目录
风电设备：经营环境全面改善......................................4
双轮驱动中国风电需求.................................................4
零部件短缺困境出现缓和现象......................................5
行业集中度将进一步提高，利好龙头企业.....................6
金风科技(002202/28.65元)：推荐...............................8
太阳能：何时燕归来？.................................................11
政策风险刚消，金融危机又起......................................11
奥巴马新政作用有限....................................................11
2009下半年期待东山再起............................................13
危机过后阳光依旧灿烂.................................................13
硅料下跌趋势不改........................................................14
天威保变(600550/21.95):首次关注...............................17
变压器..........................................................................19
光伏业务.......................................................................21