Core Insights - The current price increase in the photovoltaic (PV) industry is attributed to a combination of strong demand and supply-side adjustments, particularly influenced by the "531 rush" for new energy projects [1][2] - The industry is experiencing a relatively optimistic clearing situation this year, with initial effects of capacity discipline led by major PV companies becoming evident [1] Group 1 - The price increase and improved capacity utilization are driven by the "531 rush" and supply-side structural adjustments [1] - High-efficiency N-type Topcon modules are in high demand, indicating a tightening supply situation [1] - The self-discipline in capacity and pricing initiated by leading companies in the PV sector is starting to show positive results [1] Group 2 - There may be some price pressure in the second half of the year, but the ongoing supply-side adjustments and the market exit of outdated capacities are expected to lead to a more favorable outlook in Q4 and into next year [2] - Domestic market demand was met by production in the first half of the year, while international orders were delayed, suggesting potential for further capacity release as these orders are fulfilled [2] - Overall efficiency improvements in the industry, including enhancements in module and battery efficiency, are expected to provide greater cost improvement opportunities for companies [2]