此外，11月20日，工信部正式印发《光伏制造行业规范条件》和《光伏制造行业规范公告管理暂行办法》，相比今年7月的征求意见稿，正式版本在新建和扩建的硅料还原电耗、综合电耗方面要求再度提高。根据协鑫科技数据，西门子工艺电耗50kwh/kg左右，颗粒硅技术仅需13.8kwh/kg，电耗优势明显。GCL Tech (03800) rose over 3% again, as of the time of writing, up 3.57%, reported at 1.45 HKD, with a transaction amount of 0.122 billion HKD.
According to the Zhitong Finance APP, GCL Tech (03800) rose over 3% again, as of the time of writing, up 3.57%, reported at 1.45 HKD, with a transaction amount of 0.122 billion HKD.
Shanxi pointed out that with the end of the month and the year approaching, upstream and downstream companies are starting to negotiate contracts collectively. It is expected that there may be a concentrated trading situation next week, but due to the current large stock inventory, downstream demand remains low, and there is a possibility of further price declines in the short term. This month, major manufacturers' bases began to reduce production collectively, and it is expected that the reduction in production next month will be more evident, with prices likely to stabilize and recover.
In addition, on November 20, the Ministry of Industry and Information Technology officially issued the "Photovoltaic Infrastructure Manufacturing Industry Specification Conditions" and the "Interim Measures for the Administration of Photovoltaic Manufacturing Industry Specification Announcements". Compared to the draft for public consultation in July of this year, the official version has raised the requirements for the energy consumption of raw material reduction and comprehensive energy consumption for new and expanded silicon production again. According to GCL Tech data, the Siemens process energy consumption is about 50 kWh/kg, while the granular silicon technology only requires 13.8 kWh/kg, showing a clear advantage in energy consumption.
