Photovoltaic sector or phased opportunities

Orient Securities released a review report on the electric power equipment and new energy industry on July 14. The price of photovoltaic products will show an inverted V-shaped trend in the second half of the year, and product prices will gradually rise and fall. With the onset of the installation season, inventory will gradually decline and shipments will gradually improve. In the third quarter of the industry, the overall market was better than in the second quarter, and the market share was concentrated in the dominant large enterprises. There are potential investment opportunities in the second half of the photovoltaic sector.