TCL Central Silicon Wafer Price Adjustment! The highest is 7.24 percent. On August 9, TCL Central announced the latest silicon wafer prices. Compared with the previous period, all types and sizes of silicon wafers increased by more than 6%. N-type silicon wafer rose the highest, 110 micron 210 silicon wafer price rose 0.28 yuan per piece, quoted 4.15 yuan/piece, up 7.24. 7GW! Artes took a big order in the U.S. market. On August 7, Artes issued a notice on signing a major contract for daily operation: from 2024 to 2030, Canadian Solar (USA) Inc, a wholly-owned subsidiary of Artes. In total, about 7GW of photovoltaic modules are sold to an overseas customer, and the products are supplied to the U.S. market. 50 million the investment, Huadian Heavy Industries into the photovoltaic bracket. On August 9, Huadian Heavy Industry, a listed company under Huadian Group, issued an announcement announcing the establishment of a wholly-owned subsidiary of 50 million yuan in Dengkou County, Bayannaoer City, Inner Mongolia to carry out the production, processing and sales of photovoltaic stents. Jingao Technology:

N-type battery capacity is expected to exceed 50GW by the end of 2023. On August 11, Jingao Technology said on the investor interaction platform that it is expected that the N-type battery capacity will exceed 50GW by the end of 2023.

Scenery 11GW! Xing'an League "14th Five-Year Plan" Energy Development Plan Released. On August 8, the Xing'an League of Inner Mongolia issued the "14th Five-Year Plan" energy development plan: During the "14th Five-Year Plan" period, it is planned to add a total of 5.5 million kilowatts of new energy projects. By the end of the "14th Five-Year Plan", the installed capacity of wind power will reach 8 million kilowatts. The installed capacity is 3 million kilowatts. Europe and the United States a large number of offshore wind power development plan canceled, or good domestic wind turbine enterprises to seize the European and American markets. In recent weeks, a large number of offshore wind power development plans in Europe and the United States have been canceled due to the sharp increase in the cost and price of related equipment. With the expansion of the cost-effective advantage of domestic fan products, domestic fan companies may gradually seize the market share of European and American fan giants. Wind blade coating supplier Mecca Core Color IPO approved. On August 10, the China Securities Regulatory Commission approved the registration application of Mecca Xincai New Material Technology (Shanghai) Co., Ltd. for the initial public offering of shares and listing on the main board of the Shanghai Stock Exchange. This week (August 7-August 11), the total bid opening for wind power purchase totaled 1330 MW, and the total bid for wind power units was 330MW. The total amount of wind power tower bidding is 40MW.

In July 2023, factory prices for industrial producers nationwide fell 4.4 percent year-on-year and 0.2 percent month-on-month; industrial producer purchase prices fell 6.1 percent year-on-year and 0.5 percent month-on-month. On average, from January to July, the ex-factory prices of industrial producers fell by 3.2 per cent over the same period last year, and the purchase prices of industrial producers fell by 3.5 per cent.

PV plate follow-up optimistic about the two main lines. Main line one: industrial chain business climate reversal benefit link. Integrated components:

focus on Longji green energy (601012, unrated), jingke energy (688223, unrated), jingao technology (002459, unrated), tianhe solar energy (688599, unrated);N-type industrial chain: focus on jingke energy (688223, unrated), aixu shares (600732, overweight), junda shares (002865, unrated), Fuliwang (688678, unrated), Dico (300842, unrated), Foster (603806, unrated), Follett (601865, unrated); Silicon chip leader: focus on TCL Central (002129, unrated); Photovoltaic glass:

focus on Follett (601865, unrated), Armarton (002623, unrated), Yaopi Glass (600819, unrated). Inverter: Focus on Yu Energy Technology (688348, buy), Homai shares (688032, buy), Deye shares (605117, unrated). Perovskite: Focus on Baoxin Technology (002514, unrated), Jingshan Light Machine (000821, unrated), Jiejia Weichuang (300724, unrated), Maiwei Stock (300751, unrated); Electroplated copper: Focus on Dongwei Technology (688700, unrated), Haiyuan Compound Material (002529, unrated), Guangxin Material (300537, unrated), Feikai Material (300398, unrated); silicone Full Fit: Focus on Jinfu Technology (300128, unrated).

wind power sector: it is suggested to pay attention to Zhenjiang shares (603507, unrated), hengrun shares (603985, unrated), jinlei shares (300443, unrated), submarine cables with high correlation with sea breeze growth and strong anti-deflation performance, dongfang cable (603606, unrated), daikin heavy industry (002487, unrated), Haili Wind Power (301155, unrated), Tianshun Wind Energy (002531, unrated), Sail Cable (605222, buy).

risk tips

photovoltaic industry growth is less than expected; wind power industry growth is less than expected; industrial industry growth is less than expected.