太阳能行业周报：CPIA表示低于成本投标中标涉嫌违法，组件价格持续下滑

Investment Rating - The report maintains a "Market Perform" rating for the solar industry, indicating expected performance in line with the market [2][6]. Core Insights - The report highlights that the solar industry is facing significant challenges due to declining component prices and unsustainable bidding practices, where bids below production costs are deemed illegal [1][4]. - The China Photovoltaic Industry Association (CPIA) emphasizes the need for industry self-regulation to prevent "involution" and unhealthy competition, advocating for a market mechanism that promotes the exit of inefficient capacities [3][4]. - Digital technologies are increasingly being utilized in the renewable energy sector, enhancing the stability of intermittent energy sources like solar power through improved forecasting and grid integration [3][4]. Summary by Sections Investment Recommendations - Recommended stocks include: - Buy -A: Canadian Solar (688472.SH), Sungrow Power (300274.SZ), and Fulete (601865.SH) - Buy -B: Longi Green Energy (601012.SH) and Aiko Solar (600732.SH) [2][5]. Price Tracking - Polysilicon prices remain stable at 40.0 CNY/kg, while wafer prices are under pressure with a notable decline in demand, leading to increased inventory levels [4]. - The average price for 182mm bifacial PERC modules is reported at 0.68 CNY/W, reflecting a 2.9% decrease, indicating ongoing pricing pressures in the component market [4]. Industry Developments - The Ministry of Ecology and Environment encourages the development of distributed solar power in resource-constrained areas, promoting sustainable practices in solar energy deployment [2][3]. - The report notes that the industry is experiencing a significant shift towards digitalization, which is expected to enhance operational efficiency and energy output predictability [3][4].