太阳能行业周报：本周颗粒硅价格小幅上涨，预计后续组件价格有望上行

Investment Rating - The solar industry is rated as "In line with the market" [1] Core Insights - The price of granular silicon has slightly increased, and it is expected that component prices will rise in the future [1] - The Ministry of Industry and Information Technology and seven other departments issued an action plan for the high-quality development of the new energy storage manufacturing industry, promoting the integration of "photovoltaic + energy storage" systems in various public infrastructure applications [2] - The U.S. Department of Commerce has raised anti-dumping and countervailing duty rates for some Southeast Asian photovoltaic companies, with rates reaching as high as 846.98% for certain firms [3] - The market is currently experiencing a cautious sentiment, with inventory levels gradually decreasing, and the demand situation in March and April will be crucial for future market trends [4][5] Price Tracking - The average price of granular silicon is 37.0 CNY/kg, up 2.8% from last week, while the average price of multi-crystalline silicon remains stable at 39.0 CNY/kg [4] - The average price of M10 battery cells is 0.33 CNY/W, and the average price of 182mm TOPCon battery cells is 0.29 CNY/W, both remaining stable [6] - The average price of 182mm double-sided PERC modules is 0.65 CNY/W, with expectations for a slight upward trend in domestic module prices due to increased order volumes [7] Investment Recommendations - Key stocks recommended include: Aiko Solar (600732.SH), Longi Green Energy (601012.SH), Canadian Solar (688472.SH), Sungrow Power Supply (300274.SZ), and Deye Technology (605117.SH) [3][4][8] - Additional stocks to watch include: Xiexin Technology, Tongwei Co., Daqo New Energy, TCL Zhonghuan, and others [8]