 3 million acres of land [17]. - The region has implemented a total of 27.27 million kilowatts of integrated sand prevention and wind-solar projects during the 14th Five-Year Plan, successfully rehabilitating 238,880 acres of desertified land [19]. Group 3: Water and Soil Conservation - The "Ten Major Conduits" area has seen a significant reduction in sediment entering the Yellow River, with sediment concentration decreasing from 1,550 kg/m³ to 195 kg/m³ [14]. - The forest coverage rate in the West Liugou area has increased from 10.19% to 28.9%, while vegetation coverage has risen from 64.4% to 78.8% [14].