中新网兴安盟8月24日电 题：在沙地里"追风逐日"：从"金色沙海"到"绿色蓝海" 中新网记者 张玮 从通辽市沿着111国道一路往北，一大片疏林草原渐入记者眼帘，这便是曾经漫天扬沙的科尔沁沙地北 端——兴安盟科右中旗。 近日，记者探访当地从"金色沙海"变成"绿色蓝海"的故事。 图为科右 中旗代钦塔拉苏木光伏治理区。 张泽蒙 摄 光伏"蓝海"下的"金色"希望 三北地区沙漠、戈壁和荒漠面积广阔，太阳能资源富集。光伏治沙被亲切地称为在沙漠里"种太阳"。 "就是板上发电、板下修复、板间种植。"兴安盟林业和草原局局长何云峰向记者详细介绍，巨大的光伏 板不仅可以发电，还能降低地表风速、减少风蚀作用，起到稳定沙土的作用。光伏板下的土地可以通过 种植耐旱植物或作物，用根系将沙土固定在地表，实现发电、农业增收、治沙三合一的成效。 "十年前，这里还是白茫茫的盐碱滩，春风一起黄沙遮天。"代钦塔拉苏木副苏木达(副乡长)安六十七指 向1.13万亩的光伏治理区，离地1.5米的光伏板以41°仰角构筑起独特生态空间——板间阴凉处，羊草、 紫花苜蓿等固沙植物织就绿毯；板下湿润区，吸引了不少野鸡、野兔等小动物回来安家。 据监测数据显示，这种"遮阳 ...

编者按：前不久，国家林业和草原局等三部门印发《三北沙漠戈壁荒漠地区光伏治沙规划（2025—2030年）》，推动光伏建设与荒漠治理深度融合。光 伏治沙须坚持"生态优先"，科学统筹生态保护与工程建设，通过全程防风固沙技术减少对脆弱生态的扰动。《中国自然资源报》刊发内蒙古兴安盟开展光伏 治沙的实践案例，以飨读者。 盘模费电项目现场。 自俊维摄 本报记者 李天一 成片深蓝色的光伏板如同一片起伏的海 洋,而在这片"海洋"的遮蔽下,牧草享受着夏日 里难得的阴凉,正旺盛生长,铺就草原的碧绿底 色。绿草犹如丰盈的春水,似乎下一秒就要漫 上公路 …… 夏季,是草原一年之中最生意盎然 的时节,在内蒙古自治区兴安盟科尔沁右翼中 旗的代钦塔拉苏木,这样的风景触目可见。 可对于当地牧民而言,这份生机来得绝非理 所当然。直到去年,这里还是一片沙地,风吹起 来黄沙遮天。短短一年时间,沙地何以变草海? 这一切,还要从那片深蓝色的光伏板说起。 治沙:让黄色退出科尔沁草原 "现在条件已经好很多了,去年我们刚来的 时候,风沙经常侵占唯一一条到现场的路。"作 为中广核(兴安盟)新能源有限公司的申气经 理,徐祥和他的同事们参与并见证了沙地蜕变 的全过 ...

中国石油塔里木油田新能源事业部经理梁玉磊表示，我们通过板上发电，板下治沙，建设光伏方阵32个，固沙面积达到4000亩， 有效改变了小环境风速，形成"发电—固沙—惠民"一体模式。 目前，塔里木油田在塔克拉玛干沙漠已建成尉犁、且末、叶城、伽师、上库5座集中式光伏电站，总装机规模达到260万千瓦，光 伏板覆盖10万亩黄沙。截至目前，这些电站累计发出绿电已突破20亿千瓦时，日最大发电量超过900万千瓦时。 8月8日，位于新疆塔克拉玛干沙漠中心的最大光伏电站——塔油且末光伏电站累计发出绿电突破3亿千瓦时。 塔油且末光伏电站位于新疆巴音郭楞蒙古自治州且末县境内，地处塔克拉玛干沙漠腹地，是我国在流动性沙漠中心建成的首个大 型集中式光伏电站。项目于2023年5月31日并网发电，总占地面积超过3300亩，由近26万块光伏板组成，配套10兆瓦储能装置。 ...

Core Viewpoint - The Kubuqi Desert in Inner Mongolia, once known as the "Sea of Death," is undergoing a transformation into an oasis through the implementation of large-scale renewable energy projects, specifically the 2 million kilowatt photovoltaic desertification control project at the Mengxi base, which has successfully connected to the grid [1] Group 1: Project Overview - The Mengxi base photovoltaic project is one of the first large-scale wind and solar energy projects initiated during China's 14th Five-Year Plan [1] - The project has an average annual power generation of approximately 4.1 billion kilowatt-hours [1] - It is expected to save about 1.23 million tons of standard coal annually and reduce carbon dioxide emissions by approximately 3.19 million tons [1] Group 2: Environmental Impact - The project employs advanced technologies such as micro-injury airflow tree planting, wind direction data methods, and drone seeding [1] - It is projected to restore and manage an area of 100,000 acres of desert [1] - The initiative is expected to reduce sediment transport to the Yellow River by an average of 2 million tons per year [1]

Core Viewpoint - The article highlights the efforts of the youth sand control team in Inner Mongolia's Ulan Buh Desert, showcasing their successful initiatives in desertification control and ecological restoration, which have transformed the region into a greener landscape while ensuring food security and local livelihoods [3][5][10]. Group 1: Historical Context and Achievements - The Ulan Buh Desert has been a significant environmental challenge, contributing over 70 million tons of sediment to the Yellow River annually, threatening its stability [3]. - Since 1950, the local government has led a persistent campaign against desertification, resulting in the establishment of a 308-mile protective forest belt by 1959, which has been crucial in halting the eastward expansion of the desert [5][6]. - The youth sand control team has been recognized for their contributions, receiving the 2025 China Youth May Fourth Medal Collective award [3]. Group 2: Technological Innovations and Modern Approaches - Recent advancements include the development of cold storage techniques for seedlings, allowing for year-round planting and significantly improving survival rates [9]. - The integration of modern technologies such as drones, remote sensing, and big data analysis has shifted sand control strategies from traditional methods to more efficient, technology-driven approaches [9]. - The establishment of a new "308 Locking Edge Forest Belt" combines engineering, shrub planting, and protective measures to create a modern "green wall" against desert encroachment [9]. Group 3: Economic and Ecological Synergies - The introduction of a "photovoltaic + ecological governance" model has enabled the dual use of land for solar energy production and ecological restoration, enhancing both economic and environmental outcomes [11][12]. - The local economy has benefited from the development of various ecological industries, with over 90 enterprises engaged in desert management and related activities, generating an annual output value exceeding 1 billion yuan [12]. - The cultivation of medicinal plants and other sustainable practices has created new income opportunities for local residents, contributing to rural revitalization [12]. Group 4: Research and Development - The China Forestry Science Research Institute's Desert Forestry Experimental Center plays a vital role in assessing and optimizing desert ecosystems, focusing on the selection and breeding of drought-resistant tree species [14][15]. - The center has introduced various tree species and developed methods to enhance their survival in harsh desert conditions, contributing to the overall biodiversity and ecological health of the Ulan Buh Desert [15]. - Continuous research efforts have led to significant improvements in forest coverage, increasing from 0.04% at the founding of New China to 39.1% today, marking a substantial ecological transformation [14].

Domestic Market Performance - The Shanghai Composite Index closed at 3,519.65 with a gain of 0.27% [2] - The Shenzhen Component Index closed at 10,684.52 with a slight decline of 0.11% [2] - The ChiNext Index closed at 2,022.77, down by 0.47% [2] International Market Performance - The Dow Jones closed at 30,772.79, down by 0.67% [2] - The S&P 500 closed at 3,801.78, down by 0.45% [2] - The Nasdaq closed at 11,247.58, down by 0.15% [2] Economic Indicators - In the first half of the year, China's goods trade import and export totaled 21.79 trillion yuan, a year-on-year increase of 2.9% [3][9] - As of the end of June, the social financing scale stock increased by 8.9% year-on-year, while M2 increased by 8.3% [3][9] - By the end of 2024, approximately 1.327 billion people were covered by basic medical insurance in China, maintaining a coverage rate of over 95% [3][9] Industry Insights - The lithium battery sector index rose by 15.16% in June, significantly outperforming the CSI 300 index [14] - In June, China's new energy vehicle sales reached 1.329 million units, a year-on-year increase of 26.69% [14] - The semiconductor industry showed strong performance, with a 6.01% increase in June, while global semiconductor sales continued to grow [15][16] Investment Recommendations - The report suggests focusing on sectors such as agriculture, organic silicon, and polyester filament due to potential improvements in industry structure [19][21] - The communication industry is rated as "stronger than the market," with a focus on light communication, telecom operators, and AI mobile phone sectors [25] - The solar energy sector is recommended for investment, particularly in polysilicon and solar glass, as the market enters a phase of clearing and capacity reduction [30][29]

Group 1 - The central government and 19 provinces are enhancing mechanisms for aid to Xinjiang, contributing to its economic and social development [1][2] - The "Photovoltaic Desertification Control" project by China General Nuclear Power Corporation (CGN) utilizes self-developed "sand film" technology, covering an area of 10,000 acres in the Taklamakan Desert [1] - The project allows for dual use of land, enabling both power generation and agricultural activities, positively impacting local farming and livestock [1] Group 2 - Xinjiang's first energy storage PACK production line is being tested, with an expected annual output of 1 GWh for distributed storage and 4 GWh for centralized storage [2] - Cultural exchange activities have been organized in 15 towns in Xinjiang, promoting traditional culture and tourism development [2] - In 2023-2024, nearly 40 billion yuan will be invested in Xinjiang aid, with over 80% directed towards livelihood projects and grassroots initiatives [2]

Report Industry Investment Rating - No information provided Core Viewpoints of the Report - The polysilicon market price is temporarily stable, but the demand side is under great pressure due to weak downstream demand and high inventory levels. The market sentiment has improved recently due to the issuance of the photovoltaic desert control plan in the three - north desert areas. In the short term, one can buy put options for protection and follow the long position, while in the medium - to - long - term, shorting at high levels is recommended [2] Summary by Relevant Catalogs Futures Market - The closing price of the main polysilicon contract is 35,050 yuan/ton with no change. The main polysilicon position is 76,908 lots, a decrease of 18,097 lots. The price difference between polysilicon in August - September is 745 yuan/ton, a decrease of 75 yuan/ton. The price difference between polysilicon and industrial silicon is 27,040 yuan/ton, an increase of 200 yuan/ton [2] Spot Market - The spot price of polysilicon is 36,000 yuan/ton, an increase of 1,500 yuan/ton. The basis of polysilicon is 950 yuan/ton, a decrease of 850 yuan/ton. The weekly average price of photovoltaic - grade polysilicon is 4.22 US dollars/kg, a decrease of 0.03 US dollars/kg. The average prices of cauliflower, dense, and re - feeding polysilicon are 30 yuan/kg, 36 yuan/kg, and 33 yuan/kg respectively, with increases of 2 yuan/kg, 6.5 yuan/kg, and 2 yuan/kg [2] Upstream Situation - The closing price of the main industrial silicon contract is 8,010 yuan/ton, a decrease of 200 yuan/ton. The spot price of industrial silicon is 8,650 yuan/ton, an increase of 150 yuan/ton. The monthly output of industrial silicon is 299,700 tons, a decrease of 36,050 tons. The monthly export volume of industrial silicon is 52,919.65 tons, a decrease of 12,197.89 tons. The monthly import volume is 2,211.36 tons, an increase of 71.51 tons. The total social inventory of industrial silicon is 542,000 tons, a decrease of 17,000 tons [2] Industry Situation - The monthly output of polysilicon is 95,000 tons, a decrease of 1,000 tons. The monthly import volume of polysilicon is 793 tons, a decrease of 161 tons. The weekly spot price of imported polysilicon in China is 4.89 US dollars/kg, an increase of 0.01 US dollars/kg. The monthly average import price of polysilicon is 2.19 US dollars/ton, a decrease of 0.14 US dollars/ton [2] Downstream Situation - The monthly output of solar cells is 70,569,000 kilowatts, a decrease of 1,359,000 kilowatts. The average price of solar cells is 0.82 RMB/W, an increase of 0.01 RMB/W. The monthly export volume of photovoltaic modules is 103,399,980 pieces, an increase of 19,610,660 pieces. The monthly import volume is 12,098,490 pieces, a decrease of 8,021,950 pieces. The monthly average import price of photovoltaic modules is 0.29 US dollars/piece, an increase of 0.02 US dollars/piece. The weekly comprehensive price index of the photovoltaic industry (SPI) for polysilicon is 21.67, with no change [2] Industry News - As of July 2, the mainstream market prices of P - type cauliflower polysilicon, N - type dense material, N - type re - feeding material, N - type granular silicon, and N - type polysilicon are stable. The US Senate Republican leader plans to vote on a bill that restricts new energy, affecting the demand for the new energy industry. Under the guidance of the sixth financial and economic committee, leading photovoltaic enterprises have cut production by 30%, and polysilicon prices have risen [2] Inventory - Polysilicon inventory is at a high level. Silicon wafer enterprises have not fully digested the previously purchased polysilicon, leading to inventory backlog and suppressing market prices [2]

Key Points - The report highlights the strong performance of the photovoltaic industry, with a record high of 92.92 GW of new installations in May 2025, representing a year-on-year increase of 388.03% [14][15] - The logistics industry in China shows a slight improvement, with the logistics prosperity index rising to 50.8% in June, up 0.2 percentage points from the previous month [5][8] - The banking and electric power sectors are leading the A-share market, with a steady upward trend observed in recent trading sessions [9][10] - The semiconductor industry continues to grow, with global semiconductor sales reaching $56.96 billion in April 2025, a year-on-year increase of 22.7% [18] - The gaming industry is experiencing a resurgence, with a record number of game approvals in June, indicating strong cultural consumption demand during the summer [33][34] - The automotive industry shows positive trends, with both production and sales of passenger vehicles increasing in May 2025, alongside a significant rise in new energy vehicle exports [39][40] Market Analysis - The A-share market has shown narrow fluctuations, with the average price-to-earnings ratios for the Shanghai Composite Index and the ChiNext Index at 14.20 times and 38.60 times, respectively, indicating a suitable environment for medium to long-term investments [8][9] - The report suggests a balanced investment strategy, focusing on sectors with expected strong mid-year performance and reasonable valuations, particularly in banking, photovoltaic equipment, and food and beverage industries [8][9][10] Industry Insights - The photovoltaic sector is expected to continue its growth trajectory, driven by government policies aimed at increasing solar energy installations and addressing desertification through solar projects [13][14] - The new materials sector is also gaining traction, with a notable increase in the new materials index, which rose by 6.91% in June, outperforming the broader market [17] - The logistics sector's slight recovery reflects a broader trend of economic stabilization, with consumption and investment being the main drivers of growth [5][8] Investment Recommendations - The report recommends focusing on leading companies in the photovoltaic materials sector, particularly those involved in polysilicon and solar glass production, as they are expected to benefit from ongoing industry consolidation and demand growth [15][16] - In the gaming sector, companies leveraging AI technology for game development are highlighted as potential investment opportunities due to the expected increase in market demand [34][35] - The automotive sector is advised to be monitored closely, especially companies with strong performance in new energy vehicles, as they are likely to benefit from the growing trend towards electrification [39][40]

Core Viewpoint - The "Electricity and Sand Become Gold" project in Gansu Province exemplifies the integration of renewable energy, ecological restoration, and agricultural development in desert areas, showcasing innovative approaches to utilizing solar energy for sustainable practices [1][3]. Group 1: Project Overview - The project has been recognized with the "Good Brand" award at the Fourth Rural Energy Development Conference, highlighting its significance in promoting clean energy and ecological restoration [3]. - The initiative involves a collaborative framework among government, photovoltaic companies, and local communities to establish a 300,000 kW photovoltaic desertification control demonstration project, generating approximately 500 million kWh annually [3][4]. Group 2: Implementation Strategies - The project employs a four-in-one model of "power generation on panels, planting under panels, breeding between panels, and sand control," effectively merging renewable energy with ecological and agricultural elements [3][4]. - The company has established a green service channel to support the project, providing technical assistance, safety training, and market policy education to construction personnel [4]. Group 3: Economic and Social Impact - The initiative aims to enhance local farmers' income by creating sales channels for agricultural products and prioritizing the employment of local labor in the photovoltaic desertification control efforts [4]. - The project promotes the integration of multiple industries, including desert agriculture, photovoltaic energy production, and desert tourism, contributing to rural revitalization and economic development [4].