China Nonferrous Metals Industry Association Silicon Branch conducts in-depth research on the silicon industry in Baotou

Reprinted from: Securities Times

People’s Finance News April 4—From March 30 to April 2, a delegation led by Lin Ruhai, deputy secretary-general of the China Nonferrous Metals Industry Association and director of the Policy Research Office, and also executive vice-chairman of the Silicon Industry Branch, visited Baotou City in Inner Mongolia. They went deep into the front line of silicon industry production for a four-day special investigation, focusing on the core issues and challenges in the current stage of industry development. Through intensive company visits and symposium exchanges, the aim is to accurately grasp the status of industrial operations, build consensus on development, and explore effective paths to promote transformation and upgrading of the industry and achieve high-quality development.

During the investigation, multiple companies reported that the current market supply and demand are severely imbalanced, prices have already fallen below the cost line, and every link of the industrial chain is generally facing pressure from losses. In the face of survival challenges, companies generally call on industry associations and the government to strengthen guidance, curb disorderly competition, create a fair market environment, and help the industry come out of the downturn as soon as possible. Especially in standard-setting, full consideration should be given to the impact of different product types, process routes, and operating rates, so as to avoid a one-size-fits-all approach and truly achieve the effect of eliminating backward capacity and encouraging advanced practices.

In the exchanges, an in-depth discussion was held on specific technology development trends, such as the transition to N-type technology, the application of granular silicon, the substitution of tungsten wire for diamond wire, and the recycling and utilization of silicon sludge. Companies reached a consistent view that technological innovation is the key driving force for the crystalline silicon photovoltaic industry to achieve leapfrog development. Over the past five years, China’s crystalline silicon photovoltaic industry has made systematic breakthroughs in areas including iterative updates of key technology routes, optimization of manufacturing processes, and improvements in system power generation efficiency, which has led to a significant enhancement in the industry’s overall competitiveness and economic efficiency, and has also continuously improved the level of green manufacturing.

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