d*******r
发帖数: 3875 | 1 yingli, suntech, LDK, Trina, JA, CSI, etc, all Chinese firms |
|
s****d
发帖数: 1830 | 2
数据？ 今年还没过完 你就知道了 目前第二应该是suntech 而且差距还在扩大 |
|
z*******r
发帖数: 113 | 3
的确是薄利多销，
但是一个行业只有那么几个Wal-mart
现在有这么多企业
Yinli Suntech JA Trina
个个都是都有规模 有产值 有技术
成本年年在降
不是LDK想追就能最的上的
退一步讲，
LDK就是搞成了，
28%回报真是天方夜谭
扩散硅现在被中国搞的基本就没有利润了 |
|
r*m
发帖数: 16380 | 4 厉害的！真能捂啊。
你不会只有这么一个仓位吧？我也有捂亏掉90%的东西，仓位小就没关系。 |
|
S********t
发帖数: 1600 | 5 好股票可以捂捂。。。这种飞镖股必须设stop呀。。。 |
|
S********t
发帖数: 1600 | 6 就算你捂个2年它涨回去赚一点，但是期间带给你的心理折磨是无穷无尽的。。。何必
呢 |
|
j**********7
发帖数: 753 | 7
原本我GCI (Gannett Co Inc) 亏掉 90% ,現在-62.02%
$45.0292 --> $17.1000
我STP仓位小只有2股.. |
|
|
|
d***y
发帖数: 2567 | 10 Japan may have two weeks of inventory for panels and wafers. M. Setek, a
solar wafer supplier, has completely shut down its facilities due to the
damage caused by the earthquake. It supplies wafers to Sunpower (SPWRA).
Companies benefiting the most are the polysilicon producers such as LDK
solar (LDK) and ReneSola (SOL). Both will fill the gaps left by Japanese
companies. Sunpower, Sharp and Kyocera will likely have to place orders from
LDK and SOL to solve the supply problem, and they may have ... 阅读全帖 |
|
w******s
发帖数: 16209 | 11 Jefferies & Company reiterated Buy rating on AsiaInfo-Linkage, Inc. (NASDAQ:
ASIA), and maintained $27 price target.
Susquehanna Financial Group reiterated Positive rating on Baidu.com, Inc. (
NASDAQ:BIDU), and maintained $175
price target. Ticonderoga Securities downgraded Cogo Group, Inc. (NASDAQ:
COGO) from Buy to Neutral.
Susquehanna Financial Group reiterated Positive rating on Ctrip.com
International, Ltd. (NASDAQ:CTRP), and
maintained $52 price target. Susquehanna Financial Group maintain... 阅读全帖 |
|
l******g
发帖数: 743 | 12 Suntech的成功应该给北美WSN一些激励
施正荣蛰伏很久，积累了足够的经验，最后创立大业
北美打工的WSN一定要记得，野百合也会有春天 |
|
d******8
发帖数: 1972 | 13 Germany may reduce solar feed-in-tariffs, which require utilities to pay
generators set rates over fixed periods of time, by more than the 15 percent
cut that has been discussed, Daniel Ries, an equity analyst at Collins
Stewart LLC wrote in a research note, citing comments Chancellor Angela
Merkel made suggesting reductions in solar subsidies.
Suntech Power Holdings (STP US), the world’s largest maker of solar panels,
fell 8.2 percent, the most in four days, to $2.34.
Trina Solar Ltd. (TSL) , C... 阅读全帖 |
|
b*******u
发帖数: 481 | 14 Foxconn’s Plans
Foxconn will begin trial production in May, the government of Funing county,
where the plant is, said in a website statement on Dec. 22. The company’s
Hon Hai Precision Industry Co. (2317) unit will invest $30 million as
registered capital to set up Fuyu Energy Technology (Funing) Co. in the
county, according to a Dec. 20 filing to the Taiwan exchange. The unit will
make solar cells. No details about the plant’s capacity were given.
Two calls to the office of Edmund Ding, spokesm... 阅读全帖 |
|
k*******a
发帖数: 1574 | 15 信息不对称就没法玩了
02:28 PM EST, 01/19/2012 (MidnightTrader) -- Solar stocks are lower after
German Environment Minister Norbert Roettgen suggested on Wednesday that
solar installations have been expanding at an unsustainably rapid pace, and
that the market needed to be "restricted," Motley Fool reports. In a speech
today, Roettgen followed up those remarks by saying that Germany is looking
to accelerate cuts and phase them out for some facilities by 2017, the
report said. Roettgen reportedly said that ... 阅读全帖 |
|
k*******a
发帖数: 1574 | 16 02:28 PM EST, 01/19/2012 (MidnightTrader) -- Solar stocks are lower after
German Environment Minister Norbert Roettgen suggested on Wednesday that
solar installations have been expanding at an unsustainably rapid pace, and
that the market needed to be "restricted," Motley Fool reports. In a speech
today, Roettgen followed up those remarks by saying that Germany is looking
to accelerate cuts and phase them out for some facilities by 2017, the
report said. Roettgen reportedly said that the cuts wo... 阅读全帖 |
|
P*B
发帖数: 2876 | 17 Suntech Announces Preliminary Financial Results for the Fourth Quarter and
Full Year 2011
Exceeds Shipment Guidance
Improves Accounts Receivable and Inventory by more than $450 Million
Completes Third Quarter 2011 Impairment Assessment of Goodwill, Intangibles,
and Certain Investments |
|
s**********o
发帖数: 14359 | 18 好像是这个
Goldman Sachs Reaffirms Sell Rating on Suntech Power (STP) |
|
i****e
发帖数: 684 | 19 STP SUNTECH PWR HLDGS CO LTD ADR $1.050 -87.72% $8.55 |
|
e****i
发帖数: 2152 | 20
Suntech has about $541 million in debt due in March that it may struggle to
repay, Aaron Chew, an analyst at Maxim Group LLC in New York, said today in
a telephone interview. He lowered his price target for the world’s largest
solar-panel producer to zero. |
|
|
l**********o
发帖数: 1573 | 22 On a day when Suntech's creditors have filed for bankruptcy proceedings to
commence, U.S. solar plays First Solar (FSLR +6%), SunPower (SPWR +5.1%),
and MEMC (WFR +4.3%) are up strongly. The fact the Chinese government now
appears willing to let local manufacturers go under (previous) could be
fueling hopes of a more stable/rational pricing environment. On the flip
side, the government's plans to cut solar subsidies could hurt local demand. |
|
p****k
发帖数: 722 | 23 Good luck eveyone!
Solar Irrational Exuberance
FYI.......
In comments Tuesday, following yesterday's 70% surge in JA Solar and minimum
12% move higher in other Chinese solar stocks, Raymond James analyst Pavel
Molchanov said checks show there is simply no boom times.
Molchanov met yesterday with management from a privately held "tier 2"
Chinese PV module manufacturer and the message they heard "was in stark
contrast to the altogether excessive bullishness being exhibited by the
stocks."
Based on... 阅读全帖 |
|
|
|
v*****e
发帖数: 20 | 26 不懂TA，quant，只是个人看法，欢迎讨论斧正。
* $STPFQ
上周感觉是死猫跳。Suntech，债务那么多，失去地方财政支持。已经破产这么久，最
终的命运是停止交易，就像电池公司A123一样。
short 机会。
*FNMA/FMCC
钱还清了，hedge funds 大量买入，大部分人都认为这次行情应该比上次大，而且
donwside risk 不高。Reward 高于风险成本。
Long 的机会
*YGE
即便无法成为CSIQ，也可做foxconn，况且还有可能完成业务转型。过去几个礼拜跌了很
多，在$5.7-6 有很强的支撑，下行风险不太大。
Long 的机会
多谢 @BullishSolar 大牛: YGE debt is a little too high compared to cash in
my standard
*SCTY
碰巧在太阳能板块的一家金融公司，风险机遇都有，长期看好其发展。
Long 的机会
*QIHU
25%市场份额，收入和市场份额不匹配，收入盈利发展潜力还很大。
现在88，earnings 逼近， 上90不难吧
*AAMRQ/LCC/JBLU
... 阅读全帖 |
|
h****n
发帖数: 336 | 27 Happened to be righ across my office (first job when came to Singapore):
right across the SunTech...quite visible if you pass that area.
不过用“抗战”，不如说是战争纪念碑：英国人放下武器，日本人直接从马来亚直冲下
来，基本没有遭遇任何抵抗。 |
|
G*****1
发帖数: 137 | 28 suntech
is
because
Phoenix |
|
G****a
发帖数: 10208 | 29 Top Oversold U.S.-Listed Chinese Stocks (Jan 31, 2012)
Below are the latest oversold U.S.-listed Chinese stocks.
Renren Inc (NYSE:RENN) is the most oversold U.S.-listed Chinese stock on Jan
. 31. It was down 12.0% on the day. RENN's upside potential is 26.5% based
on brokerage analysts' average target price of $7.02. It is trading at 23.1%
of its 52-week high of $24.00, and 72.9% above its 52-week low of $3.21. E
Commerce China Dangdang Inc (ADR) (NYSE:DANG) is the second most oversold U.
S.-lis... 阅读全帖 |
|
i****o
发帖数: 465 | 30 贴了当然能减少热辐射。越黑隔热越好。
但要注意：
1)加州法律规定，
- 挡风玻璃不允许tint；
- 前排左右窗的tint透射率不可低于70%。(切，跟没贴一个样)
2)后窗一般都贴“低透射率”的膜，但到了晚上，视线会明显减弱；
3)能贴膜的地方，都会除膜。只是要charge一点钱；
我是在Fremont的“Auto Mall Tint Specialist”贴的，用的是Suntech膜。5个窗，花
了三小时，$250刀。从前窗到后窗，透射率分别是35%,30%,20%。两年半了，一点质量
问题都没有。希望警察薯薯别来找我麻烦。
http://www.automalltintspecialist.com/index.html
你若想贴更高档的，可以用陶瓷膜。价钱最贵，但隔热性好。同样的透射率，它的隔热
效果要高20%以上。
贴膜，最难的是窗玻璃上的dot matrix。如果你的要求很高，就得多看别人的review,
看看哪家水平更高些。 |
|
j***h
发帖数: 4412 | 31 【 以下文字转载自 CivilEngineering 讨论区 】
发信人: jeffh (Jeffh), 信区: CivilEngineering
标 题: Solyndra: Largest VC loss ever?
发信站: BBS 未名空间站 (Fri Sep 2 16:35:41 2011, 美东)
Solyndra: Largest VC loss ever?
Boston Business Journal by Kyle Alspach
Date: Friday, September 2, 2011, 10:58am EDT
Worst VC investment loss evar? Solyndra's $1.1 billion implosion might be it
. Boston's Rockport Capital Partners was an investor.
Bankruptcy-bound California solar panel maker Solyndra Inc. , whose major
investors include... 阅读全帖 |
|
|
|
|
|
N***M
发帖数: 4295 | 36 好像当初买了200股
高峰时卖掉了一半
现在还有一半
这么算下来不赔不赚
就是白忙活了一场 |
|
|
|
|
|
p**********d
发帖数: 7918 | 41 昨天有一支德國隊（霍村？）胸前有Suntech（尚德）的廣告。 |
|
|
I**********n
发帖数: 348 | 43 【 以下文字转载自 Returnee 讨论区 】
发信人: comecome (翰林学士), 信区: Returnee
标 题: 全世界牛人都回国了 附：2010中国大陆“千人计划”名单全文
发信站: BBS 未名空间站 (Wed Jan 12 22:59:56 2011, 美东)
北京生命科学研究所
王晓东：德克萨斯大学西南医学中心生物医学科学杰出首席教授 美国科学院院士
中科院
吴仲义： 芝加哥大学生态与进化学系主任
林鑫华：美国辛辛那提儿童医院教授
许瑞明：美国冷泉港实验室教授，美国纽约大学医学院教授
吴瑛：美国西北大学神经科学系讲习教授
刘景月:美国密苏里大学教授 纳米科学中心主任
刘兴胜 ：半导体 美国康宁公司研究开发中心任高级研究科学家
丁洪：美国波士顿学院物理系教授
谢心澄：美国Oklahome State University 讲座教授美国物理学会Fellow
杨贞标：生命科学 加州大学河滨分校教授
苏党生：化学工程 德国马普Fritz-Harber研究所高级研究员
时玉舫：免疫学 新泽西州立医科大学特聘教授
崔铮：英国卢瑟福国家实验室微结构中心首席科学家，微系统技术... 阅读全帖 |
|
O*****c
发帖数: 679 | 44 老美这里搞biofuel，就是用垃圾来冒充燃料；老中那头，在上海崇明岛要建设一个东
滩的生态城。
据说，马路上只跑3种车：
两脚车，就是老农加扁担；
自行车，就是凤凰牌农用重载自行车；
还有就是biofuel/fuel cell的车。
据说种田不用农药，也不用化肥。上网，照明用的电，靠风力发电。出产的农产品，属
于纯organic。就是跟古代的农作物一样。专门卖上海，北京的有钱，有权人吃的。
02/08/2008的science有介绍，urban系列专辑。借这股势力，据说有个suntech，就是
在国内做太阳能的，都上市发财了。
zyh，你要是能捣鼓的发达了，拉我们一把吧。 |
|
j***h
发帖数: 4412 | 45 美国经济恢复原貌还需要至少十年，真正的原因之一在此：
中国吞噬太阳能 湾区公司欲哭无泪 世界日报 2010-10-15 13:44:24
不久之前，像Solyndra、Nanosolar和MiaSole等的硅谷初创公司都相信，透过研发新太
阳能科技，就可以降低太阳板的价格，因而大举进占太阳能市场。这些公司因此借助硅谷晶片
业和电脑硬体业的科技基础，又吸引到硅谷的巨额创投资金，以研发先进的薄膜（thin film）
太阳能科技。
但是当Solyndra研发成功，并且在上个月开始投入新太阳能电板生产时才发现，太
阳能市场在它进行研发期间发生了巨变，中国的太阳能公司在中国政府大举补助下，加上低
工资的优势，全力发展传统太阳能板的生产，成功降低了太阳能板四成的价格，硅谷的初创
公司变得难以竞争，甚至被逼调整策略，才能维持生存。
MiaSole的执行长约瑟‧赖亚说：「这两年，市场的变化，令人欲哭无泪。」
欧巴马总统今年5月时曾到东湾佛利蒙的Solyndra访问，他当时说过，像Solyndra
这样成功研发新太阳能科技的公司，是美国经济真正成长的动力来源。... 阅读全帖 |
|
j***h
发帖数: 4412 | 46 Solyndra: Largest VC loss ever?
Boston Business Journal by Kyle Alspach
Date: Friday, September 2, 2011, 10:58am EDT
Worst VC investment loss evar? Solyndra's $1.1 billion implosion might be it
. Boston's Rockport Capital Partners was an investor.
Bankruptcy-bound California solar panel maker Solyndra Inc. , whose major
investors include RockPort Capital Partners of Boston, will likely be the
largest venture capital investment loss ever, according to several media
outlets.
Solyndra said Wedne... 阅读全帖 |
|
j***h
发帖数: 4412 | 47 美国经济恢复原貌还需要至少十年，真正的原因之一在此：
中国吞噬太阳能 湾区公司欲哭无泪 世界日报 2010-10-15 13:44:24
不久之前，像Solyndra、Nanosolar和MiaSole等的硅谷初创公司都相信，透过研发新太
阳能科技，就可以降低太阳板的价格，因而大举进占太阳能市场。这些公司因此借助硅谷晶片
业和电脑硬体业的科技基础，又吸引到硅谷的巨额创投资金，以研发先进的薄膜（thin film）
太阳能科技。
但是当Solyndra研发成功，并且在上个月开始投入新太阳能电板生产时才发现，太
阳能市场在它进行研发期间发生了巨变，中国的太阳能公司在中国政府大举补助下，加上低
工资的优势，全力发展传统太阳能板的生产，成功降低了太阳能板四成的价格，硅谷的初创
公司变得难以竞争，甚至被逼调整策略，才能维持生存。
MiaSole的执行长约瑟‧赖亚说：「这两年，市场的变化，令人欲哭无泪。」
欧巴马总统今年5月时曾到东湾佛利蒙的Solyndra访问，他当时说过，像Solyndra
这样成功研发新太阳能科技的公司，是美国经济真正成长的动力来源。... 阅读全帖 |
|
j***h
发帖数: 4412 | 48 Solyndra: Largest VC loss ever?
Boston Business Journal by Kyle Alspach
Date: Friday, September 2, 2011, 10:58am EDT
Worst VC investment loss evar? Solyndra's $1.1 billion implosion might be it
. Boston's Rockport Capital Partners was an investor.
Bankruptcy-bound California solar panel maker Solyndra Inc. , whose major
investors include RockPort Capital Partners of Boston, will likely be the
largest venture capital investment loss ever, according to several media
outlets.
Solyndra said Wedne... 阅读全帖 |
|
H*****l
发帖数: 702 | 49
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 | 50 go on with Orgainic electronics
没人能拦你，也拦不住你
silicon很贵？
赫赫。。。。
等几个厂起来以后，silicon wafer会便宜的连thin film solar cell都扛不住
现在poly wafer也不贵啊
suntech 17% 的solar也是base solar grade的CZ，不是FZ也不是VLSI grade
to |
|
