太阳能行业周报：2024年光伏新增装机277.17GW，产业链价格持稳

Investment Rating - The solar industry maintains a "Synchronize with the Market - A" investment rating for 2024 [1] Core Insights - The National Energy Administration forecasts an additional 277.17 GW of solar power installations in 2024, with stable prices across the industry chain [4] - The distributed solar power sector is expected to contribute 120 GW of new installations in 2024, accounting for 43% of the total new solar capacity [5] - The report highlights a significant increase in green certificate issuance for solar power, with a total of 82.668 million certificates issued in 2024 [4] Summary by Sections Market Performance - The solar industry has shown a 28.5% growth in regulated industrial solar power generation in December 2024 [3] - The cumulative installed capacity of solar power reached 88.666 million kW by the end of 2024, up from 60.949 million kW at the end of 2023 [4] Price Tracking - The average price of polysilicon remains stable at 39.0 CNY/kg for dense material and 36.0 CNY/kg for granular silicon [6] - Prices for silicon wafers and battery cells have also remained steady, with M10 battery cells priced at 0.33 CNY/W [7] Investment Recommendations - Key stocks recommended include Aiko Solar (600732.SH), Longi Green Energy (601012.SH), and others, with ratings ranging from "Buy - A" to "Buy - B" [3] - The report suggests focusing on companies involved in new BC technology and those in the solar glass sector [9]