Core Viewpoint - The photovoltaic industry chain stocks are experiencing active trading, with several companies hitting the upper limit of their price increase, indicating a potential bottoming out of stock prices in the sector [1] Industry Summary - The prices in the photovoltaic industry chain are rapidly approaching a bottom, with expectations that the reasonable bottom price will be reached soon [1] - There is a concern in the market regarding absolute oversupply in the industry chain, which may affect next year's industry prosperity and the profitability of the midstream sector [1] - The recent acceleration in price declines suggests that silicon materials will soon reach their bottom price in this downward cycle, allowing for clearer visibility on profitability across various segments [1] Company Summary - Companies such as Kexin Electric, Jingyuntong, Dadongnan, and Lushan New Materials have seen significant stock price increases, indicating investor confidence in the sector's recovery [1] - The midstream sector, represented by integrated components, is expected to maintain profitability without the significant compression feared by the market, providing a potential for stock price recovery in the third quarter [1] - The current market conditions suggest that the stock prices have already confirmed a bottom ahead of the industry chain price bottom, presenting an opportunity for investment in integrated components, high-efficiency batteries, and other related materials [1]