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2010-11-04
德意志银行关于新能源的研报
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Asian Alternative Energy.pdf

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2010-11-4 09:58:30
Deutsche Bank Asian Alternative Energy Universe........................ 6
Deutsche Bank’s Asian alternative energy stocks.....................................................................6
General sector valuation methodology and risks ......................................................................6
Wind.................................................................................................. 26
Wind power basics .................................................................................................................26
Technology overview ..............................................................................................................26
Wind power capacity growth..................................................................................................27
Wind power generation cost...................................................................................................29
Wind industry value chain .......................................................................................................30
Wind turbine/components manufacturer ................................................................................30
Wind farm developer ..............................................................................................................33
Frequently asked questions on wind ......................................................................................34
Glossary .................................................................................................................................35
Risks ......................................................................................................................................36
Solar photovoltaic ........................................................................... 37
Solar photovoltaic basics ........................................................................................................37
Solar PV market capacity growth ............................................................................................38
Solar PV cost breakdown........................................................................................................38
Solar photovoltaic industry supply chain .................................................................................39
Frequently asked questions on solar.......................................................................................43
Glossary .................................................................................................................................44
Risks ......................................................................................................................................45
Hydro ................................................................................................ 47
Hydro power basics ................................................................................................................47
Hydropower capacity growth..................................................................................................48
Hydropower generation costs.................................................................................................50
Hydropower value chain .........................................................................................................50
Frequently asked questions on hydro .....................................................................................51
Glossary .................................................................................................................................52
Risks ......................................................................................................................................52
Nuclear ............................................................................................. 53
Nuclear power basics .............................................................................................................53
Nuclear power capacity growth ..............................................................................................54
Nuclear power technology......................................................................................................55
Nuclear power generation costs .............................................................................................57
Nuclear value chain .................................................................................................................58
Nuclear power plant developers .............................................................................................58
Nuclear power equipment makers..........................................................................................58
Construction, installation and maintenance providers.............................................................60
Fuel processing and nuclear waste treatment ........................................................................60
Frequently asked questions on nuclear...................................................................................62
Glossary .................................................................................................................................62
Risks ......................................................................................................................................64
Geothermal power .......................................................................... 65
Geothermal power basics.......................................................................................................65
Geothermal technology...........................................................................................................65
Geothermal heating pump systems........................................................................................66
Geothermal power capacity growth........................................................................................67
Geothermal power generation costs ......................................................................................68
Geothermal value chain...........................................................................................................69
Frequently asked questions on geothermal ............................................................................69
Glossary .................................................................................................................................70
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2010-11-4 09:58:50
Risks ......................................................................................................................................70
Waste energy ................................................................................... 71
Waste-to-energy basics ..........................................................................................................71
Waste-to-energy market .........................................................................................................72
Waste-to-energy cost analysis ................................................................................................74
Key players in the waste-to-energy industry ...........................................................................74
Frequently asked questions on waste-to-energy ....................................................................75
Glossary .................................................................................................................................76
Risks ......................................................................................................................................76
Electric car battery .......................................................................... 77
Electric car battery basics .......................................................................................................77
Lithium-ion battery ..................................................................................................................77
Cost reduction will help electric penetration...........................................................................78
Electric car and Li-ion battery market forecast........................................................................78
Supporting policy for electric cars...........................................................................................79
Lithium ion battery and material manufacturers in Asia ..........................................................80
Frequently asked questions on electric car battery.................................................................80
Glossary .................................................................................................................................81
Risks ......................................................................................................................................81
Appendix A – Comparison of Technology ..................................... 82
Appendix B – Alternative Energy Profile by Region ..................... 83
Power generation mix by fuel type .........................................................................................83
Carbon dioxide emission and intensity....................................................................................85
Non-hydro renewable power generation growth ....................................................................86
Alternative energy target in Asia .............................................................................................87
Appendix C – Fossil Fuel vs. Renewable Price Trend................... 89
Appendix D – Deutsche Bank Alternative Energy Library............ 91
Appendix E – Alternative Energy IPO Pipeline.............................. 93
Appendix F – Alternative Energy Bloomberg Cheat Sheet and
Abbreviations................................................................................... 94
Appendix G – Alternative Energy Index......................................... 96
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2010-11-30 02:15:55
竟然真的不错!2010年5月的报告,数据,图表,范式,论述,很严谨!感谢LZ的分享!!![em17]
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2010-11-30 06:32:11
百度文库里免费的东东。。。
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2010-12-9 18:07:50
是英文的吗?
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