太阳能行业周报：美国公布对东南亚四国反倾销税率初裁结果，电池价格持续上行

Investment Rating - The report maintains a "Buy" rating for several companies in the solar industry, including Aiko Solar (600732.SH), Longi Green Energy (601012.SH), and others, with ratings ranging from A to B [1]. Core Insights - The solar industry is encouraged by six departments to implement renewable energy substitution actions, with stable module prices observed [1]. - The U.S. Department of Commerce announced preliminary anti-dumping tax rates for solar cells from four Southeast Asian countries, ranging from 0% to 271.28%, impacting market dynamics [2]. - The National Energy Administration emphasizes the importance of completing the first batch of large wind and solar power bases by the end of the year [4]. Price Tracking - The average price of polysilicon is reported at 39.5 CNY/kg, down 1.3% from the previous week, while granular silicon averages 36.0 CNY/kg, down 1.4% [2]. - The average price for 182mm bifacial PERC modules remains stable at 0.68 CNY/W, with a slight upward trend in large-scale procurement prices noted [9]. - Battery cell prices for M10 cells are stable at 0.275 CNY/W, while 182mm TOPCon cells have seen a 1.8% increase to 0.28 CNY/W [8]. Investment Recommendations - The report recommends focusing on companies involved in new technology directions such as Aiko Solar and Longi Green Energy, as well as leading companies in energy storage like Canadian Solar and Sungrow Power [10].