《2010年10月美林中国清洁能源专题研究报告(全英文)》(29页).pdfVIP

《2010年10月美林中国清洁能源专题研究报告(全英文)》(29页).pdf

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《2010年10月美林中国清洁能源专题研究报告(全英文)》(29页).pdf

Energy Technology - Asia Pacific Event Equity | Asia Pacific | Energy Technology 14 October 2009 China Clean Energy Conference Notes Angello Chan +85 2 2161 7187 Research Analyst Findings from BofAML China Clean Energy Conference Merrill Lynch Hong Kong angello.chan@ BofA Merrill Lynch hosted a China Clean Energy conference in Hong Kong on Oct Lu Yeung +852 2536 3301 12-13. We summarize in this report the comments made by PRC Ministry of Research Analyst Environmental Protection think tank adviser, the wind power, nuclear and solar Merrill Lynch Hong Kong companies and renewable energy consultants who attended this conference. lu.yeung@ Vincent Chow, CFA +85 2 2161 7233 4Q09, early 2010 solar outlook positive Research Analyst Merrill Lynch Hong Kong Commentary from solar companies confirms that 4Q09 is tracking better than vincent.c.chow@ expected with minimal seasonality impact in 4Q, consistent with our observation Liying Du from the Hamburg solar industry conference we recently attended. Research Analyst Merrill Lynch Hong Kong PRC solar feed in tariff FiT rollout timing Most corporates and industry consultants believe the Chinese government is serious about a FiT of solar and it could be announced as soon as before the Table 1: Participants of China Clean Energy Copenhagen conference or the National Peoples Congress meeting in March 10. Conference BofAML BofAML The rollout of the key FiT could be delayed by issues that need to be resolved: 1 Companies BBG Ticker Ticker Rating optimal reference rate for FiT that will promote sustained profitability, 2 larger Solar sample size of generation data from different region/sunlight resources, 3 Suntech STP US STP C-1-9 technical bottlenecks such as grid connectivity and net-metering mechanism. ReneSola SOLA LN RESLF C-2-9 China Singyes 750 HK NA NA Our most and least favored PRC solar stocks Solargiga 757 HK NA NA ENN Solar Private NA NA Our favored solar names are Trina Solar TSL, US$35.2, C-1-9, PO: US

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