ZT
【重大新闻】G航天与乐山电力联合收购“四川新光硅业”
G航天(SH.600151)与乐山电力(SH.600644)联合收购国内目前最大太阳能多晶硅企业“四川新光硅业”，据悉四川新光硅业科技有限公司承建的年产1260吨多晶硅项目，是由国家计委522号文批准建设的高技术产业化示范项目，并作为四川省委省ZF的“一号工程”，也是目前国家发改委正式批准立项最大的多晶硅生产企业，“新光硅业”地址位于“乐山市市中区车子镇高新区”。本次G航天(SH.600151)将受让“四川省投资集团”持有的“新光硅业”30%股份，乐山电力(SH.600644)将受让“天威保变电气”持有的“新光硅业”20%股份。股权转让完成后，G航天(SH.600151)将成为“新光硅业”第一大股东，乐山电力(SH.600644)将成为“新光硅业”第二大股东，川投及天威将分别为第4与第5大股东。“新光硅业”属电力高耗能企业，其第二大股东乐山电力(SH.600644)承诺，完成股权转让后将向“新光硅业”按每度0.2元提供优惠电价，预计电费支出占“新光硅业”生产成本比例将下降到30%。G航天(SH.600151)将为“新光硅业”引进99.999999999电子级(11个9)多晶硅西门子2技术。据悉，“新光硅业”已经与无锡尚德等国内外著名太阳能企业建立长期战略合作关系。
肯定是假的
真的话，600644不可能一个涨板也不拉的--------明日起600550 我连拉5个涨板！！！！！！！！！！！ 不是四川投資集團的嫡系 ( 600674 SS ) , 而是 ( 600644 SS )
0550 居然也要稀釋股份, 可能嗎? 原帖由 gddx1986 于 2006-5-7 19:10 发表
真的话，600644不可能一个涨板也不拉的--------明日起600550 我连拉5个涨
板！！！！！！！！！！！
你怎麽知道他不拉,话说的不要太绝对 不过乐山电力(SH.600644)吸筹迹象非常明显 0550 對新光的”舉重若輕” 已經和 0151 的”生生死死”完全不在一個層次
YINGLI 要面對的是國際資本市場的洗禮
而0151 還處於想混個眼熟的階段, 老是放消息糾纏於”新光”只能說明短線炒作
0151資金的實力和品位真夠次的 呵呵,楼上的也意识到了 捨本逐末,自欺欺人最終都是要”還”的
我的国外分析资料（关于清洁能源）
Fellow Investor,When oil prices touched 70 bucks a barrel in the wake of Hurricane Katrina......all the energy Pollyannas called it an "aberration."Way overblown.And that prices were headed back down "where they belong" - to $35-$45 a barrel.
Yeah, right.
Then comes spring - after an abnormally warm winter with nary a tropical storm in sight - oil prices hit new record highs.
So much for a return to cheap oil!
***********************
The next big thing in energy
***********************
Especially in non-traditional plays.
But we've also been nibbling at opportunities in what is fast becoming the "next big thing" in this field: Clean Energy.
For example, if you had bought hybrid-battery maker Energy Conversion Devices when it first hit our Buy List, you would have more than doubled your money already.
High oil prices plus new, cost-effective technologies in alternative energy mean that solar, wind, fuel cells, hybrids, etc. are all coming of age.
We're going to focus hard on thisin the coming months and years, because fortunes will be made.
It deserves your attention, too.
1.Our new 30-minute Internet Seminar "Make Your Fortune in the Clean Energy Boom."
Your Clean Energy Action Plan, which gives you written details of everything covered in the Seminar and gives you everything you need to quickly get started on your new road to wealth.
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"Alternative energy" is finally coming of age
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It's a $10 billion industry now, which we forecast will be $55 billion by 2010.And growth will come even faster after that.
This is like investing in computers and microchips in 1980, BEFORE everyone and his brother owned a PC.
Ground floor.Or should I say, close to it.Maybe you've noticed or maybe you haven't, but some of the hottest stocks of the last six months have come from the alternative energy field.
This train is moving.And you want to climb on board now - before it goes hurtling by you.
*********
Why now?
*********
The simple answer why now's the time for clean energy is the supply/demand equation for oil.
Let me ask you two questions:
1. Do you think the world's hunger for energy will continue to grow?
2. Do you think we will find enough new conventional sources of oil to meet that demand and return prices to $40 a barrel?
Here are my answers:
"Yes" to the first.We're energy gluttons.And the people of China (and India and elsewhere in the developing world) want to be just like us.
"No" to the second.Here's an interesting quote from Thomas Edison, back in 1931 - yes, that Thomas Edison:
"I'd put my money on solar energy... I hope we don't have to wait 'til oil and coal run out before we tackle that."
Well, Tom, since every industry analyst I respect says that new conventional supplies of oil will be dropping, even as energy demand continues to rise...
...I'd say we're behind the curve just a bit.
But - and this is critically important - we're trying to pay catch-up fast.Even the oil man's best friend, President Bush, is now decrying our "addiction to oil."
You see, just as important as to why now's the time for clean energy is this: All around the world - from California to Germany to China and points in between - governments are mandating clean energy and creating tax breaks and subsidies to make it happen.
We simply no longer have any other choice!
This is the tipping point of one of the most exciting investment opportunities of our lifetime.And that's why I hope you'll join me for our new Internet seminar - and companion Action Plan - "Make Your Fortune in the Clean Energy Boom."
********************
Here are a few highlights
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*** If you need any convincing at all about the problems we face with oil supplies, I'll show you exactly how much trouble we're in.
Most Americans have no clue how quickly our internal supplies are crumbling.My favored analysts tell me that we're fast approaching the point where we won't be able to bridge the U.S. supply/demand gap.
Maybe we can conserve some - although we don't seem very good at it.But if we don't step up clean energy production, our economy is headed for the rocks.
*** I'll show you how to make a small fortune now from "bridge technologies," closing the gap between traditional and alternative fuels.
That's an investing opportunity, which has earned us huge profits at ChangeWave Investing.In fact, I'll introduce you to one of my favorite Canadian "oils sands" plays in just a bit.
But these unconventional sources CAN'T solve our problems.Plus, most really drive up the cost of oil, making our clean energy stocks even more attractive.
*** I'll give you the facts and forecasts on growth in the clean energy field and let you see for yourself just how large this opportunity is - right now and for years to come.
The fastest-growing sector - one I'll discuss in detail - is projected to grow 13-fold over the next decade.The best companies in that space can make you multi-millions.
Beat the May 9th "goes live" date for "Make Your Fortune in the Clean Energy Boom" - remember you can watch it then or at the time of your choosing.Click here now:
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5 key factors you must understand
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1. National security mandates clean energy.
I practically froth at the mouth when I get going on this subject.Clean energy advocates have been sounding the alarm since the 1970s, and they were right.
Much of the world's oil is owned by folks who hate us.And we can't invade every one of them.
Learn why we're much more vulnerable than most Americans realize - or our own leaders want to admit.We've got to reverse the trend of needing more and more oil, or we're headed for deep you-know-what.
2. How to avoid the #1 threat to the viability of solar energy.
This is one example of why it can be deadly to just pick clean energy stocks on your own - unless you have the expertise and countless hours to do real research yourself.
This threat could derail many of the players in this sector.Learn how we're riding new technologies to reap the spoils, while avoiding the pitfalls.
3. Let the wave work for you
Look, this transformation is unstoppable.Clean energy won't replace fossil fuel anytime soon.But it has begun a true growth trajectory from which there's no turning back.Learn why.
(And don't let the naysayers B.S. you with statements like "the economics will never work."Do you realize that some consumers are now paying less for wind-produced electricity than power from conventional sources?Never say never).
4. "Flex fuels" are gaining traction
"Flex-fuels" - that's the new buzzword in the U.S. auto industry.Insiders see the production of flex-fuel vehicles - operated on a mix of gasoline and ethanol - as one way to regain some of the industry's lost luster.
Bill Gates' venture capital firm is just one of several, developing a stake in this field.And there's a lot of buzz in investment banking circles about the next round of hot IPOs.
Autos are huge in our everyday life.This could become the biggest wealth-builder of the entire clean energy field.
5. China - and India - changes everything
It took America decades to catch on to the need for fossil fuel alternatives.China got smart in just a few years.
By law, China is committed to meeting 15% of its energy needs from clean sources by 2020.India is on the same path.That's going to take enormous investment.And some of the beneficiaries will be the companies you learn about in our new Internet Seminar "Make Your Fortune in the Clean Energy Boom."
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What to own/what to avoid
**********************
Why am I so confident about the opportunities ahead in clean energy?
I have a "secret weapon" on my side: The ChangeWave Alliance - a group of 7,000 highly qualified professionals, embedded in the key industries of the American economy.
By maintaining a continuous feedback loop with the Alliance, we learn what's happening - in clean energy and elsewhere - months, often many months, before news hits the mainstream press.
Our Alliance alerted us early to the big move in conventional energy, leading to profits like these:
53% in Knightsbridge Tankers; 99% in Suncor Energy; 63% in Williams Coal Seam;62% in Parallel Petroleum; 64% in PetroQuest Energy; 52% in ATP Oil & Gas; 158% in Matrix Services; 64% in Sasol; 84% in Meridian Resources; among others.
*** Our "bridge" between conventional and clean energy
As I mentioned earlier, we're earning terrific profits right now from unconventional oil plays.It's still fossil fuel, but it's a whole new way of getting there.
This little company - named in this seminar - is my favorite clean-tech transition stock.Add in all this company's costs, and we project a production of 190,000 barrels a day for the next four decades - at an unheard of low cost of just $10 a barrel.
There are very few opportunities like this left in the oil business:
*** The leading sector in the fastest-growing clean energy space
According to the tech-savvy analysts at Clean Edge, the fuel cell market looks to grow 13-fold over the next decade.Learn why - in detail - every growth investor worth his salt MUST take a position in this sector now:
*** Widely-touted stocks you must avoid
The opportunity in clean energy is unmistakable and undeniable.
But - and it's a "big but" - it is critically important, yet incredibly tough, to separate the "contenders" from the "pretenders."It takes access, reach and expertise that the vast majority of investors, frankly, simply don't have.
That's why you won't just learn where to invest now.You'll also which specific companies you must avoid now at any cost - some of these names are among the most highly touted stocks in this universe.
As you'll see...
"Make Your Fortune in the Clean Energy Boom" is quick-hitting.All it takes is 60 minutes.
It's convenient.Watch when it "goes live" on May 9th or when you choose.And watch it several times if you wish.
It's easy.Just a couple mouse-clicks, and you're on your way.
It's very affordable.No airline tickets; no hotel rooms - for you or us. Thanks to the Internet, our costs are quite reasonable - and we pass the savings on to you.
PLUS, you get your FREE companion Action Plan, so there's no need to take notes as you watch. 原帖由 qinjiayu 于 2006-4-30 16:56 发表
四川新光硅业科技有限责任公司第四届三次董事会4月7日在新光硅业公司乐山建设工地会议室召开。
集团公司董事长、党委书记丁强，股份公司总经理杨明进，天威英利新能源公司副总经理王向东等代表天威保变参加了本次会议，并考察了新光硅业乐山新厂区建设情况。
新光硅业四届三次董事会上，通过了天威保变《关于调整公司董事的建议》，同意天威保变委派杨明进为新光硅业的董事会董事；会议还审议并通过了《新光硅业2006年第一季度总经理工作报告》、《加快项目建设的激励方案》、审议了《公司年产3000吨太阳能多晶硅工程技术中心的议案》。
四川省投资集团公司董事长、新光硅业公司董事长黄顺福主持会议，并通报了四川省委、省政府的相关意见。
PS：好像没讨论151参股的事情吗？真是大千世界，无奇不有。
玄机在这里，董事会上黄顺福起了个传声筒的作用？看来故事刚刚开始。 做一个猜测，给大家助助兴：
600550G天威5月8日因XXXXXXXXXX停牌一天。
请大家填字。
原帖由 kutn 于 2006-5-2 13:11 发表
4月30日开股东大会，对三方面的工作效率都是一种考验：
一个是上市公司550，要求它股东大会决议一出来，马上就要和交易所联系备案，然后才能在上证报上刊登；另一个是交易所，一般说来长假前的工作日下午都没有 ...
查了一下上交所公告，到现在还没有天威的公告。 600151显然是非要不可了，不然股价不可能支撑这么高的价位（相对来说），但是反过来想，会不会是600151的庄家借这个朦胧的消息操作一把呢？如果能收购当然好，如果不能拉高走人也未尝不可。 传言满天飞,其实股价和消息的真假没有必然的联系,牛市中假消息也能使股价上冲,并且最可能的形式是几个连续涨停.但是无论如何其他的相关个股是在搭550的顺风车,散兵游勇,真正的龙头应该金鸡报晓,连续几年的上涨,小无赖要搭车是没有办法的,不是炒新光他还会炒别的,0151凭借后台拿到新光又能如何?希望550几年之后发展到比他的后台还强大,彻底摆脱低层次的纠缠 原帖由 knight_133 于 2006-5-7 19:02 发表
这是今天下午发在理想论坛的，不知真假，供威迷们参考。
ZT
【重大新闻】G航天与乐山电力联合收购“四川新光硅业”
G航天(SH.600151)与乐山电力(SH.600644)联合收购国内目前最大太阳能多晶硅企业“四川新光 ...
数据都没搞准确，编什么编？ 这出戏演到现在，逐步进入了高潮。一开始还觉得演戏的人有些蹩脚，但事到如此，幡然感觉越演越像了，索性开始霸王硬上弓，硬干了。呵呵，可戏的主题一般是一个啊，现在忽然发现是两个，难道真是一个上，一个下的关系吗？那戏的主角真变了吗？
确实能迷惑一些人，但记住黄铜价再涨，也超不过黄金，何况黄金还在涨啊！丑小鸭可能变天鹅，但那是因为大家原来把她搞错了，最后只是恢复其本来面目而已，如果它本来就不是的话，变来变去，还是跛脚的鸭子。呵呵，以上又是笑谈。 天威将在流言飞语中被锻造成一把：天干/莫邪般的宝剑；谣言越多说明550的上涨空间巨大，也说明给大家低位建仓的日子不多了。 哈哈~~~~~~
胆小的明天赶快跑吧，
短线的明天开盘换151吧~~~~~~~
一当又一当，当当不一样 天威停牌，可能与再融资管理办法出台有关。
相关链接：http://www.csrc.gov.cn/cn/jsp/detail.jsp?infoid=1146997413100&type=CMS.STD&path=ROOT%3ECN%3E%D0%C2%CE%C5%B5%BC%B6%C1
有可能当天威复牌时，天威已经完成了闪电增发！！！
天威英利三期工程开工
l来自河北新闻网消息（转）(2006-04-30 07:02:54)
发展新能源 抢占新高地
天威英利三期工程开工
■总投资30亿元，将形成硅片、电池和组件500兆瓦的生产能力，预计年销售收入160亿元
■主要包括500兆瓦生产基地、国家级工程研究中心、光伏系统研发中心和专业人才培训中心等四部分
本报保定4月29日电（记者徐国栋 王丽平 王建华）今天上午，矗立在保定国家新能源与能源设备产业基地的“发展新能源、抢占新高地”的巨幅标语格外引人注目。我国光伏产业投资最多、产能最大、产业链最完整的项目——天威英利三期工程在这里正式奠基开工，这标志着我省太阳能光伏发电产业即将进入崭新的发展阶段。
太阳能发电以无污染、安全、寿命长、维护简单、资源分布广和永不枯竭等特点，被誉为21世纪最重要的新能源之一。自20世纪80年代以来，全球光伏电池生产每年以30-40%的速度递增。
天威英利三期工程总投资30亿元，2008年建成投产，可形成硅片、电池和组件500兆瓦的生产能力，预计年产值160亿元。项目主要包括500兆瓦生产基地、国家新能源与能源设备产业基地太阳电池级晶体硅片工程研究中心、光伏系统研发中心、专业人才培训中心等四部分。该项目的建成将使天威英利一举跨入国际光伏行业一级方阵，并将带动国内外相关产业的发展，提高我国光伏产业整体发展水平，对我国可再生能源的应用、推广及优化环境和可持续发展，起到积极推动作用。
与此同时，由天威英利与国际著名光伏设备研究制造商GT Solar联合组建的太阳电池级晶体硅片工程研究中心也在保定国家新能源与能源设备产业基地正式挂牌。
省委、省政府在贺信说，天威英利三期工程是在世界新能源产业快速发展的新形势下启动建设的重大高新技术产业项目。该工程的建设不仅对完善光伏技术和太阳能电池生产制造产业链，提高光伏产业整体水平产生巨大影响，而且对优化能源结构，做大做强我省新能源产业，推动我国光伏发电的大规模应用具有重要意义。希望以三期工程为契机，加强战略合作，注重自主创新，发展新能源，抢占新高地，打造新的经济增长极，为实现我省经济和社会更快更好发展作出新的贡献。
第九届全国人大常委会副委员长邹家华、省人大常委会副主任何少存、副省长孙士彬等出席了奠基仪式。
核心提示
4月29日，总投资30亿元，竣工后硅片、太阳能电池片、电池组同时达到500兆瓦，年产值可达160亿元的保定天威英利新能源公司三期项目在保定国家高新技术产业开发区正式宣告开工建设。
而在英利周围，还环绕着中航惠腾、天威保变、风帆集团等60多家新能源与能源设备制造企业。保定在“十一五”期间要倾力打造的中国“电谷”已经显出雏形。
天威英利三期为中国“电谷”奠基 □本报记者 徐国栋 [发自保定]
64家企业铸就“电谷”基础
“这是保定也是河北乃至全国新能源产业的一件盛事。”4月29日，在天威英利三期工程奠基仪式上，保定市市长于群喜笑颜开。
于群当然有理由高兴。
天威英利三期工程位于保定国家高新技术产业开发区，占地500亩，总投资30亿元，建成后硅片、电池和组件同时达到500兆瓦的生产能力。
500兆瓦，在动辄上千兆瓦计的电力行业看上去微不足道，然而在太阳能光伏产业，这是一个令人咂舌的数字。
不久前，一位很熟悉的朋友找到天威英利的老总苗连生，想从他那里拿到一部分电池组件，苗连生想都没想就拒绝了：“不可能了。”到目前为止，英利2006年的订单已经饱和，而且订货方的货款早已全部达到公司的账户上——还不止此，就连2007年的订单也已经接近饱和状态。而今年3月，天威英利与德国Reinecke+PohlSunEnergyAG及Ph.nixSonnenStromAG分别签订谅解备忘录，在未来5年内为这两家各公司提供多达300兆瓦的太阳能电池组。
而天威英利生产车间内，整整齐齐的太阳能电池片、电池组件堆积得满满当当，生产线24小时开足马力生产，面对如此巨大的市场，英利亟需扩充生产能力。而硅片、电池片、电池组同时达到500兆瓦的三期工程，将是这种状况得到一定程度缓解。“我们终于可以大展拳脚了。”苗连生说。
实际上，也许正是良好的企业前景，才吸引了如此众多的关注。在三期工程高达30亿元的投资中，除了银行贷款、企业股本金以及天威、英利双方共同出资之外，还有来自国外的战略投资者的1亿多美元。
尽管英利方面不愿意透露具体事项，但就在年初，贝恩资本、摩根士丹、德意志银行三家世界著名投资公司就到保定与天威英利进行洽谈，在业内，这已经不是秘密。
天威英利新能源有限公司成立于1998年，是中国太阳能光伏产品的专业制造商，2004年5月，硅片、电池和组件三条线全面投产，建成国内唯一具备硅片、电池、组件及应用系统完整产业链的规模化生产企业，硅片和电池分别达到6兆瓦、电池组件达到50兆瓦的年生产能力，实现销售收入1.24亿元、利润1000万元、出口创汇1157万美元。
去年，这家国内公司在原有基础设施上进行二期扩建，新引进20台多晶硅铸锭炉及电池、组件生产设备，将规模扩至硅片95兆瓦、电池片60兆瓦、电池组件100兆瓦的生产能力，5年全年实现销售收入5.3亿元，利润1亿元，出口创汇5010万美元。而三期工程建成后年销售收入可以达到160亿元，利税35亿元——2005年，保定市全部财政收入也只有101亿元。
这当然不是让人们兴奋的惟一原因，因为天威英利不过是保定国家高新技术产业开发区新能源与能源设备制造企业的一个代表，在它的周围，还汇聚着中航惠腾、风帆集团、天威保变、三川电器等63家新能源与能源设备制造企业。
事实上，早在2003年4月，位于保定市高新技术开发区内的新能源设备产业基地就被国家科技部评为第一个、也是目前惟一的国家级新能源与能源设备产业基地。2005年，基地内这64家企业实现工业总产值60亿元，同比增长44.6％，今年预计可实现产值80到90亿元，利税8亿元。
更重要的是，这个基地内的一批企业已经在国内外具有相当影响力。以自有技术角逐风电市场的中航（保定）惠滕风电设备有限公司生产的650KW风力叶片产品占据了国内90%以上的市场份额，750KW叶片的市场占有率更是不可思议的100%，目前已经应用于新疆达阪城、河北承德、辽宁营口、大连以及甘肃玉门等风电场。
而作为中国大型变压器制造龙头企业的天威保变，已经成功为三峡工程、秦山核电站等国际瞩目的重点工程提供产品和科技服务，风帆股份有限公司则占据了国内24%的铅蓄电池市场份额，是当之无愧的中国铅蓄电池龙头大哥。
“中国‘电谷’已经呼之欲出。”保定市一位政府官员如此评价。