I have not read the whole report (and have not seen any draft), but I’m happy that the GlobalFOCUS team in China deliver results. Unfortunately it looks like there are no transformative solution companies in the report, instead there are chapters about the big emitters and the supply side companies for renewable energy (some of the companies on the renewable side have some interesting projects. Maybe the real report will be published after this traditional report?
Regardless, it will hopefully contribute to the discussion about transformative companies in China. The full report (88pages and 4.5 meg) can be downloaded here.