废旧动力电池综合利用

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多晶硅、工业硅、碳酸锂盘中直线拉涨,或系这些消息所致!
Jin Shi Shu Ju· 2025-07-24 04:31
Group 1 - The core viewpoint of the articles highlights the fluctuations in the prices of polysilicon, industrial silicon, and lithium carbonate, with a notable rebound in lithium carbonate prices, driven by ongoing discussions at the photovoltaic industry supply chain development seminar [1][2] - The seminar featured a report from the director of the National Engineering Laboratory for Polysilicon Material Preparation Technology, indicating a continuous reduction in polysilicon's comprehensive energy consumption and proposed revisions to energy consumption standards [1] - The current operational rates of polysilicon enterprises are reported to be between 38.6% and 44.1%, with many companies selling below cost for over 14 months, leading to widespread operational difficulties [1] Group 2 - The chairman of the China Photovoltaic Industry Association emphasized the dual challenges facing the industry, including supply chain stability issues, and called for enhanced industry self-discipline to prevent below-cost pricing [2] - The new mandatory national standard for electric bicycles, effective from September 1, aims to accelerate the supply of quality products and includes measures for production management, certification, and consumer protection [2][3] - The Ministry of Industry and Information Technology is actively promoting the establishment of a recycling system for old electric bicycles and lithium-ion batteries, focusing on top-level design and special actions to ensure comprehensive utilization [3] Group 3 - Future market outlook indicates that the basic fundamentals are not the main driving logic currently, with a significant drop in domestic demand expected after the end of the rush for solar installations [4] - Concerns about supply reductions in lithium carbonate are arising due to decreased imports and mining disruptions, with ongoing uncertainties regarding mining license renewals [4]