(I) Development
of global industrial silicon industry in 2025 The total global industrial silicon production capacity in 2025 is about 9.494 million tons, an increase over the same period last year. 6. From the perspective of capacity distribution, China, Brazil, the United States, Norway, France, Russia and Germany are still the major industrial silicon producers in the world. The total production capacity of the top ten producing countries accounted for 95% of the total global production capacity. The proportion of China's industrial silicon production capacity in the world has increased to 83.
(2) The development of
China's industrial silicon industry in 2025 (1) By the end of 2025, the output
of domestic industrial silicon production capacity. The total production capacity of industrial silicon in China is about 787. The new production capacity mainly comes from the preliminary planning projects and the layout of integrated enterprises. northwest and southwest regions."
Figure 1 Overall Situation of Industrial Silicon Production Capacity in China (Unit: 10,000 tons)
, the domestic output of industrial silicon was 4.055 million tonnes, representing a year-on-year decrease of 13. This was mainly due to the rapid decline in the price of industrial silicon in the first half of 2025, the continuous narrowing of profit margins in the industry, and the fact that most enterprises fell into losses and took the initiative to adjust the pace of output through shutdown and maintenance. At the same time, the downstream demand support weakened, the polysilicon industry entered a period of capacity adjustment, the purchasing willingness of traditional areas such as organic silicon and aluminium alloy was generally low, and the social inventory continued to be at a high level, which further suppressed the release of production.
Figure 2 Change trend of domestic industrial silicon output (10,000 tons)
Data source: Baichuan Yingfu, 2026.2
(2) Apparent demand
of domestic industrial silicon In 2025, the apparent consumption of domestic industrial silicon is 3.347 million tons. The year-on-year decrease was mainly due to the adjustment of downstream demand structure. With the growth rate of domestic photovoltaic installed capacity gradually shifting from the "high growth" stage to the "steady growth" stage, the polysilicon industry is facing a phased In the downstream demand for industrial silicon, the consumption of industrial silicon in the fields of polysilicon, organic silicon and aluminium alloy was relatively large. In 2025, polysilicon will consume 1.71 million tons of industrial silicon, accounting for 45%, 10 percentage points lower than that in 2024, but it is still the main consumption area; organic silicon will consume 1.288 million tons of industrial silicon, accounting for 34%, 7 percentage points higher than that in 2024; Aluminum alloy consumption industrial silicon 77.
Figure 3 2024-2025 China's domestic industrial silicon consumption structure changes (10,000 tons)
Data source: Baichuan Yingfu, 2026. In the first half of the year, the spot price continued to decline due to the continuous reduction of downstream polysilicon production, high inventory suppression and other factors. It fell to the lowest point of the year in June. In the second half of the year, due to the expected improvement of macroeconomic policies and other factors, the price of industrial silicon ushered in a phased repair. With the recovery of industrial chain profits and the marginal improvement of supply and demand, the silicon price has turned into a volatile operation. Looking forward to 2026, the supply and demand pattern of domestic industrial silicon is still loose, and the price is mainly under pressure.
(3) Prospects for
the development of industrial silicon industry in 2026 (1) Further improvement of industry concentration and continued distribution
of integrated new production capacity From the perspective of industry concentration, the concentration of domestic industrial silicon industry in 2025 is CR10 = 44.6%. Compared with 2024, leading enterprises maintained their leading position, while many enterprises increased their production capacity due to the commissioning of new integrated industrial silicon projects. In recent years, the new production capacity of the industry mainly comes from the layout of integrated enterprises, mainly from the integration of "industrial silicon-polysilicon" and "industrial silicon-organic silicon" industrial chains. At present, integrated production capacity is mostly distributed in regions with energy and resource advantages, such as Inner Mongolia, Xinjiang, Gansu, Qinghai, Ningxia, Yunnan and other places, which has become a new trend of industry development.
(2) Industrial silicon industry towards large furnace type and green low-carbon development
In 2025, the domestic industrial silicon industry continued to develop towards large furnace type and all-coal technology, and the overall production efficiency of the industry was significantly improved. Large submerged arc furnaces have high power, large heat and high furnace temperature. With the increase of large furnaces and the proportion of integrated production capacity, as well as the gradual upgrading and transformation of backward production capacity, the comprehensive utilization capacity of resources in the industry has been continuously enhanced, and the production process has become more energy-saving and environmentally friendly https://www.databm. As a whole, it will develop in the direction of low carbon and green. In terms of technology application, waste heat power generation is gradually promoted, and almost all large-scale submerged arc furnace enterprises are equipped with waste heat power generation system, which can effectively reduce comprehensive power consumption and improve economic benefits by utilizing waste heat. On the whole, the industrial silicon industry is showing the development trend of "large furnace type, high efficiency, low energy consumption and greening". At the same time, driven by policy, technology and enterprise scale, the modernization level and environment-friendly characteristics of the industry will continue to be strengthened in the future.
浙公网安备33010802003254号