光伏产业链价格企稳，“反内卷”成果显现

Core Viewpoint - Since July, multiple departments have implemented policies to guide the photovoltaic industry towards a high-quality development phase focused on technological innovation, with initial signs of success in stabilizing and increasing prices in core segments like silicon materials [1] Group 1: Policy and Industry Response - The policies are aimed at controlling production capacity, prices, and improving standards within the photovoltaic sector [1] - Industry associations and enterprises are collaborating to advance these policies, indicating a coordinated effort to enhance the industry's overall quality [1] Group 2: Price Trends - Prices for core materials, particularly polysilicon, have shown a significant recovery, with the main contract for polysilicon doubling since the end of June [1] - As of December 26, the price of various models of monocrystalline silicon wafers ranged from 1.2 yuan to 1.52 yuan per piece, reflecting an increase of at least 40% compared to the price range of 0.86 yuan to 1.19 yuan per piece at the beginning of the third quarter [1] - The average price of N-type polysilicon rebounded to 53,900 yuan per ton, marking an increase of approximately 54% from the end of the second quarter [1]