$英利绿色能源(YGE)$ $天合光能(TSL)$ $晶科能源(JKS)$ $阿特斯太阳能(CSIQ)$ Deutsche Bank‘s Vishal Shah, who reiterates Buy ratings on Trina and Yingli Green Energy (YGE), based on his “checks” of China trends and pricing of solar panel modules:Our checks indicate demand in China has picked up over the past 2 weeks, module prices and utilization rates have been rising and industry participants expect another year-end rush/supply shortage over the next few months. Against this backdrop, we expect solar stocks (particularly leveraged to Chinese market) to outperform the broader market as stronger pricing environment drive positive estimate revisions and multiple expansion [...] Checks indicate that the recently announced DG policy in China has resulted in a strong pick-up in demand which has resulted in ~2c/W increase in module prices in the local market. Most industry participants are now confident of Chinese market achieving the 13GW annual installation target this year, which is a significant positive change compared to just a month ago where most industry participants were skeptical of China installing even 10GW this year.