1 / 36
文档名称:

风电行业研究报告(1).pdf

格式:pdf   页数:36页
下载后只包含 1 个 PDF 格式的文档,没有任何的图纸或源代码,查看文件列表

如果您已付费下载过本站文档,您可以点这里二次下载

分享

预览

风电行业研究报告(1).pdf

上传人:管理资源吧 2011/8/26 文件大小:0 KB

下载得到文件列表

风电行业研究报告(1).pdf

文档介绍

文档介绍: ˛㕸䲘چ亢⬉ࠊ䗴ӕϮ䇕ᇚュ
㸠Ϯㄪ⬹g㸠Ϯⷨお
亢⬉㸠Ϯ⏅ᑺ䎳䏾᡹ਞ
2008 ᑈ 9 ᳜ 8 ᮹ᔎѢ໻Ꮦ˄㓈ᣕ˅

ᡩ䌘㽕⚍ ߚᵤᏜ
5 ᬓㄪǃ߽Ⲟঠ䞡偅ࡼϟ亢⬉ᓎ䆒ᇚ㒻㓁催℠ࠡ㸠DŽᔧࠡ亢⬉ᡩ䌘㗙ৃߚ߬⺞
Ёֵ䆕ࠌ⬉࡯䆒໛㸠Ϯ佪ᐁߚᵤᏜDŽ
Ўϸ㉏˖ϔ㉏ᰃᬓㄪ偅ࡼൟˈҹ৘໻থ⬉䲚ಶЎЏԧˈ⦄䰊↉ҪӀᡩ䌘亢⬉䆱˖010-84588048
എЏ㽕ᰃ⑤Ѣ䜡乱Нࡵⱘᬓㄪ㽕∖੠ᡶऴ亢എ䌘⑤ⱘ㗗㰥˗঺ϔ㉏Ў߽Ⲟ䚂ӊ˖liul@

偅ࡼൟˈഄ⧚⬉Ӌ੠ৃ㾖ಲ᡹ˈഄ
ᴼ޵
ᮍᬓᑰгӮѿফࠄᓔথ亢⬉ᏺᴹⱘᡩ䌘ᢝࡼ੠⿢䌟ᬊܹDŽ៥Ӏ䅸Ўϸ㉏ᡩ⬉䆱˖010-84588764
䌘㗙䛑ᇚֱᣕ催ᑺ⛁ᚙ㒻㓁᥼䖯亢⬉ᓎ䆒ˈ㗠⬉㔥⫊乜੠Ā☿⬉ॅᚙāᏺ䚂ӊ˗yangf@
ᴹⱘᕅડϡᖙ䖛ߚᚆ㾖DŽ
Ⳍᇍᣛ᭄㸼⦄
5 亢⬉䆒໛Ꮦഎ㲟㊩᳝໮໻˛ḍ᥂ᇍࠊ䗴ଚ੠䖤㧹ଚড়ৠ੠ѻ㛑ⱘߚᵤˈ
40
乘䅵 2008-2010 ᑈᮄ๲亢⬉㺙ᴎ 600 ϛǃ850 ϛ੠ 1000 ϛग⪺ˈ᳾ᴹϝЁᷛ ⬉࡯䆒໛
20
ᑈ亢⬉䆒໛Ꮦഎᆍ䞣㑺 1500 ғ˗2010 ᑈৢ೑ݙ䳔∖๲䗳ᇚᬒ㓧ˈ㸠Ϯ䴶 0
Јᭈড়㽕∖DŽ -20
-40
5 䳊䚼ӊկᑨ㋻ᓴሔ࢓ᇚ೼ 09-10 ᑈĀ䚼ߚāད䕀DŽ৊⠛ǃথ⬉ᴎㄝկᑨଚ
-60
ⱘ᭄䞣๲ࡴ੠ѻ㛑䞞ᬒˈᇚՓᕫ亢ᴎ䚼ߚ䳊䚼ӊկ∖݇㋏ᕫࠄᬍ୘ˈᶤѯ-80
䳊䚼ӊ⫮㟇Ӯߎ⦄կ䖛Ѣ∖ⱘሔ䴶˗䕈ᡓǃ啓䕂ㆅॖଚഛ೼ 09-10 ᑈ᳝䕗 070907 071130 080226 080516 080804
կᑨ೑ݙ৘໻啭༈ᭈᴎӕϮˈ䖭䚼ܜ໻ᐙᑺⱘѻ㛑ᠽᓴˈ㗠ᠽѻ๲䞣ᇚӬ
ѿফࠄ亢⬉ѻϮ䫒থሩᏺᴹⱘ៤ᵰDŽ 䌘᭭ᴹ⑤˖Ё᭄ֵ䞣࣪ᡩ䌘ߚᵤ㋏㒳ܜߚॖଚᇚӬ
5
Ā āᅮ⫳⅏ũũϡོ໻㚚⣰ᛇDŽ៥Ӏ䅸Ў೼↉ˈ䋼Ⳍ݇ⷨお
䞣䯂乬ᇚ៤Ў㸠ϮӬ㚰ࡷ≄ⱘ佪㽕಴㋴ˈᇍ㸠Ϯ亢䰽䅸䆚ܙߚǃѻϮ࣪㛮
lj⬉࡯䆒໛㸠Ϯ 2008 ᑈϟञᑈᡩ䌘ㄪ⬹ü亢⬉
ℹᠢᅲⱘॖଚᇚᕫҹ⫳ᄬໂ໻ˈ㗠ℹᄤ䖜ᕫ䖛ᖿǃ䋼䞣᥻ࠊ∈ᑇ㨑ৢⱘӕ
䖰໻ࠡ⿟ˈ䕧ব⬉᱃⇨ϡᬍNJ……2008 ᑈ 6 ᳜
Ϯ䴶Ј㹿ᡩ䌘㗙ᡯᓗⱘ亢䰽ˈेĀ䋼䞣ᅮ⫳⅏āDŽ
lj䞥亢⾥ᡔ˄002202˅ᮄ㙵ߚᵤ᡹ਞü亢⬉㟾↡
㕸䲘˛ⳳℷ㛑໳೼᳾ᴹ㸠Ϯ䍄৥䲚Ёⱘ䖛⿟Ё⫳㊒ᔽ҂ⳌNJ……………………2007 ᑈ 12 ᳜ 25 ᮹چ亢⬉ࠊ䗴ӕϮ䇕ᇚュ 5
ᄬໂ໻ⱘᖙ✊ᰃᢹ᳝ܙߚ亢䰽ᛣ䆚ǃܜথ㾘῵Ӭ࢓੠㞾Џ߯ᮄ㛑࡯ⱘ啭༈ljढ䫤䫌䩶˄002204˅䇗ⷨ᡹ਞü亢⫳∈䍋៤
⬭೼ὖᗉϞ៪䍋ℹ䰊↉ⱘ䭓ৃᳳNJ………………………2008 ᑈ 4 ᳜ 16 ᮹ذॖଚˈ᳔㒜㚰ߎⱘᴀೳӕϮᇚϡ䍙䖛 5 ᆊˈা
ӫ໮ৢ䖯ܹ㗙㒱໻໮᭄ᇚ䙁Ꮦഎ⎬≄ˈ㗠䞥亢ǃढ䫤ǃϰ≑ᇚ⠶⠶ऴ᥂㸠
Ϯ㄀ϔẃ䯳ԡ㕂DŽ
5 㸠Ϯ䆘㑻Ϣᡩ䌘ᓎ䆂DŽ㓈ᣕ亢⬉˄ᮄ㛑⑤˅ĀᔎѢ໻Ꮦā䆘㑻ˈ㓈ᣕ䞥亢
⾥ᡔǃढ䫤䫌䩶Āфܹā䆘㑻DŽ
䞡⚍᥼㤤݀ৌⲜ߽乘⌟ঞᡩ䌘䆘㑻
EPS PE
ㅔ⿄㙵Ӌ PEG ⳂᷛӋ䆘㑻
07 08E 09E 07 08E 09E
䞥亢⾥ᡔ 32 21 13 31 фܹ
ढ䫤䫌䩶 34 23 12 21 фܹ
䌘᭭ᴹ⑤˖Ёֵ䆕ࠌⷨお䚼乘⌟⊼˖㙵ӋЎ 2008 ᑈ 9 ᳜ 5 ᮹ᬊⲬӋ
䇋ࡵᖙ䯙䇏ℷ᭛Пৢⱘܡ䋷ᴵℒ䚼ߚ
亢⬉㸠Ϯ⏅ᑺ䎳䏾᡹ਞ
Ⳃᔩ
ᬓㄪǃ߽Ⲟঠ䞡偅ࡼϟⱘ亢⬉ᓎ䆒ᇚ㒻㓁催℠ࠡ㸠·················································································································1
䖥ᑈᴹЁ೑亢⬉ᓎ䆒ᰒ⦄⟚থᓣ๲䭓····························································································&#18