News Details
Up from solar cells
2010-6-28 10:21:07
Following the solar silicon, the solar cell market began to climb in silence, for orders have been filled to 4 for the quarter related to the industry, would be a boon. Corporate assessments, Yu Jing (3514) in the first half EPS has exceeded 6 yuan mark, the second half of order visibility remains strong, looking for goal "the world's 7th largest" in terms of Yu Jing year EPS is expected to challenge the level of 12 yuan; As Sun Branch (3561) due to adding new capacity, revenue is expected in July from the month highs.
Ship this year, the performance of solar cell industry, "Good to the unexpected" increase in foreign brokerages have begun shipment forecast for this year. Morgan Stanley in the 21's latest report, the global solar cell shipments this year by the end of March estimated 9GW (10 billion watts) raised to 12GW.
Original market assessment in Germany in July starting from the cut solar subsidies, may suppress Q3 performance, but with the various industry's production capacity have been to "down", the original expectations may be too pessimistic, variables have the opportunity to gradually dissolve.
Perspective on the industry chain, the current from the silicon, the battery to the module's orders were quite full, but on the ASP (Product Price) of view, silicon-side from the first call up a quarter, increased again in Q2 and will continue up in Q3, can be said to benefit the largest part of the chain; The battery terminal began quietly in the recent hike, from 1.3-1.35 per watt before the dollar began to push them up to the 1.35- 1.4 U.S. dollars, some entrepreneurs are also considering Q3 prices, a result, profit margins can be further widened.
Yu-crystal solar cell shipments of last year for the 368MW, as the world beyond Motech 10, chairman of Pan announced this year's shipment target of inflammatory 750MW, will challenge the world's 7th largest. He said that from a quarter capacity utilization rate of more than 100%, one quarter of EPS3.26 dollars, Q2 performance also can be maintained, when the earnings reports will be available to satisfy shareholders.
Yu Jing sustained increase in production capacity this year, 3rd quarter is expected to reach 930MW. Corporate assessments, Yu Jing in the first half EPS can be more than 6 dollars, the second half of the revenue growth, unit price increase of the situation, even the most conservative method to estimate the year there are 12 yuan level. The Pan-yan asked in the face of the regular meetings of the shareholders, but also admitted the current share price does wronged.
Sun Section ordinary shareholders was held last Friday, HTC, Cher Wang, chairman of the investment company's official made two were open since then jumped on the "Rich Dad" concept car. The company's current monthly shipments of solar cells to 14MW, is expected to be pulled from the July to 18-20MW, month growth rate as high as 30-40%, driven rapid profit growth.
Sun Section 1 quarter EPS1.19 yuan, Yu Jing ranks second only to the runner-up battery factory, the company has increased as reinvestment of Jiangxi Sun, sprint to the mainland market
Ship this year, the performance of solar cell industry, "Good to the unexpected" increase in foreign brokerages have begun shipment forecast for this year. Morgan Stanley in the 21's latest report, the global solar cell shipments this year by the end of March estimated 9GW (10 billion watts) raised to 12GW.
Original market assessment in Germany in July starting from the cut solar subsidies, may suppress Q3 performance, but with the various industry's production capacity have been to "down", the original expectations may be too pessimistic, variables have the opportunity to gradually dissolve.
Perspective on the industry chain, the current from the silicon, the battery to the module's orders were quite full, but on the ASP (Product Price) of view, silicon-side from the first call up a quarter, increased again in Q2 and will continue up in Q3, can be said to benefit the largest part of the chain; The battery terminal began quietly in the recent hike, from 1.3-1.35 per watt before the dollar began to push them up to the 1.35- 1.4 U.S. dollars, some entrepreneurs are also considering Q3 prices, a result, profit margins can be further widened.
Yu-crystal solar cell shipments of last year for the 368MW, as the world beyond Motech 10, chairman of Pan announced this year's shipment target of inflammatory 750MW, will challenge the world's 7th largest. He said that from a quarter capacity utilization rate of more than 100%, one quarter of EPS3.26 dollars, Q2 performance also can be maintained, when the earnings reports will be available to satisfy shareholders.
Yu Jing sustained increase in production capacity this year, 3rd quarter is expected to reach 930MW. Corporate assessments, Yu Jing in the first half EPS can be more than 6 dollars, the second half of the revenue growth, unit price increase of the situation, even the most conservative method to estimate the year there are 12 yuan level. The Pan-yan asked in the face of the regular meetings of the shareholders, but also admitted the current share price does wronged.
Sun Section ordinary shareholders was held last Friday, HTC, Cher Wang, chairman of the investment company's official made two were open since then jumped on the "Rich Dad" concept car. The company's current monthly shipments of solar cells to 14MW, is expected to be pulled from the July to 18-20MW, month growth rate as high as 30-40%, driven rapid profit growth.
Sun Section 1 quarter EPS1.19 yuan, Yu Jing ranks second only to the runner-up battery factory, the company has increased as reinvestment of Jiangxi Sun, sprint to the mainland market
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