硅能源是以硅材料为基础支撑、半导体技术为核心驱动的新型能源形态，硅能源材料是促进绿色低碳转型、高端制造业跃升的战略性基础材料，相关产业成为重塑全球能源与材料格局的重要力量。本文在全面梳理我国硅能源材料产业发展现状的基础上，从资源端、冶炼端、材料端、循环端出发精准识别了我国硅能源材料产业技术发展态势，进而剖析了我国硅能源材料产业发展的新形势与面临的新问题。研究认为，我国硅能源材料产业拥有可观的发展潜力，表现在资源禀赋雄厚、产业基础支撑牢固，产业布局优化、协同集聚效应显现，应用场景拓展、需求增长潜力良好；可针对性采取强化原料保障、构建多极支撑格局，协同“产学研用”、精准攻关行业关键技术，发挥绿色低碳引领、构建绿电循环体系，加快智能转型步伐、筑牢制造核心优势等产业提升路径。相关内容可为构建具有全球引领性的硅能源材料产业体系提供理论支撑，促进能源体系重构、制造体系升级和核心竞争力跃升。

Silicon energy is a new form of energy based on silicon materials and driven by semiconductor technology at its core. Silicon energy materials are strategic basic materials that support the green and low-carbon transformation of industries and the leap of high-end manufacturing. The related industries have become an important force in reshaping the global energy and materials landscape. Based on a comprehensive review of the current development status of China's silicon energy materials industry, this study identifies the technological development trend of the industry from the aspects of resource, smelting, material, and recycling ends, and analyzes the new situation and problems faced by the industry. Research suggests that China's silicon energy materials industry has considerable development potentials, reflected in its abundant resource endowment, solid industrial foundation support, optimized industrial layout, emerging synergy and agglomeration effects, expanded application scenarios, and good potential for demand growth. The industrial upgrading paths include (1) strengthening raw material guarantee to build a multi-pole support pattern; (2) coordinating industry, education, research, and application to achieve breakthroughs in key technologies; (3) further promoting green and low-carbon development to build a green power circulation system; and (4) accelerating the pace of intelligent transformation to consolidate the core advantages of manufacturing. This study is expected to provide a theoretical support for building a globally leading industrial system of silicon energy materials, and promoting the reconstruction of the energy system, upgrading of the manufacturing system, and leap in core competitiveness of China.