光伏硅片价格持续上涨,节能政策与需求共振驱动板块热

Core Insights - The photovoltaic sector is experiencing increased activity, particularly in manufacturing equipment and BC batteries, driven by recent policy updates and rising silicon prices [1][2] - The Ministry of Industry and Information Technology has issued a notice for energy conservation inspections in the polysilicon industry, aiming to reduce the burden on enterprises [1] - The average price of silicon wafers has continued to rise, with N-type G10L, G12R, and G12 single crystal silicon wafers seeing price increases of 9.09%, 8%, and 7.64% respectively [1] - In the first half of the year, China's cumulative photovoltaic power generation reached 559.1 billion kilowatt-hours, a year-on-year increase of 42.9% [1] Industry Analysis - The photovoltaic industry is characterized by low-price competition and temporary overcapacity, making it a focal point for the current "anti-involution" movement [2] - As the industry moves towards standardized and orderly competition, potential supply-side reform policies are expected to lead to a recovery in prices and profitability [2] - Technological innovation is identified as a key strategy for overcoming homogenized competition, with companies that achieve product differentiation and brand recognition likely to see improved performance [2]