高盛高华2011 Global Solar Outlook

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2011 Global Solar Outlook:buy credibility; FSLR, SMA and GCL CL-Buy; MBTN CL-Sell电力设备行业

研究机构：高盛高华证券 分析师： Mark W ... 撰写日期：2011年01月23日

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    We believe the market is pricing in a bearish“hard landing” scenario for the industry in2011/12, with ongoing uncertainty on regulation inkey markets following record demand in 2010. Weexpect modest 13% growth in 2011 and continueto see significant upside risk on a 3-year view.
    Improving solar economics, firm renewableenergy targets and rising corporate investmentare driving new market growth opportunities.
    We believe retail grid parity is only two to threeyears away in select markets. While the path forinvestors is unlikely to be smooth, the opportunityto own long-term solar leaders trading at about5X 2011E EBITDA is appealing, in our view. Wecontinue to recommend low-cost market shareleaders, with strong demand visibility and scale.
    CL-Buy – FSLR, SMA Solar, GCL-Poly.

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关键词：Outlook Global outloo solar lobal 高盛 Global Outlook 高华 solar