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Solar Energy opportunity in China -----Focusing on solar photovoltaics (PV) in this segment Lawrence Wang
Industrial hierarchy
Over capacity and financial crisis lead oversuply and market contraction Too many new comers crowd into market
M&A----- rapid expansion across value chain in order to survive DOWNSTREAM UPSTREAM Key Strategic Initiatives A vertically integrated presence to capture profits across value chain An increased focus on market access Capital & Energy Technology Labour ,[object Object]
 Ability to get market access – Increase capacity utilization,[object Object]
Major drivers in Solar energy Theese major drivers affect each other and stimulate the industry
Exemplary target companies (risks)

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