Investment Rating - The report maintains a "Market Perform" rating for the solar energy industry, indicating expected performance in line with the market [4]. Core Insights - The recent passage of the Energy Law in China aims to promote high-quality energy development and support the transition to a green and low-carbon economy, effective from January 1, 2025 [1]. - The Ministry of Industry and Information Technology is encouraging the integration of "photovoltaic + energy storage" systems in public infrastructure, highlighting a focus on innovative applications [4]. - The report notes stable prices for solar components, with a focus on the ongoing demand for photovoltaic products despite a challenging market environment [5][6]. Summary by Sections Market Performance - The solar energy sector has seen stable component prices, with the average price for 182mm bifacial PERC modules remaining at 0.68 yuan/W [6]. - The report indicates that the production of silicon wafers is expected to decrease, with October production at 43.61 GW, a 1.58% decrease month-over-month [5]. Price Tracking - The average price for 150um 182mm monocrystalline silicon wafers is reported at 1.15 yuan/piece, down 4.2% from the previous week [5]. - The average price for M10 battery cells is 0.275 yuan/W, reflecting a 1.8% decrease [6]. Investment Recommendations - Key stocks recommended for investment include: - 福莱特 (Flaite) - Buy - A - 隆基绿能 (LONGi Green Energy) - Buy - B - 爱旭股份 (Aiko Solar) - Buy - B - 阿特斯 (Canadian Solar) - Buy - A - 阳光电源 (Sungrow Power Supply) - Buy - A - 德业股份 (Deye) - Buy - A [2][7]. - Additional companies to watch include 大全能源 (Daqo New Energy), 协鑫科技 (GCL-Poly), and others in the solar supply chain [7].
太阳能行业周报：《中华人民共和国能源法》表决通过，组件价格持续稳定
Shanxi Securities·2024-11-11 08:02