【出版时间及名称】：2009.12.15-低碳板块2010年度投资策略：去粗存精，攻守兼备
【作者】：国都证券
【文件格式】：PDF
【页数】：38
【目录或简介】：
1、低碳经济：顺势而为的战略新兴产业.................................................................................................................5
1.1、年末“哥本哈根会议”热点所引发的思考...............................................................................................5
1.2、发展低碳经济，为当前“调结构”之利器...............................................................................................7
1.3、低碳产业：领域广阔，日渐壮大..............................................................................................................8
2、低碳产业：成长的兴奋与烦恼...........................................................................................................................10
2.1、疯狂扩张后显露产能过剩，理性寻求出路与转机.................................................................................10
2.2、自主核心技术亟待加强，占据两端高附加值环节.................................................................................12
2.3、政策激励不断，尚需经济手段培育长效机制.........................................................................................14
3、低碳板块：2010年有望上演更多精彩..............................................................................................................14
3.1、太阳能电池：需求复苏，盈利回升........................................................................................................14
3.2、风电：09年或将见顶趋稳，海上风电有望成新的开发热点................................................................16
3.3、核电：属于中国的黄金十年，属于少数企业的诱人蛋糕.....................................................................19
3.4、动力电池：短期关注政策对镍氢电池产销的推进，长期关注技术对锂电池应用的突破.................22
3.5、智能电网：居民电价改革启动智能电表，可再生能源并网配套储能电池.........................................24
3.6、不可忽视的低碳技术：合同能源管理、地源热泵等.............................................................................26
4、选股策略：去粗存精，攻守兼备.......................................................................................................................30
4.1、细分板块投资机会评估............................................................................................................................30
4.2、低碳企业投资价值比较............................................................................................................................33
4.3、股票推荐组合：攻守兼备........................................................................................................................36
4.4、风险提示....................................................................................................................................................37
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