Table Of Contents
2013 will be a better year due to several re-rating catalysts .......... 3
China wind developers’ EPS to increase by 3-200% in 2013E .......................................... 3
RPS and UHV approval to drive earnings growth in 2014E ............................................... 7
Government highly supportive of wind power .................................................................. 9
Trading at depressed levels .......................................................... 11
Buy Longyuan (top pick), HNR, and DTR ......................................................................... 12
Forecast changes, comps, and earnings sensitivity ..................... 15
Key changes across the sector ......................................................................................... 15
Key company-specific changes ........................................................................................ 15
Key operating matrix and key financials .......................................................................... 17