2007-2008 Report on the Survey & Forecast of Investment Prospect of Hydropower Industry in China

Table of Contents

Section 1 Situation of China Hydropower Resources

• 1.1.1 Reserves and Distribution of China' s Hydro-energy resources
• 1.1.2 Characteristics of China' s Hydro-energy resources
• 1.2.1 General Application
• 1.2.2 Twelve Hydropower Bases
• 1.2.3 Hot spot Area Analysis on Current China' s Hydropower Resources Development
• 1.2.4 The principal problems

Section 2 Hydro-Energy Resources & Application of China Main Rivers

• 2.1.1 General Situation
• 2.1.2 Analysis on upper hydro-energy resource and development
• 2.1.3 Analysis on middle hydro-energy resource and development
• 2.2.1 Analysis on hydro-energy resource and utilization of Nujiang River
• 2.2.2 Analysis on Hydro-energy Resource and Utilization Lancangjiang River
• 2.2.3 Analysis on hydro-energy resource and utilization of Dulong River
• 2.2.4 Analysis on hydro-energy resource and utilization of Yarlung Zangbo River
• 2.3.1 General Situation
• 2.3.2 Analysis on hydro-energy resource and development of Yellow River upstream
• 2.3.3 Main Problems and Measure during the development of hydro-power in the upstream of Yellow River
• 2.3.4 Analysis on hydro-energy resource and development of middle stream of Yellow River
• 2.3.5 Hydropower Development Plan of Yellow River upper and middle stream
• 2.3.6 Forecast of Development of Yellow River Hydropower
• 2.4.1 General Situation
• 2.4.2 Analysis on hydro-energy resource and development of main branches of Pearl River
• 2.4.3 Hydropower Development Plan
• 2.5.1 General Situation
• 2.5.2 Analysis on hydro-energy resource and development of Main Branches
• 2.6.1 Development and Utilization of Hailuan River Hydro-energy Resources
• 2.7.1 Development and Utilization of Huai River Basin Hydro-energy Resources
• 2.8.1 Analysis on hydropower resource and development of Heilongjiang river system
• 2.8.2 Analysis on hydropower resource and development of Tumen River system
• 2.8.3 Analysis on hydropower resource and development of Yalu river system
• 2.8.4 Analysis on hydropower resource and development of Liaohe river system

Section 3 Status & Trend of Global Hydropower Industry

• 3.1.1 General Development
• 3.1.2 Europe
• 3.1.3 North America
• 3.1.4 Asia

• 3.2 Analysis on Global Hydropower Development
• 3.3 Successful Experience and Revelation of Global Hydropower Industry
• 3.4 Main Problems in the Development of Global Hydropower Industry
• 3.5 Forecast of Development Trend of Global Hydropower Industry

Section 4 Analysis on Development Environment of China Hydropower Industry, 2007-2008

• 4.1.1 Development Plan of Power Industry during the period of "Eleventh Five-year Plan"
• 4.1.2 Analysis on the development of hydropower industry affected by "Transport the Electricity from the West to the East" strategy
• 4.1.3 Analysis on financing and investment in hydropower industry
• 4.1.4 Analysis on Tax policy of hydropower Industry
• 4.1.5 Change of foreign investment policy on hydropower in post-WTO
• 4.1.6 Forecast on key development areas and restructure of hydropower
• 4.2.1 Influence of United Nations Framework Convention on Climate Change on the hydropower development
• 4.2.1 The influence of Law of Environmental Impact Assessment on hydropower development in our country
• 4.2.3 The influence of Environmental Protection Act of Construction Item to Hydropower development
• 4.3.1 The Analysis on the stability of hydrologic records of main rivers in China
• 4.3.2 Main ways to maintain the stability of hydropower water supply

Section 5 Analysis & Research on Policies & System Reform of Hydropower Industry

• 5.1.1 Transmission from active development to orderly development
• 5.1.2 Analysis on the draft plan of China' s power during the period of "Eleventh Five-year Plan"
• 5.1.3 "Notice on accelerating the restructuring of the electric power industry, promote the healthy and orderly development"
• 5.1.4 Implementation of "renewable energy Law"
• 5.2.1 System reform policy of China' s electric power
• 5.2.2 Electric power system reform of foreign countries as reference

• 5.3 Outlook of China' s Hydropower Industry-Related Policy, 2007-2008

Section 6 Analysis on the Overall Operation of China Hydropower Industry, 2006

• 6.1 Analysis on Overall China' s Hydropower Industry
• 6.2 Status of Hydropower in China' s Energy System
  • 6.3.1 Big investment, long period of construction
  • 6.3.2 Long-term benefits, and the short-term poor benefits, slow recovery of funds
  • 6.3.3 Natural and seasonal influence
  • 6.3.4 Uneven distribution of water and electricity, more in the west, less in the east
  • 6.4.1 Slow process of hydropower industry
  • 6.4.2 Grid construction is lagging behind, restricting the development of domestic hydroelectric industries
  • 6.4.3 The formation of price control mechanism restricts development of hydropower industry

Section 7 Analysis on Production Ability of China Hydropower Industry, 2007-2008

• 7.1 Analysis on Production of Hydropower Industry, 2006
• 7.2 Analysis on Installed Capacity of China' s Hydropower Changes, 2007-2008
• 7.3 Analysis on the Changes of China Hydropower Generation, 2007-2008
• 7.4 Analysis on Hydropower Production, 2007-2008
  • 7.4.1 Index of General Economic Operation
  • 7.4.2 Analysis on Hydropower Production in Different Area
  • 7.4.3 Analysis on different ownership enterprises
  • 7.4.4 Analysis on enterprises with different scale
• 7.5 Main Problems in Hydropower Generation in China

Section 8 Forecast & Analysis on Supply & Demand in China Hydropower Market, 2007-2008

• 8.1.1 Analysis on development trend of power consumption
• 8.1.2 Analysis on China' s power demand
• 8.2.1 Analysis on thermal power supply
• 8.2.2 Analysis on nuclear power supply
• 8.2.3 Analysis and Forecast of Wind Power Supply
• 8.2.4 Analysis and Forecast of Gas power supply
• 8.2.5 Analysis on thermal power, nuclear power, wind power and gas power generation projects
• 8.2.6 Analysis on supply and demand of Non-hydropower

• 8.3 Forecasts of China' s Demand for Hydropower Market, 2007-2008

Section 9 Analysis on Sales Channel & Marketing Modes of China Hydropower, 2007-2008

• 9.1 Analysis on Sales Channels of Current Hydropower
• 9.2 Comparative Analysis on Advantages and Disadvantages of Major Clients Direct Electricity and Bidding
• 9.3 Relations between Differentiated Pricing and Bidding
  • 9.3.1 Grid price difference between Hydropower and thermal power
  • 9.3.2 Price difference among the hydro-electricity in different regions
• 9.4 Analysis on Trading Patterns of Different Types of Hydropower
  • 9.4.1 Hydropower station with Comprehensive Utilization mainly and balance generating
  • 9.4.2 Stations integrating power generation, flood control, shipping
  • 9.4.3 Runoff - Hydropower Station
  • 9.4.4 Hydropower stations with regulatory functions over the quarter
  • 9.4.5 Cascade Hydropower
• 9.5 Analysis on Diversification Trend of Hydropower Sales
• 9.6 Discussion on the Hydropower onto-grid Discrimination
  • 9.6.1 Status of private Grid utilities and foreign enterprises
  • 9.6.2 China' s hydropower Grid policies
  • 9.6.3 The main problems of Chinese private and foreign investment in hydropower Grid
  • 9.6.4 Whether discrimination exists in Grid

Section 10 Analysis on China Hydropower onto-grid Price Competition, 2007-2008

• 10.1 Analysis on China' s Electricity Price reform
• 10.2 Analysis on China' s Power Bidding Status
• 10.3 Comparison of Costs among Main Power Sources in China
  • 10.3.1 Cost of Thermal Power
  • 10.3.2 Generation Cost of Hydropower
  • 10.3.3 Generation Cost of Nuclear Power
  • 10.3.4 Generation Cost of Wind Power
  • 10.3.5 Generation Cost of Solar Power
• 10.4 Competitive Advantage of China' s Hydropower Onto-grid Prices
• 10.5 Development Trend of China' s Hydropower Bidding

Section 11 Forecast of China Hydropower Equipment Industry, 2007-2008

• 11.1 Analysis on Hydropower Equipment Market
  • 11.1.1 Analysis on electrical equipment production growth
  • 11.1.2 Production of power generating equipment
• 11.2 Development Opportunities of Hydropower Equipment Market
  • 11.2.1 Forecast of Demand for Generating Equipment at home and abroad
  • 11.2.2 Grid planning
  • 11.2.3 Forecast and Trend of Hydropower Equipment Industry

Section 12 Analysis on China Constructing & Planning Hydropower Projects Scale, 2007-2008

• 12.1 Scale of China' s Hydropower
• 12.2 Proposed Scale of China' s Hydropower, 2007-2008
• 12.3 Analysis on Installed Capacity of China' s Hydropower, 2007-2008

Section 13 Forecast & Analysis on the Competition in China Hydropower Industry, 2007-2008

• 13.1 Overall Pattern of Competition among China Hydropower Industry
  • 13.1.1 Original "five power companies" further strengthen hydropower
  • 13.1.2 Huge State-owned Enterprises have brought an enormous amount of money into the electricity
  • 13.1.3 Central Electricity Generations merger with local hydropower enterprises have become the trend
  • 13.1.4 Hydropower Development accelerates
• 13.2 Analysis on Competitive Groups in China' s Hydropower Industry
  • 13.2.1 Classification of Competitive Groups in China' s Hydropower Industry
  • 13.2.2 SWOT
  • 13.3.1 Inevitable inter-regional expansion of large enterprises generating
  • 13.3.2 Low-cost advantages of hydropower is gradually emerging
  • 13.3.3 SHP investment prospect
  • 13.3.4 Foreign and private capital enter the hydropower sector investment
  • 13.3.5 Integrated energy companies will become the trend within the next decade

Section 14 Analysis on Regional Development of China Hydropower Industry, 2007-2008

• 14.1 Analysis on Sichuan Hydropower Development
  • 14.1.1 Water resource and development of Sichuan
  • 14.1.2 Sichuan hydropower development and investment policy
  • 14.1.3 Sichuan Constructing and Planning Hydropower Projects
  • 14.1.4 Sichuan main rivers with much developed value
  • 14.1.5 Sichuan hydropower industry development trend
• 14.2 Analysis on Hydropower Development in Yunnan
  • 14.2.1 Yunnan water resources and development situation
  • 14.2.2 Yunnan hydropower development and investment policy
  • 14.2.3 Yunnan Constructing and Planning Hydropower Projects
  • 14.2.4 Yunnan main rivers with much developed value
  • 14.2.5 Yunnan hydropower industry development trend
• 14.3 Analysis on Guizhou Hydropower Development
  • 14.3.1 Guizhou water resources and development situation
  • 14.3.2 Guizhou Constructing and Planning Hydropower Projects
  • 14.3.3 Guizhou main rivers with much developed value
  • 14.3.4 Development trend of Guizhou hydropower industry
• 14.4 Analysis on Guangxi Hydropower Development
  • 14.4.1 Guangxi water resources and development situation
  • 14.4.2 Guangxi hydropower development and investment policy
  • 14.4.4 Main rivers with much developed value in Guangxi Xijiang river system
• 14.5 Analysis on Hubei Hydropower Development
  • 14.5.1 Hubei water resources and development situation
  • 14.5.3 Hubei main rivers with much developed value
  • 14.5.5 Development trend of Hydropower industry in Hubei
• 14.6 Analysis on Hunan Hydropower Development
  • 14.6.1 Hunan water resources and development situation
  • 14.6.2 Hunan hydropower development and investment policy
  • 14.6.3 Hunan main rivers with much developed value
  • 14.6.4 Hunan Constructing and Planning Hydropower Projects
  • 14.6.5 Onto-grid and common measure of Hunan Hydropower
  • 14.6.6 Hunan hydropower industry development trend

Section 15 Operation of Key Listing Companies of Hydropower Industry

• 15.1 China Yangtze Power Co. Ltd.
  • 15.1.1 Basic Situation
  • 15.1.2 Business Situation in Recent Three Years
  • 15.1.3 Plant Distribution and Power Resource Structure
  • 15.1.4 Analysis on Constructing and Planning Projects, 2007-2008
  • 15.1.5 Development Plan during the Period of "Eleventh Five-year Plan"
  • 15.1.6 Business Diversification
• 15.2 Chongqing Three Gorges Electric Power Co. Ltd.
  • 15.2.1 Basic Situation
  • 15.2.2 Business Situation in Recent Three Years
  • 15.2.3 Plant Distribution and Power Resource Structure
  • 15.2.4 Analysis on Constructing and Planning Projects, 2007-2008
  • 15.2.5 Development Plan during the Period of "Eleventh Five-year Plan"
  • 15.2.6 Business Diversification
  • 15.3.1 Basic Situation
  • 15.3.2 Business Situation in Recent Three Years
  • 15.3.3 Plant Distribution and Power Resource Structure
  • 15.3.4 Analysis on Constructing and Planning Projects, 2007-2008
  • 15.3.5 Development Plan during the Period of "Eleventh Five-year Plan"
  • 15.3.6 Business Diversification
• 15.4 Guangxi Guidong Electric Power Co. Ltd.
  • 15.4.1 Basic Situation
  • 15.4.2 Business Situation in Recent Three Years
  • 15.4.3 Plant Distribution and Power Resource Structure
  • 15.4.4 Analysis on Constructing and Planning Projects, 2007-2008
  • 15.4.5 Development Plan during the Period of "Eleventh Five-year Plan"
  • 15.4.6 Business Diversification
• 15.5 Fujian MingDong Electric Power Co. Ltd.
  • 15.5.1 Basic Situation
  • 15.5.2 Business Situation in Recent Three Years
  • 15.5.3 Plant Distribution and Power Resource Structure
  • 15.5.4 Analysis on Constructing and Planning Projects during 2007-2008
  • 15.5.5 Development Plan during the Period of "Eleventh Five-year Plan"
  • 15.5.6 Business Diversification
  • 15.6.1 Basic Situation
  • 15.6.2 Business Situation in Recent Three Years
  • 15.6.3 Plant Distribution and Power Resource Structure
  • 15.6.4 Analysis on Constructing and Planning Projects during 2007-2008
  • 15.6.5 Development Plan during the Period of "Eleventh Five-year Plan"
  • 15.6.6 Business Diversification
• 15.7 Sichuan Xichang Electric Power Co. Ltd.
  • 15.7.1 Basic Situation
  • 15.7.2 Business Situation in Recent Three Years
  • 15.7.3 Plant Distribution and Power Resource Structure
  • 15.7.4 Analysis on Constructing and Planning Projects, 2007-2008
  • 15.7.5 Development Plan during the Period of "Eleventh Five-year Plan"
  • 15.7.6 Business Diversification
• 15.8 SiChuan Ming Xing Electric Power Co. Ltd.
  • 15.8.1 Basic Situation
  • 15.8.2 Business Situation in Recent Three Years
  • 15.8.3 Plant Distribution and Power Resource Structure
  • 15.8.4 Analysis on Constructing and Planning Projects, 2007-2008
  • 15.8.5 Development Plan during the Period of "Eleventh Five-year Plan"
  • 15.8.6 Business Diversification
• 15.9 Guangxi Guiguan Electric Power Co. Ltd.
  • 15.9.1 Basic Situation
  • 15.9.2 Business Situation in Recent Three Years
  • 15.9.3 Plant Distribution and Power Resource Structure
  • 15.9.4 Analysis on Constructing and Planning Projects, 2007-2008
  • 15.9.5 Development Plan during the Period of "Eleventh Five-year Plan"
  • 15.9.6 Business Diversification
• 15.10 Guizhou Qianyuan Power Co. Ltd.
  • 15.10.1 Basic Situation
  • 15.10.2 Business Situation in Recent Three Years
  • 15.10.3 Plant Distribution and Power Resource Structure
  • 15.10.4 Analysis on Constructing and Planning Projects, 2007-2008
  • 15.10.5 Development Plan during the Period of "Eleventh Five-year Plan"
  • 15.10.6 Business Diversification

Section 16 Analysis on Price Competition for Hydropower in Power Market

• 16.1 Analysis on Hydropower in Competitive Market
• 16.2 Participants of Hydropower in the Market adhere to the Principle
• 16.3 Coordination between Quotation Subject and Successful Bid Quantity
  • 16.3.1 Quotation of Cascade Station the main way
  • 16.3.2 Coordination of hydropower stations in the competitive market
• 16.4 Treatment of Consumption Deviation Resulting from Inaccuracies in Hydrological Fo recast
  • 16.4.1 .Ideas for handling consumption deviation resulting from inaccuracies in hydrological forecast
  • 16.4.2 Treatment of waste water due to unsuccessful bidding in hydropower market

Section 17 Prospect & Forecast of China Hydropower Industry, 2007-2008

• 17.1 Forecast of Economic Circle of Power Industry
• 17.2 Forecast of Hydropower Installed Capacity
  • 17.2.1 By 2015, hydropower Installed Capacity in China will reach 150 million KW
  • 17.2.2 By 2020, China hydropower Installed Capacity will reach 250 million KW
• 17.3 Prediction of Current Power Structure
• 17.4 Prediction and Analysis on China' s Water Development

Section 18 Investment Risk & Suggestion of China Hydropower Industry, 2007-2008

• 18.1 Analysis on Cost and Benefit of China' s Hydropower Industry
  • 18.1.1 Cost Analysis
  • 18.1.2 Benefit Analysis
• 18.2 Analysis on Investment Opportunity and Risk
  • 18.2.1 Regional Limits and Policy Risk of Small Hydroelectric Projects
  • 18.2.2 Risk of Hydropowers dependence on rainfall and other natural conditions
  • 18.2.3 Risk of environmental restrictions
  • 18.2.4 Risk of the changes in Power supply and demand in the market
• 18.3 Analysis on Regional Investment
  • 18.3.1 Changjiang River upstream
  • 18.3.2 All rivers in southwest China
  • 18.3.3 Yellow River Upper Reaches
  • 18.4.4 Investment Strategies

Charts

• Chart 1 Reserves and Distribution of China' s Hydro-energy resources
• Chart 2 Developable Hydro-energy resources in China
• Chart 3 Twelve Hydropower Bases
• Chart 4 Twelve Hydropower Bases in China
• Chart 5 Depth of Main Rivers in Southeast Coast
• Chart 6 Distribution and Utilization of Global Water Resources
• Chart 7 Developable Energy in Technology in some countries
• Chart 8 Dam and Hydropower in some countries, 2005
• Chart 9 Number of Global Dams
• Chart 10 Main Technological Parameters of Global Hydropower Development, 2005
• Chart 11 Number and Loss of Enterprises above the scale, Feb-Dec 2006
• Chart 12 Product of China' s Hydropower Industry, Feb-Dec 2006
• Chart 13 Product Increasing trend, Feb-Dec 2006
• Chart 14 Changes of Installed Capacity for years
• Chart 15 Comparison between Hydropower and Thermal Power, Jan-Oct 2006 (Unit: 0.1 billion KWH)
• Chart 16 Hydro Power Generation and Increase Trend for months, 2004-2006
• Chart 17 Accumulative Increase of Hydro Power Generation for month during 2004-2006
• Chart 18 Assets and Liabilities of Hydropower Industry, Feb-Dec 2006 Unit: Thousand Yuan
• Chart 19 Cost and Expense of China' s Hydropower Industry, Feb-Dec 2006 Unit: Thousand Yuan
• Chart 20 Profit making of Hydropower Industry, Feb-Dec 2006 Unit: Thousand Yuan
• Chart 21 Main Economic Index of Hydropower Industry, Feb-Dec 2006 Unit: Thousand Yuan
• Chart 22 Number of enterprises above the scale and their Loss of Hydropower Industry in Different Area, 2006
• Chart 23 Liabilities of Hydropower Industry in Different Area, 2006 Unit: Thousand Yuan
• Chart 24 Profit making of Hydropower Industry in different area, 2006 Unit: Thousand Yuan
• Chart 25 Number of enterprises above the scale and their Loss of Hydropower Industry in Different ownership, 2006
• Chart 26 Assets and Liabilities of different ownership enterprises of hydropower industry, 2006
• Chart 27 Profit making situation of enterprises with different ownership in hydropower industry, 2006
• Chart 28 Number of enterprises above the scale and loss in hydropower industry, 2006 Unit: Thousand Yuan
• Chart 29 Liabilities of enterprises with different scale in hydropower industry, 2006 Unit: Thousand Yuan
• Chart 30 Profit-making situation of enterprises with different scale in hydropower industry, 2006 Unit: Thousand Yuan
• Chart 31 Forecast on the power consumption in China, 2002-2008
• Chart 32 Status of 2006 China' s Thermal Power Industry (Unit: Thousand Yuan)
• Chart 33 Project of Yueyang Nuclear Power Station
• Chart 34 Accumulative generation and increase in the months, 2004-2006
• Chart 35 Supply Structure of China' s Power, 2006
• Chart 36 Cost of Thermal Power
• Chart 37 Cost of Thermal power
• Chart 38 Generation Cost of Hydropower
• Chart 39 Generation Cost of Nuclear Power
• Chart 40 Generation Cost of Wind Power
• Chart 41 Cost of Wind Power
• Chart 42 Decreasing Generation Cost of Wind Power Unit: euro cent/KWH
• Chart 43 Generation Cost of Solar Power
• Chart 44 Sales Revenue Increase of Transmission and Transformation Equipment, 2006
• Chart 45 Forecast on Increase of Installed Capacity and Generation equipment during "Eleventh Five-year Plan"
• Chart 46 Annual Changes of Hydropower Installed Capacity
• Chart 47 Comparisons between the five generation groups, 2005
• Chart 48 Sichuan water resources distribution
• Chart 49 Analysis on market for Sichuan Power transferring to coastal provinces (ten thousand KW)
• Chart 50 Constructing and Planning Projects in Sichuan
• Chart 51 Hydropower Development of Main Rivers in Sichuan
• Chart 52 Constructing and Planning Projects in Yunnan
• Chart 53 Guizhou Constructing and Planning Hydropower Projects
• Chart 54 Guangxi Constructing and Planning Hydropower Projects
• Chart 55 Hubei Constructing and Planning Hydropower Projects
• Chart 56 Hunan Constructing and Planning Hydropower Projects
• Chart 57 Assets of China Yangtze Power Co., Ltd in 2006
• Chart 58 Profit of China Yangtze Power Co., Ltd in 2006
• Chart 59 Generation Power of Three Gorges Station and Gezhouba Station, 2006
• Chart 60 Business Status of Chongqing Three Gorges Water Conservancy and Electric Power Co. Ltd., 2006
• Chart 61 Business Status of Leshan Electric Power Co. Ltd., 2006
• Chart 62 Business Structure of Leshan Electric Power Co. Ltd., 2006
• Chart 63 Operating Status of Guangxi Guidong Electric Power Co. Ltd., 2006
• Chart 64 Business Structure of Guangxi Guidong Electric Power Co. Ltd., 2006
• Chart 65 Business Status of Fujian MingDong Electric Power Co. Ltd., 2006
• Chart 66 Business Structure of Fujian MingDong Electric Power Co. Ltd., 2006
• Chart 67 Operating Status of Qianjiang Water Resources Development Co. Ltd., 2006
• Chart 68 Business Status of Sichuan Xichang Electric Power Co. Ltd., Jan-Sept 2006
• Chart 69 Business Status of SiChuan Ming Xing Electric Power Co. Ltd., 2006
• Chart 70 Business Structure of SiChuan Ming Xing Electric Power Co. Ltd., Jan-Sept 2006
• Chart 71 Business Status of Guangxi Guiguan Electric Power Co. Ltd., 2006
• Chart 72 Business Structure of Guangxi Guiguan Electric Power Co. Ltd., Jan-Sept 2006 Unit: Yuan
• Chart 73 Business status of Guizhou Qianyuan Power Co. Ltd., 2006
• Chart 74 Forecast of power source structure in the world, 1999-2020 Unit:1015Btu
• Chart 75 Increasing Trend of Cost and Expense of China' s Hydropower Industry in 2006 (1)
• Chart 76 Increasing Trend of Cost and Expense of China' s Hydropower Industry in 2006 (2)
• Chart 77 Cost and Expense Contrast of Small, Middle and Large Size Enterprises of China' s Hydropower Industry
• Chart 78 Main Economic Index of Hydropower Industry, 2006