a****1
发帖数: 654 | 1 LDK spent $2 billion in building polysilicon plant (15000 吨) . Now it is
pay back time.
The first two train ( 10000 吨) is in full capacity. At current spot price,
10000 吨 多晶硅
can generate $700 million cash.
时间：2010-9-27 9:33:22 作者：索比太阳能 来源：中投顾问
近期，国内市场上的多晶硅价格出现了迅速飙升的势头，自7月下旬开始，国内多晶硅
的市场价格开始上涨，从长期徘徊的60美元/公斤的市场低谷启动，一直上涨到目前的
95美元/公斤左右，两个月内多晶硅价格的累计涨幅度已达到了50%左右，与100美元关
口近在咫尺。
中投顾问高级研究员李胜茂指出，多晶硅板块是太阳能光伏产业链最上游的环节，近来
多晶硅价格的持续上涨，已经对整个太阳能光伏产业的发展带来了一定影响，所以市场
对于多晶硅价格的未来走势非常关注，特别是对多晶硅价格突破100美元/公斤的关口后
，其价格是否 |
a****1
发帖数: 654 | 2 stock price of LDK is in the same pace with "7月下旬开始多晶硅价格出现了迅速
飙升的势头"
,
【在 a****1 的大作中提到】
: LDK spent $2 billion in building polysilicon plant (15000 吨) . Now it is
: pay back time.
: The first two train ( 10000 吨) is in full capacity. At current spot price,
: 10000 吨 多晶硅
: can generate $700 million cash.
: 时间：2010-9-27 9:33:22 作者：索比太阳能 来源：中投顾问
: 近期，国内市场上的多晶硅价格出现了迅速飙升的势头，自7月下旬开始，国内多晶硅
: 的市场价格开始上涨，从长期徘徊的60美元/公斤的市场低谷启动，一直上涨到目前的
: 95美元/公斤左右，两个月内多晶硅价格的累计涨幅度已达到了50%左右，与100美元关
: 口近在咫尺。
|
v****e
发帖数: 19471 | 3 赛维的股价我看主要和政府变着法儿的注资正相关吧？就是一个窟窿，它要是倒了省委
那些人都得完蛋，所以。。。。
【在 a****1 的大作中提到】
: stock price of LDK is in the same pace with "7月下旬开始多晶硅价格出现了迅速
: 飙升的势头"
:
: ,
|
d***y
发帖数: 2567 | 4 所以你就踏空了。酸
【在 v****e 的大作中提到】
: 赛维的股价我看主要和政府变着法儿的注资正相关吧？就是一个窟窿，它要是倒了省委
: 那些人都得完蛋，所以。。。。
|
a****1
发帖数: 654 | 5 last year 就是一个窟窿. Demand is very low. LDK barely produce any
polysilicon
This year is totally different story. Solar Demand almost doubled. Every
solar company produce at full capacity and can't meet the demand.
In first two quarter, the first train poly plant of LDK already produce 2500
ton polysilicon (it means that the company have moved past the
technological barrier of being able to produce polysilicon) . With
polysilicon price go back to $100 kg, LDK only need two years to pay back
all of
【在 v****e 的大作中提到】
: 赛维的股价我看主要和政府变着法儿的注资正相关吧？就是一个窟窿，它要是倒了省委
: 那些人都得完蛋，所以。。。。
|
W*****e
发帖数: 7759 | 6 不能光报喜不报忧啊.还有一文说明年一季度因为德国削减补贴,大量新增产能,价格走
势将被逆转.
,
【在 a****1 的大作中提到】
: LDK spent $2 billion in building polysilicon plant (15000 吨) . Now it is
: pay back time.
: The first two train ( 10000 吨) is in full capacity. At current spot price,
: 10000 吨 多晶硅
: can generate $700 million cash.
: 时间：2010-9-27 9:33:22 作者：索比太阳能 来源：中投顾问
: 近期，国内市场上的多晶硅价格出现了迅速飙升的势头，自7月下旬开始，国内多晶硅
: 的市场价格开始上涨，从长期徘徊的60美元/公斤的市场低谷启动，一直上涨到目前的
: 95美元/公斤左右，两个月内多晶硅价格的累计涨幅度已达到了50%左右，与100美元关
: 口近在咫尺。
|
a****1
发帖数: 654 | 7 It's very hard to predict solar market in one year. Last year nobody
forecasted what happened in solar market this year.
Besides, 德国削减补贴 every year in the beginning. This year Germany already
cut feed in tariff 20%. Next year, Germany is going to cut another 10%
feed in tariff.
Feed in tarff in Germany has reduced from ~0.5eur in 2005 to 0.24-0.30eur
this year. But the solar market in Germany expand more than 50 times from
2005. The truth is that cost of solar product decline much faster. Lo
【在 W*****e 的大作中提到】
: 不能光报喜不报忧啊.还有一文说明年一季度因为德国削减补贴,大量新增产能,价格走
: 势将被逆转.
:
: ,
|
W*****e
发帖数: 7759 | 8 你还没有算上RMB升值和国内因为通货膨胀导致劳动力及生产成本增加
already
【在 a****1 的大作中提到】
: It's very hard to predict solar market in one year. Last year nobody
: forecasted what happened in solar market this year.
: Besides, 德国削减补贴 every year in the beginning. This year Germany already
: cut feed in tariff 20%. Next year, Germany is going to cut another 10%
: feed in tariff.
: Feed in tarff in Germany has reduced from ~0.5eur in 2005 to 0.24-0.30eur
: this year. But the solar market in Germany expand more than 50 times from
: 2005. The truth is that cost of solar product decline much faster. Lo
|
W*****e
发帖数: 7759 | 9 另外有报道说多晶硅涨价是因为市场上90%的货是长单锁订的,只有10%是现货,温州游资
介入现货市场囤积居奇从而导致价格暴涨.
already
【在 a****1 的大作中提到】
: It's very hard to predict solar market in one year. Last year nobody
: forecasted what happened in solar market this year.
: Besides, 德国削减补贴 every year in the beginning. This year Germany already
: cut feed in tariff 20%. Next year, Germany is going to cut another 10%
: feed in tariff.
: Feed in tarff in Germany has reduced from ~0.5eur in 2005 to 0.24-0.30eur
: this year. But the solar market in Germany expand more than 50 times from
: 2005. The truth is that cost of solar product decline much faster. Lo
|
