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雷达卡
Solar Photovoltai Industry 2010 global outlook: Deja vu?
Investment thesis .............................................................................. 3
Outlook – DejaVu? ....................................................................................................................3
DB Global Solar Energy Research Team ...................................................................................4
Valuation ..................................................................................................................................4
Risks ........................................................................................................................................4
Supply / Demand update.................................................................. 5
Demand – solar PV installation trends and outlook ...................................................................5
Supply – structural oversupply will persist................................................................................9
Supply and demand – no way to avoid a structural oversupply ..............................................12
Module price and cost..................................................................... 14
The precipitous decline is largely done, but there is more to go ............................................14
Cost and margin structure of c-Si solar PV modules ...............................................................15
Solar PV module ASP outlook through 2010...........................................................................17
Regional incentives ......................................................................... 21
Incentives continue to be the primary driver...........................................................................21
Comparative analysis of FIT rates among EU solar PV markets..............................................22
Germany ................................................................................................................................26
France ....................................................................................................................................32
Italy ........................................................................................................................................34
Greece ...................................................................................................................................35
Czech Republic .......................................................................................................................36
Ontario, Canada ......................................................................................................................37
United States ..........................................................................................................................38
China......................................................................................................................................38
.............还有很多很多。。。。
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