Japan Nuclear Woes Brighten Outlook for Solar Firms 日本核危机提振太阳能公司前景

So, who else out there was surprised to read the reports that Baidu’s Robin Li was seen dancing shirtless with two strange women at a Beijing nightclub? April fools! Sorry, I just had to get in at least one April fools reference today. But on a more serious note, there’s an interesting report in the China Securities News saying Japan’s ongoing nuclear woes are making China rethink its nuclear strategy, to the benefit of its thriving solar industry. （Chinese article) According to the report, China may double its already sizable solar power goal for the year 2015 to 10 gW, in a plan to be announced soon. The report only names its source as someone from the NDRC, but if it’s true it could mean a huge boon for industry leaders like Trina (NYSE: TSL), JA Solar (Nasdaq: JASO), LDK (NYSE: LDK), ReneSola (NYSE: SOL) and Suntech (NYSE: STP). This kind of strategy makes total sense, allowing Chinese leaders to capitalize on the current nuclear hysteria at home to bolster one of the country’s most promising home-grown industriesl.

Bottom line: China’s reported plan to accelerate its solar power development will produce a nice windfall for its solar industry.

《中国证券报》报导称，日本当前核危机促使中国重新考量核战略，这将有利於光伏产业发展。报导称，中国2015年光伏装机目标可能上调一倍至1,000万千瓦，不久可望宣布此项计划。倘若成真，对天合光能<TSL.N>、晶澳太阳能<JASO.O>、江西赛维LDK太阳能<LDK.N>、ReneSola<SOL.N>与尚德电力<STP.N>将是重大利好。

一句话：中国增速开发太阳能会给有关公司带来顺风