研报掘金丨东兴证券：首予通威股份“推荐”评级，硅料龙头地位稳固

Group 1 - The core viewpoint of the report is that Tongwei Co., Ltd. maintains a solid leading position in the silicon material industry and is awaiting supply-side optimization to counteract internal competition [1] Group 2 - As of December 2024, the company has a feed production capacity exceeding 10 million tons [1] - The annual production capacity of high-purity crystalline silicon is over 900,000 tons [1] - The solar cell production capacity exceeds 150 GW [1]