中国风电行业分析(英文 52 页)

    2014-02-21

    中国风电行业分析(英文 52 页)


    T A B L E O F C O N T E N T S

    Executive Summary ............. 4

    Tough headwinds 2010 – 12 ........ 5

    Wind direction changed to tailwinds in 2013 ....... 6
    Stronger tailwinds ahead ............ 7
    Five positive catalysts ......... 9
    Continuous release of supportive policies ........... 9
    Lots of room for "catch-up" growth ......... 13
    Urgency for clean energy driven by intensifying smog problems ........ 15
    Decentralization of wind projects approval ....... 16
    Constructing an extensive and efficient UHV power grid ........... 17
    Sector Risks ....... 18
    Potential tariff cut .......... 18
    Potential delays in UHV transmission lines construction ............ 18
    Our stock picking criteria ........... 19
    China Longyuan Power Group (0916.HK) ‐ Flying with the leader of the wind ‐ BUY ........... 22
    Huaneng Renewables Corp (0958.HK) ‐ Fastest revenue growth among peers ‐ BUY........... 32
    China Datang Corp Renewable (1798.HK) ‐ High gearing is a concern ‐ NEUTRAL ........ 43
    [报告关键词]: 风电
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