证券日报网讯英思特（301622）9月26日发布公告，在公司回答调研者提问时表示，公司出口业务主要 是销往自贸区或保税区，并未实际出境，因此不需要办理出口许可；直接出口部分产品含有稀土管控元 素的需要办理两用物项许可证，公司已按相关要求办理，确保合规运营。公司还积极调整市场策略，优 化产品结构，以降低潜在风险并保持业务稳定。同时，公司持续关注国际形势变化，灵活应对各类挑 战，不断提升自身竞争力以适应复杂多变的市场环境。进一步完善风险控制体系，强化员工培训，增强 全员风险意识，为业务可持续发展奠定坚实基础。 ...

点评：硅业分会数据显示多晶硅价格小幅上涨，主要因下游硅片企业库存压力小，接受原料成本增加。 但需求未实质性回暖，价格涨幅收窄。产量环比增加，但同比仍降。库存积压是价格走势的关键变量。 产能整合及企业竞争力提升是长期关键，市场回暖尚需时日。 NO.2 长江电力：上半年净利润同比增长14.22% 7月30日，长江电力公告，公司2025年上半年实现归属于上市公司股东的净利润129.84亿元，同比增长 14.22%；实现营业总收入365.87亿元，同比增长5.02%。业绩增长主要由于公司六座梯级电站发电量增 加。 点评：长江电力上半年净利润增长，主要得益于梯级电站发电量提升。营收亦同步增长，显示水电业务 稳健。作为基础能源股，业绩增长为市场提供稳定预期。 每经记者｜朱成祥 每经编辑｜张海妮 丨 2025年7月31日 星期四 丨 NO.1 硅业分会多晶硅周评：成交相对集中，价格小幅上涨 7月30日，据中国有色金属工业协会硅业分会消息，本周硅料成交均价在区间内上移，但环比涨幅有所 收窄。签单企业数量维持在4至5家，且大多数成交量集中在头部两家企业，其余企业少量成交。本周多 晶硅价格小幅回升，主要是由于下游硅片价格上涨，部 ...

Core Points - Thailand's Investment Committee has introduced new policies to support the electric vehicle and electronics manufacturing sectors in response to U.S. tariff policies [1][2] - The new policy aims to enhance the competitiveness of Thai enterprises in the context of a new era of globalization [1] Summary by Categories Policy Measures - The new policy includes significant tax incentives for small and medium-sized enterprises (SMEs) investing in machinery upgrades, automation, digital technology, energy-saving measures, and transitioning to emerging industries [1] - Companies producing electric vehicles and electronics using Thai materials and components will receive additional corporate income tax reductions [1] Trade and Customs Adjustments - To mitigate the impact of U.S. tariffs on certain industries, Thai customs will implement changes in tariff classifications for products in sectors such as automotive parts, electrical appliances, electronics, metal products, and light industries [1] - Investment promotion for low-tech industries, including solar panels, automotive parts, and decorative items, will be suspended [1] - The Investment Committee will also pause promotions for industries facing oversupply, such as hot-rolled steel, thick steel plates, and steel pipes [1] Employment and Foreign Talent - Companies with over 100 employees are required to hire at least 70% local Thai workers to ensure national interests are prioritized [1] - The Investment Committee will set minimum income thresholds for foreign personnel eligible for work permits, with executives required to earn at least 150,000 THB (approximately 4,633 USD) per month and specialists at least 50,000 THB (approximately 1,544.3 USD) per month [2]