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Huatai Securities has observed that since July 25, the photovoltaic industry's "anti-competitive" measures have yielded initial successes, marked by substantial hikes in the prices of silicon materials and silicon wafers, alongside a modest rebound in cell and module prices. Looking ahead, it is anticipated that these relevant "anti-competitive" measures will continue to advance steadily. Among these, silicon materials, as the cornerstone of supply-side reforms, will concurrently bolster energy consumption control and capacity optimization, effectively curbing outdated capacity. Furthermore, the accelerated introduction of new technologies will facilitate the elimination of backward capacity. It is advisable to focus on the silicon material sector, the BC industry chain, TOPCon pioneering enterprises, and auxiliary material leaders.
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