"今年公司焦煤、焦炭价格已刷新近十年低点，不过7月份以来市场价格已明显回暖。虽然我们焦煤是按 长协价销售，但焦炭是按照市场化价格卖给下游钢企的，本月第二轮涨价已经在酝酿了，预计月底就能 落地。"7月22日，国内一煤炭行业上市公司人士对证券时报·e公司记者表示。 7月22日，国内期货市场上黑色系商品掀起一场久违的"狂欢"。在行业"反内卷"预期下，黑色系商品的 强势行情展现出进一步扩大趋势。 黑色系爆发 短短两个交易日，焦煤、焦炭期货主力合约价格已分别录得合计约16%、13%的涨幅，下游螺纹钢、热 轧卷板期货价格，也在两个交易日内实现超5%的涨幅。 而此前6月初，焦煤、焦炭主力合约2509价格一度探底709元/吨、1280.5元/吨，均为自2016年以来的低 点。 作为钢焦产业链上游，焦煤、焦炭近年来受下游需求不振影响，价格整体呈现震荡下行态势。 黑色系商品价格此番"狂欢"前，行业已跌至相对谷底。 "今年二季度，虽然钢材需求季节性好转，高炉开工持续回升，但焦煤供应宽松，价格下行明显，焦炭 价格随成本线下移为主。"卓创资讯焦炭分析师刘璐璐表示，今年二季度焦炭价格先涨后降，5月至6月 间连续录得四轮下调，累计降幅22 ...

Group 1 - The Ministry of Industry and Information Technology emphasizes the need for high-quality development in the photovoltaic industry, focusing on eliminating low-price disorderly competition and promoting product quality improvement [1] - Companies are encouraged to innovate technologically, maintain quality safety standards, and enhance international cooperation to strengthen China's competitive advantage in next-generation photovoltaic products [1] - Industry associations are urged to act as a bridge between the government and enterprises, promoting industry self-discipline and social responsibility to create a healthy industrial ecosystem [1] Group 2 - Silicon wafer prices continue to decline, with N-type G10L single crystal silicon wafer averaging 0.86 yuan per piece, down 3.37% week-on-week [2] - Multi-crystalline silicon enterprises are actively replacing older production lines with smaller, more efficient ones, leading to a slight rebound in industry output [2] - The photovoltaic industry chain is undergoing supply-side adjustments, with the multi-crystalline silicon sector expected to complete adjustments first, concentrating profits among leading companies [2] Group 3 - Related Hong Kong stocks in the photovoltaic sector include New Special Energy, GCL-Poly Energy, Xinyi Solar, Flat Glass Group, and others [3]