后续硅片市场行情展望走势分析---反内卷政策带动下光伏市场回暖

Group 1 - The core viewpoint of the articles highlights a significant recovery in the photovoltaic market since July, driven by the "anti-involution" policy, leading to a rebound in product prices across various industry segments, particularly in the silicon wafer sector [1][2] - The price of polysilicon has increased by over 30%, positively impacting industry sentiment and reducing financial pressure on silicon wafer manufacturers [1] - The average transaction prices for N-type G10L, N-type G12R, and N-type G12 silicon wafers have risen by 27.91%, 25.00%, and 21.01% respectively compared to the beginning of the month, indicating a strong upward trend in pricing [1] Group 2 - The Central Financial Committee and the Ministry of Industry and Information Technology have emphasized the need to govern low-price competition and promote the exit of outdated production capacity, providing a regulatory framework for the industry [2] - The ongoing "anti-involution" policy is expected to further optimize the industry structure, with silicon wafer prices likely to maintain a relatively stable trend [2] - The acceptance of silicon wafer prices by downstream battery and module manufacturers, as well as terminal market demand, are critical factors to monitor, as poor acceptance could hinder market growth [2] - Despite challenges, the photovoltaic industry remains robust under the dual carbon goals, with a long-term positive trend expected for the silicon wafer market [2]