光伏行业事件点评报告：六部门发文，光伏行业政策与基本面共振

Investment Rating - The report maintains a "Recommended" investment rating for the photovoltaic industry [1] Core Viewpoints - The recent policy issued by six departments, including the National Development and Reform Commission, emphasizes the goal of achieving over 1.1 billion tons of standard coal equivalent in renewable energy consumption by 2025, and over 1.5 billion tons by 2030, supporting the carbon peak target [1] - The report highlights measures to boost photovoltaic demand, such as accelerating the construction of large-scale wind and photovoltaic bases in desert areas and promoting the installation of photovoltaic systems on existing buildings [1] - Both supply and demand sides are improving, with a rationalization of photovoltaic prices and new regulations mandating a minimum installation area for photovoltaic systems on new buildings [1] Summary by Sections Industry Overview - The report discusses the positive developments in the photovoltaic industry, driven by government policies and improving market conditions [1] Supply and Demand Dynamics - Supply-side improvements include a recent guideline price of 0.68 yuan/W for photovoltaic components, with many companies adhering to this price in recent tenders [1] - Demand-side initiatives include regulations in Zhuhai, Guangdong, requiring new factories to install photovoltaic systems on at least 50% of their rooftops [1] Investment Recommendations - The report suggests focusing on leading companies in the photovoltaic supply chain, including Tongwei Co., Longi Green Energy, JinkoSolar, JA Solar, Junda Co., Trina Solar, Canadian Solar, and TCL Zhonghuan, as well as auxiliary material leader Fulete [1][2]