The announcement by a state-owned nuclear power plant that it is seeking to list on domestic stock markets has heightened speculation that Beijing is poised to resume the approval of new nuclear power plants that have been suspended since the Fukushima disaster in March 2011

It will take most of 2012 to shift inventories, with some help from demand in the domestic market.

China’s export-reliant solar companies have been under a cloud created by the prospect of falling subsidies in overseas markets. However, things are by no means all gloomy.

Goldwind, Sinovel, DEC and others have big plans to break into overseas markets, and with quality improving and international strategies taking shape, it would be unwise to bet against them.

A new pilot study to subsidise alternative energy vehicle purchases shows Beijing means business in its ploy to go green.

A media focus on electric vehicles at the Beijing Auto show, which opened on Friday, should not obscure the fact that the timelines for mass market adoption of these clean-tech autos appear to be a long way into the future. Though we remain convinced that China is serious about rolling out electric vehicle infrastructure, we think it will take until at least 2012 before it starts to attain any meaningful scale.

Michael Chiu, head of Greater China Funds at ING Investment Management, is hopeful that recently announced government spending plans will support wind power and medical equipment manufacturers.