高测股份:光伏反内卷政策及相关趋势有利于推动光伏行业健康有序发展

Core Viewpoint - The implementation of anti-involution policies in the photovoltaic industry is expected to promote healthy and orderly development, leading to a gradual recovery in prices across various segments and an improvement in industry profitability [2] Industry Summary - The anti-involution policies are driving a gradual rebound in prices within the photovoltaic sector, which is anticipated to enhance the overall profitability of the industry [2] - As these policies deepen, the prices of silicon wafers are also expected to rise, contributing to the recovery of profitability in related businesses [2] Company Summary - The company has reported a return to profitability in the third quarter, attributed to the ongoing effects of anti-involution policies and internal cost reduction and efficiency improvement measures [2] - The company's cutting and processing services for silicon wafers are seeing a recovery in profitability, which is expected to further enhance the main business's profitability [2] - The company is committed to actively monitoring and responding to relevant anti-involution policies [2]