Focus on guidance and the subject landing opportunities that subsidy policy expectations bring in. The guidance of State Council enhanced the expectations of photovoltaic industry recovery, high-level support attitude has improved double anti lower tax rate expectations. Fundamentals of industry expected to be significantly improved, it is expected that 2013-2015 distributed to pull up the domestic photovoltaic needs 2 gw, 6 gigawatts (gw) and 8 gw. Recommended Sunshine Power (300274), Lungi shares (601,012), Risen (300,118), New Daxin Materials (300080) and TBEA (600,089).
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