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1、GlobalTechnology：SolarCellIndustryLooksAttractiveToward2010SUSTAINABLEINVESTING:AlternativeEnergyGlobalTechnologySolarCellIndustryLooksAttractiveToward2010Sunnyskiesahead.Whiletheburgeoningsolarcellindustry;TheGoldmanSachsGroup,Inc.mayfaceagrowthslowdownintheshorttermdu
2、etosiliconmaterialMarch31,2006shortages,weexpectanacross-the-boardsurgeinsolarcell-relatedearningsfromabout2008.IftechnologyenablescontinuedcostThisreportisthesecondinourcuts,thepotentialmarketscaleshouldexpandaccordingly.EnvironmentalstockseriesForanoverviewoftheinitia
3、tive,seeLaunchingOurEnvironmentalStockSeries,publishedMarch31,2006Solarcelldemandshouldtrebleby2010,stillampleroomforgrowthWeexpectglobalsolarcellinstallationtoreachabout4GWin2010,upfrom1.5GWinDaikiTakayama2005.Expansionofsolarcelluseshouldcontinueowingtothespreadofelec
4、tricpowerGoldmanSachs(Japan)Ltd.purchasingsystemsinEuropeandeffortstoexpanduseintheUSandAsia.Shortagesofdaiki.takayama@gs4>>siliconmaterialsarelikelytocontinueuntil2007,butsupplyshouldmeetdemandthereafter.Tokyo:81-3-6437-9870TakashiWatanabe2008tobringendtomaterialsshort
5、age,surgeinsolarcellmakerearningsGoldmanSachs(Japan)Ltd.Thesolarcell-relatedvaluechainshouldbenefitfromoverallmarketexpansionoverthetakashi.watanabe@gs>Tokyo:81-3-6437-9894medium/longterm,butprofitdistributionislikelytovaryindifferentphasesofdevelopment.Short-termattent
6、ionshouldfocusonsiliconmaterialsfirmsandsolarcellmakersthatcanHisaakiYokooGoldmanSachs(Japan)Ltd.maintainmargins.Thepeaking-outofsiliconpricesshouldpromptsurgesinsolarcellhisaaki.yokoo@gs>makers’earningsanddemandforproductionequipment.Tokyo:81-3-6437-9930SarahForrestCos
7、tcompetitivenesstobeultimatedifferentiatoramongsolarcellmakersGoldmanSachsInternationalMakersofcurrentmainstaycrystalsiliconsolarcellsareseparatedbymaterialsprocurementsarah.forrest@gs>strengthandcost-cuttingtechnologies(conversionefficiency,waferthickness,yield,etc.).L
8、ondon:+44(20)7552-9368Longerterm,evaluationofnext-generationtechnologies(thin-film,spherical-silicon,EmilyChan
