N***i 发帖数: 2063 | 1 两个比较矛盾的信息,一前一后,周五的和周日的
http://www.streetinsider.com/Analyst+Comments/Broadpoint.AmTech+Reiterates+a+Sell+Rating+on+Suntech+Power+%28STP%29/5703151.html
Broadpoint.AmTech Reiterates a 'Sell' Rating on Suntech Power (STP)
June 4, 2010 1:06 PM EDT
Broadpoint.AmTech reiterates a 'Sell' rating on Suntech Power (NYSE: STP),
price target lowerred from $9 to $7.
Broadpoint analyst says, "We believe it will be extremely difficult for STP
to grow earnings in 2011 given its restrained balance sheet. In addition,
STP remains towards the high-end of China-based module manufacturers on cost
, which may limit success as ASPs continue to decline...We believe it will
be extremely difficult for STP to grow earnings in 2011 given its restrained
balance sheet. In addition, STP remains towards the high-end of China-based
module manufacturers on cost, which may limit success as ASPs continue to
decline."
Suntech Power Holdings Co., Ltd. (Suntech) is a solar energy company that
designs, develops, manufactures and markets a variety of photovoltaic (PV)
cells and modules.
http://www.reuters.com/article/idUSTOE65500J20100606?type=marketsNews
Suntech to add 1GW Shanghai capacity as demand jumps
June 6 (Reuters) - Suntech Power Holdings Co Ltd (STP.N), China's largest
solar panel marker, plans to invest 2.68 billion yuan ($393 million) to
build 1 gigawatt in additional production capacity in Shanghai over the next
three years as it rushes to meet surging demand, Chairman Zhengrong Shi
said.
Stocks | Global Markets | Energy
Despite an expected cut in German solar power subsidies in July that
analysts warn will dampen third-quarter demand, Shi told a briefing for
reporters on Saturday that returns for power producers in that market would
still be attractive, while other markets such as the United States were
growing rapidly.
"We're all sold out for this year. We're short of capacity and can't meet
our clients' needs," he said.
"We have a backlog in the second quarter. We have a backlog in the third
quarter. We haven't seen any impact from the reduction in German subsidies."
He predicted that Germany, the biggest market for solar cells, would see 70
to 80 percent full-year growth this year, while the U.S. market would double
in size in the second half of the year from the first half, reaching 1 GW
for the full year.
The first phase of the company's new Shanghai plant, with 180 megawatts of
production capacity, would be completed at the end of June, he said, putting
it easily on course to reach its total production capacity target for this
year of 1.4 GW, after reaching 1.2 GW at the end of the first quarter.
Shi added that expansion of thin-film manufacturing capacity in Shanghai,
now at 200 megawatts, may be delayed due to low competitiveness of thin-film
modules and a need for further research and development to boost conversion
rates.
He also reiterated that the fall in the euro was taking a heavy toll on the
company's bottom line.
Suntech announced first-quarter results on Thursday in line with Wall Street
expectations, although it took a larger than expected hit from the weak
euro. [ID:nN03187089]
Europe accounted for 68 percent of Suntech's product sales in the first
quarter, down from 74 percent for all of 2009.
Rivals such as Trina Solar Ltd (TSL.N) and First Solar (FSLR.O) also rely
heavily on sales to Europe. ($1=6.828 Yuan) (Reporting by David Lin and
Edmund Klamann; Editing by Sugita Katyal) | y***q 发帖数: 4147 | 2 参考这个:
June 7 (Bloomberg) -- Germany’s constitutional court is considering the
possibility of imposing a temporary injunction against the country
participating in the 750 billion euro rescue package agreed to in May, Der
Spiegel reported.
The news magazine cited a letter from the court president Andreas Vosskuhle. | N***i 发帖数: 2063 | 3 法官没用的,肯定要出资的
太阳能现在就看中国和美国的了. 我自己没有太阳能,我短期内是不看好太阳能的. 只
是看到新闻,转来给大家参考
Vosskuhle.
【在 y***q 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 参考这个: : June 7 (Bloomberg) -- Germany’s constitutional court is considering the : possibility of imposing a temporary injunction against the country : participating in the 750 billion euro rescue package agreed to in May, Der : Spiegel reported. : The news magazine cited a letter from the court president Andreas Vosskuhle.
| y***q 发帖数: 4147 | |
|