| 2009年新能源行业投资策略报告 |
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| 引用本文： | 王凤华. 2009年新能源行业投资策略报告[J]. 中国能源, 2009, 31(2): 27-31 |
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| 作者姓名： | 王凤华 |
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| 作者单位： | 民生证券研究所,北京,100020 |
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| 摘 要： | 本文认为,新能源行业中光伏行业的上游多晶硅价格面临巨大压力,受产能快速扩张和国外需求降低影响,2009年下半年到2010年多晶硅市场价将快速跌到成本附近,行业暴利时间所剩不多,而下游的切片、电池组装、发电系统的利润稳定,整个行业发展前景广阔,给予光伏行业"中性"投资评级。新能源行业中风电受国内政策推动,近几年发展迅速,国产化率的提高和市场的扩大,行业盈利进入高潮期,给予风电行业2009年"推荐"投资评级,投资策略上对该行业采取高配置策略。
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| 关 键 词： | 太阳能 风能 |
Report on Renewable Energy Investment Strategy in 2009 |
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| Abstract: | Solar power sector： With the influence of increased supply and downward demand, the price ot polycrystalline silicon maybe faces the collapse. We think the price of polycrystalline silicon will be dropped to close the cost. But the whole industry has prospective developing trend. So we give the neutral grade to the solar power sector. Wind power is benefited by domestic policies. It recently develops quickly, with high share of localization and market expanding. We prefer to wind electric industry in 2009, and given a high share strategy. |
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| Keywords: | solar power wind power |
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