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行业篇...............................................................................................................................4
1. 全球经济背景下的光伏产业...........................................................................................4
2. 光伏行业产业链以及影响因素......................................................................................5
3. 光伏行业技术发展........................................................................................................6
3.1 光伏电池种类.......................................................................................................6
3.2 多晶硅生产工艺.................................................................................................11
4. 供需分析：2009 年多晶硅供给将过量........................................................................14
4.1 光伏市场需求仍然政策驱动...............................................................................14
4.2 多晶硅产能扩张激进.........................................................................................16
4.3 光伏市场供需逆转.............................................................................................20
5. 成本分析：太阳能的经济性开始显现.........................................................................21
5.1 金融危机背景下的各光伏厂商运营情况............................................................21
5.2 光伏系统投资成本动态分析...............................................................................23
5.3 太阳能发电的经济性.........................................................................................24
6. 投资策略：整合产业链和技术差异化公司享受高估值................................................26
6.1 估值分析............................................................................................................26
6.2 A 股策略.............................................................................................................29
公司篇.............................................................................................................................30
7. 天威保变（600550） .................................................................................................30
8. 通威股份（600438） .................................................................................................31
9. 南玻A（000012） .....................................................................................................32
10. 银星能源（000862） ...............................................................................................32
11. 航天机电（600151）................................................................................................33
12. 乐山电力（600644） ...............................................................................................34
13. 川投能源（600674） ...............................................................................................34
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