m*****i 发帖数: 4342 | |
b******r 发帖数: 16603 | |
w*********i 发帖数: 3092 | 3 呵呵,这个要套牢不少。
盘后直接-15%了
pump害死人啊 |
b******u 发帖数: 1559 | 4 跟的人没几个吧!大家都知道他在pump
【在 w*********i 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 呵呵,这个要套牢不少。 : 盘后直接-15%了 : pump害死人啊
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w*********7 发帖数: 2883 | 5 娘哦。。。会不会祸害到整个solar板块, 真雪上加霜了。都要变成penny stock了 |
m*****i 发帖数: 4342 | 6 实际上JKS的Earning非常Impressive。 大家对LDK有High Hope. The stock(LDK) was
strong last couple of days.
【在 b******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 昏倒,小黑孩这把玩过头了。。
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s********z 发帖数: 5411 | 7 right
【在 m*****i 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Poor Managment
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l**********o 发帖数: 9952 | 8 你有ldk吗?
【在 s********z 的大作中提到】![](/moin_static193/solenoid/img/up.png) : right
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s*******e 发帖数: 432 | 9 Does people ever think where the demand will come from for the near future ? |
s**********n 发帖数: 868 | 10 Yes, JKS's shipment growth was impressive, and its cost reduction was even
more impressive. If the solar module prices can stablize at the current
level, its aggressive capacity expansion may pay off nicely.
However, its account receivable and debt level are exploding as well.
Therefore, there are high risks if the module market further collapses.
LDK is overpriced compared with other Chinese solars, which does reflect
some high hope. LDK has the lowest institutional ownership among all the
Chinese solar stocks. I guess the high hope is from many retail investors
who have no clue whatsoever on the solar market.
was
【在 m*****i 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 实际上JKS的Earning非常Impressive。 大家对LDK有High Hope. The stock(LDK) was : strong last couple of days.
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rh 发帖数: 3901 | |
m*****i 发帖数: 4342 | 12 Mark!
Longer term, I still think Solar is the best hope for clean/Cheap Energy.
Try to figure out who will be the winner! Right now, I only have very small
position and will add over time when the sector is in shake up.
【在 s**********n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Yes, JKS's shipment growth was impressive, and its cost reduction was even : more impressive. If the solar module prices can stablize at the current : level, its aggressive capacity expansion may pay off nicely. : However, its account receivable and debt level are exploding as well. : Therefore, there are high risks if the module market further collapses. : LDK is overpriced compared with other Chinese solars, which does reflect : some high hope. LDK has the lowest institutional ownership among all the : Chinese solar stocks. I guess the high hope is from many retail investors : who have no clue whatsoever on the solar market. :
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s**********n 发帖数: 868 | 13 Solar will have a bright future, but sadly this industry does not reward
early investors.
Just three years ago it takes around $1.5/W to build a poly-wafer production
facility, but nowadays every newcomer like JKS can build for less than $0.5
/W, and very few of the early movers were able to make enough money during
the three years to cover the $1.0/W CAPEX they've overpaid.
The key to be the winner is to catch market boom oppurtunities without
making too much CAPEX commitment, so that you have the capital to enjoy
cheaper equipments or adapt to new technologies later on. TSL has done a
beautiful job on that during 08-10, which makes them so far the most
successful company of the
early movers. But it's very difficult to do it on a consistent basis.
small
【在 m*****i 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Mark! : Longer term, I still think Solar is the best hope for clean/Cheap Energy. : Try to figure out who will be the winner! Right now, I only have very small : position and will add over time when the sector is in shake up.
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s********z 发帖数: 5411 | 14 没有
【在 l**********o 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 你有ldk吗?
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n******n 发帖数: 1030 | 15 I can't borrow any ldk from brokers to short today and several days ago.I
regret not to tell everybody.
【在 s********z 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 没有
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O**l 发帖数: 12923 | 16
reward
production
than $0
.5
during
enjoy
a
别扯淡 solar就是o8用来忽悠第三世界傻逼国家的 也不看看现在能源什么趋势 民间大把投资都
在哪
shale gas shale gas shale gas
太阳能风能都是忽悠傻逼的
【在 s**********n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Solar will have a bright future, but sadly this industry does not reward : early investors. : Just three years ago it takes around $1.5/W to build a poly-wafer production : facility, but nowadays every newcomer like JKS can build for less than $0.5 : /W, and very few of the early movers were able to make enough money during : the three years to cover the $1.0/W CAPEX they've overpaid. : The key to be the winner is to catch market boom oppurtunities without : making too much CAPEX commitment, so that you have the capital to enjoy : cheaper equipments or adapt to new technologies later on. TSL has done a : beautiful job on that during 08-10, which makes them so far the most
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m*****i 发帖数: 4342 | 17 现在,投资太阳能最大的国家是德国。
目前,德国太阳能发电已经占了发电量的25%以上。
大把投资都
【在 O**l 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : reward : production : than $0 : .5 : during : enjoy : a : 别扯淡 solar就是o8用来忽悠第三世界傻逼国家的 也不看看现在能源什么趋势 民间大把投资都 : 在哪
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O**l 发帖数: 12923 | 18
被忽悠了以为有前途 政府自己投钱补贴自己犯傻呗 这两年发现不对劲了 看看民间投
资能源都在哪
【在 m*****i 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 现在,投资太阳能最大的国家是德国。 : 目前,德国太阳能发电已经占了发电量的25%以上。 : : 大把投资都
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w*********i 发帖数: 3092 | |
n*********0 发帖数: 384 | 20 没有short啊,可惜死了。
【在 b******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 昏倒,小黑孩这把玩过头了。。
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m*****i 发帖数: 4342 | 21 YGE came out with very good earning this morning, so you have to blame LDK's
management for the poor performance.
【在 m*****i 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Poor Managment
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s**********n 发帖数: 868 | 22 你说shale gas有前途不假,你说太阳能没前途有什么依据?
太阳能五年以内在全世界大多数地方达到高峰期零售电价的grid parity还有疑问么?
电网技术会对太阳能占用电总量的比例有所限制,但是5%-10%的penetration总没有问
题吧?德国的电网现在可没有瘫痪。
【在 O**l 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : 被忽悠了以为有前途 政府自己投钱补贴自己犯傻呗 这两年发现不对劲了 看看民间投 : 资能源都在哪
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O**l 发帖数: 12923 | 23
shale gas现在已经不是前途问题了 已经开始井喷了
太阳能这玩意几十年后有没有谱都不一定
去年到今年 shale gas民间投资超过500亿刀 太阳能有几个民间投资
不全靠政府补贴
【在 s**********n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 你说shale gas有前途不假,你说太阳能没前途有什么依据? : 太阳能五年以内在全世界大多数地方达到高峰期零售电价的grid parity还有疑问么? : 电网技术会对太阳能占用电总量的比例有所限制,但是5%-10%的penetration总没有问 : 题吧?德国的电网现在可没有瘫痪。
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s**********n 发帖数: 868 | 24 新建天然气发电厂的成本也不低,你不能仅考虑gas本身的成本。而且你要满足高峰用
电的话需要大量的idle capacity,太阳能是一个很有力的补充。
很多人看太阳能还是捧着五年前的老皇历,现在形势变化快的很哪。越来越多的政府愿
意扶持你不会认为大家都是傻瓜吧。德国的Feed in tariff过几年就会取消了,因为离
retail 电价已经不远了,目的达到了。
【在 O**l 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : shale gas现在已经不是前途问题了 已经开始井喷了 : 太阳能这玩意几十年后有没有谱都不一定 : 去年到今年 shale gas民间投资超过500亿刀 太阳能有几个民间投资 : 不全靠政府补贴
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s***i 发帖数: 1363 | |
O**l 发帖数: 12923 | 26
shale gas又不仅用来发电
现在全球的化工中心都因为shale gas开始向美国重新转移
【在 s**********n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 新建天然气发电厂的成本也不低,你不能仅考虑gas本身的成本。而且你要满足高峰用 : 电的话需要大量的idle capacity,太阳能是一个很有力的补充。 : 很多人看太阳能还是捧着五年前的老皇历,现在形势变化快的很哪。越来越多的政府愿 : 意扶持你不会认为大家都是傻瓜吧。德国的Feed in tariff过几年就会取消了,因为离 : retail 电价已经不远了,目的达到了。
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s**********n 发帖数: 868 | 27 我们讨论的不就是太阳能发电vs shale gas发电么?
Shale gas的其他用途和太阳能不形成竞争,跟太阳能有没有前途根本扯不上关系。
【在 O**l 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : shale gas又不仅用来发电 : 现在全球的化工中心都因为shale gas开始向美国重新转移
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O**l 发帖数: 12923 | 28
shale gas除了能源对化工炼钢等都有大量好处 本身能源方面就比太阳能便宜很多
你太阳能有前途不
靠一个政府大把补贴 一个民间疯狂投资
哪个有前途 哪个没前途一目了然
【在 s**********n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我们讨论的不就是太阳能发电vs shale gas发电么? : Shale gas的其他用途和太阳能不形成竞争,跟太阳能有没有前途根本扯不上关系。
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z*********z 发帖数: 163 | 29 人家都从低点长了10%了,premarket $6都有人买。 |
s*****e 发帖数: 353 | 30 赞成,补充一点:
太阳能做peaking unit目前还只是个设想,主要还是成本问题。比如NJ的PSEG近期与政
府合作架设的太阳能版,发电成本比燃油燃气的peaking unit高70至90倍。
而且,用电的peaking time和太阳能的全功率发电时间有差异,发电又不能存储,这些
都阻碍了太阳能的进一步普及
【在 s**********n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 新建天然气发电厂的成本也不低,你不能仅考虑gas本身的成本。而且你要满足高峰用 : 电的话需要大量的idle capacity,太阳能是一个很有力的补充。 : 很多人看太阳能还是捧着五年前的老皇历,现在形势变化快的很哪。越来越多的政府愿 : 意扶持你不会认为大家都是傻瓜吧。德国的Feed in tariff过几年就会取消了,因为离 : retail 电价已经不远了,目的达到了。
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s**********n 发帖数: 868 | 31
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
有点好奇,你有link么?
主要是想知道这个燃油燃气peaking unit的成本是多少和怎么来的。
美国的太阳能PPA contract目前已经普遍在$0.15/kWh以下了,怎么着好像也不至于70
至90倍吧。
【在 s*****e 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 赞成,补充一点: : 太阳能做peaking unit目前还只是个设想,主要还是成本问题。比如NJ的PSEG近期与政 : 府合作架设的太阳能版,发电成本比燃油燃气的peaking unit高70至90倍。 : 而且,用电的peaking time和太阳能的全功率发电时间有差异,发电又不能存储,这些 : 都阻碍了太阳能的进一步普及
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