[In September, the operating rate of industrial silicon in China was 39.45%] According to industry statistics, the overall operating rate of China's industrial silicon industry in September this year was 39.45%, maintaining a relatively low level, mainly due to weak market demand and production restrictions in some regions. From a regional perspective, Xinjiang, as the largest industrial silicon production base in China, has maintained a high operating rate of 62.56% due to its energy cost advantage and large-scale production capacity; The operating rate of Sichuan production area is 45.31%, which is affected by seasonal fluctuations in hydropower and capacity release; The operating rate in Yunnan's production areas is only 28.49%, continuously constrained by the dual constraints of tight power supply during the dry season and environmental restrictions on production. This regional difference not only reflects the characteristics of resource endowment and energy structure in different regions, but also reflects the deep adjustment that industrial industries are undergoing under the background of the "dual carbon" target. Overall, the industrial silicon industry is currently in a critical stage of supply-demand rebalancing, and future production capacity layout will pay more attention to the coordinated development with energy structure and environmental capacity.Editor/Cheng Liting
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