9月10-12日 在 内蒙古自治区包头市 召开的2025年中国硅业大会火 热报名中！目前会议酒店正在预订中，请各位参会代表提前预订并确 认！ 本次会议已邀请有关政府部门、行业协会、科研院所、相关生产企 业、贸易商、消费用户、设备制造、辅助材料生产商、金融机构、相 关媒体等领导和代表参加，截至目前报名参会人员已近200人。 会议组织单位 会议费用 此次会议 免收注册费 （凭报名信息领取代表证）。 会员单位限额赠送会议资料和餐券（副会长单位限送3套，理事单位限送2套，会 员单位限送1套）。 非会员单位及会员单位超额人员2000元/套（资料+餐券）。 会议专用账户（汇款请注明2025年中国硅业大会） 收款单位：中国有色金属工业协会 开户行：建行北京金安支行 账号：1100 1029 2000 5602 7751-0002 发票类型：会议费 主办单位： 中国有色金属工业协会 协办单位： 内蒙古通威高纯晶硅有限公司 包头鑫元硅材料科技有限公司 内蒙古新特硅材料有限公司 内蒙古大全新能源有限公司 弘元新材料（包头）有限公司 包头美科硅能源有限公司 双良硅材料（包头）有限公司 包头晶澳太阳能科技有限公司 包头阿特斯阳光能源 ...

会议地址重点提示： 6 月 25 日 上午"大会开幕式致辞和主题演讲"地点在 金海棠酒店会议中心 2 楼会议厅 ， 6 月 25 日 参加开幕式人员 中午自助餐在 金海棠酒店会议中心 1 层餐厅 ， 其余 会议 和用餐地点在 乐山华邑酒店 。 乐山华邑酒店——金海棠酒店接送提示： 乐山华邑酒店——金海棠酒店接送提示 ： 6 月 25 日， 所有 代表于 08: 3 0-08: 5 0 在 乐山华邑酒店大堂门口 集合 ，乘坐摆渡车前往金海棠酒店参加开幕式。午餐后于 12:30- 13:00 乘坐摆渡车返回乐山华邑酒店。 ...

Core Viewpoint - The 2025 China Silicon Industry Chain Development Conference will be held in Leshan, Sichuan from June 24 to June 26, 2025, focusing on innovation, policy analysis, and market trends in the silicon and photovoltaic industries [1][3]. Group 1: Conference Overview - The conference is organized by the China Nonferrous Metals Industry Association, with support from various companies and associations in the silicon and photovoltaic sectors [4]. - Registration will take place on June 24, 2025, at the Leshan Huayi Hotel, followed by a self-service dinner [6]. Group 2: Opening Ceremony and Keynote Speeches - The opening ceremony will feature speeches from industry leaders, including a keynote on innovation-driven development by Lin Ruhai, Deputy Secretary-General of the China Nonferrous Metals Industry Association [7]. - Other keynote topics include an analysis of new energy policies and thoughts on the development of the crystalline silicon industry by Zhong Caifeng, Deputy Director of the Energy Research Institute of the National Development and Reform Commission [7]. Group 3: Thematic Reports and High-Level Dialogues - The afternoon of June 25 will include thematic reports on market demand in photovoltaic construction, lifecycle recycling of silicon industry products, and industry development analysis [8]. - A high-level dialogue will address issues such as the exit of backward production capacity, technological innovation, and market prospects for energy storage [9]. Group 4: Market and Technical Workshops - On June 26, there will be specialized workshops focusing on the industrial silicon market, new technologies in silicon smelting, and investment trends in overseas industrial silicon [10]. - Another workshop will cover topics related to crystalline silicon photovoltaic markets, including historical reviews and future trends [11]. Group 5: Additional Activities - The conference will also include a visit to the "Chinese Green Silicon Valley" on the afternoon of June 26, promoting awareness of sustainable practices in the silicon industry [12].

Group 1 - The conference will waive registration fees for attendees who register and present their information to receive a representative certificate [5] - Member organizations are limited to complimentary conference materials and meal vouchers, with specific limits based on membership level [5] - Non-member organizations and excess personnel from member organizations will be charged 2000 yuan per set for materials and meal vouchers [5] Group 2 - Payment for the conference should be made to the designated account, with specific instructions for remittance and invoice requests provided [5] - Contact information for various representatives related to the conference is listed, including mobile numbers for inquiries regarding industrial silicon, polysilicon, crystalline silicon photovoltaic companies, and accommodation [6]

光伏建设市场需求 发展展望 主办单位:中国有色金属工业协会 期待与您四川相见! 特邀协办:四川永祥股份有限公司 划设计总院 处 2025年中国 硅产业链发 2025年6月 中国 · 乐山 嘉宾简介： 施春华，工学硕士，高级工程师。2011年参加工作，现就职于电力规划设计总院。主要 从事电力系统规划设计、新能源规划设计研究工作，牵头或参与多项大型新能源项目的前期 规划设计工作。 钱坤，协鑫科技管理中心战略研究总监，北京大学本硕，长期从事新能源行业投资研究和 战略规划工作，历任交银施罗德基金、六禾投资新能源研究员、燕园创新资本先进制造研究 总监、歌斐资产研究中心研究主管、协鑫科技战略负责人等职位，对以光伏、锂电池、电子 半导体为代表的新能源及先进制造行业有长期研究积累和深刻行业洞见，多次作为研究代表 在集团内部做行业研究和企业专题汇报，并获好评。 嘉宾简介： ...

Group 1 - The article discusses the current status and investment trends in the overseas industrial silicon sector, highlighting the importance of this industry for future developments [1] - It emphasizes the role of key players and stakeholders, including the China Nonferrous Metals Industry Association and Sichuan Yongxiang Co., Ltd., in promoting industrial silicon advancements [1] - The article indicates a growing interest in industrial silicon due to its applications in various industries, particularly in renewable energy and technology sectors [1] Group 2 - The guest speaker, Lai Jia, has extensive experience in the metal silicon smelting industry and has contributed to several patents and publications related to refractory materials [3] - Another guest speaker, Lu Shiyuan, has a strong background in petrochemical products and is currently leading the new energy project department at Zhejiang Merchants Futures Co., Ltd., focusing on market research and client development [6]

Group 1 - The article discusses the current status and investment trends in the overseas industrial silicon sector, highlighting the importance of this industry for future developments [1] - It emphasizes the role of key players and stakeholders, including the China Nonferrous Metals Industry Association and Sichuan Yongxiang Co., Ltd., in promoting industrial silicon advancements [1] - The article indicates a growing interest in industrial silicon due to its applications in various industries, particularly in renewable energy and technology sectors [1] Group 2 - The guest speaker, Lai Jia, has extensive experience in the metal silicon smelting industry and has contributed to several patents and publications related to refractory materials [3] - Another guest speaker, Lu Shiyuan, has a strong background in petrochemical products and is currently leading the new energy project department at Zhejiang Merchants Futures Co., Ltd., focusing on market research and client development [6]

Group 1 - The core viewpoint of the article highlights the significant achievements and technological advancements of Yongxiang Co., a large high-tech enterprise under Tongwei, specializing in high-purity silicon and related materials [1][2][5] - Yongxiang Co. has received numerous prestigious awards, including "National High-tech Enterprise," "National Green Factory," and "China Construction Engineering Luban Award," showcasing its commitment to innovation and quality [2][3] - The company boasts an advanced team of technical talents and research capabilities, with over 800 independent intellectual property research results in various technology fields, including cold hydrogenation and energy recovery [5] Group 2 - Yongxiang Co. has developed the "Eighth Generation Yongxiang Method" for high-purity silicon production, with research reserves extending to the "Ninth Generation," achieving product purity levels exceeding 99.999999999% [5] - The company's products cover both electronic-grade and solar-grade silicon, with quality and comprehensive technical indicators reaching international advanced levels, representing "China Intelligent Manufacturing" in high-purity silicon [5]

Group 1 - The core viewpoint of the article highlights the rapid development of China's silicon industry, which is currently facing challenges such as supply-demand mismatches, chaotic market competition, and significant price fluctuations, particularly since 2024 when prices across the silicon industry chain have fallen below cash costs, putting companies in distress [1] - To address these issues, the China Nonferrous Metals Industry Association is organizing the "2025 China (Leshan) Silicon Industry Chain Development Conference" from June 24-26, 2025, in Leshan, Sichuan, aimed at scientifically assessing industry trends and enhancing technological innovation capabilities [1] Group 2 - The conference will focus on themes such as technological innovation for cost reduction and efficiency improvement, and industry collaboration for progress [19] - The event will feature various sessions including a futures cultivation exchange, opening ceremony, keynote speeches, thematic reports, and high-level dialogues addressing topics like the exit of backward production capacity, technological innovation directions, supply-demand trends of main and auxiliary materials, and the prospects of the energy storage market [20][21][22] - The agenda includes specialized workshops on the industrial silicon market, organic silicon industry trends, and the development of new technologies in the photovoltaic sector [23][25]

周度报告—工业硅/多晶硅 供需双弱，硅产业链压力不减 [★Ta工bl业e_硅Summary] 市场传言西北某大厂高成本地区产能后期有减产计划，具体减 产时间和减产体量仍有待观察。南方丰水期即将来临，但受价 格低迷、成本倒挂等因素影响，硅厂生产积极性大幅降低，预 计丰水期实际开工率显著低于往年同期。需求端仍无起色，对 工业硅采购不积极，多晶硅厂家近期对工业硅粉单的采购价格 在 9400-9700 元/吨。后续关注供给端边际变化。 ★多晶硅 有 色 金 属 本周硅料现货成交有限，预计大量成交将待五一之后。4 月多 晶硅排产预计在 10 万吨左右。5 月市场传言龙头企业西南基地 复产推迟及龙二企业或有减产计划，关注后续进展。我们下修 5 月多晶硅排产至 10 万吨左右。根据 SMM，截至 4 月 20 日， 中国多晶硅厂库存 25.1 万吨，环比+0.7 万吨。下游原材料库存 约 11 万吨，下降至 1 个月水平左右，并在硅片厂中呈不均匀 分布，部分企业无太多囤货有刚需采购需求，部分企业硅料库 存仍较为充足、策略仍以消化在手库存为主。需求转弱，多晶 硅现货压力不减。截至 4 月 25 日，注册仓单量仍只有 10 手 ...