高盛最新的太阳能和替代能源行业深度报告，全英文的，每个都约50页。
需要英文报告的同志看过来。

目录：
替代能源行业报告：
Table of contents
Changes to target prices and earnings forecasts 2
Pair trading opportunity: Long STP, Short TSL 6
Valuation: STP’s strengthening fundamentals driving re-rating 7
Sales/supply contracts security: quality, not quantity, matters 8
Earnings growth: margin retention counts more than top line growth 11
Cash flow: Disciplined investments = better financial flexibility 12
Company long-term success potential analysis 13
Company DCF analysis 16
Company quarterly profit models 26
Disclosures 32
The prices in the


太阳能行业报告目录：

Table of contents
1 Overview: Sunny skies ahead
4 We forecast trebling of solar cell demand by 2010
10 Materials: Silicon supply shortage to be overcome in 2008
14 Industry structure and three-phase earnings distribution
22 Solar cell manufacturing: Cost competitiveness the key
34 Production equip., others: Introduction to related companies
37 Solar cell company valuations
38 Implementation ideas: Introducing our solar CAT portfolio
39 Solar CAT—Solar Cell-Related CAT (GSSZOLR)
41 Disclosures