n******n
发帖数: 12088 | 1 【 以下文字转载自 Stock 讨论区 】
发信人: gjq (who am i?), 信区: Stock
标 题: Re: wild turkey FA on PRGN, again
发信站: BBS 未名空间站 (Tue Feb 23 02:00:06 2010, 美东)
FSLR的成长有瓶颈,现在可能已经到了.
CdTe中的Te,基本上全球产量都被太阳能产业用完了. | n******n
发帖数: 12088 | 2 发信人: gjq (who am i?), 信区: Stock
标 题: Re: FSLR hit big after ER (转载)
发信站: BBS 未名空间站 (Tue Feb 23 12:57:53 2010, 美东)
目前全球碲的年产量是2-300吨，因为是伴生矿，提高产量的难度很大。FSLR 每1GW要
用掉大约100吨，目前FSLR的产能1.5GW左右。
【在 n******n 的大作中提到】
: 【 以下文字转载自 Stock 讨论区 】
: 发信人: gjq (who am i?), 信区: Stock
: 标 题: Re: wild turkey FA on PRGN, again
: 发信站: BBS 未名空间站 (Tue Feb 23 02:00:06 2010, 美东)
: FSLR的成长有瓶颈,现在可能已经到了.
: CdTe中的Te,基本上全球产量都被太阳能产业用完了.
| s**********n
发帖数: 868 | 3 I heard about this in probably 2008, saying that 3GW/year is about the limit
FSLR can grow by using more than half of the world's Te production. But I
believe FSLR can reduce material consumption over time, so the limit should
be higher. I don't have any reliable number, but this is certainly a
constraint for FSLR to grow its capacity to infinity even at grid-parity.
【在 n******n 的大作中提到】
: 【 以下文字转载自 Stock 讨论区 】
: 发信人: gjq (who am i?), 信区: Stock
: 标 题: Re: wild turkey FA on PRGN, again
: 发信站: BBS 未名空间站 (Tue Feb 23 02:00:06 2010, 美东)
: FSLR的成长有瓶颈,现在可能已经到了.
: CdTe中的Te,基本上全球产量都被太阳能产业用完了.
| L****a
发帖数: 572 | 4 3GW ? some people said much smaller number. But the problem is FSLR
never disclose the exact number. Somebody in SeekingAlpha was crying
to short FSLR back to 2008 due to speculated material shortage.
limit
should
【在 s**********n 的大作中提到】
: I heard about this in probably 2008, saying that 3GW/year is about the limit
: FSLR can grow by using more than half of the world's Te production. But I
: believe FSLR can reduce material consumption over time, so the limit should
: be higher. I don't have any reliable number, but this is certainly a
: constraint for FSLR to grow its capacity to infinity even at grid-parity.
| n******n
发帖数: 12088 | 5 终于知道原因了。前CEO三天卖了1.3M，占流通股的1.5%。难怪。
【在 L****a 的大作中提到】
: 3GW ? some people said much smaller number. But the problem is FSLR
: never disclose the exact number. Somebody in SeekingAlpha was crying
: to short FSLR back to 2008 due to speculated material shortage.
:
: limit
: should
|
|
