9 Moon 19 Day, 2018 The China Silicon Industry Conference and Photovoltaic Industry Expo was held in Xinjiang. Hosted by the China Nonferrous Metals Industry Association and the China National Machinery & Equipment Import & Export Corporation, this conference is a high-level annual event covering the entire silicon and photovoltaic industry chain.

　　Chen Quanxun, President of the China Nonferrous Metals Industry Association, Xin Renzhou, Inspector of the Industrial Policy Department of the Ministry of Industry and Information Technology, and Wang Guiqing, Vice President of the China National Chamber of Commerce for Import and Export of Machinery and Electronic Products and Executive Chairman of the Solar Photovoltaic Products Branch, delivered remarks and speeches. Zhao Jiasheng, Vice President of the China Nonferrous Metals Industry Association, and Yang Deren, an Academician of the Chinese Academy of Sciences, presented keynote reports. The conference was also attended by representatives from the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Commerce, the Xinjiang Uygur Autonomous Region, industry associations, and relevant domestic and international enterprises. 350 Many people are participating.

　　Currently, China’s silicon industry is undergoing a strategic transformation and faces multiple challenges, including adjustments in market demand, intensifying trade disputes, the need to strengthen innovation capabilities, and an urgent requirement to improve development quality. The task of achieving this transformative development is extremely daunting. As an important component of the nonferrous metals industry, the silicon industry holds a special position in China’s economic and social development. In particular, large-diameter silicon wafers used in integrated circuits serve as a critical support for strategic emerging industries and the defense science and technology sector, directly impacting national security and strategic development.

　　It is understood that although China ranks first in the world in the production of industrial silicon and polysilicon, these materials are primarily used for integrated circuits. 12 However, silicon wafers in inches almost entirely rely on imports. 2017 Year, China's imports of integrated circuits 1.76 Trillions of RMB—far exceeding that of oil and natural gas. 1.1 Trillions of yuan—the largest import commodity.

　　Chen Quanxun stated that although China has made significant progress in industrial silicon, polysilicon, monocrystalline silicon, and organosilicon—in terms of industrial scale, techno-economic indicators, and overall competitiveness—there is still an urgent need to further enhance the quality of development and promptly fill the gaps in high-end materials.

　　In his proposal for the next step in the development of the silicon industry, he suggested that... “ Stable with changes ” Under the broader context, the silicon industry must deeply implement and carry out the important speeches of General Secretary Xi Jinping. “ Stability comes first. ” Focus on key areas and address weak links to ensure the industry’s stable operation and robust development. First, we must focus on the strategic needs of the nation and make concerted efforts to break through the critical core technologies and processes for the production of electronic-grade polysilicon and monocrystalline silicon. By promoting intelligent manufacturing, we can thoroughly resolve issues related to product batch stability, drive the industry toward the mid-to-high end, and meet the demands of China’s modern manufacturing sectors, such as integrated circuits.

　　At the same time, we must uphold coordinated development. We need to accelerate the adjustment of industrial layout and structure, and actively guide the orderly relocation of industrial silicon and polysilicon production capacity to the energy-rich western regions. Currently, Xinjiang is a region in China that is relatively rich in mineral resources and energy. A number of world-class industrial silicon and polysilicon producers have already been established there, making it one of the world’s major silicon industry clusters.

　　On the other hand, we must promptly phase out production capacity that lacks competitiveness, achieve rational control over industrial scale, ensure that products have a market and demand is adequately met, and align supply structures with demand structures. We should also leverage technological advancements and vigorously develop the circular economy to realize tiered and efficient utilization of resources.

　　He stated that the silicon industry should adopt a more open attitude and focus on the nation. “ The Belt and Road ” We should pursue a strategy of steadily advancing international capacity cooperation and safeguarding an open world economy and the multilateral trading system. We must adhere to the principle of shared development, promote industrial synergy, and establish internal consultation and coordination mechanisms to address common and deep-seated issues across industries. At present, we must pay particular attention to and attach great importance to the profound changes in the global trade environment, and jointly uphold the overall interests of the industry.

　　Regarding the overall development outlook for the nonferrous metals industry, he stated that, since the beginning of this year, despite a complex international environment, China’s nonferrous metals industry has continuously strengthened self-regulation and maintained relatively stable operations across the entire sector. However, the industry also faces challenges such as an overall decline in profits and a sustained drop in investment. Overall, although some positive signs have emerged in the industry’s transition from old to new growth drivers, there is still a long way to go before we can truly achieve innovation-driven, endogenous growth and successfully combine high quality with high efficiency.

　　During the keynote session, Zhao Jiasheng addressed... 2018 He introduced the current status and development trends of China's silicon industry. He stated, 2018 Since the beginning of this year, China’s silicon industry has generally shown a trend of record-high production levels, slower-than-expected demand growth, volatile and declining prices, and continuously shrinking corporate profits. At the same time, the industry’s spatial layout and industrial structure have been steadily optimized. Although the silicon industry still faces a series of challenges at this stage—such as temporary weak demand, structural imbalances between supply and demand, and frequent international trade disputes—under the national support for the development of new materials and new energy industries, the silicon industry holds tremendous potential for future growth.

　　He stated that he expects the future... 2-3 Throughout the year, the entire industry will shift from demand-driven to a dual-driven model of both supply and demand. Structural adjustments on the supply side of the silicon industry, the strategic relocation of the industry to western regions, and industry integration through strong partnerships have become the prevailing trends in the future development of the silicon industry.

　　This conference will also feature discussions on China’s silicon wafer industry, polysilicon industry, industrial silicon industry, and their development prospects.