摩根士丹利：中国 – 清洁能源_太阳能产品价格追踪 – 2024 年第 40 周

Investment Rating - The industry view is rated as Attractive [5][16]. Core Insights - Domestic polysilicon prices remained stable at Rmb40/kg, while overseas prices decreased by 2.3% week-over-week to US$21/kg [2][3]. - P-type and N-type wafer prices were stable, with PERC module prices declining by 4.1$21/kg, down 2.3% week-over-week [3]. - PERC module prices: Domestic prices fell to Rmb0.7/W, while TOPCon module prices decreased by 1.4% to Rmb0.73/W [3][4]. - India PERC module prices fell by 2.9% to US$0.165/W, while US and EU prices remained flat [3]. - Prices of transparent EVA film dropped by 3.8%, white EVA by 3.6%, and POE film by 20.5% week-over-week [3][4].