sunlight into energy, for example, reduce the number of modules needed in each system,
which cuts installation costs. SunPower now makes a cell that is more than 21 percent efficient,
compared with an industry average of about 15 percent efficiency.
Chevron Energy Solutions President Jim Davis says new installation and mounting technologies are
also reducing the total price per kilowatt-hour, as are projects that combine solar power with
energy- efficiency technologies.
Then there are thin-film technologies, which use little or no silicon. Silicon is the costliest component
of most solar cells, so thin films could reduce costs dramatically if they reach large volumes.
Lowell, Massachusetts-based Konarka, San Jose, California-based Miasolé, Austin, Texas-based HelioVolt,
and Palo Alto, California-based Nanosolar all received funding within the last year to develop thin film.
New technologies aside, solar power depends on a source that will be around for a while.
Even nuclear power will reach its limits when uranium runs out, says SEIA’s Mr. Resch, who predicts
a shortage within 30 years.
Still, doubts linger. Fossil fuel prices could fall, new efficiencies could extend the life of reserves,
economic collapse could come, or the sky could fall. “The oil price created a kind of hype,” says
Earlybird’s Mr. Nagel. “There is a good market in Germany, for instance, but elsewhere I think
there has been kind of a blip, a mini bubble.”
In the bursting bubble scenario, profits start falling off, stock prices plummet, investment in
forward technologies stops, and governments take their subsidies off the table.
Let’s stay with subsidies for one last moment. Often forgotten in all the chatter is how oil industry
subsidies have been outstripping anything solar ever received— for decades.
Solar subsidies usually take the form of investment or production tax credits—or price guarantees
in some countries. Companies investing in oil, coal, and nuclear power do much, much better.
They get subsidies to help extract and produce oil or coal, or to build nuclear plants,
says UCS’ Mr. Wentworth.
In short, big energy beats solar hands down in the subsidy department and investors have yet
to go weak at the knees over it. “We’d love to see a level playing field,” says Mr. Wentworth.
“The central issue is financing and markets, and we want to have an equal shot.”
Global demand is growing so fast that many different sources of energy are needed, says
Chevron’s Mr. Davis. “The more the merrier.”
[ 本帖最后由 the_top 于 2006-3-28 21:21 编辑 ] 这是中文论坛，请写中文。 中芯國際SMIC(0981)計劃下月開展新業務，生產太陽能電池，今年產能達１０百萬瓦，明年視乎巿況進行擴產.
以目前價格計算, 中芯的太陽能電池總產值３０００萬至４０００萬美元左右，約等於去年第４季收入１０％.
外電引述集團總裁張汝京指，集團已獲得日本及德國客戶的訂單和生產證書
China's largest maker of microchips, said on Monday it would start making solar cells and panels next month, using recycled silicon from its core operations, providing a potential new revenue source.
Semiconductor Manufacturing International Corp. would have an initial annual capacity for making
10 megawatts worth of cells and panels, said spokeswoman Reiko Chang.
SMIC will make the cells, which use silicon as one of their main components, using recycled and reclaimed
silicon from its core chipmaking operations, she said.
Much of the technology for making such panels and cells is similar to that already used in the microchip
making process.
"The initial capacity won't be very much," she said.
Solar cells and panels typically sell for $3 to $4 per watt, meaning the initial capacity generated could result
in $30 million to $40 million per year in added revenues for SMIC, with more possible if the company
decided to increase the amount.
By comparison, SMIC reported revenue of $333 million in the fourth quarter of last year.
The new product line will put SMIC in direct competition with a growing field of solar panel makers,
which are capitalising on cheaper technology, higher oil prices and government subsidies to try to
popularise the cleaner form of energy.
One of those, Suntech Group Co. Ltd.in the city of Wuxi about a two-hourride from Shanghai,
had about 150 megawatts of annual capacity at the end of last year.
Suntech, which raised nearly $400 million in a December IPO last year, will boost its capacity to 240
megawatts by the end of this year's third quarter, according to an analyst at a major investment house.
Suntech and its competitors have all cited recently rising silicon prices as a factor squeezing their margins.
"If anything, this will tighten up the supply of silicon even more for companies like Suntech," he said
[ 本帖最后由 the_top 于 2006-3-28 23:40 编辑 ] the_top兄：
这么晚了
还在这里分享资料
谢谢你了！
个人感觉天威下一目标位要看到20元了
请谈谈看法~~~~~ 不想去談行情
但有一點要說的是如果主力把故事講到30-----那到了20-----順理成章,沒人會落LIFT的
但如果全世界人民都等著在 20 落車，你要是主力你會怎樣選 这个观点我赞同！
现在除了主力
谁也不知道会到什么价位的~~~~~~ 問題是現在裏面的幾路資金短期的合作並不能保證長期的圓滿
而且作為他們都會為自己設定好時間和脱壳路線，再者現在遠不是收穫的季節，
輕舉妄動只能壞了大計
還有一條很重要的就是籌碼全拿在手上並不是件好事，
全世界都解放了，相對的是自己革了自己的命 550似乎走的是独立路线,和6244茂迪,无锡尚德 (STP)完全不同~
天威 加油fai ting
ddddddddddddddddddd 我提供给大家一个思路：550能涨到多少我不知道，
但是我知道它涨完后将有一个深幅调整，
最低调整到17元左右。
怎么来理解呢？
假如你认为550只能涨到20元，那么它调整到17元算不算深幅。
反过来算，如果按三分之一调整到17元，那么550至少看25元，
如果按二分之一调整到17元，那么550至少看35元。
以上价位在一季报出来前都有可能。
：（（（
550能涨到多少我不知道，但是我知道它涨完后将有一个深幅调整，
最低调整到17元左右。 我提供给大家一个思路：
550能涨到多少我不知道，
无锡尚德 35美元，
天威英利 10美元，（至少）
有1股G天威，就有0.5股天威英利 ，5美元，合人民币40元
以上思路纯属瞎掰，一笑看过
有一点肯定的，G天威如果是牛股，增发就是大利好 原油期货涨到66美圆了!如果真象前面有位朋友说的,在英利上市时,油价在100美圆之上,那它会直多少钱?简直不敢想象!
可能单日反转
原帖由 the_top 于 2006-3-28 23:49 发表不想去談行情
但有一點要說的是如果主力把故事講到30-----那到了20-----順理成章,沒人會落LIFT的
但如果全世界人民都等著在 20 落車，你要是主力你會怎樣選
反对这种说法。如果主力对这个票的估值超过20，哪大家都在20落车正中主力下怀。
看看600694中金在2月中的报告估到19.6，但大家在哪时都出了，就中了主力的计了 台湾"工研院"下属的光电技术中心（PVTC）预计,至2007年年底,全球太阳能电池产能可望达4.8万千瓦（GW）,其中,大陆全球市占率将达16.7％,远超过台湾的约达10％。
PVTC预计2006年台湾产能仍将微幅领先于大陆。
PVTC预计,大陆无锡尚德、南京光伏（Nanjing PV）两大太阳能电池生产厂合计将达12.5％左右,若计入其它新加入者,大陆全球市占率可望达到16.7％,远超过台湾厂商。
值得一提的是,无锡尚德2006年产能有望超过300百万瓦（MW）,全球排名可望从2005年的第八窜升至第四位,仅次于日本夏普（Sharp）、德国Q-Cells及日本京瓷（Kyocera）。
PVTC指出,积极切入多晶硅生产及庞大的国内需求市场是太阳能电池产能在大陆迅速增长的主要因素。 PVTC指出,积极切入多晶硅生产及庞大的国内需求市场是太阳能电池产能在大陆迅速增长的主要因素。
呵呵。 原帖由 bb1973 于 2006-3-29 09:17 发表
我提供给大家一个思路：
550能涨到多少我不知道，
无锡尚德 35美元，
天威英利 10美元，（至少）
有1股G天威，就有0.5股天威英利 ，5美元，合人民币40元
以上思路纯属瞎掰，一笑看过
有一点肯定的，G天威 ...
-------------------------------------------------------------
bb1973 你的计算有很大漏洞,因为G天威和天威英利的股本不一样,所以1股G天威，就算有0.5股天威英利(IPO以后只有38%) ，以天威英利 10美元计算,G天威只有10*8*0.5/3=13元，之所以除以3,就是G天威和天威英利的股本差异倍数.
按照你的计算法,G天威只和天威英利的股价有关,和天威英利的股本无关,明显是错的. 特集：太陽電池 ～多結晶Siを使わなくなる日～
シャープが増産，ホンダが量産化宣言，三菱重工業が新工場建設・・・。生産能力増強や新規参入が相次ぐ太陽電池産業で，革新的な材料技術が開花しようとしている。こうした新技術の実用化で，メーカーはSi材料の調達難から開放されるだけでなく，低コスト化や新市場開拓が急速に進む。太陽電池市場は今後もケタ違いに拡大する見通しだ。
Part1：全体動向
太陽電池の材料革命，ケタ違いの市場拡大を加速
Part2：技術
「ポスト多結晶Si」の本命は？
---主要3方式の構造，特徴，課題や参入メーカーの最新動向を詳述
薄膜Si Si使用量を2ケタ削減 / 薄型軽量 / 湾曲可能
薄膜化合物 Si材料を全廃 / 薄膜Siより高効率 / 薄型・軽量
球状Si Si使用量を1/5に低減 / 薄型軽量 / 湾曲可能
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CMOSに狙いを定めた非Si材料やナノテクノロジに関する技術開発が活発化
ルネサス：フロアプラン設計に新技術を投入しSoC開発期間を40%に短縮へ
富士通：脱百貨店，脱先端固執で，稼げる半導体事業構造へ
広色域の動画向け次世代規格「xvYCC」が発進，民生機器やパッケージ・ソフトが対応へ
MEMSセンサーで急成長，仏研究機開発ベンチャTRONIC'S Microsystemsを分析