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The Central China Securities research report pointed out that the price of photovoltaic products continued to show a rapid downward trend, especially the decline in silicon wafers. Considering the periodical weakening of demand, the expectation of falling prices in the industrial chain, and the risk of inventory price drops, there is a sentiment of buying up or not buying down in the supply chain. In the short term, stock prices in the secondary market of the photovoltaic sector continued to decline, and most individual stocks went down in volume. In 2023, the downward price of the industrial chain will lead to an increase in the internal rate of return of power station development, and the demand for installed capacity of photovoltaic power stations, especially ground power stations, is expected to increase. At present, the PE valuation of the photovoltaic sector is at a low level, so there is no need to be pessimistic in the future. In 2023, it is recommended to focus on investment opportunities in the improvement of profit expectations and technology iterations. It is recommended to focus on solar cells, inverters, photovoltaic glass, thermal fields, TOPCon and HJT battery equipment, etc. (Sina Finance)
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