太阳能行业周报：国家能源局强化新能源并网消纳监管，产业链中上游价格上涨

Investment Rating - The solar industry maintains a "Synchronize with the Market - A" investment rating [1] Core Viewpoints - The National Energy Administration has strengthened the supervision of new energy grid connection and consumption, emphasizing the need for effective user participation in system regulation and the timely grid connection of new energy projects [1] - The goal is to achieve a national renewable energy utilization rate of no less than 90% by 2027, supported by the optimization of power system regulation capabilities [3] - The report highlights the ongoing price adjustments in the solar supply chain, with specific attention to the price trends of polysilicon, silicon wafers, battery cells, and modules [5][6][7] Summary by Relevant Sections Investment Recommendations - Recommended stocks include: - Aiko Solar (600732.SH) - Buy-B - Longi Green Energy (601012.SH) - Buy-B - Flat Glass Group (601865.SH) - Buy-A - Canadian Solar (688472.SH) - Buy-A - Sungrow Power Supply (300274.SZ) - Buy-A - Deye Technology (605117.SH) - Buy-A - Additional stocks to watch include: GCL-Poly Energy, Tongwei Co., Daqo New Energy, TCL Zhonghuan, and others [2][8] Price Tracking - Polysilicon prices remain stable, with dense material averaging 39.0 CNY/kg and granular silicon at 36.0 CNY/kg [5] - Silicon wafer prices have seen slight increases, with 182mm monocrystalline wafers priced at 1.15 CNY/piece [6] - Battery cell prices have increased, with M10 cells averaging 0.3 CNY/W, reflecting a 9.1% rise [6] - Module prices have decreased slightly, with 182mm bifacial PERC modules averaging 0.65 CNY/W, down 4.4% [7]