Workflow
能耗标准
icon
Search documents
瑞达期货多晶硅产业日报-20250925
Rui Da Qi Huo· 2025-09-25 09:26
多晶硅产业日报 2025-09-25 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力收盘价:多晶硅(日,元/吨) | 51365 | -15 多晶硅11-12价差 | -2395 | -40 | | | 主力持仓量:多晶硅(日,手) | 105474 | -5713 多晶硅-工业硅价差(日,元/吨) | 42310 | -50 | | 现货市场 | 品种现货价:多晶硅(日,元/吨) | 52500 | -150 多晶硅(菜花料)平均价(日,元/千克) | 30 | 0 | | | 基差:多晶硅(日,元/吨) | 1120 | -1270 多晶硅(致密料)平均价(日,元/千克) | 36 | 0 | | | 光伏级多晶硅周平均价(周,美元/千克) | 6.54 | 0.09 多晶硅(复投料)平均价(日,元/千克) | 34.8 | 0 | | 上游情况 | 主力合约收盘价:工业硅(日,元/吨) | 9055 | 35 出口数量工业硅(月,吨) | 76642.01 | 2635. ...
多晶硅划定能耗红线: 协鑫、通威迎来机遇 落后产能步入生死线
Xin Jing Bao· 2025-09-24 10:58
一场以能效为标尺的行业洗牌正在多晶硅领域上演。头部企业凭借技术优势获得发展先机,而落后产能 则面临退出市场的命运。 该标准正式实施后,多晶硅单位产品能耗不达基准值要求(6.4kgce/kg)的企业将被限期整改,逾期未 改或整改后未达准入值(5.5kgce/kg)的企业将被关停。 9月22日,一位头部多晶硅企业工作人员告诉新京报贝壳财经记者,"新能耗标准将推动行业落后产能清 退,即便是我们这样的头部企业,也存在需要淘汰的落后产能,可以预见会有相当一部分企业受到较大 影响。" 能耗新标呈现"大幅收紧"特征 对于多晶硅生产企业来说,新能耗标准意味着生存红线的重新划定。 最新意见稿称,拟修订的多晶硅单位产品综合能耗1级、2级、3级分别≤5、5.5和6.4kgce/kg,相比目前 正在执行的≤7.5、8.5和10.5kgce/kg大幅收紧。 图片 按文件中的电力对应标煤折算系数0.1229kgce/KWh,此次征求意见稿中5、5.5、6.4kgce/kg,对应电耗 分别为40.7、44.8、52.1度/kg。另外文件新增了颗粒硅能耗标准,1-3级分别对应3.6、4.0、5.0kgce/kg, 对应电耗29.3、32.5 ...
多晶硅划定能耗红线:协鑫、通威迎来机遇 落后产能步入生死线
Xin Jing Bao· 2025-09-23 15:49
Core Viewpoint - A significant industry reshuffle is occurring in the polysilicon sector, driven by new energy consumption standards that favor technologically advanced companies while pushing outdated capacities out of the market [2][8]. Group 1: New Energy Consumption Standards - The National Standardization Administration has released draft standards for polysilicon and silicon products, establishing strict energy consumption limits [2]. - The new standards set the energy consumption limits for polysilicon at 6.4 kgce/kg, with a requirement to reduce to 5.5 kgce/kg for compliance, significantly tightening previous limits [2][4]. - The new standards will lead to the closure of companies that fail to meet the revised energy consumption benchmarks within a specified timeframe [4][6]. Group 2: Impact on Industry Capacity - Following the implementation of the new standards, the effective domestic polysilicon production capacity is expected to decrease to approximately 2.4 million tons per year, a reduction of 16.4% compared to the end of 2024 [4]. - The new standards could result in the shutdown of over 30% of the industry’s capacity, significantly alleviating the current overcapacity situation [4][7]. - Despite the reduction, the remaining capacity will still exceed the projected demand of 1.5 million tons by 2026 by about 60% [4]. Group 3: Competitive Landscape - Leading companies like GCL-Poly and Tongwei are expected to maintain a competitive edge due to their compliance with the new energy standards [5][8]. - GCL-Poly's granular silicon energy consumption meets the new first-level standard, while Tongwei's energy consumption is close to the second-level standard, positioning them favorably in the market [5][8]. - The new standards are anticipated to enhance the "head effect" in the photovoltaic industry, favoring companies that can adapt and innovate [5][7]. Group 4: Industry Challenges and Opportunities - The new energy standards represent a significant challenge for many polysilicon producers, necessitating substantial investments in technology upgrades to remain competitive [6][8]. - The industry is experiencing a shift towards higher quality requirements, which may lead to increased costs for companies unable to adapt quickly [6][7]. - The implementation of these standards is part of a broader strategy to improve profitability across the photovoltaic supply chain, with various measures being taken to stabilize the market [7].