光伏硅片价格持续上涨 节能政策与需求共振驱动板块热度

Core Viewpoint - The photovoltaic sector is experiencing increased activity, particularly in manufacturing equipment, driven by rising silicon wafer prices and strong renewable energy generation performance in the first half of the year [1] Group 1: Policy and Regulatory Developments - On August 1, the Ministry of Industry and Information Technology issued a notice regarding the 2025 special energy conservation inspection tasks for the polysilicon industry, aiming to streamline inspection processes and reduce the burden on enterprises [1] - The China Nonferrous Metals Industry Association's Silicon Industry Branch reported that silicon wafer prices continue to rise, with average prices increasing by approximately 0.1 yuan per piece [1] Group 2: Market Performance and Price Trends - The average transaction price for N-type G10L monocrystalline silicon wafers is 1.2 yuan per piece, up 9.09% week-on-week; N-type G12R monocrystalline silicon wafers average 1.35 yuan per piece, up 8%; and N-type G12 monocrystalline silicon wafers average 1.55 yuan per piece, up 7.64% [1] - The increase in raw material prices has led to higher costs and an increase in downstream purchasing orders, contributing to the sustained rise in silicon wafer prices [1] Group 3: Renewable Energy Generation - In the first half of the year, the cumulative photovoltaic power generation in the country reached 559.1 billion kilowatt-hours, representing a year-on-year growth of 42.9%, with an average utilization rate of 94% for photovoltaic power generation [1]