The photovoltaic sector is active, the TOPCON battery leads to rise, and the photovoltaic 50ETF (159864) rose more than 2%

The photovoltaic sector continued to be active, the Topcon battery direction led the rise, and the laser of Dille rose more than 10%.Photovoltaic 50 ETF (159864) rose more than 2%.

Huatai Securities believes that in the first half of the 22nd year, 13 photovoltaic equipment listed companies were affected by the differential expansion cycle of the photovoltaic production and accelerated release of silicon material production capacity.%, 129%, the year -on -year growth rate of battery films and component links is 10%and 18%year -on -year. We expect the upstream cost pressure to stabilize in the second half of the 22nd years, the application promotion of TOPCON battery technology, and HJT and perovskite.The continuous cost of layer batteries, the demand for battery pads/component equipment is expected to rise. We have long been optimistic about the improvement of photovoltaic equipment. It is recommended to pay attention to the introduction of mass production in the field of new battery technology.Increased stock update demand.

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