全英文,共337页。巴克莱资本关于太阳能产业的研究报告。
文章的标题是用的Handbook(手册),而没有用“研究报告”。说明这份文件并不是对太阳能产业某一项内容的深入研究,而是对于整个太阳能产业进行了系统的介绍,涉及太阳能产业的方方面面。文章的主要内容包括:
Chapter 1: The Second Gold Rush.........................................................................5
Chapter 2: Investment Thesis..............................................................................35
Chapter 3: Solar Background ............................................................................61
Chapter 4: How to Screen Solar Stocks ...............................................................71
Chapter 5: Solar PV Supply Chain Analysis ..........................................................77
Chapter 6: Solar Equipment Market ....................................................................99
Chapter 7: Solar Thermal Market......................................................................109
Chapter 8: Key Solar PV Markets .....................................................................117
Chapter 9: Overview of U.S. Renewable Portfolio Standards .................................179
Chapter 10: Solar Energy Project Development Process Overview ..........................201
Chapter 11: Solar Energy Basics......................................................................213
Chapter 12: Glossary ....................................................................................229
Chapter 13: Performance, Valuation, and Financial Statistics .................................235
Chapter 14: Earnings Models ..........................................................................241
Chapter 15: Private Solar Companies ...............................................................291
Chapter 16: Company Descriptions ..................................................................299
Chapter 17: Solar Energy 101s .......................................................................307
从中我们可以看到,文章的内容还是十分丰富的。文章还是十分有价值的,但是,由于是全英文的,理解起来还是有一定难度的,建议朋友们谨慎下载。