Cathay Pacific Haitong Securities Research Report said that according to data from the Silicon Industry Branch, the price of polysilicon remained unchanged last week. 2.0 glass rose 0.5 yuan to 9.75 yuan/square meter, 3.2 glass rose 0.75 yuan to 17 yuan/square meter; according to Infolink, 182 silicon wafers rose 0.03 yuan to 0.83 yuan/piece, 182 cells rose 0.02 yuan to 0.29 yuan/W, 201R batteries rose 0.02 yuan to 0.285 yuan/W, 210 cells rose 0.02 yuan to 0.285 yuan/W, and the trend of price increase in the industry began to show. Companies with advantages are expected to be the first to reach a profit inflection point. The PV sector as a whole is at a historic low, and the supply and demand side continues to improve marginally. As policies and performance inflection points approach, the PV industry's valuation is also expected to improve. The current position is at the bottom of history, and it is worth focusing on.

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