f**********g
发帖数: 2252 | 1 Solar Winners: First Solar, LDK
By Eric Rosenbaum 01/24/11 - 07:20 PM EST
http://www.thestreet.com/_yahoo/story/10983623/1/solar-winners-
2 CommentsAdd CommentStock quotes in this article:FSLR, LDK, TSL NEW YORK (
TheStreet) -- Shares of Chinese solar company LDK Solar(LDK_) and First
Solar(FSLR_) led a continued rally in solar shares on Monday. LDK Solar was
up 10% and back near a 52-week high level, while First Solar was charting
new territory, surpassing its highest share price in a year ... 阅读全帖 |
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f**********g
发帖数: 2252 | 2 Solar Winners: First Solar, LDK
By Eric Rosenbaum 01/24/11 - 07:20 PM EST
http://www.thestreet.com/_yahoo/story/10983623/1/solar-winners-
2 CommentsAdd CommentStock quotes in this article:FSLR, LDK, TSL NEW YORK (
TheStreet) -- Shares of Chinese solar company LDK Solar(LDK_) and First
Solar(FSLR_) led a continued rally in solar shares on Monday. LDK Solar was
up 10% and back near a 52-week high level, while First Solar was charting
new territory, surpassing its highest share price in a year ... 阅读全帖 |
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b*****h
发帖数: 3386 | 3 【 以下文字转载自 EEInvestor 俱乐部 】
发信人: badfish (badfish), 信区: EEInvestor
标 题: YGE to outpeform solar stocks:Poll
发信站: BBS 未名空间站 (Wed May 5 16:15:57 2010, 美东)
http://www.thestreet.com/print/story/10745136.html
Yingli Green Energy to Outperform Solar Stocks: Poll
Eric Rosenbaum
05/04/10 - 11:05 AM EDT
NEW YORK (TheStreet -- First Solar(FSLR) provided the first earnings
surprise of the solar season -- but will it be the last surprise, or the
biggest one?
Maybe not, based on the way that shares of JA Sol... 阅读全帖 |
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y*****l
发帖数: 5997 | 4 http://seekingalpha.com/article/302235-the-ultimate-guide-to-so
By Jared Cummans
Solar power is an increasingly popular energy source as well as an
investment option. The growing industry has led to a rapid adoption by
citizens, businesses, and governments to incorporate solar panels on
everything from parking meters to bridges. There are a wide variety of
panels meant for small homes and businesses as well as entire grids and
large buildings. As the industry continues to blossom, the cost of pr... 阅读全帖 |
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l****z
发帖数: 29846 | 5 http://www.zerohedge.com/news/worlds-largest-solar-plant-21-bil
World's Largest Solar Plant, With Second Largest Ever Department of Energy
Loan Guarantee, Files For Bankruptcy
Tyler Durden's picture
Submitted by Tyler Durden on 04/02/2012 20:14 -0400
Solyndra was just the appetizer. Earlier today, in what will come as a
surprise only to members of the administration, the company which proudly
held the rights to the world's largest solar power project, the hilariously
named Solar Trust of America... 阅读全帖 |
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a*******i
发帖数: 11664 | 6 【 以下文字转载自 Stock 讨论区 】
发信人: Laputa (以德糊人), 信区: Stock
标 题: 美股 Solar 概要
发信站: BBS 未名空间站 (Wed Jun 24 22:45:27 2009, 美东)
-- Solar 面板厂商 --
First Solar (FSLR) : CdTe 薄膜PV, 目前处于行业领先地位. 每瓦特成本即将
低于 $1.0, 目前没有哪家 Solar 厂商能做到这么低的 cost.
SunPower (SPWRA) : SunPower 做 c-Si PV. SunPower 在行业里做到最高的
conversion efficiency.
Evergreen (ESLR) : Evergreen 做 c-Si PV. 但是 Evergreen 拥有自己的技术
叫 String Ribbon. 这个技术提高了转换效率, 但是成本很高. 所以到目前为止
Evergreen 都无法赢利.
Emcore (EMKR) : multijunction III-V solar cell. EMKR 的技术还包括
Lens Concent... 阅读全帖 |
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S******6
发帖数: 3138 | 7 先回答前面人问题：板子等等都是 Solar City 负责免费维护。
这里有篇文章鼓励自己买，而不是租太阳能系统 （Solar City 实际上是租你 20 年）：
Why Lease Solar for Your Home When You Can Buy?
Leasing a solar electric system for your home is simply not a good idea,
despite what mega-buck advertising by huge corporate interests are saying to
the contrary. We do not recommend it.
We do not recommend solar leasing because:
A solar lease is just one more financial “tool” that is complex enough
that you can’t quite see what the real cost of it is. In 2009, gr... 阅读全帖 |
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f**********g
发帖数: 2252 | 8 EARNINGS PREVIEW: Broad Growth Expected For Solar-Power Cos
21 hours 14 minutes ago - DJNF
By John Kell
Of DOW JONES NEWSWIRES
TAKING THE PULSE: U.S. solar demand is expected to continue to grow quickly
this year, driven by growing supply, falling solar-panel prices and
government incentives. The projected growth in the U.S. and Canada is likely
to offset weakening demand in Germany and other European countries, which
have been the largest buyers of solar power products, as government
subsidies ... 阅读全帖 |
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f**********g
发帖数: 2252 | 9 EARNINGS PREVIEW: Broad Growth Expected For Solar-Power Cos
21 hours 14 minutes ago - DJNF
By John Kell
Of DOW JONES NEWSWIRES
TAKING THE PULSE: U.S. solar demand is expected to continue to grow quickly
this year, driven by growing supply, falling solar-panel prices and
government incentives. The projected growth in the U.S. and Canada is likely
to offset weakening demand in Germany and other European countries, which
have been the largest buyers of solar power products, as government
subsidies ... 阅读全帖 |
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k**********4
发帖数: 16092 | 10 Solar panels from China could face tariffs
David R. Baker
Wednesday, March 21, 2012
The U.S. Commerce Department plans to slap import tariffs on Chinese-made
solar cells in a trade dispute that has strained relations between the two
countries and divided the American solar power industry.
The tariffs, proposed Tuesday, follow complaints that the Chinese government
has given its solar companies an unfair advantage in the international race
to dominate the industry, supplying low-cost loans and la... 阅读全帖 |
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w********h
发帖数: 12367 | 11 Solar shakeout continues: Q-Cells to file for bankruptcy
By Ucilia Wang Apr. 2, 2012, 10:47am PT No Comments
Q-Cells was once the largest solar cell maker in the world. Now the company
says on Monday it will be filing for bankruptcy, which makes it the latest
example of the solar industries’ turmoil.
The German company has been in trouble for some time and tried several cost-
reduction measures to stay in business. The decline has been a long-time
coming and made worse by the particularly bruta... 阅读全帖 |
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m*****i
发帖数: 4342 | 12 NEW YORK (TheStreet) -- Imagine a company that has predicated its future on
building out large-scale projects in desert conditions. Now imagine the
technology the company uses doesn't have a long-term track record of
performing under intense heat.
You don't have to imagine the company. It's First Solar(FSLR), and based on
the revelation in its Tuesday conference call with analysts that high-
temperature degradation issues have surfaced with its panels, it's the most
alarming prospect for a compa... 阅读全帖 |
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u***r
发帖数: 4825 | 13 http://www.bloomberg.com/news/2011-12-23/foxconn-s-entry-into-s
Iphone Maker Foxconn’s Entry Into Solar May Cut Industry Margins
Foxconn Technology Group’s decision to start making solar power modules may
speed the rate at which margins are narrowing for Chinese manufacturers,
another blow for an industry already coping with a plunge in prices.
The Taiwanese company that’s the world’s biggest contract maker of
electronics including Apple Inc.’s IPhone started work on a solar-module
plant in Chin... 阅读全帖 |
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t**g
发帖数: 784 | 14 http://online.wsj.com/article/SB10001424052748703585004575604980835504348.html
By TIMOTHY AEPPEL
GREENVILLE, Mich.—When a fast-growing maker of solar equipment broke ground
here in 2006 on the first two of what it said would eventually be six giant
new factories, it seemed the sun was finally shining on this town's
battered economy.
Just months earlier, Sweden's Electrolux AB had shut its Greenville
refrigerator plant, nearly snuffing out what had been the town's marquee
industry for more than a... 阅读全帖 |
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f**********g
发帖数: 2252 | 15 Why LDK Solar Shares Will Double This Year
January 25, 2011
about: CSIQ / DQ / FSLR / LDK / SOL / SOLF / SOPW / SPWRA / STP / TSL / WFR
The Boston Consulting Group (BCG) released a report on January 18, 2011
titled, “Companies on the Move – Rising Stars from Rapidly Developing
Economies Are Reshaping Global Industries”:
In the latest report, BCG identifies 23 new fast-growing companies. The new
global challengers replace those that may have suffered or lost their way
during the Great Recession o... 阅读全帖 |
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f**********g
发帖数: 2252 | 16 Why LDK Solar Shares Will Double This Year
January 25, 2011
about: CSIQ / DQ / FSLR / LDK / SOL / SOLF / SOPW / SPWRA / STP / TSL / WFR
The Boston Consulting Group (BCG) released a report on January 18, 2011
titled, “Companies on the Move – Rising Stars from Rapidly Developing
Economies Are Reshaping Global Industries”:
In the latest report, BCG identifies 23 new fast-growing companies. The new
global challengers replace those that may have suffered or lost their way
during the Great Recession o... 阅读全帖 |
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r*m
发帖数: 16380 | 17 U.S. to Place Tariffs on Solar Panels From China
The Commerce Department has decided to impose tariffs on solar panels
imported from China after concluding that the Chinese government provided
illegal export subsidies to manufacturers there.
Green
The tariffs were smaller than many industry executives had expected — 2
.9 to 4.73 percent — which could blunt their effect on sales. But the
decision was nonetheless likely to be seen as a milestone because of its
implications for international ... 阅读全帖 |
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t*******o
发帖数: 1464 | 19 【 以下文字转载自 bluechips 俱乐部 】
发信人: liliwater (lyrist), 信区: bluechips
标 题: Solar: Goldman Launches; Says Buy FSLR, JASO; Sell WFR, STP
发信站: BBS 未名空间站 (Mon Jun 28 14:01:43 2010, 美东)
Goldman Sachs analyst Mark Wienkes this morning launched coverage of the
solar sector with a Neutral rating on the group; among U.S.-based companies,
his best Buy idea is First Solar (FSLR), while he cites MEMC Electronic
Materials (WFR) as his best Sell idea.
“We initiate coverage of the U.S. solar industry with a Neutra... 阅读全帖 |
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l******n
发帖数: 152 | 20 We expect solar companies to report strong Q4 results and provide Q1/2011
guidance generally above consensus. Although set-up may appear to be less
favorable for a positive earnings season trade given the recent move seen in
the solar space, we see room for further near-term upside. We believe most
of the recent move was driven by short covering as opposed to real buying.
As the near-term policy backdrop for the sector continues to improve and as
the broader equity markets continue to grind high... 阅读全帖 |
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d******8
发帖数: 1972 | 21 http://blogs.wsj.com/deals/2011/10/25/first-solar-was-jim-chano
Investor/cranky guy Jim Chanos trashed solar energy in a public investor
presentation this spring. His prediction may be playing out today.
The investor enthusiasm for green energy companies was a bubble, Chanos
argued at the Ira Sohn investor conference. His presentation was called “
Alternative Energy: Does Solar + Wind = Hot Air?”
Chanos’s presentation was before the very public and controversial collapse
of solar-panel maker Sol... 阅读全帖 |
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w*********g
发帖数: 30882 | 22 【 以下文字转载自 Military 讨论区 】
发信人: wayofflying (小破熊), 信区: Military
标 题: Solyndra破产的警示——美国solar产业要坏菜
发信站: BBS 未名空间站 (Fri Nov 18 20:00:19 2011, 美东)
2011年10月刊——冰山一角？Solyndra破产的警示
时间：2011-10-12 22:37:20 作者：索比太阳能 来源：Solarbe.com 点击数：875
文/ SHINE《光能》杂志 记者：刘珊珊（Sunny Liu） 钱明今（Bruce Qian）
编者按：9月初，美国光伏组件供应商Solyndra宣布关闭生产工厂，并申请破产，这是
一个月之内第三家宣布破产的组件供应商。这看起来似乎是一夜之间做出的决定，但事
实上这些企业的失败并不令人惊讶，同时也是对那些想要进入光伏组件领域企业的一个
警告。
从2008年开始，Solyndra公司开始销售其创新性的光伏组 件解决方案，特点是将圆柱
形的组件安装在框架之内。该产品 提供了一种独特的解决方案并具备一些引人注目的
优势，但毕 竟光伏产业需... 阅读全帖 |
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w*********g
发帖数: 30882 | 23 2011年10月刊——冰山一角？Solyndra破产的警示
时间：2011-10-12 22:37:20 作者：索比太阳能 来源：Solarbe.com 点击数：875
文/ SHINE《光能》杂志 记者：刘珊珊（Sunny Liu） 钱明今（Bruce Qian）
编者按：9月初，美国光伏组件供应商Solyndra宣布关闭生产工厂，并申请破产，这是
一个月之内第三家宣布破产的组件供应商。这看起来似乎是一夜之间做出的决定，但事
实上这些企业的失败并不令人惊讶，同时也是对那些想要进入光伏组件领域企业的一个
警告。
从2008年开始，Solyndra公司开始销售其创新性的光伏组 件解决方案，特点是将圆柱
形的组件安装在框架之内。该产品 提供了一种独特的解决方案并具备一些引人注目的
优势，但毕 竟光伏产业需要投资，产品的价格必须能吸引投资商。尽管最 近几个月
Solyndra公司的110 MW工厂几乎全负荷运转，但估 计其制作成本仍然远远超过其组件
的售价。这样做资金损失很 大，所以最终倒闭的消息丝毫不让人惊讶。进一步扩大产
能、 增加产量以及技术进步是否能改变这种情况还有待商榷，但目... 阅读全帖 |
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发帖数: 1 | 24 我给你贴个PG&E地区民用屋顶光伏安装商排行榜
SolarCity
Sunrun
Vivint Solar
PetersenDean
SunPower
Self Installed
Infinity Energy
Sungevity
Sunworks
Sun Solar Energy Solutions
Westhaven Solar
Hooked On Solar
Syntrol Solar
Bland Solar & Air
Complete Solar Solution
Quality Home Services
Leonard's Roofing
Semper Solaris
Arise Solar
1st Light Energy |
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a*******c
发帖数: 48 | 25 很激动，竟然有人讨论俺的专业。俺也贡献一些消息把。
有没有包子阿？？
My PhD was basic on a-Si solar cells.Actually a-Si solar cell is already in
production now.Company already made money by selling a-Si solar pannels.
It has more advantage comparing pure c-Si.
GE and BP are not big players at all in solar cell industry.
United Solar is the best industry in a-Si solar cells.
First solar is also very good at CdSe/CdTe solar cells.
AMT only works on tandem cells.And they do not have good R&D group.
It is very promising to stay in s |
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H*****l
发帖数: 702 | 26
5.5%是nrel测定的效率？好像为了organic solar cell的效率，那票人和NREL的嘴仗都
打上IEEE spectrum了
就算是5.5%，cell尺寸多大？是不是用的point contact那种为了破纪录作的特别小的
cell area?
把它high volume化还要多久？
solar cell要high volume cheap的生产
还有，谁告诉你 silicon 才15%？连suntech都量产17%的solar cell
而且对于silicon solar cell而言，cpv化是大势所趋
PARC&Sol Focus现在在合作通过CPV把13-15%的cheap cell 达到30%的efficiency
CPV和epi thin film silicon solar cell的结合比普通crystalline base silicon
solar cell更容易
提示你一点，review solar cell的历史，你会发现long live silicon solar cell!不
仅在AM1.5G下，silicon比3-5 group先做到2 |
|
H*****l
发帖数: 702 | 27
5.5%是nrel测定的效率？好像为了organic solar cell的效率，那票人和NREL的嘴仗都
打上IEEE spectrum了
就算是5.5%，cell尺寸多大？是不是用的point contact那种为了破纪录作的特别小的
cell area?
把它high volume化还要多久？
solar cell要high volume cheap的生产
还有，谁告诉你 silicon 才15%？连suntech都量产17%的solar cell
而且对于silicon solar cell而言，cpv化是大势所趋
PARC&Sol Focus现在在合作通过CPV把13-15%的cheap cell 达到30%的efficiency
CPV和epi thin film silicon solar cell的结合比普通crystalline base silicon
solar cell更容易
提示你一点，review solar cell的历史，你会发现long live silicon solar cell!不
仅在AM1.5G下，silicon比3-5 group先做到2... 阅读全帖 |
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l****z
发帖数: 29846 | 29 The Chinese government dealt the public relations strategy of green
technology advocates in the Obama administration a blow last month when
Premier Wen Jiabao announced that the state-run economy would stop expanding
its wind and solar industries, choosing instead to focus on nuclear,
hydroelectric and shale — or fracking — as the energies of the future.
“It is getting tougher and tougher for the Obama administration to argue
that somehow we’re in this big race for green power worldwide when the... 阅读全帖 |
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H******7
发帖数: 34403 | 30 Home Solar Panel System from SunRun with Power Purchase Agreement $0 in
certain states
SunRun [sunrunhome.com]
Home Solar Power Purchase Agreement:
With a power purchase agreement (PPA), you agree to pay a set rate for the
electricity that your system produces. SunRun offers a residential solar
power purchase agreement to homeowners in Hawaii, Massachusetts, New Jersey,
Oregon, Pennsylvania, and most of California. This fixed rate is generally
lower than what you're paying your utility today and... 阅读全帖 |
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w*****m
发帖数: 20421 | 31 美国的SOLAR产业就是个SCAM，为什么这么说呢
劝你装SOLAR从来不会告诉你这些事，
1.一套SOLAR到底多少钱，能发多少电，寿命有多长
2.SOLAR发的电到底给谁用了,你用了多少，便宜的部分占总电量的比率是
3.SOLAR PANEL报废了，怎么回收，有多少有毒成分
4.SOLAR PANEL如果破损了，会不会放电电死人，火灾的时候会不会爆炸
消防队不救有SOLAR PANEL的房子 |
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t*********7
发帖数: 900 | 32 赛维LDK（LDK，11.94，-2.45%）太阳能高科技有限公司(LDK.NYSE)3月31日宣布，已
完成了对美国光伏厂商Solar Power Inc 70%股份的收购，交易价格为3300万美元。
Solar Power（SOPW.OB）是美国OTCBB的上市公司，当天的收购消息刺激其股价急
升高达0.55美元，收盘价是0.53美元，收盘市值是2745万美元。即使以急升后的股价计
算，70%股权的市值也就是1921.5万美元，为何赛维却以3300万美元收购？更奇怪的是
Solar Power之前股价长期徘徊在0.50美元之下，过去52周股价低点是0.15美元（总市
值776.89万美元，70%股权市值为543.82万美元），赛维与Solar Power谈判和成交之初
就是处于低位时期，赛维以低价的6.07倍收购Solar Power完全不是一种正常的商业行
为；赛维现时连支付应付帐款和应付费用的基本经营开支都拿不出来却拿出现金完成收
购交易，种种异常行为令业内人士疑惑重重。
经记者查证，在OTCBB和Pink Sheet挂牌的企业都是不符合美国主流交易所上市条... 阅读全帖 |
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f****r
发帖数: 5118 | 33 TEMPE, Ariz. (AP) -- First Solar Inc. said Friday that it is the latest
target of a below-market offer from TRC Capital Corp.
TRC has made a number of below-market bids for an array of companies,
including Sherwin-Williams, Ford Motor Co. and Royal Philips Electronics.
First Solar said that the "mini-tender" offer by TRC offers shareholders $30
per share, 5 percent below the company's closing price of $31.58 on the day
before the offer commenced. TRC is seeking to buy up to 2 million shares,
or ... 阅读全帖 |
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m***r
发帖数: 225 | 34 The major issue is the cost. They are other alternatives, particularly
polymer based solar cells. However, their efficiency is low (~6% in the
lab, ~3% in modules).
Si solar cell is just too costly. However, their life time (20-30 yrs)
is very good. So I think Si solar cell is still the top choice for
"solar" buildings. If polymer solar cells want to compete, you can try
to make "solar" window, which can be replaced every 2-3 years (given the
cost of polymer solar cell can be significantly |
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j********1
发帖数: 628 | 35 现在job market情形应该不错吧。尤其是thin film方面的。
thin film solar 里发展最快的CdTe,first solar 已经把效率做到14%了（两周前san
diego PVSC keynote speech by first solar),一般bulk silicon solar cell 不过15
% 左右，而且成本低得惊人，三年后的产品都已经卖光了，一直在招人。ava solar也
做CdTe，马上也要大规模生产了，据说成本比first solar 还要低。
a-Si和micromorph Si方面，AMAT在做设备，把它在半导体和LCD方面的经验移植过来，
据说它sunfab已经卖掉好几台了。我知道有好多人从半导体公司跳到solar公司（有不
少是被迫的，因为被layoff).
cigs和dssc也有公司宣布开始工业生产（比如nanosolar),但偶不看好这两个技术。
把实验室里的技术放大到工厂里的流水线上，有大量的process engineering的工作要
做，只在大学实验室里做研究不跟工业界接触，体会不到的（就象欧以前一样）。现在
这方 |
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b*****h
发帖数: 3386 | 36 http://www.thestreet.com/print/story/10688523.html
Trina Solar: Canary in the Solar Mines?
Eric Rosenbaum
02/24/10 - 02:01 PM EST
BERLIN (TheStreet) - Trina Solar(TSL Quote) was out on Wednesday morning
with earnings that, not surprisingly, beat Street estimates, but neither
Trina Solar shares nor the solar sector were rallying on the strong earnings
report, or on Trina's guidance that it would increase shipments by as much
as 100% in 2010.
On Wednesday afternoon, trading in solar stocks was sho |
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l****z
发帖数: 29846 | 37 拿了大把州政府补贴、曾经是奥巴马刺激方案宣传个案的Evergreen Solar公司申请破
产了。所谓“绿色产业”...
By Greg Turner And Jerry Kronenberg
Monday, August 15, 2011 - Updated 2 days ago
Evergreen Solar Inc., the Massachusetts clean-energy company that received
millions in state subsidies from the Patrick administration for an ill-fated
Bay State factory, has filed for bankruptcy, listing $485.6 million in debt.
Evergreen, which closed its taxpayer-supported Devens factory in March and
cut 800 jobs, has been trying to rework its debt for m... 阅读全帖 |
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l****z
发帖数: 29846 | 38 BY CASSANDRA SWEET AND RUSSELL GOLD
First Solar Inc., once the dominant U.S. solar-equipment maker, is slashing
its work force by nearly a third and shutting a factory as it contends with
a solar-panel glut that the company called "the new market reality."
Much of the solar-power industry around the globe is struggling as the
market for clean energy has been upended by uncertain government support and
fierce competition from low-priced, well-financed Chinese manufacturers
that have grown quickly... 阅读全帖 |
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a*****0
发帖数: 3319 | 39 节日前，有个high definition solar的salesman在我们住宅区走，向我推荐他们的
solar system. 我说我们stove, oven, dryer 都是用gas的， 他说electricity 部分
用solar, gas部分也能省钱，是个什么nasa 系统的东西。
他说他们原来是roofing company. 还硬和我约了下周末一个时间，和我们夫妇俩介绍
这个东西，说the consultation is free，现在约了装时就有折扣. 到时听了介绍后不
装也可以。
请问装solar好吗？真能省钱吗？有没有同学用过这家high definition solar based
in Concord? 我说我们可能过一阵子换屋顶，他说他们就是屋顶公司，正好帮我们评估。
多谢大家。 |
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M**2
发帖数: 1121 | 40 据我观察，装 solar 的 house 越来越多。这两年附近多了好几家。当年刚买了房子，
就有卖 solar 的亲自跑到我家敲门。
至于卖房子，我家附近就有个装 solar 的，房子卖了半年了还没卖出去，正在降价，
可能和 solar 有点关系。
听说装 solar 的屋顶容易坏，这是什么道理？还是无稽之谈。
第一次听说鸟过来做窝，在solar 版下吗？比较好奇。
至于本人，凡是要签20年合同的，打死也不签。20年多长，世界变化太大。买房子的贷
款是唯一例外。
另外睡觉的屋顶上顶着一大片发电板象电厂一样的发电，不是每个人都喜欢的。 |
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O*******d
发帖数: 20343 | 41 NV已经把游戏规则改了。 刚刚通过的。 其他solar大州都在密切注视这个新规定。
Solar City已经宣布退出Nevada州。
改之前：
net metering customer月费12美元，跟普通用户一样。 你卖给电网的电费11美分一度
，跟你用电的费用一样。 所以你卖给电网的电可以1比1完全抵消你从电网买的电。 如
果12个月时期后，你卖的电多于你用的电，电力公司不会给你付钱，只会给你积累信用
。 这种规则对solar发电户很有利。 发电户基本上可以把电网当作免费的储电设备。
改之后：
net metering customer月费逐步长到38美元。 你从电网买电是零售价10美分一度电。
你卖给电网的电是批发价2.6美分一度电。 你卖给电网的电需要4比1才能抵消你从电
网买的电。 每个月多出的26元月费，需要你送给电网1000度电才能抵消。 就是说，你
每个月要白送给电网1000度电。 如果没有送到1000度电，你还要支付差额。 很多
solar发电小户，一个月的发电量还没有1000度。 所以这个新规则，基本上把solar小
户的利益全部剥夺。
在新规定下，最好的选择就是不... 阅读全帖 |
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c***m
发帖数: 2630 | 42 why? care to explain?
Even buffet and bill gates said US need to invest in green tech. But don't
know which one is viable for the future. So US government should promote all
types of energy resource.
Solar is one of them and best resource, cheapest and safest. if we can
improve the transaction rate, this will rock.
I don't see the reason to dump solar yet. Curretnly, the european crisis,
low oil price push solar down. Nothing else. there is no technology prove
solar is a fake. US construction in |
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s*********y
发帖数: 1189 | 43 星期六我发一个帖子问大家对装 solar panel 的看法，发现很多朋友有兴趣。想跟大
家讲讲情况，觉得合适朋友可以考虑。偶绝对不是拖儿，就是比较想帮助一下那个到我
家宣传的小伙子，人非常好，第一份工作，说话轻言细语的。
solar panel 免费，所有的安装，维护都免费，solar panel 归他们所有。你只需要付
solar panel 发的电，12 cents per 千瓦时。NSTAR 发电公司现在是18还是20 cents
/KWH。所以其实是很划算的。唯一的不好(我觉得是不好之处)是要签20年的合同，我很
担心卖房的时候，如果买家很保守，非不要，那你就要把这个 solar panel 买下来，
其实也不贵，3-4千左右看你装了多少了。他们的说法是如果要卖房，买家不会拒绝便
宜的电的，所以买家都会要，transfer 很容易。他们也提到 solar panel 其实是买房
的亮点。
他们公司之所以这么做还能赚钱是因为麻州刚刚通过条款，给向他们这样的太阳能公司
给很高额的补助(30%还是多少)。基本在别的州做太阳能现在是赔钱的。在麻州做，还
有一个条件是要你家屋顶采光好。... 阅读全帖 |
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a*****0
发帖数: 3319 | 44 节日前，有个high definition solar的salesman在我们住宅区走，向我推荐他们的
solar system. 我说我们stove, oven, dryer 都是用gas的， 他说electricity 部分
用solar, gas部分也能省钱，是个什么nasa 系统的东西。
他说他们原来是roofing company. 还硬和我约了下周末一个时间，和我们夫妇俩介绍
这个东西，说the consultation is free，现在约了装时就有折扣. 到时听了介绍后不
装也可以。
请问装solar好吗？真能省钱吗？有没有同学用过这家high definition solar based
in Concord? 我说我们可能过一阵子换屋顶，他说他们就是屋顶公司，正好帮我们评估。
多谢大家。 |
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H*****l
发帖数: 702 | 45 包子？
我搓，才来MITBBS，不知道什么是包子。。。
i agree with you
it is very strange, not many solar cell companies have good R&D groups
my research realm is silicon heterojunction solar cell(not mid-bandgap part
in a tandem cell but a-si/c-si solar cell) and.... play with new device
structure and fast process
i knew United Solar/First Solar/Sunpower......
but there are very limited vacancies in their R&D groups.
And i noticed that many solar guys finally jumped back to traditional
semiconductor area after 1or 2 ye |
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L****a
发帖数: 572 | 46 Indeed, it's a very exicing area and industry.
Yes, united solar is the best company in the a-Si thin-film area,
because the founder of ECD, which acquired united solar a few years back,
is the pioneer of a-Si material. At this moment, United solar is the only
company who can make triple-junction a-Si thinfilm solar cell on stainless
steel substrate.
First solar is currently the only player in CdSe/CdTe, nobody else can
make CdTe thin-film solar in large scale. The process technology is First
so |
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b*****h
发帖数: 3386 | 47 http://www.thestreet.com/print/story/10745136.html
Yingli Green Energy to Outperform Solar Stocks: Poll
Eric Rosenbaum
05/04/10 - 11:05 AM EDT
NEW YORK (TheStreet -- First Solar(FSLR) provided the first earnings
surprise of the solar season -- but will it be the last surprise, or the
biggest one?
Maybe not, based on the way that shares of JA Solar(JASO) were trading on
Monday. JA Solar shares were up 12% on Monday, yet there was no obvious news
from the Chinese solar cell company.
While Monday w |
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y*****l
发帖数: 5997 | 48 Minyanville's T3 Morning Call: Solars, Rare Earths Perking Up
By T3Live.com Jan 19, 2011 8:45 am
With China cutting rare earth export quotas, companies have ramped up mining
preparation efforts in hopes of filling the void.
The Minyanville - T3Live Morning Call is brought to you by T3Live.com.
T3Live.com is an online financial media network and education platform that
provides active traders and investors with market analysis, real-time access
to strategies, and in-depth training from real trade... 阅读全帖 |
|
y*****l
发帖数: 5997 | 49 Minyanville's T3 Morning Call: Solars, Rare Earths Perking Up
By T3Live.com Jan 19, 2011 8:45 am
With China cutting rare earth export quotas, companies have ramped up mining
preparation efforts in hopes of filling the void.
The Minyanville - T3Live Morning Call is brought to you by T3Live.com.
T3Live.com is an online financial media network and education platform that
provides active traders and investors with market analysis, real-time access
to strategies, and in-depth training from real trade... 阅读全帖 |
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z****n
发帖数: 1933 | 50 猪八戒是怎么死的?
这同学们都已经知道了,猪八戒是笨死的!
那么,最近这些个美国的太阳能公司又是怎么死的呢?
我告诉你,他们都是冤死的!
按说,美国人要成立一新项目比之一拍脑袋就干的中国企业家多少还是会作些较有深度
的可行性研究的,太阳能项目不能算劳动密集型企业,从这一点上说,中国企业也就没有
多少人力的优势了,太阳能企业属于资本密集型产业.
美国佬无论如何也没有能够在事先可行性分析中料到他们会遭遇到一个自杀集中营.郁
闷死了….
先我要写一个铜的故事导读,这会让我少写很多字来解释这个Solar的那些事…….
最近.或者很早前就有发生,只是最近演变成很恶劣的一种”非理性”,在中国发生着.
你知道中国是铜的世界第一消费大国,但你无论如何也想不到,如果今天你从伦敦或新加
坡运一批铜去中国,想在中国的现货市场卖出,不仅赚不到利润反而每吨要赔1000-1500
元人民币!
这个怪异现象是房地产商弄出来的,对,房产商进口的.原因只是为了资金,大家知道中囯
在收银根,,首当其冲是房产商,于是他们被逼想出这么一招,由于房产商拥有巨额地产,
故而在授信上他们没有问题,问题只是银行没有现金可以给他,于是... 阅读全帖 |
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