第一次买进

duanerduo

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！

Byrron

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.

sngmlzy

别忘了雨下好走路！

Byrron

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.

Byrron

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.

Byrron

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.

Byrron

shine2008

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/Diar ... ta=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。

ufo30000

兔兔刚买进，也加入俱乐部咯，主升浪应该就是下周了 ^_^

-风卷残云-

shine2008 早上好!

Byrron

32 Congressmen Introduce "Securing America's Energy Independence Act" to Extend Federal
     Solar  Tax 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

Byrron

2006/5/12
New York, New York [RenewableEnergyAccess.com] 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."

开心天威

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！！

大愚若智

谢谢top兄的指点，我底仓一直没动，后面加的仓不断高抛低吸。本周又加仓，仓位越来越重，看样子散户越来越少了。

sunlee823111

手中有股，心中无股。

wu2008

如果行情再延续，有反倍潜力的股多的是，拿着550虽然心里踏实，但是心急，等它再翻倍估计短期不是太容易，昨天尾市全部换入g明珠，600832将快速填权，中线有翻倍潜力

雨下走好路

其实大盘的疯狂已指出了天威的方向,既然如此多的股票在疯狂,天威没有任何理由不比它们强,天威之所以比一些个股慢,无非两个可能,一是和增发有关,有人不希望股价和增发价差距过大,但在目前气氛下是螳臂挡车,另一种是加速前的慢跑,即将加速也是可预见的.如果说节后开盘我人为天威打到30-45没问题的话,那么现在天威仍未加速,一但加速我认为空间应在35-55之间!!!之后的调整仍然是漫长的,等英利上市的明朗化!既然大家都是天威许久的战友,那我奉劝一些热血沸腾的人士,现在千万别昏头,最正确的理念是看空不做空！！！！！！！！

zhuyl88

巨潮100指数样本将调入G中金、G美的、G格力、苏宁电器、G包钢、G宏达、G江汽、G天威、G火箭，剔除深宝安Ａ、赛格三星、四环生物、南方汇通、安阳钢铁、G电子、爱建股份、爱使股份、G通宝。
   预测6月中将公告天威进上证50指数,目前天威在上证180指数股中流通市值排在40名前后,天威市值已超过原水,原水在上证50指数股中流通市值排在30名前后。

davidjoin

天威上周上涨排名是第26位，涨22.11％，成绩也相当不错了。我把仓位各分50％，50％持有天威，另50％持有有色。

oliveguy

原帖由 雨下走好路 于 2006-5-13 10:53 发表
其实大盘的疯狂已指出了天威的方向,既然如此多的股票在疯狂,天威没有任何理由不比它们强,天威之所以比一些个股慢,无非两个可能,一是和增发有关,有人不希望股价和增发价差距过大,但在目前气氛下是螳臂挡车,另一种是 ...

增发价格的确定很可能成为股价加速上涨的契机, 对天威来说,过去 现在 将来(IPO前)威迷们都在等一个个不确定性确定下来.

天威的最大魅力也许就在这么多的不确定性中,不确定性变成确定,其中的成就感不是威迷是无法感受的.

一路持有,这个也许是可以养老的股票.