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 ...

中新网崇左8月22日电 题：广西崇左阳光下的"绿色银行"：板上"生电"板下"生金" "农光互补"妙在"一地两用"。光伏板吸光变电；板下阴凉，反成了五指毛桃的"避暑胜地"。 图为广西崇左市江州镇五指毛桃基地。崇左江州区融媒体中心供图 图为驻村第一书记向基地负责人了解五指毛桃种植情况。崇左江州区融媒体中心供图 谁能想到这片"农光互补"五指毛桃基地，两年前还是一片撂荒的石砾地，如今，它成了乡亲们口中 的"绿色银行"。一块地，两份收成，照亮了振兴路。 板上"生电"板下"生金" "农光互补"五指毛桃基地负责人梁宗彩指着光伏"蓝海"和脚下的翠绿"地毯"，掰起手指算账："头顶 的'板板'发电，是稳当收入。板下的宝贝疙瘩——五指毛桃，才是真金白银。按市价，一吨6000块，一 亩地产值1.5万元。等3000多亩全投产，总产值可达5500万元！"他盘算着把五指毛桃扩种到5000亩。 作者 陆华勇 潘宜其 阮泰然 初秋清晨，阳光穿过层叠的光伏板，将广西崇左市江州镇板崇村后山的坡地"镀上"金色，光伏板下却是 一片盎然生机：五指毛桃舒展着"五爪"叶片，空气中浮动着椰香，天冬、百步从行间探头，为3722亩 的"光伏海洋"绣上绿边。 烈日 ...

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - For industrial silicon, attention should be paid to the resumption progress of upstream production [1]. - For polysilicon, the short - term sentiment has cooled down, and the market should be treated as a callback [2]. 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - **Futures Market Data**: - Industrial silicon (Si2509): The closing price was 8,760 yuan/ton, with a change of - 525 yuan compared to T - 1, - 930 yuan compared to T - 5, and 995 yuan compared to T - 22. The trading volume was 410,371 lots, with a decrease of 194,790 lots compared to T - 1, 762,508 lots compared to T - 5, and 819,936 lots compared to T - 22. The open interest was 212,932 lots, with a decrease of 29,745 lots compared to T - 1, 123,342 lots compared to T - 5, and 148,144 lots compared to T - 22 [2]. - Polysilicon (PS2509): The closing price was 49,130 yuan/ton, with a decrease of 5,575 yuan compared to T - 1 and 4,635 yuan compared to T - 5. The trading volume was 565,838 lots, with an increase of 595 lots compared to T - 1 and a decrease of 557,957 lots compared to T - 5. The open interest was 126,989 lots, with a decrease of 37,501 lots compared to T - 1 and 45,575 lots compared to T - 5 [2]. - **Basis and Spread Data**: - Industrial silicon: The spot premium (against East China Si5530) was + 1,175 yuan/ton, with a change compared to T - 1, T - 5, and T - 22. The near - month contract to continuous - first spread was - 135 yuan/ton, and the cost of buying near - month and selling continuous - first inter - period was 62.5 yuan/ton [2]. - Polysilicon: The near - month contract to continuous - first spread was 505.0 yuan/ton [2]. - **Price and Profit Data**: - Industrial silicon: The price of East China oxygen - passing Si5530 was 9,800 yuan/ton, with a decrease of 200 yuan compared to T - 1 and 300 yuan compared to T - 5. The profit of Xinjiang new - standard 553 silicon plants was - 2,536 yuan/ton, with a decrease of 525 yuan compared to T - 1 and 1,180 yuan compared to T - 5 [2]. - Polysilicon: The price of N - type re - feeding polysilicon was 46,500 yuan/ton, with an increase of 500 yuan compared to T - 5 and 12,000 yuan compared to T - 22. The profit of polysilicon enterprises was - 17.6 yuan/kg, with an increase of 0.6 yuan compared to T - 1 and 0.7 yuan compared to T - 5 [2]. - **Inventory Data**: - Industrial silicon: The social inventory (including warehouse receipt inventory) was 540,000 tons, with an increase of 0.5 million tons compared to T - 5 and a decrease of 1.2 million tons compared to T - 22. The enterprise inventory was 171,000 tons, with a decrease of 0.61 million tons compared to T - 5 and 5.2 million tons compared to T - 22 [2]. - Polysilicon: The manufacturer's inventory was 229,000 tons, with a decrease of 1.4 million tons compared to T - 5 and 4.3 million tons compared to T - 22 [2]. - **Raw Material Cost Data**: - For industrial silicon, the price of silicon ore in Xinjiang was 340 yuan/ton, and in Yunnan was 320 yuan/ton. The price of washed coking coal in Xinjiang was 1,250 yuan/ton, and in Ningxia was 885 yuan/ton [2]. - For polysilicon, the price of N - type re - feeding polysilicon trichlorosilane was 3,350 yuan/ton, and the price of silicon powder (99 silicon) was 10,450 yuan/ton [2]. 3.2 Macro and Industry News In September 2024, the Ministry of Natural Resources, the Ministry of Agriculture and Rural Affairs, and the National Energy Administration jointly issued a notice to further regulate the supervision of existing "agricultural - photovoltaic complementary" photovoltaic composite projects. For legally and合规ly built photovoltaic composite projects using general cultivated land to place photovoltaic arrays, land - using units must fulfill planting obligations, and hardening the ground, destroying the plough layer, and leaving land idle are prohibited [3]. 3.3 Trend Intensity The trend intensity of industrial silicon and polysilicon is - 1, indicating a relatively bearish outlook (the range of trend intensity is [- 2, 2], where - 2 is the most bearish and 2 is the most bullish) [4].

Core Viewpoint - The company has adjusted the planned installed capacity and total investment for its photovoltaic power generation project in Gucheng County, indicating a strategic shift in project execution [1] Group 1: Project Details - The planned installed capacity of the Gucheng County photovoltaic project has been revised from 50 MW to 47.9 MW [1] - The total investment for the project has been reduced from 259 million yuan to 216 million yuan [1] - As of May 31, 2025, the actual usable land area for the photovoltaic project is 1,387 acres, with 19 power generation units completed [1]

Group 1: Foreign Trade and Manufacturing - The steel furniture industry in Luoyang, Henan, has over 1,000 companies and exports more than 1,000 types of steel furniture to over 120 countries and regions globally [1] - The town of Shaogang in Yucheng, Shangqiu, has the largest professional wholesale market for steel tape measures in Central China, producing nearly 1.5 billion tape measures annually, accounting for over 65% of the global market share, with an annual output value exceeding 12 billion yuan [1] Group 2: Renewable Energy - Guizhou province is focusing on developing its renewable energy sector, particularly wind and solar power, leveraging its natural resources [2] - The Xianshuiwo Agricultural Photovoltaic Power Station in Weining County utilizes high supports and large spacing for solar arrays, promoting a "dual win" for agricultural income and energy generation [2] Group 3: Low-altitude Economy - The aviation town in Wuhu, Anhui, has strategically planned its low-altitude economy since 2013, with the total revenue from this sector expected to reach 46.38 billion yuan in 2024, reflecting a year-on-year growth of 15.95% [3] Group 4: Agricultural Technology - In Xiaoshan District, Hangzhou, agricultural drones are being used to enhance the efficiency of transporting harvested bayberries, providing farmers with a new harvesting experience [4] Group 5: E-commerce and Logistics - The red apricot harvest in Pengyang County, Ningxia, is being facilitated by rapid development in local logistics, allowing for direct sales through e-commerce and efficient distribution across the country [5]

Group 1 - The core viewpoint of the articles highlights the innovative agricultural model of "agriculture-photovoltaics complementarity" being tested in Shaanxi Province, which aims to ensure food security while promoting renewable energy development [1][2] - The project manager, Geng Lufeng, emphasizes the importance of the research project in the context of severe drought conditions in Shaanxi, particularly in the Weibei "drought belt" [1] - The experimental field of 137 acres has shown a yield increase of approximately 20% compared to traditional farming methods, demonstrating the effectiveness of the agriculture-photovoltaics model [1] Group 2 - The project aims to explore pathways to ensure food security under the conditions of converting orchards to arable land, particularly in the context of the Weibei dry plateau [2] - An innovative technique using "single-axis photovoltaic brackets and diffuse scattering panels" has been tested, resulting in yield increases of 0.4% to 4.5% compared to traditional methods [2] - The introduction of artificial intelligence to optimize light distribution and improve efficiency is a key aspect of the ongoing research [2]

Core Insights - The Nanjing National Agricultural High-tech Zone aims to become a hub for agricultural technology innovation in the Yangtze River Delta region, focusing on the transformation of agricultural and biological technologies into practical applications [1] Group 1: Agricultural Technology Innovation - The Nanjing National Agricultural High-tech Zone has collected over 3,000 technological achievements from the Yangtze River Delta, with approximately 650 being promoted on its trading platform [1] - The zone is home to seven universities and research institutions, including Nanjing Agricultural University and Nanjing Forestry University, and collaborates with 32 agricultural universities and institutions [1] Group 2: Green Smart Agriculture - Green smart agriculture is the main theme, with biological agriculture as the leading industry, supported by agricultural intelligent equipment manufacturing and agricultural technology services [2] - The "Agricultural-Photovoltaic Complementarity" concept is being implemented, utilizing solar power to create optimal growth conditions for various crops [2] Group 3: Sales and Market Dynamics - The production capacity of vegetables at the planting base reached 500 kg per day pre-pandemic, generating annual revenue of approximately 1.5 million yuan [3] - The market for pansies has been strong, with daily sales of 7,000 to 8,000 flowers at a wholesale price of 0.15 to 0.2 yuan per flower [3] Group 4: Biological Agriculture Developments - Key technological achievements in biological agriculture, such as varieties of rice and soybeans, are being commercialized and sold across cities in the Yangtze River Delta and nationwide [4] - Future focuses include the development of new antibiotics and the recycling of agricultural solid fertilizers [4] Group 5: Upcoming Projects - The "Carbon Valley" project will focus on ecological forestry and carbon research, while the "Fuxi Farm" project will utilize agricultural biological gene phenomics technology [5] - The Fuxi Farm project will integrate smart agricultural machinery with AI and big data to enhance predictability and control in crop production [5]

Core Viewpoint - The construction of a photovoltaic power station in the mountainous region of Yunnan Province is progressing rapidly, with an expected annual power generation of 337 million kilowatt-hours, contributing to regional green and low-carbon development [1][3]. Group 1: Project Overview - The photovoltaic project is located in the mountainous area of Lufeng County, Kunming City, at an altitude of over 2000 meters, and is being constructed by China State Construction Engineering Corporation [1]. - The project will save approximately 84,350 tons of standard coal annually, serving as a "clean engine" for promoting green development in the region [1]. Group 2: Site Selection and Planning - The project team faced challenges in finding suitable land for efficient power generation while complying with regulations, ultimately selecting over 5,000 acres of land through extensive site surveys and collaboration with local governments [1]. - The project involves eight villages, over 430 households, and spans 15 kilometers north to south and 19 kilometers east to west, with significant progress made in land measurement and rental agreements [1]. Group 3: Innovative Construction Techniques - The project employs various new technologies and techniques, such as shallow hole drilling, handheld drilling machines, drone transportation, and 3D laser modeling, to address the unique challenges of mountainous terrain [2]. - Transportation of materials to difficult-to-reach areas is facilitated by using pack animals and manual labor, ensuring timely delivery of construction materials [2]. Group 4: Ecological and Sustainable Development - The project adopts a "solar power generation and agricultural planting" model, maximizing land use while promoting ecological restoration in rocky desertification areas [3]. - The project has passed full-capacity grid connection acceptance and aims to continue prioritizing green development and public welfare, contributing to a clean, low-carbon, and efficient energy system [3].