发帖
雷达卡
Green energy
“Green” holds the key to sustainable growth
“Green Era” in full swing from 2009 In the face of the economic
downturn and rising unemployment, major economies are implementing
New Deal initiatives to stimulate economic growth and create jobs. Western
developed nations, among others, are looking for mid-to long-term growth
momentum in the green industry and aggressively increasing R&D
investment toward that end. By doing so, governments hope they can
effectively deal with various economic challenges from jobs to growth to
the environment, while seeking leadership in the newly emerging economic
order. Against this backdrop, we expect to see the “Green Era”, or “G.E.”
(covering such diverse concepts as green economy/energy/environment/
earth/evolution/green growth engine) going into full swing from 2009.
Jumping on the green bandwagon to survival Amid growing urgency to
securing fossil fuels and arrest worsening global warming, the arrival of the
Obama administration is bringing to life a broad environmental agenda
including a U.S.-led carbon dioxide reduction regime and a market for
carbon dioxide emissions trading. All economic entities are expected to
jump on the green bandwagon in bids to ensure their survival and future
growth.
Systematic and efficient polices in need With Japan, the United States
and the EU leading global investment and R&D efforts to harness nextgeneration
growth engines, President Lee Myung-bak is touting his vision
for “low carbon green growth,” which he first unveiled in August 2008.
Korea is behind advanced nations as a latecomer in the technology race,
but the country has a huge potential to emerge as a leader in the green era
in the 2010s. The incumbent government should implement systematic and
efficient policies and related companies make active and effective efforts.
What it means to stock investors? With strong support from the
government, Korea is developing and investing in green technology on a
broad industrial scale that includes materials, parts and financial
infrastructure. Foggy economic conditions are preventing market leaders
from coming into sight, but sooner or later, companies with future growth
engines powered by unique technology in core areas and bold investment
will emerge as winners. For the government-driven “Green Era” tinged with
uncertainty and hope, we recommend companies featuring a strong growth
potential as our top picks in the green industry.
Contents
Green shares will lead the market!
3
The Korean government braces for the dawn of Green Era
6
Obama administration’s New “New Deal” & Green Code
7
Japan’s energy/environment policies, Cool Earth & Fukuda Vision
8
Photovoltaics’ growth potential
9
Green car evolves toward PHEV era; rechargeable battery comes into focus
15
LED’s full-fledged TV market penetration, creating huge market for
lighting
19
Localization of wind power generation
24
Nuclear power and nuclear fusion, focus on investment and nuclear
power plant export
30
Theme 1: Fuel cell
37
Theme 2: Bio fuel
40
Theme 3: Other energy sources (geothermal energy & tidal energy)
43
Theme 4: Smart Grid; power IT
45
Theme 5: CDM & carbon market 46
305346.pdf
(1.5 MB, 需要: 500 个论坛币)
京公网安备 11010802022788号
