财政部发布清洁能源发展专项资金管理办法，产品价格结构性上涨

Investment Rating - The solar industry maintains a "Synchronize with the Market - A" investment rating [1] Core Viewpoints - The Ministry of Finance has released a management method for special funds for clean energy development, indicating structural price increases in products [2] - In February, the manufacturing prices of photovoltaic equipment and components decreased by 13.0% year-on-year, with signs of price decline slowing down [1][3] - The demand for silicon materials is expected to rise in the short term due to downstream installations, leading to a potential slight increase in silicon material prices [3] - The prices of battery cells are expected to continue to rise due to increased demand and supply shortages [5] Price Tracking - The average price of dense polysilicon remains at 40.0 CNY/kg, while granular silicon is at 38.0 CNY/kg, both unchanged from the previous week [3] - The average price of 182mm bifacial PERC modules is 0.65 CNY/W, while 182mm TOPCon double-glass modules have increased by 2.9% to 0.72 CNY/W [5] - The price of 3.2mm coated photovoltaic glass has risen by 12.8% to 22.0 CNY/m² [5] Investment Recommendations - Key recommendations include companies focusing on BC new technology such as Aiko Solar and Longi Green Energy, and those improving supply-side conditions like Flat Glass [6] - Companies with overseas layouts such as Canadian Solar and Sungrow Power Supply are also highlighted for attention [6]