May 11, 2006
The construction of another
photovoltaic plant with a peak power output of 2.2 Megawatts on the same site has been planned
for this year as well.
不知接下来的2.2兆瓦的是不是也是phonix的单子？ 大家散了吧:P:P不散600550就起不来了:P:P 都跑了:*18*::*18*::*18*:可惜,楼主被收买了,这里该撤了:*19*::*19*: 原帖由 唯物外 于 2006-5-12 21:05 发表
大家散了吧:P:P不散600550就起不来了:P:P
:*26*::*26*: 三个和尚暂时没水喝 我对天威的理解，现在是投资最佳时间段，到年底英利上市我全部出光，中国向来是这样，什么产业一到国内就烂了，这么多企业做太阳能，竞相杀价，现在是去国外骗老外的钱，加上天威先发优势，还能维持一两年，其实国内有多少企业有核心竞争力，一个题材操作黄金时间一般也是两年，到年底正好高潮是全身而退 我现在看帖子只看几个老面孔的了，太多的人上了下，下了上，不得不佩服lyj0133，您老大的功课是做到家了，没您，威迷们绝对赚不了这么多，但您应该赚的最多，希望您能笑到最后，赚的最多！至于ＴＯＰ，大家不要笑他以前，各为其主，很正常！但他老大现在很实在，也很好，真正的威迷也应该谢谢他！虽然他不是神，但他也不是我辈所能及者！当然楼主和月亮也是坚定分子，５５０的利润同样你们也少不了，真替你们赚大钱开心！恭喜啦！ 呵呵，shine2008我想我就不说了，他在我心中属于神一级的人物！我不敢说啦！
Silicon wafer prices increase again
SAN JOSE, Calif. — Prices for silicon wafers have quietly jumped twice in the past six months amid capacity and material shortages in the marketplace, according to analysts.Leading silicon wafer suppliers — including MEMC, Siltronic, Sumco and Shin-Etsu Handotai — have reportedly raised their respective prices on at least two occasions according to analysts.
Suppliers of silicon wafers first increased their prices by 5-to-6 percent in December of last year, said Rich Winegarner, president of Sage Concepts Inc. (Healdsburg, Calif.), a market research firm.
Then, last month, suppliers quietly raised their prices another 5-to-6 percent due to perceived polysilicon material shortages and lack of 200-mm capacity, Winegarner said.
“People are worried about not getting enough material,” he said. “Besides that, 200-mm silicon wafer capacity is tight, because no one wants to invest in 200-mm production.”
Silicon wafer makers are scrambling to expand their 300-mm capacities amid strong demand in the market. The average selling price for a 200- and 300-mm silicon wafer is about $45 and $200 right now, respectively, he added. 别忘了雨下好走路！ Material shortages are a major concern. Prices for polysilicon are expected to
see further increases this year and next amid ongoing shortages for the materials due to huge demand from the solar industry. Ongoing shortages of polysilicon is expected to restrict the growth rates in the worldwide solar photovoltaic (PV) market to just 10 percent in 2006, according to Solarbuzz LLC.
In total, the silicon wafer industry is expected to grow 5-to-6 percent this year terms of area shipments. In terms of revenues, the silicon wafer market will grow 12-to-15 percent in 2006 over 2005, according to Sage Concepts.
Silicon wafer prices increase again
SAN JOSE, Calif. — Prices for silicon wafers have quietly jumped twice in the past six months amid capacity and material shortages in the marketplace, according to analysts.Leading silicon wafer suppliers — including MEMC, Siltronic, Sumco and Shin-Etsu Handotai — have reportedly raised their respective prices on at least two occasions according to analysts.
Suppliers of silicon wafers first increased their prices by 5-to-6 percent in December of last year, said Rich Winegarner, president of Sage Concepts Inc. (Healdsburg, Calif.), a market research firm.
Then, last month, suppliers quietly raised their prices another 5-to-6 percent due to perceived polysilicon material shortages and lack of 200-mm capacity, Winegarner said.
“People are worried about not getting enough material,” he said. “Besides that, 200-mm silicon wafer capacity is tight, because no one wants to invest in 200-mm production.”
Silicon wafer makers are scrambling to expand their 300-mm capacities amid strong demand in the market. The average selling price for a 200- and 300-mm silicon wafer is about $45 and $200 right now, respectively, he added. Material shortages are a major concern. Prices for polysilicon are expected to see further increases this
year and next amid ongoing shortages for the materials due to huge demand from the solar industry. Ongoing shortages of polysilicon is expected to restrict the growth rates in the worldwide solar photovoltaic (PV) market to just 10 percent in 2006, according to Solarbuzz LLC.
抱歉啊,网路不好,没发好
呵呵，顶一下Byrron
原帖由 shine2008 于 2006-02-21 22:31 发表硅片提价，只争朝夕乎？
shine2008 2006.02.21
2月8号我曾撰文指出今年国际PV企业将分化，利润向上游多晶硅和硅片环节重新分布（见2月8号文《再论利润在太阳能电池产业链中的重分布》http://www.mfzq.com.cn/Blog/Diary.aspx?cid=2234&Data=S&Tid=424181）。多晶硅合同价今年可望达到80美元一线已是业界共识，目前市场价（spot price）也频频在140美元以上。台湾主要的PV硅片（晶园）厂如中美矽晶、合晶等近期赢利和毛利率大为提升，如中美矽晶连续5月营收创新高，毛利率提升，其股价也不顾多晶硅的走高而在过去几月持续走牛。其原因主要是去年底硅片出货提价及PV硅片占出货比重增加、出货量增加之托。在PV电池的需求带动下，除了PV硅片（晶圆）上调，得益于近期半导体行业的温和景气回暖，半导体晶圆也见涨势，如近期台湾业者表示5寸晶圆有从4.5美元站上5美元、6寸晶圆有从7美元攀上8美元迹象，结合目前下游PV电池片厂需求状况，认为第一季度晶圆再涨一波机会很大。今后IC硅片和PV硅片似乎将形成相互攀比的双胞胎？
至于内地硅片厂如英利，除外11月硅片落成到稳产过渡期的原因（试产阶段废片率往往较高），以及投产延迟半年，是否需执行先前接的较低价格的订单？不管怎么说，对岸的硅片厂已经春意盎然，这边硅片提价应该是只争朝夕。
EE Times: Semi News
Silicon wafer prices increase again
Mark LaPedus
(05/08/2006 3:33 H EDT)
SAN JOSE, Calif. — Prices for silicon wafers have quietly jumped twice in the past six months amid capacity and material shortages in the marketplace , according to analysts.
Leading silicon wafer suppliers — including MEMC, Siltronic, Sumco and Shin-Etsu Handotai — have reportedly raised their respective prices on at least two occasions according to analysts.
Suppliers of silicon wafers first increased their prices by 5-to-6 percent in December of last year, said Rich Winegarner, president of Sage Concepts Inc. (Healdsburg, Calif.), a market research firm.
Then, last month, suppliers quietly raised their prices another 5-to-6 percent due to perceived polysilicon material shortages and lack of 200-mm capacity, Winegarner said.
“People are worried about not getting enough material,” he said. “Besides that, 200-mm silicon wafer capacity is tight, because no one wants to invest in 200-mm production.”
Silicon wafer makers are scrambling to expand their 300-mm capacities amid strong demand in the market. The average selling price for a 200- and 300-mm silicon wafer is about $45 and $200 right now, respectively, he added.
Material shortages are a major concern. Prices for polysilicon are expected to see further increases this year and next amid ongoing shortages for the materials due to huge demand from the solar industry. Ongoing shortages of polysilicon is expected to restrict the growth rates in the worldwide solar photovoltaic (PV) market to just 10 percent in 2006, according to Solarbuzz LLC.
In total, the silicon wafer industry is expected to grow 5-to-6 percent this year terms of area shipments. In terms of revenues, the silicon wafer market will grow 12-to-15 percent in 2006 over 2005, according to Sage Concepts.
注意上文最后一段，今年硅片收入增长将显著高于出货量增长。说过的，多晶硅值钱，硅片不败，产能对比在那里，命中注定。 兔兔刚买进，也加入俱乐部咯，主升浪应该就是下周了 ^_^ shine2008 早上好!
谢谢shine2008.:) 呵呵,再来一个
32 Congressmen Introduce "Securing America's Energy Independence Act" to Extend FederalSolarTax Credits Through 2015
(WASHINGTON, DC) - With electricity and gas prices skyrocketing across the country, 32 members of Congress responded Wednesday by introducing legislation in the House and Senate to extend solar energy and fuel cell investment tax credits for homeowners and businesses through 2015. The credits are currently set to expire next year.
The Solar Energy Industries Association praised Senators Gordon Smith (R-OR) and Robert Menendez (D-NJ), as well as Reps. J.D. Hayworth (R-AZ) and Michael McNulty (D-NY), for sponsoring S. 2677 and H.R. 5206, the "Securing America's Energy Independence Act."
****
The Senate and House bills both include the following provisions:
Residential Solar Tax Credit: Extends a 30-percent tax credit, created in the Energy Policy Act of 2005, for the purchase of residential solar water heating, photovoltaic equipment, and fuel cell property. Changes the maximum credit to $2,000 for each kilowatt of capacity for solar equipment and $1,000 for each kilowatt of capacity for fuel cells. Credits may be taken against the alternative minimum tax. Expires after December 31, 2015.
Business Solar Tax Credit and Fuel Cell Tax Credit: Extends a 30-percent business credit, established in the Energy Policy Act of 2005, for the purchase of fuel cell power plants, solar energy property, and fiber-optic property used to illuminate the inside of a structure. Credits may be taken against the alternative minimum tax. Expires after December 31, 2015.
http://www.seia.org/solarnews.php?id=110
UN Secretary-General Calls for New Energy Approaches
2006/5/12New York, New York United Nations Secretary-General Kofi Annan called for new approaches to energy use with a focus on greater efficiency, increased investment in renewable sources and new technologies.
"We need a revolution in energy efficiency," he told the opening plenary of the three-day High-Level Segment of the Commission on Sustainable Development in New York. "Conventional power stations waste 65 percent of the energy they generate. We must capture and use that excess heat, and make greater use of hybrid vehicles and other energy-efficient technologies."
He also called for cutting the pollution generated by fossil fuels, for example, through the use of so-called "clean coal," and pointed out that the high cost of oil imposes economic burdens on some poor countries while contributing to climate change.
...........
All countries must be more rigorous in carrying out what they have agreed to do, he said, arguing that any measures to lessen climate change or adapt to it had to be integrated into national sustainable development strategies.
"In this great endeavor, there is work for everyone," Mr. Annan said. "Governments must use their power to set the ground rules, lay out the standards, put the right incentives in place, and deploy their purchasing power to procure energy-efficient goods and services."
He noted that global financial institutions controlling a total of some $4 trillion signed on last week at the New York Stock Exchange to a new set of principles for responsible investment, in which it is clearly spelled out that what is not sustainable is not responsible.
"Financial markets, banks, private business and industry, civil society and private citizens," Mr. Annan said, "all have distinct roles to play."
高手果然如云
原帖由 Jgwen 于 2006-5-11 17:41 发表大盘不必担心，明天中国石化必涨，机构们会博周末股改或私有化的消息
佩服！！很有先见之明！！