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    GCL-Poly - chinesischer Poly-Produzent - 500 Beiträge pro Seite

    eröffnet am 23.06.09 16:32:05 von
    neuester Beitrag 31.10.21 12:28:51 von
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    ISIN: KYG3774X1088 · WKN: A0M61Y · Symbol: 3GY
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      Avatar
      schrieb am 23.06.09 16:32:05
      Beitrag Nr. 1 ()
      Habe den Börsengang offenbar verpaßt!

      alter Thread: Thread: GCL Silicon Technology - bereits größter SI-Hersteller in China
      Avatar
      schrieb am 23.06.09 16:33:01
      Beitrag Nr. 2 ()
      27.03.2009 11:35
      GCL-Poly Announces 2008 Annual Results; Turnover Doubles to RMB3,693 million, Net Profit Soars to RMB131 million
      Tokyo, Mar 27, 2009 - (JCN Newswire) - GCL-Poly Energy Holdings Limited ("GCL-Poly" or the "Company", stock code: 3800, together with its subsidiaries, the "Group"), a leading integrated environmentally friendly energy enterprise in the PRC, announced its audited annual results for the year ended 31 December 2008 (the "year under review").

      During the period under review, turnover of the Group reached RMB3,693 million in 2008, increased by 100.2%, against approximately RMB1,845 million recorded in the same period of 2007. EBITDA recorded in the year under review increased by 60.7%, grew from approximately RMB448 million in the same period of 2007 to approximately RMB720 million. Profit for the year reached RMB180 million against a loss of RMB212 million recorded in 2007. Profit attributable to shareholders amounted to approximately RMB131 million, compared to a loss of RMB267 million in the same period of 2007. Basic earnings per share amounted to RMB0.14. In addition, The Board of Directors recommended the payment of a cash dividend of RMB2.3 per share, representing a dividend payout ratio of 15% for the year ended 31 December 2008.

      Mr. ZHU Gong Shan, Chairman and Executive Director of GCL-Poly said, "The year 2008 is the first fiscal year of GCL-Poly after its successful listing in Hong Kong, as well as an extraordinary year for the Group. Despite a series of unfavorable factors such as continual and substantial increase in coal prices and economic slowdown, we were able to achieve satisfactory performance as a result of our dedicated efforts."

      The Company has achieved rapid business expansion and revenue growth through a series of assets acquisitions and capacity expansion of the existing power plants at the end of 2007 and early 2008. For the year ended 31 December 2008, the total installed capacity in commercial operation (including associated power plants) increased by 20.7%, amounted to 1,050 MW against 870 MW in the previous year, while the steam extraction capacity (including associated power plants) jumped by 12.3% from 1,994 tonnes per hour to 2,239 tonnes per hour. Attributable installed capacity in commercial operation reached 697.8 MW, up by 17.4% year-on-year, against 594.3 MW in the previous year, while attributable steam extraction capacity of the Group increased by 12.4%, reaching 1,756.4 tonnes per hour against 1,562.4 tonnes per hour in the previous year.

      Most importantly, the Group achieved encouraging results in profitability amid the sluggish operating environment in the power generation industry and hiking coal price. Such outstanding results were mainly attributable to the Group's diversified development strategy with a focus on environmentally friendly and renewable energy over the past decade. Apart from the environmentally friendly cogeneration plants that are fuelled by coal, the Group has its own gas-fired cogeneration plants, renewable biomass-fired cogeneration plants and municipal solid waste incineration plant. Such plants accounted for almost half of the attributable installed capacity of the Group, which were the main growth drivers of the Groups profitability in 2008 under the adverse impact of the substantial surge of coal price.

      Meanwhile, the outstanding execution capability of the Group's management team was another indispensable element for GCL-Poly to achieve such remarkable results. In view of the skyrocketing coal prices, the Group's management team adopted a series of timely and efficient measures, which has been successful in boosting revenue and controlling expenses. On one hand, the Group ensured high fulfillment rate of contracted coal and increased proportion of usage in low-priced coal sludge with low heating value, resulted in the increase of average unit cost of coal consumption in 2008 by only 26.7% year-on-year, considerably lower than the rate of coal price increment in the market. On the other hand, the Company endeavored to develop its business of steam supply and accelerate the implementation of coal-steam price pass-through mechanism. In 2008, the sales volume of steam and the average steam price both recorded substantial growth, therefore contributed to an increase of revenue from steam sales of RMB453 as compared to the same period last year.

      GCL-Poly persisted in the development of environmental friendly and renewable energy in 2008. In January 2008, the Group acquired 49% equity interest in China Resources Xiexin (Beijing) Cogeneration Co., Ltd., to further expand the proportion of gas-fired cogeneration plants in the Groups business portfolio. In March 2008, the Company acquired 100% equity interest in Xilingol Guotai Wind Power Generation Co., Ltd., which marked the first step of the Company into wind power industry.

      In view of the significant fluctuation in coal price and the risks associate with coal supply, the Group acquired 55% equity interest in the Duolun Coal Mine in Inner Mongolia Autonomous Region in August 2008.

      Looking ahead, the Year 2009 presents both challenges and opportunities. On the one hand, the fall in coal prices and the decrease in interest rate of bank loans will help the Group to mitigate its cost pressure in fuel and financial expenses. On the other hand, economic slowdown and its adverse impact on market demand for electricity and steam will inevitably hinder the business growth of the Group.

      Facing both opportunities and challenges, GCL-Poly will proactively adopt effective measures in order to control the unit operation cost, pursue steam market expansion and stabilize steam price. On the other hand, the Group will also execute plans to restructure assets portfolio of its power plants. Such measures will lay a sound foundation for the sustainable growth of the Group.

      Mr. ZHU concluded, "Year 2009 presents both challenges and opportunities, but opportunities will surpass those challenges. Following the implementation of massive stimulus package initiated by the PRC Government, we believe that market demand for power and steam will stabilise and eventually increase in the foreseeable future, while coal price and interest rate may have experience to further decline. We are confident towards our business development in 2009 and will actively seek for acquisition opportunities in assets related to environmentally friendly and renewable energy, in order to maintain our leading position in the environmentally friendly and renewable energy industry in the PRC."

      About GCL-Poly Energy Holdings Limited



      GCL-Poly Energy Holdings Limited is a leading integrated green energy enterprise in China. It has 18 cogeneration power plants, 1 incineration power plant and 1 windpower plant. Most of these plants are located in Jiangsu and Zhejiang with strong economic growth and robust demand for electricity and steam. All these plants are advocated and encouraged by Chinese government. For more information about GCL-Poly, please visit the company's website at www.gcl-poly.com.hk.

      Source: GCL-Poly Energy Holdings Limited
      Avatar
      schrieb am 23.06.09 16:33:46
      Beitrag Nr. 3 ()
      23.06.2009 02:59
      GCL-Poly says to buy $3.38 bln solar energy asset

      HONG KONG, June 23 (Reuters) - GCL-Poly Energy, an independent power cogeneration plant operator in China, said on Tuesday it would pay US$3.38 billion for a Jiangsu province maker of polysilicon and wafers used in the solar industry.

      The company said it would buy the stake from its controlling shareholder Zhu Gong Shan by issuing US$350 million in notes, a US$200 million cash payment, and the remainder settled by issue of new shares at HK$2.2 each.

      The issue price represented a 12 percent discount to the last closing price of HK$2.5 on June 3 prior to a trading suspension. Trading in the shares will resume on Tuesday.

      GCL-Poly shares held by the controlling shareholder will be increased to 56.17 percent on completion of the deal, from 34.47 percent.

      For statement please click http://www.hkexnews.hk/listedco/listconews/sehk/20090623/LTN…
      Avatar
      schrieb am 23.06.09 16:47:10
      Beitrag Nr. 4 ()
      hier ist das Angebotsdokument:
      http://www.hkexnews.hk/listedco/listconews/sehk/20090623/LTN…

      offenbar ist das börsennotierte Vehikel (bisher) was ganz anderes, nämlich ein Energieerzeuger...

      Und die Struktur der Gruppe kann einen echt in den Wahnsinn treiben!!!


      Siehe Seiten 21 und 22 des Dokuments.

      Aufgrund von Seite 25 bin ich mir aber ziemlich sicher, dass die Poly-Aktivität jetzt mit in den Topf gehört.

      Mal schauen, was die Daten so hergeben.

      Auf jeden Fall ein Schwergewicht, das bei mir ab jetzt in die intensive Beobachtung kommt.
      Avatar
      schrieb am 23.06.09 16:48:20
      Beitrag Nr. 5 ()
      GCL-Poly Energy to Buy China Solar Parts Maker for $3.4 Billion
      Share | Email | Print | A A A

      By John Duce and James Peng

      June 23 (Bloomberg) -- GCL-Poly Energy Holdings Ltd., the Hong Kong-traded power company whose shares quadrupled this year, agreed to buy a Chinese solar-cell parts maker controlled by its chairman for HK$26.3 billion ($3.4 billion).

      The company will pay for the purchase of Jiangsu Zhongneng Polysilicon Technology Development Co. mostly by issuing new shares at HK$2.2 each, 12 percent less than the closing price before today’s Hong Kong stock exchange announcement. GCL-Poly jumped as much as 20 percent.

      GCL-Poly, chaired by founder Zhu Gongshan, is buying a company more than 10 times its own market value as China seeks to spur investment in renewable energy. The country, the world’s largest emitter of greenhouse gases, plans a fivefold increase in its capacity to produce electricity from sunlight by 2020.

      “GCL is tapping into the expectation that there will be major backing for the solar industry in China,” said Charles Yonts, a renewable energy analyst at CLSA Ltd. Jiangsu Zhongneng is the nation’s biggest supplier of polysilicon, the costliest component in solar panels, according to Yonts.

      GCL-Poly’s shares rose 15 percent to close at HK$2.88, the highest since Jan. 16 last year, while the Hang Seng Index fell 2.9 percent. The Hong Kong-based company sold shares in November 2007 at HK$4.10 a piece.

      Acquisition Funding

      GCL-Poly will fund the acquisition of Jiangsu Zhongneng, based in the eastern province of Jiangsu, by selling $350 million of secured notes and issuing 10 billion shares at HK$2.20 each. GCL-Poly will pay $200 million in cash. Zhu and his family control more than 50 percent of Jiangsu Zhongneng, according to the statement.

      On completion of the deal, Zhu’s stake will rise to 56.17 percent from 34.47 percent while Morgan Stanley’s stake will be diluted to 1.45 percent from 15.72 percent, the company said.

      China plans to increase its solar generation capacity to 10 gigawatts by 2020, from a previous target of 1.8 gigawatts, to help reduce the country’s reliance on coal, Li Junfeng, secretary general of the Chinese Renewable Energy Industries Association, said May 12. One gigawatt can power 100 factories.

      The nation, which is closing older coal-fired power plants in favor of cleaner energy sources, said March 26 it will offer 20 yuan ($2.93) per watt-peak of power output for solar projects with at least 50 kilowatt-peak of capacity.

      Solar Shares

      “Backed by strong government support the future of the solar industry is promising and the group is well-positioned to capitalize on these opportunities,” Zhu said in today’s statement. “We expect the government to initiate more incentives or subsidy programs to encourage the adoption of solar power going forward.”

      GCL-Poly shares have more than tripled since the mainland government’s March 26 announcement on solar project subsidies. Hong Kong-listed China Singyes Solar Technologies Holdings Ltd. also more than tripled in the same period while solar-cell parts maker Solargiga Energy Holdings Ltd. more than doubled.

      The MAC Global Solar Energy Index, which tracks public companies that specialize in providing solar energy products and services, has climbed 8.7 percent in the same period.

      GCL-Poly operates 18 cogeneration power plants in China, one incineration and one wind power plant, according to the statement. Most are in the eastern provinces of Jiangsu and Zhejiang. The Jiangsu Zhongneng transaction is subject to shareholders’ approval, it said.

      Jiangsu Zhongneng’s annual polysilicon production capacity is expected to reach 18,000 tons by the end of 2009 and 21,000 tons by the end of 2010, GCL-Poly said.

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      Avatar
      schrieb am 24.06.09 22:25:20
      Beitrag Nr. 6 ()
      GCL-Poly (HKG:3800) Off 6.9%; Solar Assets Buy Expensive-Daiwa
      [Date:06-24-2009] Source: Dow Jones RSS Feed
      GCL-Poly Energy (HKG:3800) down 6.9% at HK$2.68 after yesterday's 15.2% surge on trade resumption; HK$26.35 billion buy of Jiangsu polysilicon, wafer maker from controlling shareholder is de-facto backdoor listing of solar energy-related asset, as pricetag nearly 10X GCL's market cap. Daiwa believes valuation, at 10.4X FY08 P/E, is expensive due to polysilicon price fall; notes in 1H08, GCL-Solar 's polysilicon production cost about US$90/kg, ASP was US$293/kg, but spot polysilicon price has fallen to US$65/kg recently. Volume heavy at HK$88.6 million; GCL's pre-suspension price at HK$2.50; should be good defense short term.(RLI)
      Avatar
      schrieb am 24.06.09 22:30:12
      Beitrag Nr. 7 ()
      GCL-Poly Energy Holdings Limited (SEHK: 3800) will spend HKD 26.35 billion buying a 100% stake in polysilicon maker Jiangsu Zhongneng Polysilicon Technology Development Co., Ltd., announced the Hong Kong-listed power plant operator on June 23.

      To complete the deal, GCL-Poly Energy will pay USD 200 million in cash, issue USD 350 million worth of secured notes, and issue 10.03977 billion new shares at HKD 2.2 apiece, according to the company. The acquisition still needs approval from the GCL-Poly Energy independent shareholders and a grant of whitewash waiver from the Securities and Futures Commission of Hong Kong.

      The deal will enable GCL-Poly Energy to diversify its business lineup and more importantly, set foot in the lucrative renewable energy industry.

      Headquartered in Xuzhou, Zhongneng Polysilicon is dedicated to the production of polysilicon and wafers for use in the solar industry. It is scheduled to expand its annual polysilicon production capacity to 21,000 MT by the end of 2010.

      Source: www.cnstock.com (June 24, 2009)
      Avatar
      schrieb am 24.06.09 22:35:14
      Beitrag Nr. 8 ()
      Antwort auf Beitrag Nr.: 37.450.623 von R-BgO am 23.06.09 16:47:10GCL kenn ich von Trina Solar her...die beiden haben ja letztes Jahr, einen ordentlichen Vertrag abgeschlossen!

      Auszug aus dem Annual Report 2008 von TSL:


      Ist ja schon ganz beachtlich, was GCL da so in Kürze hochzieht bzw. bereits hochgezogen hat...und in einer älteren News stand was von einer Waferkapazität von ca. 2 GW, die Ende 2010 erreicht werden soll ("wire saws" wurden übrigens bei der Schweizer Firma Meyer Burger bestellt)! Ob diese Pläne aber noch aktuell sind? Auch das "order backlog" sieht ganz ordentlich aus...war mir gar nicht bewusst, dass es sich bei dieser Bude um so ein Schwergewicht handelt!

      The Target Group intends to fully ramp up its Xuzhou Phase III production facility by December 2009. By then, the Target Group’s total annual polysilicon production capacity will reach 18,000 MT. With further technical improvements, it is anticipated that its total annual polysilicon production capacity will reach 21,000 MT by December 2010, making it one of the largest polysilicon manufacturers in the world in terms of production capacity.

      The Target Group has entered into long-term polysilicon and wafer supply agreements with cell and module manufacturers that provide for aggregate sales of approximately 15.4 GW of wafers and approximately 33,311 MT of polysilicon.

      We currently plan to build 1.9 GW of wafer production capacity by the end of 2010. We commenced construction of our first polysilicon production facility.


      http://www.gclsolarenergy.com/index.aspx

      http://www.gcl-poly.com.hk/e/index.php

      http://www.secinfo.com/d14D5a.t5nDm.4.htm#1stPage (Wire Saw Agreement)

      Ps: Was wurde eigentlich aus den IPO-Plänen an der NYSE? Wurden die verschoben...oder ganz abgeblasen?
      Avatar
      schrieb am 03.07.09 22:51:30
      Beitrag Nr. 9 ()
      Dynamic Engineering helps GCL Solar upgrade and expand polysilicon production


      Posted by Debasish Choudhury on 01 July 2009 at 10:09


      Dynamic Engineering, a leading engineering firm in chemical production technologies for polysilicon, has announced a multi-level contract with Jiangsu Zhongneng Polysilicon Technology Development Co. Ltd., a subsidiary of GCL Solar Energy Technology Holdings, Inc. The contracts represent DEI's most comprehensive polysilicon services relationship to-date and the company's first sale to GCL Solar.

      "We looked at several firms to meet our requirements and we were most impressed with the operational and design expertise of the DEI team," said Hunter Jiang, President and CEO of GCL Solar.

      The services being provided to GCL Solar include: upgrading of Trichlorosilane purity and purification capacity, optimization of existing CVD reactors, and elimination of waste DCS through conversion to TCS in DEI’s patent pending DCS Conversion process.

      DEI is revamping the existing TCS purification process to increase purity and capacity. The deposition reactors will be optimized to increase deposition efficiency, improve quality and increase output up to 40%. DEI will also install a set of DEI's proprietary DCS redistribution converters.

      Greg Heausler, DEI's Sr. Project Director of Services, said, "We have several diverse teams of experts on-site and assisting with the expansion of GCL Solar’s plant in Xuzhou, Jiangsu province, China. We are pleased to be participating in this project which will allow GCL Solar to become one of the world’s largest producers of quality polysilicon."

      GCL Solar delivered their first batch of polysilicon in 2007, and as a result of this project, its annual polysilicon production capacity is expected to reach 18,000 MT by end of 2009 and 21,000 MT by end of 2010.

      To learn more, visit www.dynamicengineer.com; www.gclsolarenergy.com.
      Avatar
      schrieb am 17.07.09 15:50:18
      Beitrag Nr. 10 ()
      Chinese green energy front-runner GCL-Poly Energy Holdings Ltd. (SEHK: 3800) yesterday announced that its intention of taking over Jiangsu Zhongneng Silicon Technology Development Co., Ltd. was passed by most independent shareholders on the extraordinary general meeting.

      This deal is predicted to cost the Hong Kong-listed company HKD 26.35 billion, including USD 200 million in cash, mortgage notes worth USD 350 million, and about 10.04 billion new GCL-Poly Energy shares valued at HKD 2.2 apiece.

      Zhongneng Silicon Technology Development, as the Mainland China operation platform of GCL Solar Energy Technology Holdings Inc., has grown into one of the biggest polycrystalline silicon producers in China, since its establishment in 2006. Because of the technical progress and innovation, the company had cut its polysilicon production cost to about USD 48.4 and USD 3.6 per ton by the end of March and June 2009, respectively.

      After the takeover, GCL-Poly Energy will march into the solar energy field by learning GCL Solar Energy Technology's much experience in polycrystalline silicon production.

      Source: www.cnstock.com (July 17, 2009)
      Avatar
      schrieb am 18.07.09 19:34:08
      Beitrag Nr. 11 ()
      Polysilicon and wafer supplier GCL Silicon Technology withdraws IPO
      7/17/09

      GCL Silicon Technology, a supplier of polysilicon and wafers to companies operating in the solar industry, withdrew its plans for an initial public offering on Friday because of poor market conditions. The Hong Kong-based company was founded in 2006 and booked $122 million in sales for the 12 months ended March 2008. Morgan Stanley and Credit Suisse were set to be the lead underwriters on the deal. No pricing terms had been announced.

      http://www.renaissancecapital.com/ipohome/news/iponews2.aspx…
      Avatar
      schrieb am 19.07.09 09:39:34
      Beitrag Nr. 12 ()
      Antwort auf Beitrag Nr.: 37.599.944 von Soulrider82 am 18.07.09 19:34:08Also jetzt bin ich nochmal ein kleines bißchen verunsichert.

      Reden wir über dasselbe Objekt, oder gibt es zwei?

      Im ersten Fall ist es logisch, daß der IPO gestoppt wird, weil man ja praktisch über den Übernehmer notiert wird. Komisch ist dann nur die Begründung "poor market conditions".

      Im zweiten wäre ich komplett verwirrt.
      Avatar
      schrieb am 19.07.09 11:20:24
      Beitrag Nr. 13 ()
      Antwort auf Beitrag Nr.: 37.600.657 von R-BgO am 19.07.09 09:39:34So langsam kapiere ich es, glaube ich:

      Die IPO-Einheit ist nur eine Holding auf den Caymans; sie hielt (hält?) mal die Anteile an Greatest Joy, Sunwave und GCL(HK).

      Genau diese Anteile werden jetzt von GCL Poly gekauft, wobei GCL(HK) 64% an der operating entity hält und die beiden ersten den Rest.

      Habe jetzt auch gesehen, daß für diese neu einzubringenden Teile mehr als 80% der Aktien NACH der Transaktion vergeben werden. Es handelt sich also de-facto um einen reverse-take-over.

      Größter Aktionär mit 56% ist Mr. Zhu Gongshan.


      Verkaufte Gesamtmenge war in 2008 übrigens 1.530MT.

      In Q1-2009 war die PRODUKTION bereits 1.094MT; also schon nichtm ehr viel kleiner als REC.

      Also wirklich ein SCHWERGEWICHT!
      Avatar
      schrieb am 19.07.09 11:24:20
      Beitrag Nr. 14 ()
      Das EGM war am Donnerstage, den 16.7.2009.

      Alle Punkte sind mit großer Mehrheit durchgegangen.
      Avatar
      schrieb am 19.07.09 12:01:57
      Beitrag Nr. 15 ()
      Antwort auf Beitrag Nr.: 37.600.902 von R-BgO am 19.07.09 11:20:24
      Also, die Details werde ich wohl nie ganz kapieren... ;)

      Aber das entscheidende ist wohl, dass die GCL Poly Energy aus Honkong nunmehr 100% der Jiangsu Zhongneng Polysilicon hält - und das war immer das operative Geschäft in Sachen Silizium und Wafer. Alles andere, wie GCL Silicon bzw. jetzt GCL Solar sind nur Zwischengesellschaften - zu welch finsterem Zweck auch immer... :laugh:

      ------

      Was ich besonders interessant finde, ist die mögliche "industrielle Logik" hinter dem Deal. (Mal davon abgesehen, dass es hier sicher auch um die kurzfristigen Interessen der Familie Zhu ging, nachdem der IPO-Markt USA für ein Silizium-Projekt in China wohl verstopft ist...)
      Denn GCL Poly will je wohl ein Kraftwerksbetreiber, also ein Utility sein, oder? Besteht hier die Vision, zum ersten Mal ein PV-Unternehmen wirklich "durchzuintegrieren" - vom Silizium bis zur Stromerzeugung und Lieferung? Dann würde wohl in (spätestens) ein oder zwei Jahren die Integration der Bereiche Zelle und Modul anstehen. Die "Standard Oil" des PV-Zeitalters... ;)
      GCL könnte wirklich sehr, sehr spannend werden!
      Avatar
      schrieb am 19.07.09 14:00:12
      Beitrag Nr. 16 ()
      Antwort auf Beitrag Nr.: 37.601.056 von SLGramann am 19.07.09 12:01:57Hast Du die Digitimes-Meldung gesehen, daß der SI-spot wieder steigen soll?
      Avatar
      schrieb am 19.07.09 15:01:18
      Beitrag Nr. 17 ()
      Antwort auf Beitrag Nr.: 37.601.500 von R-BgO am 19.07.09 14:00:12
      Ja, das halte ich aber - wenn es überhaupt stimmt - für nicht nachhaltig. Wenn ich richtig informiert bin, kommt in den nächsten Monaten jede Menge neue Kapazität auf den Markt, vor allem auch von etablierten Unternehmen wie Wacker. Hemlock fährt bspw. gerade eine 8.500 Tonnen-Erweiterung hoch und 2010 kommen weitere 8.500 Tonnen dazu und von Wacker - glaube ich - auch nochmals 10.000 Tonnen in 2010 usw. Ab 2010 dürften dann auch die Chinesen immer mehr ins Rollen kommen und da gehts ja auch um mehrere zehntausend Tonnen.

      Auf der anderen Seite halte ich es für vorstellbar, dass wir in Deutschland im 2. HJ einen wirklich sehr starken Markt sehen werden. Man kann große Anlagen definitiv für unter 3.000 Euro bauen, was gute Renditen erlaubt. Nicht wie in Spanien, aber durchaus gut.

      Mal sehen, welcher Effekt stärker ist.

      (Wenn das mit dem starken 2. Halbjahr stimmt, sage ich für 2010 eine deutliche Absenkung der EEG-Vergütung für PV voraus. Sollte Schwarz/Gelb kommen, wonach es aussieht, setzen die vielleicht doch noch ihre -30% durch.)
      Avatar
      schrieb am 19.07.09 16:32:30
      Beitrag Nr. 18 ()
      Antwort auf Beitrag Nr.: 37.600.657 von R-BgO am 19.07.09 09:39:34Ein wirres Teil diese GCL!

      Es war ja ursprünglich mal ein US-IPO geplant...denke, dass es um diese Geschichte geht die da zurückgezogen wurde!?

      GCL Silicon files for IPO of up to $862.5 mln
      Mon Jul 21, 2008

      July 21 (Reuters) - GCL Silicon Technology Holdings Inc filed with U.S. regulators for the initial public offering of up to $862.5 million in American depositary shares (ADS).

      The Hong Kong-based company told the U.S Securities and Exchange Commission in a preliminary prospectus that Morgan Stanley, Credit Suisse, HSBC Securities, Cowen & Co and Piper Jaffray were underwriting the IPO...

      http://www.reuters.com/article/newIssuesNews/idUSBNG22862020…
      Avatar
      schrieb am 28.07.09 11:04:45
      Beitrag Nr. 19 ()
      Kurs marschiert ja ganz ordentlich bisher.

      Dürfte auch in den PPVX kommen.
      Avatar
      schrieb am 28.07.09 12:22:13
      Beitrag Nr. 20 ()
      SEHR interessante Studie: http://www.gcl-poly.com.hk/download/analyst/BOCI.pdf

      Produktionskosten sollen aktuell $36,60/kg betragen.
      Avatar
      schrieb am 03.08.09 06:37:25
      Beitrag Nr. 21 ()
      03.08.2009 05:47
      GCL-Poly Announces Completion of Acquisition of Jiangsu Zhongneng
      Hong Kong, Aug 3, 2009 - (ACN Newswire) - GCL-Poly Energy Holdings Limited ("GCL-Poly" or the "Company", stock code: 3800, together with its subsidiaries, the "Group"), a leading integrated green energy enterprise in China, announced that the acquisition of Jiangsu Zhongneng Polysilicon Technology Development Co., Ltd. ("Jiangsu Zhongneng") has been completed. Upon completion, the number of issued shares of the Company will be increased from 1,022, 973,487 shares to 11,062,746,214 shares.

      GCL-Poly announced the proposed acquisition of Jiangsu Zhongneng on 22 June 2009, at a consideration of HK$26.35 billion. It will be satisfied by means of: 1) cash payment of US$200 million; 2) issuance of a US$350 million secured note; and 3) issuance of 10,039,772,727 shares at HK2.2 per share. The acquisition has obtained shareholders approval as well as the grant of whitewash waiver by the Securities and Futures Commission of Hong Kong. All conditions under the acquisition agreements have been fulfilled and accordingly the completion took place today on 31 July 2009.

      Jiangsu Zhongneng is the main operating entity of GCL Solar Energy Technology Holdings Inc. ("GCL Solar") in the PRC, and its annual polysilicon production capacity is expected to reach 18,000 MT by the end of 2009and 21,000 MT by the end of 2010; GCL Solar is planning to establish a wafer production complex with more than 1GW capacity by mid-2010, making GCL Solar one of the largest polysilicon and wafer suppliers worldwide.

      For the six months ended 30 June 2009, the sales revenue and the gross profit margin of Jiangsu Zhongneng were RMB1, 112 million and 42.69% respectively.
      Avatar
      schrieb am 03.08.09 14:44:36
      Beitrag Nr. 22 ()
      03.08.2009 11:26
      HK's GCL-Poly to raise $362 mln via share sale-term sheet

      HONG KONG, Aug 3 (Reuters) - GCL-Poly Energy Holdings Ltd is selling about $362 million worth of shares at HK$2.81-HK$2.98 each, according to a term sheet issued on Monday.

      The price range represents a discount of between 12.4 percent and 17.4 percent to the stock's last close of HK$3.4 on Monday.

      UBS is the joint bookrunner of the deal.
      Avatar
      schrieb am 04.08.09 10:54:46
      Beitrag Nr. 23 ()
      Antwort auf Beitrag Nr.: 37.699.273 von R-BgO am 03.08.09 14:44:3604.08.2009 08:53
      GCL-Poly sells $475 mln shares for notes repayment

      HONG KONG, Aug 4 (Reuters) - GCL-Poly Energy Holdings Ltd said on Tuesday it would sell HK$3.68 billion (US$475 million) worth of new shares at a discount, raising capital for repayment of secured notes and bank borrowings. The power co-generation plants operator and wafers maker said it would sell 1.3 billion new shares, or 10.52 percent of the enlarged share capital, to third party investors at HK$2.83 each.

      The placing price represented a 16.76 percent discount to the closing price of HK$3.40 on Monday. For statement please click http://www.hkexnews.hk/listedco/listconews/sehk/20090804/LTN…

      The company was selling about $362 million worth of shares at HK$2.81-HK$2.98 each, according to a term sheet issued on Monday.

      (US$1=HK$7.75)
      Avatar
      schrieb am 09.08.09 16:03:04
      Beitrag Nr. 24 ()
      UPDATE 1-GCL-Poly Energy to invest $200 mln in solar wafer plant
      Thu Aug 6, 2009 6:40am EDT


      * To invest $200 mln in solar wafer plant by end-2010

      * Sees recovery in polysilicon prices

      * Aims to cut production costs to $30/kg from $36/kg now (Adds details)

      By Joanne Chiu and Sui-Lee Wee

      HONG KONG, Aug 6 (Reuters) - Hong Kong's power plant operator GCL-Poly Energy Holdings (3800.HK) will invest about $200 million to build a solar wafer plant in the Chinese city of Xuzhou, banking on a recovery in polysilicon prices and robust demand from China.

      The company is expanding its business even as many solar energy firms have suspended or scaled back expansion plans in the global economic downturn and a slump in polysilicon prices.

      In June, GCL-Poly, which holds stakes in various energy projects in China's Jiangsu and Zhejiang provinces, paid $3.4 billion for a Jiangsu province solar parts maker, sending shares of the firm soaring 31 percent since the announcement. [ID:nHKG124144]

      GCL-Poly's new plant in China's Jiangsu province will have a capacity of 2 gigawatts, Chief Financial Officer Samuel Tong told a media briefing on Thursday.

      Prices of polysilicon, the key raw material for solar modules, have fallen to about $65 a kilogram from its peak of $400 a kg in 2008 due to a glut.

      But prices of polysilicon are likely to recover, Tong said. "This year, prices will definitely bottom out. Instead, they will increase because of demand from China."

      In China, the world's top greenhouse gas polluter, the government's newly announced "Golden Sun Project" targets 500 MW to a maximum of 680 MW of solar projects to be deployed through 2011, with the government subsidising between 50 percent and 70 percent of the projects.

      GCL-Poly --- which competes with German chemicals group Wacker Chemie (WCHG.DE) and Hemlock Semiconductor Corp --- aims to cut production costs to $30 per kg from $36 per kg by the end of 2010, by recycling their materials and producing its own electricity, Tong said.

      The firm has secured contracts to supply its customers including top Chinese solar cell makers Suntech Power Holdings (STP.N) and JA Solar Holdings JAS0.O with a total of 15,400 megawatt of solar wafers and 33,000 tonnes of polysilicon by 2015.

      GCL-Poly said on Tuesday it would sell HK$3.68 billion (US$475 million) worth of new shares at a discount, raising capital for repayment of secured notes and bank borrowings. [ID:nHKG354063].

      "Excluding the proceeds from the share placement, our existing cash resources will be able to handle the investments in the next 12 months," Tong said.

      The company will look for more investment opportunities in solar energy, but will continue to remain focused on its core power generation business, said vice-president Barton Yu. (Editing by Anshuman Daga)
      Avatar
      schrieb am 09.08.09 16:16:28
      Beitrag Nr. 25 ()
      Antwort auf Beitrag Nr.: 37.740.205 von R-BgO am 09.08.09 16:03:04
      Die Angaben zu den Produktionskosten klingen extrem aggressiv. Bisher las man ja eher, dass asiatische Neueinsteiger so um die 80 Dollar / Kilo Kosten haben sollen. Bei LDK wird man das ja demnächst schwarz auf weiß sehen können.

      Wie auch immer, dass sie in ihrem Konzern den Strom für die Silizium- und Waferproduktion selbst herstellen können, das könnte langfristig ein sehr relevanter Punkt werden.

      Vielleicht entsteht hier ja wirklich meine "Standard Oil"?! Es wird jedenfalls Zeit dafür.
      Avatar
      schrieb am 09.08.09 17:03:51
      Beitrag Nr. 26 ()
      Antwort auf Beitrag Nr.: 37.740.222 von SLGramann am 09.08.09 16:16:28Sie haben einen wesentlichen Prozeßunterschied zu den meisten Chinesen:

      Tremendous Cost Advantage from
      Hydrochlorination Technology
      The global polysilicon industry has a history of more than 30 years. 
      Silicon  fume  is  added  in  the  course  of  hydrocortisone  under  500 
      degrees and 25‐30 kg pressure.  
      Producing  trichlorosilane  (TCS)  through  the  hydrochlorination 
      technology not only reduces capital investment by 10‐15%, but also 
      lowers  annual  operating  costs  by  about  15%.  This  substantial 
      cost‐savings  is  the  result  of  removing  electricity‐intensive  silicon 
      tetrachloride (STC) converters from the process, in both equipment 
      and operations. 
      Due to high environmental requirements in Europe and the US, the 
      thermal hydrogenation method had been terminated, but this remains 
      the major technology in China. Domestic Siemens‐adapted thermal 
      hydrogenation technology is no longer in use in Europe and the US 
      since 15 years ago.  
      Xuzhou  Zhongneng  is  the  only  company  that  uses  the 
      hydrochlorination  method  in  China.  Its  production  cost  was  only 
      Rmb246.8/kg (US$36.1) as of June 2009, versus more than US$50/kg for 
      all  of  its  domestic  peers  since  they  were  still  adopting  the 
      hydrorination process that consumed much more electricity.  
      Zhongneng’s production costs are fast declining and we believe it has 
      the  biggest  cost  advantage  over  its  peers.  For  the  year  ended  31 
      December 2008, the three months ended 31 March 2009 and the month 
      ended 30 June 2009, its production costs were at US$67.1, US$48.5 and 
      US$36.1 per kilogram, respectively. By end‐2009, the cost is expected 
      to fall to US$32.2/kg nearly 12% lower, as a result of lower electricity 
      tariffs, declining TCS costs and economies of scale. 
      Avatar
      schrieb am 10.08.09 08:44:12
      Beitrag Nr. 27 ()
      GCL-Poly Energy (03800) acq completion date delayed
      2009/08/10 12:11

      (Infocast News) GCL-Poly Energy (03800) has entered into a supplemental agreement with the vendor to extend the first long stop date for a period of six months to 10 February 2010 under the sale and purchase agreement in relation to the acquisition of the entire issued share capital of target company Joint Loyal Holdings Limited. The principal asset of Joint Loyal will be the 55% beneficial ownership of the Duolun Mine project.

      GCL-Poly Energy was informed by the vendor that the application for the land use right certificate was delayed and may not be obtained on or before 11 August 2009 and the reorganisation cannot be met on or before the first long stop date due to the reason that the vendor requires more time to negotiate with other shareholders of the Opco, which results in the failure of realizing the reorganisation.

      In August 2008, GCL-Poly Energy announced that it agreed to acquire 100% issued share capital of Joint Loyal from Get Famous Investments Limited, a company wholly owned by Zhu Gongshan, the controlling shareholder of GCL-Poly Energy. The aggregate consideration payable by GCL-Poly Energy will be not more than RMB127.968 million (approximately $145.627 million).
      Avatar
      schrieb am 10.08.09 12:40:34
      Beitrag Nr. 28 ()
      Zhongneng Polysilicon Receives $300m Financing
      Posted on Aug 07, 2009

      Jiangsu Zhongneng Polysilicon Technology Development received a guarantee for a total of $300 million in financing from the Xuzhou subsidiaries of Bank of China (3988.HK, 601988.SH) and Bank of Jiangsu, reports Financial News. The company intends to use the funding for foreign and domestic solar power stations, the report said.

      http://www.jlmpacificepoch.com/newsstories?id=154640_0_5_0_M
      Avatar
      schrieb am 14.08.09 12:16:01
      Beitrag Nr. 29 ()
      verdreifacht
      Avatar
      schrieb am 14.08.09 12:57:47
      Beitrag Nr. 30 ()
      Antwort auf Beitrag Nr.: 37.781.280 von R-BgO am 14.08.09 12:16:01
      Deine Position verdreifacht?

      Wie schauen denn jetzt eigentlich die Eckdaten so aus?

      Es gibt also 12,3 Mrd (!) Aktien. Das Unternehmen wäre dann mit ca. 2,3 Mrd. Euro bewertet. Hinzu kämen die langfristigen Finanzverbindlichkeiten, über deren Höhe ich mir nicht so recht im Klaren bin. Sie scheinen aber 2008 bei ca. 300 Mio. Euro gelegen zu haben. Der Unternehmenswert läge demnach bei ca. 2,6 Mrd. Euro.

      Der Gewinn 2008 lag bei 131 Mio. Renminbi, also bei 13 Mio. Euro.

      Hab ich das so richtig auf dem Schirm?

      Es geht also allein darum, ob der Kauf von GCL Solar aus diesem Unternehmen nun einen der weltgrößten Silizium- und Waferplayer machen wird oder nicht. Das "alte" Energiegeschäft rechtfertigt die gegenwärtige Börsenbewertung nicht im Ansatz.

      Würdest Du dem soweit zustimmen?
      Avatar
      schrieb am 14.08.09 13:44:02
      Beitrag Nr. 31 ()
      Antwort auf Beitrag Nr.: 37.781.650 von SLGramann am 14.08.09 12:57:47war vorher SEHR klein; jetzt noch klein

      habe bei mir 1,1 Mrd. Aktien stehen.

      und es stimmt, dass ALLES von der Entwicklung der SI-Sparte abhängt.

      Habe nachgelegt, um meinen Aufmerksamkeitslevel zu erhöhen.

      Hast Du die PHOTON-International?
      Rogol fängt an, seine Zahlen einzudampfen...

      Und der REC-Call ist hörenswert; Zitat: "current economic situation not sustainable for European producers vs. Asian players"

      Ole Enger ist wohltuend ruhig.
      Avatar
      schrieb am 14.08.09 13:54:08
      Beitrag Nr. 32 ()
      Antwort auf Beitrag Nr.: 37.782.106 von R-BgO am 14.08.09 13:44:02
      Aus der letzten PM von GCL:

      4 August 2009, Hong Kong】- GCL-Poly Energy Holdings Limited (“GCL-Poly” or the
      “Company”, stock code: 3800, together with its subsidiaries, the “Group”) announced today the
      successful placement of 1,300,000,000 new shares at HK$2.83 per share to raise HK$3.68
      billion. Upon completion of the share placement, the number of shares in issue will increase from
      11,062,746,214 to 12,362,746,214 shares
      .


      Ich glaube, die Explosion von 1 Mrd. Aktien auf 11 ist durch die Übernahme von GCL Solar begründet - und jetzt eine weitere KE, die ca. 330 Mio. Euro in die Kasse gebracht haben dürfte.

      Von 1 Mrd. Aktien auf 12,3 - das nennt man doch mal Verwässerung. ;)

      Wenn es aber stimmt, dass die Poly-Fab schon so weit ist, wie sie sagen und wenn sie so viel produzieren, wie sie sagen und das zu den Kosten, dann ist auch der Gegenwert da.

      GCL ist vielleicht der einzige chinesische Silizium- und Waferplayer, der derzeit noch relevante Summen über die Börse auftreiben kann - das ist natürlich ein sehr wichtiger Vorteil.
      Avatar
      schrieb am 14.08.09 14:01:07
      Beitrag Nr. 33 ()
      Antwort auf Beitrag Nr.: 37.782.106 von R-BgO am 14.08.09 13:44:02
      Wenn Du von 1,1 Mrd. Aktien ausgegangen bist, muss Dir mein Gerede von "Standard Oil" in #25 ja vollkommen absurd erschienen sein... ;)


      Die PI habe ich gelesen. Habe dazu eine Anmerkung im allgemeinen Solar-Thread geschrieben. Die 2009er Zahlen halte ich jetzt für realistisch (bspw. erwarte ich einen extrem starken deutschen Markt im 2. HJ, insbesondere im vierten Quartal). Die Zahlen für 2010 sind dagegen mal wieder einfach nur irre. ;)
      Avatar
      schrieb am 14.08.09 14:08:42
      Beitrag Nr. 34 ()
      Antwort auf Beitrag Nr.: 37.782.106 von R-BgO am 14.08.09 13:44:02sorry 11,1 Mrd.!!!!
      Avatar
      schrieb am 14.08.09 14:09:27
      Beitrag Nr. 35 ()
      Antwort auf Beitrag Nr.: 37.782.194 von SLGramann am 14.08.09 13:54:08und diese Erhöhung habe ich noch nicht mitgekriegt; bin im Moment nur selten am Rechner...
      Avatar
      schrieb am 17.08.09 07:16:27
      Beitrag Nr. 36 ()
      2009/08/17 10:00

      (Infocast News) GCL-Poly Energy (03800) announced that it expects its net profit attributable to equity holders for the first half of 2009 to increase by more than two times compared to a year earlier.

      The growth in the sales revenue of the group is mainly attributed by the adjustments to on-grid tariffs and steam prices. The on-grid tariffs increased twice in July and August 2008. The average steam price for the first half of 2009 was approximately 16% higher than that compared with the same period last year. The sales revenue of the group for the first half of 2009 recorded only the sales of electricity, steam and coal, without taking into account of the sales derived from the polysilicon and wafers business, which was only acquired by the company at the end of last month.

      Net profit attributable to the shareholders of the company for the first six months of 2008 was approximately RMB20.5 million.
      Avatar
      schrieb am 18.08.09 09:12:32
      Beitrag Nr. 37 ()
      2009/08/18 10:18

      (Infocast News) GCL-Poly Energy (03800) announced that it has fully redeemed the US$350 million secured notes on August 14.
      Avatar
      schrieb am 28.08.09 10:08:00
      Beitrag Nr. 38 ()
      CORRECTED - CORRECTED-Ban on scrap polysilicon to boost China solar sector
      Thu Aug 27, 2009 11:41pm EDT

      (Corrects GCL 2009 production figure in paragraph 9)

      By Leonora Walet, Asia Green Investment Correspondent

      HONG KONG, Aug 27 (Reuters) - A Chinese ban on imports of a waste material used for solar wafers may be bad news for foreign competitors but it is a big boost to China's solar sector.

      Scrap polysilicon, which can be reused to make solar wafers, is low-grade silicon that fails to meet the grade for chips found in most electronics.

      Beginning this month, China stopped accepting scrap polysilicon to comply with environmental regulations.

      The ban threatens the income of Chinese scrap polysilicon traders and limits the market for companies that sell to them, such as top contract chipmaker TSMC (2330.TW). It is particularly harsh for small and new domestic solar players who rely on the cheap material to make wafers and panels.

      For China's polysilicon companies, including GCL-Poly Energy Holdings (3800.HK) and LDK Solar (LDK.N), the ban is an opportunity to expand business. For foreign rivals South Korean OCI Co Ltd (010060.KS), MEMC Electronic Materials Inc (WFR.N) or Japan's Tokuyama Corp (4043.T) the ban is a potential threat.

      China produces over 60 percent of the world's solar panels, and is among the heaviest users of pure polysilicon and the scrap variety. Scrap polysilicon accounts for up to 30 percent of silicon fed into some of the solar wafers and panels in China.

      "In a way, the ruling was designed to protect (China's) very young polysilicon industry," said KK Chan, chief executive of private equity firm Nature Elements Capital. "The sector needs all the help it can get given a supply glut of the material."

      The ban comes at a time when Chinese polysilicon companies are ramping up production, despite an oversupply of the key solar component.

      GCL-Poly, which acquired $3.4 billion worth of solar assets in June, is on track to produce about 7,500 tonnes of polysilicon by year end. LDK Solar aims to produce 5,000 tonnes by 2010.

      Yingli Green Energy Holding Co (YGE.N), ReneSola (SOLA.L)(SOL.N) and Tongwei Co (600438.SS) should benefit.

      After the credit crunch dried up funding for solar projects, the sector was hit by a massive oversupply of polysilicon. Prices fell to $69 per kilogram from its peak of $400 in 2008.

      ENVIRONMENTAL FACTOR

      China's Environmental Protection Ministry said it imposed the ban because the heavy chemicals that come in contact with scrap polysilicon when reused to make solar wafers and panels produce waste that could harm the environment.

      The ministry said in a notice posted on its website last month that the regulation was imposed in line with China's solid waste pollution laws.
      A ministry spokesman declined to comment.

      "This is positive for China's polysilicon sector, and the environment," said GCL-Poly president Hunter Jiang.

      The new rule is slowly having a positive impact for local makers of the solar component. Spot prices of polysilicon in China rose to $72 per kg in August from $67 in July weeks after the rule was enforced, said New Energy Finance analyst Julia Wu.

      "The segment most likely affected by the policy are local panel and wafer makers, especially the smaller ones," Wu said.

      Established Chinese solar wafer companies are least affected.

      "It should not have an impact, given there is sufficient supply of polysilicon in the market," said Renesola chief finanical officer Charles Bai. (Additional reporting by David Stanway in Beijing and Suilee Wee in Hong Kong; Editing by Chris Lewis)
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      schrieb am 14.09.09 07:12:30
      Beitrag Nr. 39 ()
      CS Conservat Power (HKG:0351), GCL-Poly Energy (HKG:3800) in talks on logistics JV
      [Date:09-14-2009] Source: Infocast News RSS Feed

      China Sciences Conservational Power (HKG:0351) said it has been in negotiation with a subsidiary of GCL-Poly Energy Holdings (HKG:3800) in relation to a proposal of setting up a joint venture company for jointly conduct the business of logistics in the PRC.

      The business of the JV shall include investment of not more than five coal shipment vessels of approximately 55,000mt deadweight, providing transportation services for coal shipment domestically and internationally, terminal investment, management or operation of terminal as well as logistic operations. The JV shall provide logistics support to the power plant invested by GCL-Poly Energy Holdings Limited in Taicang Harbour of Jiangsu Province of the PRC as well as development of logistics management business in the PRC.
      Avatar
      schrieb am 16.09.09 07:17:50
      Beitrag Nr. 40 ()
      GCL-Poly Energy (HKG:3800) to invest US$700M for silicon wafer biz
      [Date:09-16-2009] Source: Infocast News RSS Feed

      GCL-Poly Energy (HKG:3800) announced that it will develop and invest in the production of silicon wafer with a total capacity of 2GW in Jiangsu Province with a planned total investment of US$700 million.

      The funding will be financed by internal resources and banking facilities.

      Xiexin Development, a wholly-owned subsidiary of GCL-Poly Energy, has entered into an agreement with Xuzhou Government to develop and invest in a silicon wafer project at Xuzhou, Jiangsu Province with the first phase total investment of US$300 million.

      The company believes that by developing the in-house wafer production facilities, it is able to integrate vertically by making use of the self–produced polysilicon as raw materials resulting in better quality assurance. Additionally, the company will be able to effectively reduce the amount of polysilicon used per wafer as well as the breakage rate during delivery, which will in turn lead to a decrease in the overall production cost.
      Avatar
      schrieb am 20.09.09 09:25:57
      Beitrag Nr. 41 ()
      Hong Kong, Sept 18, 2009 - (ACN Newswire) - GCL Solar Energy Technology Holdings Inc. ("GCL Solar" or the "Company"), a subsidiary of GCL-Poly Energy Holdings Limited ("GCL-Poly", stock code: 3800.HK), has achieved satisfactory product testing results from DelSolar Co., Ltd. ("DelSolar"). DelSolar is a subsidiary of Delta Electronics, Inc. headquartered in Taiwan (stock code: 2308.TW).

      Mr. ZHU Gong Shan, Chairman and CEO of GCL-Poly, said, "DelSolar recently used the polysilicon manufactured by GCL Solar to produce mono wafers and the results were highly satisfactory, achieving an efficiency ratio of 17.68%. This is a strong testimony to the superior quality of the polysilicon which we produce. We will continue to improve our polysilicon production process to ensure that we can continue to produce high-quality and cost-competitive polysilicon to our customers."
      About GCL-Poly Energy

      GCL-Poly Energy Holdings Limited is a world leading polysilicon manufacturer for the solar industry and a leading integrated green energy enterprise in China. Production capacity of GCL Solar, a subsidiary of the Group, is expected to reach 18,000 metric tonnes of polysilicon by the end of 2009, and 1 GW of solar wafers by mid 2010. In addition, the Group operates a total of 18 cogeneration power plants, 1 incineration power plant and 1 windpower plant. Most of these plants are located in Jiangsu and Zhejiang provinces with strong economic growth and robust demand for electricity and steam. All these plants are advocated and encouraged by Chinese government.

      For more information about GCL-Poly, please visit the company's website at www.gcl-poly.com.hk.
      Avatar
      schrieb am 22.10.09 20:40:02
      Beitrag Nr. 42 ()
      GCL hat den Halbjahresbericht 2009 veröffentlicht. Der beschreibt zwar noch den Konzern ohne das Silizium-Business, aber sie machen auch dazu "als ob" Aussagen:

      For the six months ended 30 June 2009, the unaudited revenue, gross profit margin and EBITDA of GCL Solar were
      approximately RMB1,112.2 million, 41.40% and RMB471.5 million respectively. During the six months ended 30 June
      2009, GCL Solar sold 1,917MT of polysilicon and 9.3MW of wafers, with realised average selling price of US$80.0/kg
      and US$0.78/W respectively. Polysilicon production volume and average production cost for the corresponding period
      amounted to 2,274MT and US$43.4/kg respectively. The amount of capital expenditure was approximately RMB1,068
      million for the six months ended 30 June 2009.



      Das waren dann also ca. 70 Dollar / Kilo. Meiner Meinung nach werden die Si-Preise noch drastisch fallen, aber ob Hemlock und Wacker einen Preiskrieg gegen die Chinesen gewinnen können, das scheint mir nicht ausgemacht zu sein. Jedenfalls wenn man den Angaben aus China trauen darf...


      Hier das ca. 300 MB große pdf:

      http://www.gcl-poly.com.hk/attachment/2009092517414117_en.pd…
      Avatar
      schrieb am 08.11.09 14:31:25
      Beitrag Nr. 43 ()
      ...schon größer als REC's Poly-Business...:

      Polysilicon Production Volume of GCL-Poly for 3Q 2009 reached 1,993
      MT, QoQ Increase of 68.9%

      GCL-Poly Energy Holdings Limited (“GCL-Poly” or the “Company”, stock code:
      3800.HK) is pleased to announce that the polysilicon production volume has
      reached 1,993 MT for the third quarter of 2009, an increase of 253% from 565
      MT compared with the same period last year and a rise of 68.9% from 1,180
      MT compared with the second quarter 2009; the polysilicon production volume
      for the first three quarters of 2009 is 4,266 MT, an increase of 248% from 1,226
      MT compared with the same period last year.
      The sales of polysilicon for the first three quarters of 2009 is satisfactory, over
      70% of which is sales to customers under the long-term contracts and other
      significant customers.
      The polysilicon production of the Company is on schedule and the production
      volume for October 2009 is approximately 1,000 MT.
      Avatar
      schrieb am 08.11.09 14:51:21
      Beitrag Nr. 44 ()
      GCL Solar Extends Polysilicon and Wafer
      Supply Agreement with Trina Solar

      【2 October 2009, Hong Kong】 GCL Solar Energy Technology Holdings Inc. (“GCL
      Solar”), a subsidiary of GCL-Poly Energy Holdings Limited (“GCL-Poly” or the
      “Company”, stock code: 3800.HK, together with its subsidiaries, the “Group”), today
      announced that it has extended its long-term polysilicon and wafer supply agreement
      with Trina Solar Limited (“Trina Solar”, NYSE: TSL).

      Under the adjusted terms of this agreement, the total consideration will remain
      unchanged from the combined total of the original and supplemental agreements signed
      in 2008, whereas additional polysilicon and wafer deliveries will be provided starting in
      2016 for a five year period at pre-determined shipment volumes and prices. The
      agreement also contains a price adjustment clause that offers a market-linked price
      formula. GCL Solar will supply Trina Solar with high-quality polysilicon and wafers
      sufficient to produce approximately 8,500 MW of solar modules over 13 years.

      Mr. ZHU Gong Shan, Executive Director, Chairman and CEO of GCL-Poly, said, “We are
      delighted to be able to further strengthen our relationship with Trina Solar by increasing
      the polysilicon and wafer shipment volume and extending the tenure of the supply
      agreement. This signifies Trina Solar’s confidence in GCL Solar as a long-term
      strategic partner and also provides a strong testimony to GCL Solar’s superior product
      quality and satisfactory customer services. We are dedicated to ensure timely delivery
      of high-quality and cost-competitive polysilicon and wafers to our customers and will
      strive to become Trina’s most reliable raw material supplier going forward.”

      "We are very pleased to strengthen our long-term relationship with GCL-Poly by further
      extending the tenure of the agreement," said Jifan Gao, Trina Solar's Chairman and
      CEO. “This extension will provide a stable source of high-quality materials as well as
      support our cost reduction initiatives to solidify our position as a high-quality global
      integrated PV manufacturer.”
      Avatar
      schrieb am 14.11.09 09:37:48
      Beitrag Nr. 45 ()
      Performance of a Major Subsidiary for the First Nine Months of 2009

      This announcement is made pursuant to Rules 13.09(1) of the Rules Governing the
      Listing of Securities on The Stock Exchange of Hong Kong Limited.

      The directors of GCL-Poly Energy Holdings Limited (the “Company”, together with
      its subsidiaries as the “Group”) announce that the performance of GCL Solar Energy
      Technology Holdings Inc. (“GCL Solar”) for the nine months ended 30 September
      2009 was satisfactory. GCL Solar is a major wholly-owned subsidiary of the
      Company which owns the polysilicon and wafers businesses of the Group.

      For the nine months ended 30 September 2009 (the “Period”), the unaudited
      consolidated revenue of GCL Solar amounted to approximately RMB1,917.7 million
      with gross profit margin of approximately 38% and EBITDA was approximately
      RMB730.0 million. During the Period, the Group sold 3,603 MT polysilicon and 25.2
      MW wafers, with realised average selling price of US$71.7/kg and US$0.80/W
      respectively. Polysilicon production volume and average production cost for the
      Period were 4,266 MT and US$41.7/kg respectively. The amount of capital
      expenditure of GCL Solar was approximately RMB1,322 million for the Period.

      This announcement is based only on the preliminary review of the management
      accounts of the Group, which has not been confirmed or audited by the Company’s
      auditors.
      Avatar
      schrieb am 14.11.09 10:02:55
      Beitrag Nr. 46 ()
      Avatar
      schrieb am 14.11.09 10:13:30
      Beitrag Nr. 47 ()
      Wah Lee joins up with China-based firm to sell solar wafers in Taiwan

      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Thursday 12 November 2009]

      Wah Lee Industrial, a Taiwan-based distributor of semiconductor materials, has signed on for the exclusive right to sell solar-grade polycrystalline silicon (poly-Si) wafers produced by China-based Jiangsu Zhongneng Polysilicon Technology Development, a subsidiary of GCL-Poly Energy Holdings, in the Taiwan market, according to Wah Lee. GCL-Poly is a China-based enterprise listed on the Hong Kong stock market.

      Jiangsu Zhongneng is currently the largest poly-Si maker in China with an annual capacity of 18,000 metric tons (MT). The company plans to produce 7,500MT of poly-Si in 2009, GCL-Poly chairman and CEO Zhu Gong-shan, stated during the contract signing in Taipei. Jiangsu Zhongneng plans to expand its annual capacity of poly-Si to 21,000MT and output to 17,000-18,000MT in 2010. It has also set up production lines for solar-grade poly-Si ingots and wafers to begin volume production in the first quarter of 2010, Zhu pointed out. The initial annual capacity and output of such wafers in 2010 are 2.0GWp (gigawatt-peak) and 1.0GWp in equivalent respectively, Zhu indicated.

      Wah Lee expects to sell solar-grade wafers of 100-200MWp (megawatt-peak) in equivalent in Taiwan in 2010 and plans to seek business opportunities in overseas markets, according to company chairman Ray C Chang. Wah Lee is also a Taiwan sales agent for several photovoltaic (PV) material companies, including back sheets produced by US-based Madico and EVA (ethylene vinyl acetate) produced by Japan-based Mitsui Chemicals. Chang added that the company has also sold back sheets to makers of PV modules in China.
      Avatar
      schrieb am 16.11.09 10:57:02
      Beitrag Nr. 48 ()
      2009/11/16 09:56

      (Infocast News) Trading in shares of GCL-Poly Energy (03800) has been suspended with effect from 9:30 a.m. today pending the release of an announcement of price sensitive information of the company.

      The stock closed at $2.31 last Friday.
      Avatar
      schrieb am 16.11.09 11:06:11
      Beitrag Nr. 49 ()
      Antwort auf Beitrag Nr.: 38.392.926 von R-BgO am 16.11.09 10:57:02das hoert sich ja spannend an...na dann schaun wir mal....haben die ein CC geplant oder werden die nur eine presse mitteilung geben bezueglich den price sensitive informationen....mfg CW
      Avatar
      schrieb am 17.11.09 08:08:35
      Beitrag Nr. 50 ()
      PROFIT WARNING

      This announcement is made by GCL-Poly Energy Holdings Limited pursuant to
      Rule 13.09(1) of the Listing Rules.
      The Board wishes to inform Shareholders and investors that the Group’s results for
      the financial year ending 31 December 2009 are expected to be adversely affected
      due to the impairment loss in goodwill arising from the Acquisition notwithstanding
      the expected satisfactory operating income generated from the Group.
      Shareholders of the Company and investors should exercise caution when
      dealing in the Shares of the Company.

      INTRODUCTION
      This announcement is made by the Company pursuant to Rule 13.09(1) of the Listing
      Rules.
      The Board wishes to inform Shareholders and investors that the Group’s results for
      the financial year ending 31 December 2009 are expected to be adversely affected due
      to the impairment loss in goodwill arising from the Acquisition as described below.

      IMPAIRMENT LOSS IN GOODWILL ARISING FROM THE ACQUISITION
      We refer to the Group’s acquisition of the Target Group (announced on 22 June 2009),
      which consists of Jiangsu Zhongneng, one of the leading PRC suppliers of polysilicon
      and wafers to companies operating in the solar industry, for a consideration amount of
      approximately HK$26.35 billion (the “Acquisition”) which was completed on 31 July
      2009.
      The consideration for the Acquisition was satisfied by the issue of
      10,039,772,727 new Shares which represented 90.75% of the then enlarged share
      capital of the Group (the “Consideration Shares”), the issue of US$350 million
      2
      secured notes and US$200 million in cash.

      In accordance with the rules of the International Financial Reporting Standard
      (“IFRS”), the cost of acquisition of assets shall be measured at fair value assets given
      at the date of acquisition. As the closing price of the Shares of the Company on 31
      July 2009 ( i.e. the date of completion of the Acquisition) was HK$3.46 and the
      contract price per Consideration Share was HK$2.20, a significant amount of
      goodwill (debit) and a similar amount of share premium (credit) were thus recorded in
      the Consolidated Statement of Financial Position at the date of the Acquisition.
      Based on the preliminary valuation report on the business of the Target Group as at 31
      July 2009 prepared by an independent valuer and made available to senior
      management of the Company on 13 November 2009, the Board estimated that a
      non-cash impairment loss for an amount of approximately HK$9 billion is likely to be
      charged to the Consolidated Statement of Comprehensive Income, which will
      adversely affect the Group’s results for the year ending 31 December 2009.
      The
      estimated impairment loss is subject to a number of factors that may affect the
      Company's results of operations, including but not limited to changes in polysilicon
      prices, our ability to achieve cost reductions, changes in government subsidies and
      economic incentives for on-grid solar energy applications, changes in the supply
      dynamics in the industry and competition from both renewable and conventional
      energy sources and product. The exact amount of the impairment loss for the year
      ending 31 December 2009 may differ from the estimated impairment loss stated
      above. The exact amount of impairment loss shall be determined with reference to
      the value of the business of the Group as at 31 December 2009 to be appraised by an
      independent valuer and will be subject to the factors described above.
      The Directors would like to draw the Shareholders’ attention that they are confident
      that the operating income derived from both the energy and solar sectors of the
      Company for the second half of 2009 are expected to be satisfactory.
      GENERAL
      The Board would like to emphasise that the impairment loss (i) is a non-cash
      accounting treatment arising out of the provisions of the IFRS; (ii) has no relation to
      the performance of the Group for the year ending 31 December 2009; and (iii) has
      no effect on the cash flow for the Group’s operations. The principal business
      activities of the Group will not be affected and the Board believes that the financial
      position of the Group remains sound.
      Shareholders of the Company and investors should exercise caution when
      dealing in the Shares of the Company.
      The Company has requested the continued suspension of Shares tomorrow pending
      the announcement of a subscription of new Shares in the Company and related
      arrangements with the new investor.


      -------------------


      Na ja, nach wie vor finde ich es faszinierend, wie GCL da etwas ganz großem bastelt, aber als kleiner Aktionär ist man da wahrscheinlich ziemlich falsch. ;)
      Avatar
      schrieb am 17.11.09 08:23:52
      Beitrag Nr. 51 ()
      Antwort auf Beitrag Nr.: 38.399.963 von SLGramann am 17.11.09 08:08:35
      9 Mrd. Honkong $ sind übrigens 1 Mrd. US-Dollar.

      Das heißt, wir müssen mal übers EK sprechen.

      Wenn ich es recht sehe, liegt das EK ja nur bei 2,5 Mrd. Renminbi. Damit wäre das EK gleich mehrfach ausradiert.

      Na ups. :laugh:

      Kann jemand mal die Zahlen gegenchecken? Ich muss jetzt ins Büro.
      Avatar
      schrieb am 17.11.09 09:55:26
      Beitrag Nr. 52 ()
      Antwort auf Beitrag Nr.: 38.400.026 von SLGramann am 17.11.09 08:23:52
      sorry, 2,5 Mrd. Renminbi waren es vor der KE zur Übernahme der Si-Fab. Also Teilentwarnung.

      Das muss man wirklich mal in Ruhe rechnen.
      Avatar
      schrieb am 20.11.09 10:25:22
      Beitrag Nr. 53 ()
      China Sovereign Fund Buys $710 Million GCL-Poly Stake (Update2)


      By John Duce and Joshua Fellman

      Nov. 19 (Bloomberg) -- China Investment Corp. bought a HK$5.5 billion ($710 million) stake in the nation’s biggest producer of polysilicon as the sovereign wealth fund invests in energy and commodities companies to hedge against inflation.

      The fund will have a 20 percent stake in Hong Kong-listed GCL-Poly Energy Holdings Ltd., and the companies agreed to set up a venture to invest in solar-power projects, according to a stock exchange filing in Hong Kong yesterday. GCL-Poly jumped as much as 20 percent, the most since June 23, when it resumed trading today after a three-day suspension.

      CIC, which held almost $300 billion in assets at the end of last year, has spent more than $4 billion since September on resources from Indonesia to Canada to support expansion in the world’s fastest-growing major economy. GCL-Poly bought a solar- cell parts maker 34 percent controlled by Chairman Zhu Gongshan in July and plans to quadruple production of polysilicon, the main component in the cells.

      “The government in China has shown that it supports the solar sector and this is one of the big players in the area,” Timothy Kwai, an analyst at Quam Securities in Hong Kong, said today. “The government wants to show its backing and to help ensure that big solar companies succeed.”

      GCL-Poly said it will issue 3.11 billion new shares to CIC at HK$1.79 each, a 23 percent discount to the last traded price on Nov. 13.

      Jiangsu Zhongneng

      GCL-Poly paid HK$26.3 billion ($3.4 billion) to buy Jiangsu Zhongneng Polysilicon Technology Development Co., a solar-cell parts maker, funded largely by the sale of new shares. On Nov. 17, the power producer said it will take an estimated charge of HK$9 billion because the purchase was overvalued.

      It wasn’t clear how much the CIC investment would improve the share price “because there is an argument that GCL-Poly paid a high price for its solar assets,” Kwai said.

      The stock has more than tripled in value this year, mirroring gains by other renewable energy companies in Hong Kong. The stock rose 8.2 percent to HK$2.50 at the close of trading. The benchmark Hang Seng index fell 0.9 percent.

      China may increase its capacity to generate electricity from sunlight by more than 13-fold by 2011, Cui Rongqiang, head of the Shanghai Solar Energy Society, said on Aug. 31. The country’s solar-power capacity may rise to 2,000 megawatts by 2011 and 20,000 megawatts by 2020, compared with 150 megawatts in 2008, Cui said then.

      CIC spent at least $3.69 billion on resources in September, buying stakes in Indonesia’s PT Bumi Resources, Noble Group Ltd. and in the London-traded unit of Kazakhstan’s state-run energy company.

      Solar Venture

      It bought an 11 percent stake in Astana, Kazakhstan-based JSC KazMunaiGas Exploration Production for about $939 million, it said Sept. 30. A week earlier it acquired $1.9 billion of debt from Jakarta-based Bumi Resources, Indonesia’s biggest coal producer, and paid $850 million for a 15 percent share in Noble Group, a Hong Kong-based commodity supplier. Vancouver-based Teck Resources Ltd., Canada’s largest diversified mining company, sold a 17 percent stake to CIC in July.

      SouthGobi Energy Resources Ltd., a unit of Ivanhoe Mines Ltd., said Oct. 26 it had obtained $500 million of financing from China’s sovereign wealth fund to expand and develop coal reserves in southern Mongolia.

      The fund is increasing investments in commodities after losing money on financial firms including Blackstone Group LP and Morgan Stanley. CIC Executive Vice President Jesse Wang said in March the fund may invest in “undervalued” commodity assets.

      CIC can’t sell GCL-Poly shares for nine months and will have the right to appoint two members to the company’s board, according to yesterday’s filing.

      In addition to investing in the proposed solar venture, which will have an initial combined share capital of $500 million, GCL-Poly said it will use the money as working capital and to repay debt.

      GCL-Poly will hold 51 percent of the photovoltaic, or cells that convert light into energy, venture and three board seats and CIC will hold the balance and have two seats, according to the filing.
      Avatar
      schrieb am 20.11.09 12:40:11
      Beitrag Nr. 54 ()
      Antwort auf Beitrag Nr.: 38.424.651 von R-BgO am 20.11.09 10:25:22
      GCL-Poly paid HK$26.3 billion ($3.4 billion) to buy Jiangsu Zhongneng Polysilicon Technology Development Co., a solar-cell parts maker, funded largely by the sale of new shares. On Nov. 17, the power producer said it will take an estimated charge of HK $9 billion because the purchase was overvalued.




      Na ja, da stellt sich eben binnen weniger Monate - bei eher verbesserter Marktlage - eine Überbewertung von gut 30% zu Lasten der Neuaktionäre und zu Gunsten der Verkäufer der Poly-Fab (wer war das gleich noch mal?) raus... :laugh:

      In einem westlichen Staat würde das wohl unter Anlagebetrug fallen und sowohl ein Schadenersatz- wie ein Strafverfahren nach sich ziehen.

      Aber was solls.

      Der Einstieg von CIC zeigt ein mal mehr, das hier was ganz großes gebastelt wird. Meine Prognose: Wir erleben die Entstehung des Solarschwergewichts ever. Hier wird strategisch gedacht. Die Deppen bei REC und Q-Cells können in den nächsten Jahren dann hier verfolgen, wie so etwas geht.
      Avatar
      schrieb am 21.11.09 08:15:46
      Beitrag Nr. 55 ()
      GCL-Poly Sells 20% Stake to China SWF

      Posted on Nov 19, 2009 | 18:11


      Hong Kong-based power plant operator GCL-Poly Energy Holdings (3800.HK) has agreed to issue 3.11 billion new shares to the state-owned asset manager China Investment Corporation (CIC) at a price of HK$1.79 per share, to raise HK$5.5 billion, GCL-Poly announced November 18. CIC will hold 20.09% of GCL-Poly's enlarged share capital, according to the report. GCL-Poly intends to use the proceeds to supplement working capital and to pay off some of its debts. The two companies will also form a joint venture, in which CIC will hold 51% equity interest, to develop photovoltaic or other solar energy projects, the statement said.

      GCL-Poly warned that it may incure around HK$9 billion in non-cash impairment loss this year following its acquisition of Jiangsu Zhongneng Polysilicon Technology Development.

      According to reports in early November, CIC invested $1.58 billion in global power generation and distribution company AES Corporation.
      Avatar
      schrieb am 23.11.09 20:02:17
      Beitrag Nr. 56 ()
      nur mal zur info

      wo kauft ihr diese aktie? in deutschland? wurden heute ja nur 4500 stück bzw. knapp 1000 euro umgesetzt.
      Avatar
      schrieb am 23.11.09 20:25:31
      Beitrag Nr. 57 ()
      Antwort auf Beitrag Nr.: 38.440.740 von Twice_Trader am 23.11.09 20:02:17
      Also, ich kaufe sie gar nicht.

      Ansonsten würde ich Börse Hongkong empfehlen. Über Consors kannst Du bspw. in Honkong ordern.
      Avatar
      schrieb am 24.11.09 10:02:27
      Beitrag Nr. 58 ()
      Antwort auf Beitrag Nr.: 38.440.914 von SLGramann am 23.11.09 20:25:31du bist so begeistert von der aktie und kaufst sie gar nicht? warum nicht?
      Avatar
      schrieb am 19.12.09 07:59:03
      Beitrag Nr. 59 ()
      Dynamic Engineering completes largest DCS project for GCL Solar
      16 December 2009 | By Mark Osborne | News > Materials


      Possibly the largest ever dichlorosilane (DCS) redistribution process (RDR) project has been successfully completed by Dynamic Engineering (DEI) for GCL Solar’s polysilicon plant. The RDR project for GCL was designed to process 10,000 mta of DCS, which eliminates the byproduct through conversion of DCS to trichlorosilane (TCS). GCL Solar is planning to expand polysilicon production to 18,000 MTA by end of 2009 and 21,000 MTA by end of 2010.

      “Operating a polysilicon plant optimally is critical, which is why we chose to work with DEI to help us recover byproducts effectively,” commented Gong Shan Zhu, chairman, executive director, and CEO of GCL-Poly. "GCL Solar is committed to developing best-in-class technologies for the manufacturing of polysilicon which in turn can guarantee production efficiency and reliable product quality.”

      Kevin Drumm, DEI's VP of business development said that his company “has a 20-year history of bringing the most effective processes to leading pharmaceutical and high-purity chemical companies like GCL Solar, while minimizing capital investment required with more extensive revamps. DEI’s DCS redistribution process proves you can reach optimal production and reduce waste without high investment costs.”

      TCS is the silicon gas used in the production of polysilicon in a chemical vapor decomposition reactor, while DCS is a waste byproduct that occurs during this process.
      Avatar
      schrieb am 04.01.10 06:04:54
      Beitrag Nr. 60 ()
      January 1, 2010

      Hong Kong, China: GCL-Poly Completes Construction of 20 MW Photovoltaic Power Station

      GCL-Poly Energy has announced that its wholly-owned 2 0MW photovoltaic power station, operating as the Xuzhou GCL Solar Energy Company Limited, has completed construction and successfully connected to the grid. It is currently the largest solar photovoltaic power station in China.

      “Thanks to the support of the Jiangsu provincial committee and provincial government, as well as the concerted cooperation and effort of all parties, Xuzhou Photovoltaic Power Station completed construction and began operation in less than three months, again demonstrating the efficiency and execution of GCL-Poly. I am gratified and proud of the achievement.” Mr. Zhu Gong Shan, the Executive Director, Chairman and CEO of GCL-Poly, remarked, “as the largest solar power station in terms of installed capacity in China, Xuzhou Photovoltaic Power Station is an exemplary project of the domestic photovoltaic industry. The station has made the breakthrough in project construction and research in the domain of large-scale photovoltaic power station in China.”

      Xuzhou Photovoltaic Power Station is located in Xuzhou City, Jiangsu Province, and covers an area of approximately 700 mu, with a total investment of approximately RMB420 million and installed capacity of 20MW. Xuzhou Photovoltaic Power Station installed its photovoltaic components by way of an optimal combination of fixed system, bi-axle tracking system and mono-axle tracking system, and is equipped with sophisticated computer monitoring facilities.

      Upon commencement of operation, Xuzhou Photovoltaic Power Station is expected to have an annual power generation of approximately 26,000,000 kilowatt-hours and operate for approximately 1,300 hours per year.

      Mr. Zhu Gong Shan added, “The completion of Xuzhou Photovoltaic Power Station marks GCL-Poly’s successful expansion from polysilicon and wafer manufacturing within the upstream solar space to photovoltaic power generation within the downstream solar space, cementing a solid foundation for the Company to capture the huge opportunities arising from global photovoltaic power generation. The Chinese government has recently proposed by the year 2020 to cut carbon dioxide emissions per unit of gross domestic product by about 40% to 45% from the levels in 2005. Being the leader in the photovoltaic industry in China, we will fulfil our role by sparing no effort to support the government to meet this goal. With concerted effort of all parties, we are confident that GCL-Poly will become a leading photovoltaic power generation operator in the world in the next few years.”
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      schrieb am 08.01.10 17:57:08
      Beitrag Nr. 61 ()
      GCL-Poly Energy (HKG:3800) ADR facility becomes effective
      [Date:01-08-2010] Source: Infocast News RSS Feed

      GCL-Poly Energy (HKG:3800) announced that it has established an American depositary receipt facility, which has become effective on 4 January 2010.

      The number of American depositary shares (ADSs) registered by the company under the ADR facility is 50 million. The main purpose and benefit of such an ADR is to increase liquidity of the company's shares in the Hong Kong and the US and to provide an access to the US capital market, the board of directors says.
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      schrieb am 11.01.10 17:06:44
      Beitrag Nr. 62 ()
      GCL-POLY ENERGY (HKG:3800) to acquire 70.19% equity interest in Konca Solar

      [Date:01-11-2010] Source: Quam
      GCL-POLY ENERGY (HKG:3800) entered into the Acquisition Agreements, pursuant to which the Company will acquire an aggregate of 70.19% of the equity interest in Konca Solar at a price of RMB854 million. Konca Solar is principally engages in the development, processing and production of crystal silicon solar cells, semiconductor crystal silicon wafers, cell wafers, solar power generation equipment and components and provision of technical services in the Wuxi City of Jiangsu Province, PRC.

      The Directors believe that the Acquisitions will thereby enable the Group to enhance customer service and its competitiveness amongst its market peers, both locally and internationally.
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      schrieb am 16.01.10 18:05:16
      Beitrag Nr. 63 ()
      Boston, United States [RenewableEnergyWorld.com]

      Satcon Technology Corporation has delivered 23 megawatts (MW) of its PowerGate Plus 500-kilowatt (kW) solar PV inverters to GCL Solar Limited for its 20-MW Jiming Hill Xunzhou ground mount solar plant and its 3-MW Yancheng Guoneng rooftop installation.

      The 3-MW Yancheng Guoneng rooftop installation is expected to produce 3,370,000 kWh of grid connected solar power annually.

      The 20-MW Xunzhou solar plant is located on 99 acres of hillside in the Xuzhou City Jiangsu Province and is expected to have an annual power generation of approximately 26,000,000 kWh and operate for approximately 1,300 hours annually. The entire project, from site selection, through feasibility analysis, project transfer, supply operating and maintenance proposal, training and final project guarantee, was completed in three and a half months.

      The 3-MW Yancheng Guoneng rooftop installation is expected to produce 3,370,000 kWh of grid connected solar power annually. It is housed on 46 million square meters of factory rooftop. The entire project was completed, from design to activation, in seventy-five days Satcon said.

      “Both the Xunzhou photovoltaic power station and the Yangcheng City rooftop installation are technological breakthroughs in project construction and technology innovation,” said Dr. Gu Huamin, general manager of GCL Solar Limited. “The two installations clearly demonstrate China’s increasing demand for utility scale renewable power production and its commitment to large scale solar innovation.”
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      schrieb am 19.01.10 16:54:28
      Beitrag Nr. 64 ()
      19.01.2010 16:40
      GT Solar unterzeichnet neue Verträge mit GCL-Poly im Wert von über 40 Mio. US-Dollar



      Führendes chinesisches Solarunternehmen kauft Ausrüstung, Technologie und Know-How von GT Solar

      GT Solar International, Inc. (NASDAQ: SOLR), ein globaler Anbieter spezialisierter Produktionsausrüstungen, Verfahrenstechnologien und betriebsbereiter Fertigungsdienste für die Solarstromindustrie, meldete heute die Unterzeichnung von Verträgen im Wert von über 40 Mio. US-Dollar mit zwei hundertprozentigen Tochtergesellschaften der in China ansässigen GCL-Poly Energy Holdings Limited ("GCL-Poly"). Der erste Vertrag mit Jiangsu Zhongneng Polysilicon Technology Development Co., Ltd., bezieht sich auf GT Solars klassenbeste Technologielösung für die TCS-Produktion (Trichlorosilan). Der zweite Vertrag mit Jiangsu GCL Silicon Material Technology Development Co. Ltd. hat GT Solars marktführende DSS-Schmelzöfen und Zusatzgeräte (Directional Solidification System, System für die gerichtete Erstarrung) zum Gegenstand. Mit diesen Verträgen kaufen GCL-Poly und seine Tochtergesellschaften erstmals Ausrüstung und Dienstleistungen von GT Solar.

      GT Solars TCS-Produktionslösung beinhaltet die gesamte Technologie und grundlegenden technischen Dienste, die zur Herstellung von Trichlorosilan notwendig sind, eines der wichtigsten Rohmaterialien für Herstellung von Polysilizium. In den DSS-Schmelzöfen von GT Solar wird Polysilizium eingeschmolzen und in multikristalline Siliziumbarren umgewandelt, die zu Solarwafern und schließlich zu Solarzellen weiterverarbeitet werden.

      "GCL-Poly ist entschlossen, der Solarbranche qualitativ hochwertige und kostengünstige Rohmaterialien zu liefern, indem es die besten Technologien und Ausrüstungen ihrer Klasse nutzt", sagte Zhu Gong Shan, der geschäftsführende Direktor, Vorsitzende und CEO von GCL-Poly. "Bei unserer Entscheidung zum Kauf der TCS-Produktionslösung und der DSS-Geräte von GT Solar war seine nachgewiesene Kompetenz in sowohl der Polysiliziumproduktion als auch der Barrenkristallisierung ausschlaggebend. GT Solars TCS-Produktionslösung sollte uns helfen, die Qualität unserer Polysiliziumproduktion zu erhöhen und ihre Kosten zu senken. Die erwartete fristgerechte Lieferung der DSS-Schmelzöfen sollte dazu beitragen, dass unser neues Barren- und Waferproduktionswerk im Jahr 2010 seinen Betrieb aufnehmen kann."

      "Wir freuen uns, GCL-Poly als einen neuen Kunden der Polysilizium- und PV-Ausrüstungssparten von GT Solar willkommen zu heißen", sagte Tom Gutierrez, GT Solars Präsident und CEO. "Unsere Beziehung zu GCL-Poly baut unsere Marktposition in China weiter aus und verstärkt unsere Vorreiterrolle in der Technologieentwicklung. Wir glauben, dass GT Solars DSS-Schmelzöfen das ideale System für die führenden PV-Hersteller aus aller Welt sind. Darüber hinaus ist unsere Technologielösung für die TCS-Produktion ein weiterer Fortschritt für diese führende Technologie, der zu einer signifikanten Senkung der Produktionskosten von Polysilizium beitragen sollte."
      Avatar
      schrieb am 21.01.10 21:07:51
      Beitrag Nr. 65 ()
      Baar, 21. Januar 2010

      Meyer Burger schliesst Vertrag über rund CHF 35 Millionen mit GCL-Poly ab


      Meyer Burger hat einen wichtigen Auftrag für Drahtsägen und Wafer-Inspektionsysteme von rund CHF 35 Millionen von Jiangsu GCL Silicon Material Technology Development Co., Ltd., einer 100%-igen Tochtergesellschaft der GCL-Poly Energy Holdings Limited, China erhalten. GCL-Poly Energy Holdings Limited ist an der Börse in Hong Kong kotiert (Code: 3800 HK). Im Rahmen der geplanten Erweiterung der Produktionsleistung der GCL-Poly auf 2 GW in 2010 werden die Sägesysteme der Meyer Burger AG und die Inspektionssysteme der Hennecke Systems GmbH die Herstellung von qualitativ hochwertigen multikristallinen Solarwafern sicherstellen.

      Meyer Burger Technology Ltd (SIX Swiss Exchange: MBTN) gab heute bekannt, dass die Meyer Burger AG, ein Mitglied der Meyer Burger Gruppe, erfolgreich einen Vertrag für die Lieferung von Hightech-Säge- und Wafer-Inspektionssystemen abgeschlossen hat. Die Wafer-Inspektionssysteme werden von der Hennecke Systems GmbH geliefert, die ebenfalls zur Meyer Burger Gruppe gehört. Die Lieferung ist für 2010 geplant und wird voraussichtlich im dritten Quartal 2010 abgeschlossen sein.



      GCL-Poly ist China’s grösste und eine weltweit führende Anbieterin von Polysilizium und Solarwafern und zudem eines der führenden Unternehmen für umweltfreundliche Energie in China. Die jährliche Produktionskapazität für Polysilizium erreichte 18'000 MT zum Jahresende 2009 und wird voraussichtlich gegen 21'000 MT per Ende 2010 betragen. GCL-Poly plant ihre Wafer Produktionsanlagen bis Jahresende 2010 auf 2 GW Kapazität auszubauen.
      Avatar
      schrieb am 26.02.10 17:09:01
      Beitrag Nr. 66 ()
      Avatar
      schrieb am 27.02.10 01:17:40
      Beitrag Nr. 67 ()
      Eerwartest in kürtze das ergebnis des 4 quartals?
      Avatar
      schrieb am 01.03.10 10:38:32
      Beitrag Nr. 68 ()
      GCL-Poly (HKG:3800) delays announcement of 2009 results

      [Date:03-01-2010] Source: Infocast News
      GCL-Poly Energy (HKG:3800) announced that as it requires more time to finalise certain accounting issues in relation to financial statements for the year ended 31 December 2009, its board of directors' meeting on 3 March 2010 for the purpose of considering and approving the final results for the year ended 31 December 2009 will be adjourned to 17 March 2010.

      More time is needed by the company because of changes in relation to the expected substantial reduction of impairment loss for the financial year ended 31 December 2009 arising from acquisition.

      However, in the course of the audit of the group's 2009 IFRS financial statements which began in mid January 2010, the accounting treatment for the acquisition has been reassessed, including reference now being made to IFRS 3 (2008) which came into effect for the group on 1 January 2010 and contained relevant supplementary guidance in this area. Reference has also been made to other facts and circumstances arising after the completion of the transaction. Based on this reassessment, the acquisition will be accounted for as a reverse acquisition for the purposes of the 2009 IFRS financial statements. The accounting treatment of the acquisition as a reverse acquisition (with GCL-Poly Energy as the acquiree) has been concurred by the company's auditor.

      Based on the estimation made by the management of the company, under a reverse acquisition there would be a substantial reduction in the amount of goodwill and, accordingly, in the consequential goodwill impairment loss, if any, compared with the goodwill arising and the consequential impairment loss of approximately $9 billion which was calculated on the basis that the acquisition was an acquisition with the company as the acquirer.
      Avatar
      schrieb am 01.03.10 15:36:15
      Beitrag Nr. 69 ()
      Mal sehen ob ich es verstanden habe .

      Die wertminderung des kurses (der firma) die durch das goodwill entstanden ist (9 mrd) wirt im neuem bericht verminder (eventuel überhaupt nicht statfinden) weil der zukauf jetzt als übernahme gewehrtet wirt.
      Avatar
      schrieb am 19.03.10 14:44:04
      Beitrag Nr. 70 ()
      GCL-Poly Energy posts RMB 4.36-bln revenue for 2009
      Published: 18 Mar 2010 18:56:45 PST


      Mar. 19, 2010 (China Knowledge) - GCL-Poly Energy Holdings Ltd<3800>, a foreign-owned independent cogeneration plant operator in China, has announced that its operating revenue was RMB 4.36 billion last year, up 23.7% from RMB 3.52 billion in 2008.

      However, the Hong Kong-listed firm suffered losses of RMB 176 million principally due to acquisitions of polycrystalline silicon assets. Excluding the acquisitions, GCL-Poly Energy Holdings' operating profit exceeded RMB 800 million in 2009.

      Last year, the enterprise produced 7,454 tons of polycrystalline silicon and sold 5,675 tons. In 2008, its output was 1,850 tons and its sales volume was 1,530 tons.

      The average price of polycrystalline silicon was US$65.4 per kilogram last year. Production costs declined to US$39.4 per kg in 2009 from US$66 per kg in 2008.

      A senior officer said that the firm has kicked off construction on facilities to produce silicon ingots and silicon chips and that the silicon chip output is expected to hit 1.3 megawatts this year. In January, the company announced plans to purchase a 70.19% stake in Konca Solar Cell Co Ltd, the officer added.

      Board Chairman and CEO Zhu Gongshan said that the firm aims to produce around 15,000 tons of polycrystalline silicon in 2010.
      Avatar
      schrieb am 21.03.10 12:24:18
      Beitrag Nr. 71 ()
      "Brutal" dürfte noch eine Untertreibung sein...:

      Results Highlights:
       Revenue increased by 23.7% to RMB4,355.6 million in 2009 from RMB3,521.4 million
      in 2008
       Results affected by exceptional expense items including:
      1. A one-time finance charge of RMB129.7 million related to a US$300 million
      short-term bank loan in relation to the merging of the solar business into the
      Company which has been fully repaid
      2. One-time share-based payment expenses of RMB745.8 million related to the
      equity settled share option scheme and restricted share compensation scheme of
      the solar business which had to be vested immediately right before the solar
      business was merged into GCL-Poly
      3. Goodwill impairment loss of RMB95.9 million of the power business due to the
      acquisition being accounted for as a “reverse acquisition” under IFRS
       Full year net loss attributable to owners of the company amounted to RMB176.0
      million due to the exceptional expense items above. Excluding such exceptional
      items and other one-time costs, operating profit would have been more than RMB800
      million
       Produced 7,454 MT of polysilicon and sold 5,675 MT of polysilicon and 46.4 MW of
      wafers in 2009 (produced 1,850 MT and sold 1,530 MT and 39.2 MW in 2008)
       Average selling price was US$65.4 per kg for polysilicon and US$0.83/W for wafers in
      2009 (versus US$272.4 per kg and US$2.33/W in 2008)
       Made significant improvements in reducing polysilicon production cost from US$66.0
      per kg in 2008 to US$39.4 per kg in 2009
      Avatar
      schrieb am 21.03.10 12:45:42
      Beitrag Nr. 72 ()
      SEHR beeindruckende operative Entwicklung:

      http://www.gcl-poly.com.hk/Results_2009_Final_Eng.pdf
      Avatar
      schrieb am 22.03.10 09:39:50
      Beitrag Nr. 73 ()
      GCL-Poly Energy, CIC to launch solar power project

      Mar. 22, 2010 (China Knowledge) - GCL-Poly Energy Holdings Ltd<3800>, a foreign-owned independent cogeneration plant operator in China, will start a solar power project with China Investment Corp in the near future, said an officer of the Hong Kong-listed firm.

      CIC, a state-owned investment firm based in Beijing, currently holds a 20% stake in GCL-Poly Energy Holdings. The two partners have set up a joint venture to develop the solar power market in China, the U.S. and Europe. The listed firm has a 51% stake in the JV, which has a registered capital of US$500 million.

      Zhu Gongshan, president and CEO of GCL-Poly Energy Holdings, said that the JV may team up with other firms to kick off the proposed solar power project and that the rate of return on investment is expected to exceed 12%.

      China's polycrystalline silicon import volume surged 49% year on year during the period from Mar. 18 to Mar. 14, Zhu said, quoting statistics released by the General Administration of Customs.

      GCL-Poly Energy Holdings suffered a loss of RMB 176 million last year but retains a positive outlook on the solar power industry. The firm's polycrystalline silicon output for 2010 is expected to double to 15,000 tons.
      Avatar
      schrieb am 22.03.10 10:02:22
      Beitrag Nr. 74 ()
      Antwort auf Beitrag Nr.: 39.185.371 von R-BgO am 21.03.10 12:45:42
      Grüß Dich,

      ich bin wirklich, wirklich fasziniert. Das Tempo ist absolut beeindruckend. Und alles was sie anfassen, machen sie gleich in einer Dimension, die sie von Null nach ganz vorne in der Branche bringen.

      Silizium steht jetzt - muss nur noch optimiert und nach Bedarf ausgebaut werden.

      Wafer wird Ende des Jahres auch stehen.

      Projektbusiness läuft.

      Was fehlt ist Zelle und Modul. Wenn ich mir die bisherige Geschwindigkeit anschaue, dann könnte ich mir vorstellen, dass die den Bereich noch in diesem Jahr angehen werden. Spätesttens im nächsten.

      Typisch für GCL wäre eine große Übernahme oder Fusion. Passen würde ein sehr großer chinesischer Zell- und Modulproduzent, am besten ohne eigene Kompetenz bei Si und Wafern, dafür aber mit starker Marke, gutem Vertrieb, technologischer Kompetenz...
      Das könnte jetzt aber zu viel Phantasie gewesen sein... ;)

      Aber irgendwas wird in der Richtung passieren. GCL wird wahrscheinlich ein absoluter Top-Player werden, gut möglicherweise der c-Si-PV-Player überhaupt.
      Avatar
      schrieb am 22.03.10 10:10:19
      Beitrag Nr. 75 ()
      Antwort auf Beitrag Nr.: 39.187.954 von SLGramann am 22.03.10 10:02:22@SLGramann

      Ich nehme an ich weiß welche Firma du meinst, das wäre dann aber wohl eher eine Fusion als einen Übernahme...

      Passen würde dazu, dass GCL den Waferproduzenten Konca Solar in Wuxi übernimmt.
      Avatar
      schrieb am 22.03.10 10:21:52
      Beitrag Nr. 76 ()
      Antwort auf Beitrag Nr.: 39.187.954 von SLGramann am 22.03.10 10:02:22Schau' Dir mal die CIC-Webseite an; die machen auch nur in GROSS...

      Habe in den letzten Wochen ein ganz interessantes Buch gelesen:

      "When China rules the world" von Martin Jacques;

      überlege, ob ich doch noch mal mit Mandarin anfangen soll ;)
      Avatar
      schrieb am 08.04.10 10:25:52
      Beitrag Nr. 77 ()
      Satcon receives 150MW order from GCL Solar Limited for installations in China


      Posted by Debasish Choudhury on 07 April 2010 at 12:48

      Satcon Technology Corporation, a leading provider of utility scale power solutions for the renewable energy market, today announced an order for 150 megawatts of its 500kW solar PV inverters from GCL Solar Limited, one of China’s largest utility solar power plant developers and suppliers. This deal marks the second phase of Satcon’s partnership with GCL that was established in 2009, linking two of the industry’s most innovative renewable energy suppliers and developers.

      Satcon will begin supplying the inverters in April, with all deliveries scheduled for completion in October of 2010. Satcon’s 500kW units will be used on multiple utility scale projects across China and will build on the already successful collaboration between the two companies, which includes the 3MW and 20MW power plants completed in December of 2009, China’s largest rooftop and ground mounted installations respectively.

      “The foundation of China’s large scale photovoltaic industry has been firmly established over the past year and the market is now entering its next phase in both project sophistication and scale,” said Dr. Gu Huamin, General Manager of GCL Solar Limited. “As we move forward the balance between technology innovation, system stability, and overall system efficiency becomes paramount to the successful integration of solar power onto China’s national grid.”

      “GCL is one of the world’s most progressive large scale solar innovators,” said Steve Rhoades, Satcon’s President and Chief Executive Officer. “Their projects have set the new standard in utility scale solar design and installation, and mark a new chapter in the global solar PV power industry. We are honored to partner with GCL and be a part of this world class team of solar power leaders.”

      “Our partnership with Satcon has helped us deliver many of China’s largest installations each successfully achieving the highest levels of performance and reliability,” continued Dr. Gu Huamin. “Satcon is a trusted partner of GCL and continues to deliver the world’s most advanced and highest quality utility scale solar inverter solutions. We look forward to working closely with Satcon to address the needs of the global utility scale solar market as we continue to build on the successful foundation we have developed together.”

      To learn more, please visit www.Satcon.com, www.gcl-eng.com or www.gcl-solar.cn.
      Avatar
      schrieb am 08.04.10 18:42:55
      Beitrag Nr. 78 ()
      GCL-Poly Completes Konca Acquisition

      Posted on Mar 31, 2010 | 18:03


      GCL-Poly Energy Holdings (3800.HK) announced March 30 that it has closed its acquisition, via wholly owned subsidiaries, of 70.19% stake in solar wafer maker Konca Solar.

      The acquisition is priced at a total of RMB 854 million and will increase GCL-Poly's silicon production capacity to 800MW, with the company's total capacity projected to reach 2GW by the end of 2010, Sina reported January 10.
      Avatar
      schrieb am 14.04.10 23:27:41
      Beitrag Nr. 79 ()
      Commentary: Taiwan to become key battlefield for China solar wafer makers


      Nuying Huang, Taipei; Willie Teng, DIGITIMES [Wednesday 14 April 2010]

      Taiwan, a key contract manufacturing base of solar cells globally, will become a main battlefield for the race between LDK Solar and Jiangsu Zhongneng Polysilicon Technology to become China's largest solar wafer maker.

      LDK, currently the largest China-based maker of solar-grade crystalline silicon wafer, had a head start in solar wafer production, and inked long-term supply contracts with many Taiwanese solar cell companies including Gintech, Neo Solar Power and Mosel Vitelic in 2005-2007.

      However, due to decline in wafer demand in 2009, which caused a steep drop in spot price, many of the contracts are now being challenged by Taiwanese solar cell makers. Mosel Vitelic, has recently terminated a 5-year contract signed in 2007 with LDK for the supply of solar-grade polycrystalline silicon (poly-Si) wafers and has asked LDK to return its advance payment and compensate it for losses at a total amount of at least US$46 million.

      The recent contract disputes have lowered Jiangsu Zhongneng's barrier of entry into the Taiwan market. The company has extended its production this year from poly-Si material to poly-Si wafers and acquired a 70% stake in China-based solar wafer maker Konca Solar Cell in January 2010. Its annual capacity is expected to reach 20GW in 2010.

      Meanwhile LDK saw its gross margin fall to 9.9% in fourth-quarter 2009 from the previous quarter's 20.1%, a result of its foray into upstream poly-Si production and fierce price competition of poly-Si. The company's annual capacity at the end of 2009 was 18GW. It has yet to announce expansion plans for this year.
      Avatar
      schrieb am 14.04.10 23:29:53
      Beitrag Nr. 80 ()
      China-based GCL to focus on power plant operation and poly-Si production in 2010, says chairman


      Nuying Huang, Taipei; Willie Teng, DIGITIMES [Wednesday 14 April 2010]

      China-based GCL-Poly Energy Holdings will focus on solar power plant operation and polysilicon (poly-Si) supply in 2010, company chairman and CEO Zhu Gongshan said during a recent visit to Taiwan. With fresh capital injection from China Investment Corp (CIC), which acquired a stake in GLC-Poly last November, the company has plans for aggressive moves, Zhu revealed.

      The purpose of Zhu's visit was to meet with Taiwanese solar farm operators with overseas power purchase agreements (PPA), which in this case, is a contract between utility companies and solar electricity providers.

      Under a typical PPA, an electricity provider would secure funding for electricity generation equipment, maintain production and sell electricity to utility companies at an agreed rate. Such contracts play a key role in the financing of independently owned electricity generating operation.

      GCL-Poly, which owns and runs more than 20 solar power plants, is willing to finance Taiwanese companies with such agreements and hopes to adopt Taiwan-made solar cells and modules in the projects, Shu said. Hence, Zhu also met with leading solar cell makers Motech Industries, Gintech Energy, Neo Solar Power, E-ton Solar Tech and DelSolar.

      On the material production side of the business, subsidiary Jiangsu Zhongneng, the largest China-based poly-Si producer, will ramp up poly-Si production to 17,000 metric tons in 2010, up from 7,500 metric tons in 2009, he said.

      This year, GCL-Poly will also begin volume production and sales of solar wafers. With the acquisition of a 70% stake in China-based Konca Solar, which has a 300MWp capacity, GCL-Poly's combined annual capacity for solar wafers should reach 2GWp by year's end, and output should reach 1.3G-1.5GWp in 2010, Zhu said.
      Avatar
      schrieb am 22.04.10 08:05:07
      Beitrag Nr. 81 ()
      GCL-Poly (HKG:3800) unit forms JV for steam biz
      [Date:04-22-2010] Source: Infocast News RSS Feed

      GCL-Poly Energy (HKG:3800) announced that its non-wholly-owned subsidiary, Fengxian Cogeneration Company, has entered into an agreement with Jiangsu Jinma to jointly establish a JV company principally engaged in the business of generation and sale of steam with the installation of 2x180 tonnes/hour boilers and relevant devices.

      The registered capital of the JV company is RMB46 million, which will be contributed as to 20%, or RMB9.2 million, by Jiangsu Jinma and 80%, or RMB36.8 million, by Fengxian Cogeneration Company. As GCL-Poly Energy holds indirectly 51% of Fengxian Cogeneration Company, the capital contribution by GCL-Poly Energy will be RMB18.768 million ($21.34 million).

      Jiangsu Jinma holds the remaining 49% equity interest in Fengxian Cogeneration Company.
      Avatar
      schrieb am 29.04.10 12:54:57
      Beitrag Nr. 82 ()
      GCL-Poly (HKG:3800) Q1 polysilicon production up 1.8x
      [Date:04-29-2010] Source: Infocast News RSS Feed

      According to preliminary statistics, GCL-Poly Energy's (HKG:3800) average polysilicon production volume stabilized at over 1,000MT per month with total production volume of 3,112 MT for the first quarter of 2010, representing an increase of approximately 184.5% over the same period in 2009, the company announced.

      The group is able to further reduce polysilicon production cost to approximately US$34 per kg last month, so that it was able to maintain gross profit margin of the polysilicon business at approximately 30% for the first quarter of 2010. The group expects that polysilicon production cost will further decline to about US$30 per kg by end of 2010.

      After the group's Xuzhou Phase I wafer manufacturing facilities are fully ramped up, the group's annual wafer production capacity will reach 800MW by end of June 2010, the company says. The group is planning the expansion of the wafer capacity at Konca Solar as well as at the wafer plants in Xuzhou and Changzhou and expects annual production capacity to reach 2GW by October 2010 with annual production volume of 1.3GW for the full year of 2010. Meanwhile, the group is also actively planning to integrate the production of overhead materials into the wafer manufacturing process in order to further reduce wafer production cost.
      Avatar
      schrieb am 27.05.10 16:28:53
      Beitrag Nr. 83 ()
      GCL-Poly to Supply Wafers to DelSolar

      Posted on May 27, 2010 | 17:05


      Hong Kong-based polysilicon producer and power plant operator GCL-Poly Energy Holdings (3800.HK) has signed a long-term silicon wafer supply contract with Taiwanese solar cell and module provider DelSolar (3599.TW), GCL-Poly announced May 26. Under the terms of the agreement, GCL-Poly will provide wafers for DelSolar's Wujiang Plant expansion, from May 2010 to December 2013. Prices will be set according to market conditions, the report said.

      DelSolar plans to expand its cell capacity to 1GW by 2012 from the current level of 330MW, according to the company's website.

      GCL-Poly recorded revenues of RMB 4.36 billion in 2009, up 23.7% from the previous year.
      Avatar
      schrieb am 18.06.10 07:13:17
      Beitrag Nr. 84 ()
      GCL-Poly (HKG:3800) to invest in 2 solar project
      [Date:06-18-2010] Source: Infocast News RSS Feed

      GCL-Poly Energy Holdings Limited (HKG:3800) announced that it acquired the entire membership interest in A Solar and AMSOLAR USD I, LLC.

      A Solar will develop solar photovoltaic electric generating systems with an aggregate nameplate capacity of 8.5MW at various sites located in and around Lancaster, California, U.S.; and AMSOLAR USD will develop a 1.2 MW solar photovoltaic project to be installed on campus rooftops and parking structures at the University of San Diego, U.S..

      The total estimated investment amount for projects are approximately US$50 million ($390 million) and US$5 million ($39 million), respectively.

      The Company entered into a facility agreement with Standard Chartered Bank, Singapore Branch (SCB), pursuant to which, SCB will make available to GCL Solar an aggregate amount of US$50 million to fund the acquisition and the development of the projects. Once the projects are completed, the Group will also consider seeking tax equity investors (or partners) in the US in order to maximize return on investment and minimize tax liabilities.
      Avatar
      schrieb am 22.06.10 07:26:44
      Beitrag Nr. 85 ()
      GCL-Poly (HKG:3800): wafer capacity to reach 2GW by end Oct
      [Date:06-22-2010]


      GCL-Poly Energy (HKG:3800) said its wafer capacity has reached 1.2GW and the group is expected to ramp up its wafer capacity to a target of 2.0GW by the end of this October.

      GCL-Poly said its fast growing wafer production business can help further enhance the group's profitability and help address the industry's shortage of wafers, whilst further strengthening the leading position and competitive advantages of the group in the solar industry.
      Avatar
      schrieb am 09.07.10 15:02:37
      Beitrag Nr. 86 ()
      GCL-Poly begins commercial operations at 200,000MT hydrochlorination facilities
      07 July 2010 | By Emma Hughes | News > Materials


      Jiangsu Zhongneng Polysilicon Technology Development, a subsidiary of GCL-Poly, has begun commercial operations at its 200,000MT hydrochlorination facilities. The facilities ensure the stable production of polysilicon and significant upgrade of product quality to a higher level, allowing full recycling of by-products, and achieving lower polysilicon production cost to reach levels similar to that of global incumbents.

      This hydrochlorination project was a significant element in the technical improvement program initiated by Jiangsu Zhongneng in 2010, with the aim of increasing polysilicon production volume and enhancing the competitiveness of GCL-Poly's polysilicon products.

      The technical improvement program marked the cooperation between the GCL-Poly's R&D center and other leading polysilicon technical service providers in the U.S. via the application of advanced technologies such as hydrochlorination.

      Since the technical improvement program, the company's hydrochlorination facilities have reached a total capacity of 500,000MT per annum, which can fully satisfy the recycling requirements for polysilicon production. The company said it expects to bring down polysilicon production cost to reach levels similar to that of leading incumbents after the 200,000MT facilities have been fully ramped up.

      Shu Hua, executive director and president of GCL-Poly, said, "The operation of the 200,000MT facilities marks an important milestone taken by Jiangsu Zhongneng towards enhancing product competitiveness. Through supplying a large quantity of high-quality polysilicon at competitive prices, GCL-Poly will play a significant role in the rapid development of the solar industry in China and elsewhere and contribute significantly to the adoption of solar power generation."
      Avatar
      schrieb am 29.07.10 19:10:43
      Beitrag Nr. 87 ()
      GCL-POLY ENERGY (HKG:3800) to invest an additional US$300 million in the silicon wafer business
      [Date:07-29-2010] Source: Quam RSS Feed
      GCL-POLY ENERGY (HKG:3800) announced that it has approved to invest an additional US$300 million in the silicon wafer business with an additional capacity of approximately 1GW in the PRC. The new US$300 million investment will be funded by the Group's internal resources or banking facilities.

      Subsequent to the investment of US$300 million to be made by the Group, the Group's total investment in silicon wafer production facilities will amount to approximately US$1,000 million (equivalent to approximately HK$7,800 million)with a total capacity of approximately 3 GW.
      Avatar
      schrieb am 10.08.10 18:42:00
      Beitrag Nr. 88 ()
      hier gibt es eine Präsentation zum Verlauf des PV-Geschäfts in Q1: http://www.gcl-poly.com.hk/eng/investors/presentations.php

      -2.584 MT Poly verkauft, 3.112 MT produziert
      -109 MW Wafer verkauft
      -Poly-ASP: 50$, production cost 35$
      -Wafer-Ramp sollte auf 2 GW gehen, inzwischen auf 3

      => habe mal eine Order in HK platziert, da mir der Spread hier mit 25% einfach zu überl ist....
      Avatar
      schrieb am 20.08.10 18:05:24
      Beitrag Nr. 89 ()
      GCL-POLY ENERGY (HKG:3800) receives US$300 million facility
      [Date:08-20-2010] Source: Quam RSS Feed
      GCL-POLY ENERGY (HKG:3800) as borrower has entered into a facility agreement with China Development Bank Corporation Hong Kong Branch as lender in relation to the facility in an aggregate amount equal to US$300 million for a term of three years to the Company.

      Under the terms of the Facility Agreement, it shall be a change of control event if at any time Mr.Zhu Gong Shan, Mr. Zhu Yu Feng and other members of their family and their associates either cease to collectively remain as the single largest shareholder of the Company or cease to control the Company.
      Avatar
      schrieb am 26.08.10 09:12:03
      Beitrag Nr. 90 ()
      GCL-Poly Energy (HKG:3800) 1H net profit $788M, up 97%; no div
      [Date:08-26-2010]

      GCL-Poly Energy Holdings Limited (HKG:3800) recorded a profit attributable to equity holders of $787.6 million for the first half of 2010, up 96.9% compared with a year ago.

      EPS were 5.09 cents. No interim dividend was declared.
      2 Antworten
      Avatar
      schrieb am 26.08.10 09:16:25
      Beitrag Nr. 91 ()
      Antwort auf Beitrag Nr.: 40.047.144 von R-BgO am 26.08.10 09:12:03Produktion in Q2: 3.919 MT

      Wafer-Produktionskosten all-in: 57c

      Wafermenge in Q2: 197,7 MW
      1 Antwort
      Avatar
      schrieb am 26.08.10 09:20:09
      Beitrag Nr. 92 ()
      Antwort auf Beitrag Nr.: 40.047.174 von R-BgO am 26.08.10 09:16:25aktuell Produktionskosten von $28/kg poly
      Avatar
      schrieb am 30.08.10 15:50:29
      Beitrag Nr. 93 ()
      GCL-Poly and DelSolar sign second wafer supply contract
      Further strengthening long-term strategic alliance

      (Hong Kong, 30 August 2010) GCL-Poly Energy Holdings Limited (“GCL-Poly” or the
      “Company”, stock code: 3800.HK, together with its subsidiaries, the “Group”) announced
      today that GCL (Nanjing) Solar Energy Technology Company Limited, a wholly-owned
      subsidiary of GCL-Poly, has signed a second long-term wafer supply contract with
      DelSolar Co., Ltd. (“DelSolar”, stock code: 3599.TWO), a leading solar cell and module
      provider in Taiwan, further strengthening the long-term strategic alliance between the two
      companies.

      GCL-Poly will provide to DelSolar high quality wafers that can meet the needs of about
      664MW cells from October 2010 to December 2015. The agreement includes a
      mechanism by which the parties may adjust prices to better reflect prevailing market
      conditions. DelSolar expects the alliance to greatly enhance its overall operational needs
      and profitability.

      R.C. Liang, Chairman and CEO of DelSolar said, “Both companies have been
      performing very well in meeting their obligations since signing the first wafer supply
      contract in May 2010. In order to strengthen our strategic partnership with GCL-Poly and
      to secure the material needs for DelSolar’s future expansion, we have proactively
      discussed the second long-term supply contract with GCL-Poly. DelSolar was pleased to
      quickly reach agreement on the second supply contract with GCL-Poly. This agreement
      will enhance DelSolar’s market position and strengthen the strategic partnership
      between the two companies.”

      Mr. ZHU Gong Shan, Executive Director, Chairman and CEO of GCL-Poly, said, “We are
      delighted to be able to sign the second wafer supply agreement with DelSolar, a leading
      solar company in Taiwan, so soon after we signed the first wafer supply contract. This
      demonstrates again the endorsement and recognition of GCL-Poly’s products and
      customer services by leading industry players. I look forward to closer cooperation with
      Delsolar in the future, thus creating a win-win situation for both companies within the
      fast-growing solar industry.”
      Avatar
      schrieb am 06.09.10 09:11:14
      Beitrag Nr. 94 ()
      September 3, 2010

      Hong Kong, China: GCL-Poly and Hareon Enter into Wafer Supply Contract

      GCL-Poly Energy Holdings has established long-term strategic partnership with Hareon Solar Technology, a large-sized photovoltaic products supplier in China. The Company will provide Hareon with high-quality wafers with a total worth of RMB20.8 billion in the coming three years.

      Pursuant to the wafer supply contract entered into between GCL (Nanjing) Solar Energy Technology Company Limited, a subsidiary of the Group, and Hareon, the Group will provide high quality solar wafers totaling RMB20.8 billion to Hareon’s solar cell and module production base located in Jiangsu Province, China, commencing from January 2011 to December 2013. A price adjustment mechanism has also been included in the contract.

      “For more than two years, Hareon has been maintaining a close business partnership with GCL-Poly. Together, we witnessed our rapid development in our respective fields in recent years. The signing of the long-term wafer supply contract with GCL-Poly is a new milestone in our close partnership. We believe that the contract will further accelerate the development of Hareon’s businesses in the future.” said Mr. Yang Huaijin, President and CEO of Hareon.

      Mr. Shu Hua, Executive Director and Executive President of GCL-Poly, stated, “We are pleased to cement a stronger business ties with Hareon, a large-sized photovoltaic products supplier in China. We shall make the best endeavors to deliver our promise of providing the best-in-class wafers to Hareon to underpin its continuous speedy growth. We expect closer collaboration with Hareon going forward to achieve a win-win situation in the fast-growing global solar industry’’.
      Avatar
      schrieb am 09.09.10 10:42:35
      Beitrag Nr. 95 ()
      Taiwan-based solar cell makers reportedly in talks with GCL-Poly to jointly set up wafer-slicing facilities


      Nuying Huang, Taipei; Willie Teng, DIGITIMES [Wednesday 8 September 2010]

      Several Taiwan-based solar cell makers are in talks with China's GCL-Poly to sign long-term polycrystalline silicon (poly-Si) supply contracts and possibly establish joint ventures for solar wafer slicing, according to industry sources.

      GCL-Poly, a vertically integrated solar company with businesses in materials, solar wafers and the system end, has plans to establish operations close to its customers in hopes of developing comprehensive just-in-time services, the sources said. To secure convenient material and solar wafer supplies, some solar cell makers in Taiwan are considering alliances with GCL-Poly to build wafer-slicing facilities near their operations in China and Taiwan, the sources revealed, noting that the cell companies have expressed their intention to retain management rights of the joint ventures.

      Taiwan-based solar cell maker DelSolar, which has operations in Wujiang of China's Jiangsu Province, is reportedly one of the companies showing interest. The sources also indicated that GCL-Poly has similar plans with China's Suntech Power and Trina Solar, which both are primarily solar module producers.

      In addition to gaining stable upstream supplies, closer cooperation with GCL-Poly, which has China's sovereign fund China Investment Corporation (CIC) as a major shareholder, should provide the Taiwan companies a partner in the Chinese market that is financially strong and politically connected.

      Some are concerned that the alliances could alter the ecosystem of Taiwan's solar industry. Though many first-tier cell makers in Taiwan already have wafer manufacturing capability or operations in solar system installation and management, Taiwan's solar industry is still primarily a specialized market, meaning each player is focused on one or two areas of the supply chain. If the GCL-Poly alliances materialize, these larger first-tier players could further expand both up and down stream to accelerate their vertical integration and become comprehensive solar companies like their counterparts in China.

      At first glance, solar wafer makers in Taiwan looks to have drawn the short end of the stick and could be affected by such cooperation. However, the wafer companies explained that the discrepancy between wafer and cell capacities is simply too great at the moment to cause any short-term impact. Solar cell and wafer capacities of Taiwanese companies are currently around 4GWp and 2GWp respectively.

      It is normal for cell makers to have multiple supply sources, and the GCL-Poly alliances are merely changing one section of the supply chain, said the wafer companies, adding that customers' decisions always ultimately come back to quality and manufacturing capability.
      Avatar
      schrieb am 24.09.10 11:19:56
      Beitrag Nr. 96 ()
      Goldman upgrades GCL-Poly (HKG:3800) to Buy
      [Date:09-24-2010] Source: Infocast News RSS Feed

      Goldman Sachs expects listed, low-cost, tier-one Chinese solar manufacturers to keep growing market share in 2010-2011, but competitive dynamics to change over that time. The brokerage firm has upgraded GCL-Poly Energy (HKG:3800) from "Neutral" to "Buy" and raised the stock's price target by 68.8% to HK$2.7 and forecast EPS by 70% for 2010 and by 120% for 2011.

      More specifically, tier-one component makers (JA Solar and GCL-Poly Energy) which have an ultra-low-cost structure and sustainably larger operating scale should enjoy a stronger growth outlook in 2011, Goldman Sachs says. The brokerage sees these companies as benefiting from increasing component/OEM outsourcing demand, and says that recent polysilicon spot price hike should not last beyond year-end of 2010.
      Avatar
      schrieb am 24.09.10 17:17:38
      Beitrag Nr. 97 ()
      Sales of distributed solar wafers growing, says Wahlee


      Nancy Cheng, Taipei; Jessie Shen, DIGITIMES [Friday 24 September 2010]

      Taiwan-based Wahlee Industrial, which mainly distributes production materials for semiconductors, has revealed that monthly sales of its solar module materials have topped NT$100 million (US$3.18 million) since July. The monthly figure is expected to grow further to NT$200 million in the fourth quarter, the company said.

      Wahlee has obtained an exclusive right to sell solar-grade polycrystalline silicon (poly-Si) wafers produced by GCL-Poly Energy in Taiwan, where solar cell suppliers including Motech Industries and Gintech Energy are headquartered.

      In addition, Wahlee has also diversified its offerings to include products used to manufacture lighting-use LEDs and touch panels, the company indicated. Wahlee also distributes materials for the production of phosphoric acid lithium ion batteries, and has cut into the supply chain in China.

      Wahlee noted that the company's product mix will allow it to enjoy flat to sequential revenue growth in the fourth quarter of 2010. Sales of Wahlee's so-called "green energy division" contributed 8.9% to the company's total revenues in the first half of the year.

      Wahlee reported net income of NT$742 million on consolidated revenues of NT$12.96 billion for the first half of 2010, representing on-year increases of 129% in profits and 58% in sales.
      Avatar
      schrieb am 28.09.10 17:32:37
      Beitrag Nr. 98 ()
      finde witzig, dass sich auf W:O immer noch keine Sau für GC interessiert...


      =======================


      UBS raises GCL Poly Energy (HKG:3800) target price to $3
      [Date:09-28-2010] Source: Infocast News RSS Feed

      UBS said in its research report that the brokerage raised EPS estimates of GCL Poly Energy (HKG:3800) by 24%-38% and target price to HK$3 from HK$2.4 on higher ASP and faster mix-shift to wafer from polysilicon. Rating of "Buy" remains unchanged.

      The firm forecasted the EPS for GCL Poly Energy in 2010, 2011 and 2012 to be HK$0.15, HK$0.26 and HK$0.26 respectively.
      Avatar
      schrieb am 29.09.10 14:56:30
      Beitrag Nr. 99 ()
      8 Antworten
      Avatar
      schrieb am 29.09.10 14:57:37
      Beitrag Nr. 100 ()
      Antwort auf Beitrag Nr.: 40.232.234 von dicki31785 am 29.09.10 14:56:30upps falsche firma...mfg CW
      7 Antworten
      Avatar
      schrieb am 29.09.10 15:05:04
      Beitrag Nr. 101 ()
      Antwort auf Beitrag Nr.: 40.232.244 von dicki31785 am 29.09.10 14:57:37nee, ist definitv die RICHTIGE Firma!

      und eine extrem interessante Info...


      Wenn man sich die Webseite anschaut, dann sieht man dass das Logo mit dem von GCL Poly identisch ist.

      Interessanterweise finde ich auf der ganzen Seite (bisher) keinen Querverweis.


      Damit wir GCL immer mehr zum höchstintegrierten Player in der Branche; vom SI über Wafer und Wechslerichter bis zu Projektentwicklung und Systembetrieb:

      "Under the terms of the agreement, GCL Solar is commissioning a manufacturing facility in Nanjing, China, which is expected to be capable of producing over 500 megawatts (MW) of production of the 500kW PowerGate Plus inverters in 2011. Satcon® is expected to provide GCL Solar with the core manufacturing processes and technologies for the PowerGate Plus solutions for final assembly at the GCL Solar plant. GCL Solar has agreed to purchase from Satcon the capacity to produce a minimum of 300MW per year out of the GCL Nanjing operation. The PowerGate Plus 500kW inverters manufactured at the Nanjing facility under this Agreement are expected to be sold by GCL Solar into the Chinese solar PV market, and used on GCL Solar funded utility solar developments around the world."
      6 Antworten
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      schrieb am 29.09.10 15:11:35
      Beitrag Nr. 102 ()
      Antwort auf Beitrag Nr.: 40.232.299 von R-BgO am 29.09.10 15:05:04ja aheb ich auch gerade noch nachgeguckt..das Logo ist definitiv Identisch...mfg CW
      Avatar
      schrieb am 29.09.10 15:12:00
      Beitrag Nr. 103 ()
      Antwort auf Beitrag Nr.: 40.232.299 von R-BgO am 29.09.10 15:05:04Das hier ist de Selbstbeschreibung von der Intersolar:

      GCL-Poly Energy Holdings Limited (“GCL-Poly”, Aktiensymbol 3800HK) ist Chinas größter und weltweit führender Polysiliziumhersteller und einer der Top-Energieversorgungskonzerne mit umfangreicher Erfahrung in Betrieb und Verwaltung. GCL-Polys Tochtergesellschaft, GCL Solar, plant seine derzeitige Polysiliziumkapazität von 18,000 Tonnen pro Jahr auf 21,000 Tonnen und seine jährliche Waferproduktion –sowohl Multi als auch Mono – auf 2GW bis Ende 2010 anzuheben.

      Unsere Übernahme von Konca Solar, einem der führenden Waferzulieferer Chinas, Anfang 2010 hat unserer Expansion in das Wafergeschäft noch einen weiteren Schub gegeben.GCL Solar System Ltd ist eines der Top-Anbieter für Photovoltaik-System-Lösungen, inklusive integrierter Lösungen für mittlere und größere netzgebundene PV-Kraftwerke, BIPV & BAPV Systemintegration sowie EPC weltweit. Referenzprojekte wurden bereits in Xuzhou und in Funing realisiert und zeigen unsere Kernfähigkeiten im Bereich von großen boden- und dachmontierten Projekten.

      Für weitere Informationen über GCL-Poly besuchen Sie uns doch an unserem Stand B3.350 bei der diesjährigen Intersolar München oder auf unserer Website
      4 Antworten
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      schrieb am 29.09.10 15:22:18
      Beitrag Nr. 104 ()
      Antwort auf Beitrag Nr.: 40.232.363 von R-BgO am 29.09.10 15:12:00Hört sich nach einer sehr interessanten Firma an...allein schon die wafer capacity YE 2010 von 2GW sollte dazu führen das die Firma sehr profitabel sein sollte in 2011 (denke dass das der schritt in der supply chain ist der am ehesten ein bottleneck wird...im Moment wohl NOCH Wechselrichter)...was haben die denn für poly kosten in der in-house production (falls du es zufällig weißt)?mfg CW
      3 Antworten
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      schrieb am 29.09.10 17:51:03
      Beitrag Nr. 105 ()
      Antwort auf Beitrag Nr.: 40.232.444 von dicki31785 am 29.09.10 15:22:18http://www.gcl-poly.com.hk/attachment/2010050714400317_en.pd…
      Avatar
      schrieb am 29.09.10 17:51:35
      Beitrag Nr. 106 ()
      Avatar
      schrieb am 29.09.10 18:32:16
      Beitrag Nr. 107 ()
      Antwort auf Beitrag Nr.: 40.232.444 von dicki31785 am 29.09.10 15:22:18posting #92: 28$
      1 Antwort
      Avatar
      schrieb am 29.09.10 18:37:12
      Beitrag Nr. 108 ()
      Antwort auf Beitrag Nr.: 40.234.073 von R-BgO am 29.09.10 18:32:16und der Wert kam von Seite 12 des HJ-Berichts (nicht aus der Präsentation):

      "At the same time, the Company focused on technology innovation and cost-down measures to further
      enhance polysilicon production and achieved remarkable results. The current monthly polysilicon
      production volume has exceeded 1,500MT, and product quality also improved significantly with a
      substantial portion of the products reaching electronic grade quality. Production cost continues to
      improve with unit production cost now below US$28 per kg, and the Company managed to reduce
      production cost to below US$30 per kg ahead of the original schedule set for the end of 2010."
      Avatar
      schrieb am 30.09.10 13:33:58
      Beitrag Nr. 109 ()
      unglaublich diese Firma...da wundere ich mich das ich die bis jetzt nicht so wirklich auf dem Radar hatte....kannte schon...aber so genau habe ich mir die nie angeguckt....

      Das Problem ist nur das Volumen in Frankfurt....da kann man ja gar nicht Kaufen - wenn man mit einem wenig groessern Volumen reingehen will!!!An dem Tag mit dem groessten Volumen wurden "nur" 50k Stück gehandelt...da muss man wohl HK kaufen!

      Im Poly/Wafer business sind die Jungs ja anscheinend TOP aufgestellt...guck mir die mal ein wenig genauer an...mfg CW
      6 Antworten
      Avatar
      schrieb am 30.09.10 13:41:50
      Beitrag Nr. 110 ()
      Antwort auf Beitrag Nr.: 40.239.681 von dicki31785 am 30.09.10 13:33:58Hi dicki,

      schön, dass Du Dich meiner Meinung anschließt...;)

      Bisher hatte sich nur SLGramann hierher verirrt.

      Mit dem Kurs haste recht, der ist 'ne Frechheit. Habe deswegen -siehe #88- meinen letzten Kauf in HK gemacht. Das ist allerdings teuer, zumindest bei comdirect: 65,- Euro fremde Spesen.

      Da Du aber sowieso eher große Positionen nimmst, sollte Dich das vielleicht nicht allzu sehr stören.

      Trotz allem finde ich den Wert nicht billig. Insofern Pulver trockenhalten für eine gute Gelegenheit.
      5 Antworten
      Avatar
      schrieb am 30.09.10 14:18:43
      Beitrag Nr. 111 ()
      Antwort auf Beitrag Nr.: 40.239.749 von R-BgO am 30.09.10 13:41:50ja kommt drauf an was man als preiswert bezeichnet...wenn man dieses jahr nimmt - und ich mir diesmal vielleicht die richtigen Zahlen angeguckt habe ;) - sollte es ja ca. 5 HK cent gewesen sein als income 1H 2010! wenn man animmt das bleibt "flat" dann ca. 10 HK cent und somit ein KGV von 24....allerdings muessen dir doch richtig anfangen geld zu verdienen mit ihren wafers!!!!2H 2010 sollte doch ein Traum fuer die Jungs werden?!

      Geben die eine explizite Guidance?! oder mehr so in die richtung von "VNP guidance"? Hast du dir den letzten call angehoert? wuerde mich sehr interessieren...danke im voraus..mfg CW
      4 Antworten
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      schrieb am 01.10.10 02:51:23
      Beitrag Nr. 112 ()
      Antwort auf Beitrag Nr.: 40.240.084 von dicki31785 am 30.09.10 14:18:43habe bisher keinen "Call" gesehen; ist bei den Asiaten glaube ich nicht so üblich
      3 Antworten
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      schrieb am 01.10.10 15:03:27
      Beitrag Nr. 113 ()
      Antwort auf Beitrag Nr.: 40.245.382 von R-BgO am 01.10.10 02:51:23hmmm...ok also gibt es dann auch keine guidance 2H 2010?!mfg CW
      2 Antworten
      Avatar
      schrieb am 01.10.10 15:34:47
      Beitrag Nr. 114 ()
      Antwort auf Beitrag Nr.: 40.248.934 von dicki31785 am 01.10.10 15:03:27yep; unter Outlook stehen nur ein paar Kostenziele

      Wenn ich ihnen mal großzügig +50% für H2 zubillige lande ich beinem KGV von knapp 18; KBV beträgt auch immerhin fast 3, was für eine kapitalintensive Bude viel ist
      1 Antwort
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      schrieb am 01.10.10 18:25:17
      Beitrag Nr. 115 ()
      Antwort auf Beitrag Nr.: 40.249.172 von R-BgO am 01.10.10 15:34:47ja das kommt hin (KGV)...und das sie Kapitalintesive arbeiten stimmt auf jeden fall... Allerdings rampen die ja in einer so unglaublichen Geschwindigkeit wer weiss was da 2011 an Gewinn rausspringt...

      ich glaube ich muss mal am WE ein bisschen rechnen....Dann habe ich ein klareres Bild von der Firma!! mfg CW
      Avatar
      schrieb am 18.10.10 15:41:12
      Beitrag Nr. 116 ()
      GCL-Poly (HKG:3800) 9-month polysilicon production up 1.84x
      [Date:10-18-2010]


      GCL-Poly Energy (HKG:3800) has announced the operating performance of its polysilicon, wafers and power businesses for the first three quarters of 2010. During the period, the group produced an accumulated polysilicon of approximately 12,099 tonnes, representing an increase of approximately 183.5% over the same period of last year. In the third quarter of 2010, the group produced polysilicon of approximately 5,068 tonnes, representing an increase of approximately 154.3% over the same period of last year.

      During the nine months, the group sold polysilicon of approximately 8,799 tonnes, and sold 3,405 tonnes in the third quarter. Due to the implementation of long-term strategic sales policy, the group's average selling price of polysilicon for the first three quarters and in the third quarter of 2010 were US$50.6/kg and US$51.7/kg respectively.

      As the group's production costs of polysilicon further decreased, the production costs in the third quarter of 2010 decreased to approximately US$25.4/kg and further down to US$23.8 at the end of September.

      The group expects its annual production of polysilion for 2010 to exceed 16,500 tonnes and production cost of polysilicon to fall.

      For the first three quarters and in the third quarter of 2010, the group produced wafers of 624MW and 432MW respectively, and sold wafers of 664MW and 435MW respectively. The average selling price in the third quarter of 2010 was US$0.8 per watt.

      The group expects that the capacity expansion target of wafers will reach an overall production capacity of 3.5GW by the end of 2010 and an annual production of approximately 1.3GW in 2010.

      The group's average gross profit margin of the solar business was approximately 39% for the first three quarters; whereas the average gross profit margin of the solar business was approximately 44% for the third quarter.
      5 Antworten
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      schrieb am 18.10.10 15:46:23
      Beitrag Nr. 117 ()
      Antwort auf Beitrag Nr.: 40.341.807 von R-BgO am 18.10.10 15:41:12Auf der Webseite http://www.gcl-poly.com.hk/eng/index.php gibt es wieder eine Präsentation; die Geschwindigkeit, mit der sie besser werden ist UNFAßBAR!!!

      Börse scheint das in HK zu honorieren...
      4 Antworten
      Avatar
      schrieb am 19.10.10 10:29:05
      Beitrag Nr. 118 ()
      Antwort auf Beitrag Nr.: 40.341.861 von R-BgO am 18.10.10 15:46:23wie schon vermutet ist das wafer business durch die decke gegangen...aber wie die rampen ist schon unglaublich ca. 600 MW an wafers verkauft von Q1-3 und davon ueber 400 in Q3...hut ab...

      habe mir die presentation mal angeguckt - was ist den bitte mit der website....so langsam...letztes mal war das nicht der fall - und mir faellt auf das die wafer kosten gestiegen sind was ein bisschen komisch ist da poly kosten noch weiter runtergekommen sind....des weiteren hast du mal ein EPS...kann ich irgendwie nicht finden...und auf der website zu navigieren ist eine katastrophe wie gesagt...mfg CW
      3 Antworten
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      schrieb am 21.10.10 18:32:35
      Beitrag Nr. 119 ()
      Antwort auf Beitrag Nr.: 40.347.121 von dicki31785 am 19.10.10 10:29:05habe mir nochmal - genau - das announcement und die presentation angeguckt...kein EPS weil preliminary #'s...

      ich lese mir gerade den Interim Report durch...und die Jungs sind ja komplett "verrueckt":

      "....in July to further invest and expand wafer production capabilities and plans to ramp up annual wafer prduction capacitz to 3GW end of 2010....the company will become the largest wafer manufacurer in terms of production capacity....(Seite 7)"

      "For the solar business, the technical upgrade program for the poly. production facilities is on scheudle and we are confident that the annual poly prod. capacity will reach 21,000 (Mit 5068 in Q3 ist man ja schon am ziel(20272)"

      Aber wenn du mal auf seite 14/15 guckst...brauchen die schon ein bisschen geld....da sind ein paar loans due within the next 12 mo....

      Insgesamt sieht man das die Firma wirklich schafft zu executen...und mit den poly preisen im ruecken und deren partner werden die ihre wafer wohl sehr warscheinlich in all moeglichen situationen los..oder sind zumindest sehr viel besser aufgestellt als viele andere firmen....

      wie stehst du zum Power Business (die marge ist relativ klein und was strebt man an...man kann ja auch lesen das sie anfangen solar zu installieren(seite 12)? mfg CW
      2 Antworten
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      schrieb am 21.10.10 18:56:03
      Beitrag Nr. 120 ()
      Antwort auf Beitrag Nr.: 40.368.241 von dicki31785 am 21.10.10 18:32:35Das Power-Business ist auf Sicht wohl nur eine Fußnote; obwohl ich es interessant finde, mal was über die dortigen Preise zu erfahren

      Hinsichtlich Finanzierung: die haben eine 20%-Beteiligung von CIC reingenommen; das ist der chinesische sovereign-wealth-Fonds; gehe davon aus, dass wenn sonst nichts gehen sollte, die in letzter Instanz immer einspringen werden
      1 Antwort
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      schrieb am 22.10.10 09:36:16
      Beitrag Nr. 121 ()
      Antwort auf Beitrag Nr.: 40.368.433 von R-BgO am 21.10.10 18:56:03Mit der Finanzierung meinte ich eher Kurzfristig...und ich meinte auch nicht das sie nicht an das Geld rankommen wuerden....das sollte kein problem sein...

      Nur sieht es so aus als koennte, muesste, man diluten...aus dem bericht ging hervor das man letztes jahr 3x am markt "eingesammelt" hat.....wurde dieses jahr schon diluted? Current Ratio ist unter 1.... lt. HJ Bericht...und es muss noch geld ausgegeben werden um die wafer capacity zu rampen auf 3000 MW....mein punkt ist ich moechte nicht kaufen wenn ich weiss in ein zwei monaten kommt eine dilution...dann kann ich auch warten....weil ich moechte die aktie im depot haben...aber nicht um jeden preis...

      muss mir nochmal genauer das B/S angucken....mfg CW
      Avatar
      schrieb am 26.10.10 11:55:51
      Beitrag Nr. 122 ()
      HONG KONG, Oct 26 (Reuters) - Chinese solar firm GCL-Poly Energy Holdings Ltd said on Tuesday it has agreed to supply Taiwan's Neo Solar Power Corp with 350 megawatts (MW) of solar wafers.

      GCL-Poly, 20 percent owned by China Investment Corp, would deliver the wafers from the fourth quarter this year to December 2013, the company said in a statement, without disclosing the financial details of the deal.

      GCL-Poly is the country's largest producer of polysilicon, a raw material used to make solar cells that convert sunlight into electricity. By the end of 2010, the company said it expected its yearly polysilicon production to reach 21,000 tonnes.
      1 Antwort
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      schrieb am 08.11.10 17:14:09
      Beitrag Nr. 123 ()
      Antwort auf Beitrag Nr.: 40.390.215 von R-BgO am 26.10.10 11:55:51http://www.bizjournals.com/albuquerque/news/2010/11/08/Wells…
      Avatar
      schrieb am 18.11.10 19:23:42
      Beitrag Nr. 124 ()
      18.11.2010 17:16
      China's GCL enters U.S. solar power-plant business

      By Todd Woody

      SAN FRANCISCO, Nov 18 (Reuters) - A subsidiary of China's GCL-Poly Energy Holdings Ltd has formed a joint venture with SolarReserve, a California developer, to build photovoltaic power plants in the United States.

      The deal, to be announced Thursday, marks a major bid by a Chinese solar company to enter a market dominated by European and U.S. firms. Last week, GCL obtained a commitment from Wells Fargo to provide $100 million in financing for its solar projects.

      GCL is China's largest manufacturer of polysilicon and wafers used to make photovoltaic modules. The company also builds conventional power plants in China along with wind and solar projects. The state-owned China Investment Corporation owns a 20 percent stake in GCL.

      'We value the U.S. market as one of the most important markets for us and we wanted to get into the development side of the game,' Yumin Liu, president of GCL Solar Energy Inc, the company's San Francisco-based subsidiary, said in an interview.

      'To support the continued growth of the company we have to have a portfolio for years to come. The only way to do it economically is to secure a pipeline of projects.'

      GCL will acquire a 50 percent share of SolarReserve's 1,100-megawatt project pipeline in photovoltaics for an undisclosed price.

      SolarReserve, based in Santa Monica, California, has focused on developing large solar thermal power plants using molten-salt technology licensed from United Technologies Corporation. This type of plant is not part of the joint venture.

      Kevin Smith, SolarReserve's chief executive, said the startup last year began to acquire control of 40 sites throughout the desert Southwest that would be suitable for smaller-scale photovoltaic-power projects. The company hired Macquarie Capital to search for a partner to share development costs.

      'The U.S. market is a hugely competitive market on pricing, given the current policy structures and limited federal government support for renewable energy,' Smith said. 'Partnering with a low-cost Chinese company gives us insight on how to maintain competitiveness in these markets and we will learn a trick or two.'

      He said that SolarReserve will handle land acquisition, permitting and negotiating power purchase agreements with utilities while GCL will oversee procurement of solar panels and construction. Work on 400 megawatts' worth of projects should begin in 2011.

      Chinese solar panel makers have captured about 40 percent of the California rooftop market but have shied away from developing photovoltaic power plants. Suntech Power Holdings Co, for instance, recently ended a short-lived joint venture with Fotowatio Renewable Energy to develop solar farms.

      Ted Sullivan, a senior analyst with Lux Research in New York, said the joint venture with SolarReserve was a smart investment for GCL.

      'They get access to some prime real estate, they're moving to lock up tax equity financing and lock up a pipeline of projects that keeps their polysilicon plants running at high capacity,' he said.

      A state-backed Chinese solar company competing for scarce project financing in the United States may raise some hackles, Sullivan noted. On the other hand, he said, the joint venture will be employing American construction workers and buying inverters and other products from U.S. companies.

      Liu stressed that GCL Solar Energy's parent company already spends hundreds of millions of dollars on American-made machines for its factories.

      'We consider ourselves an American company,' he said of GCG Solar Energy.
      Avatar
      schrieb am 01.12.10 07:01:49
      Beitrag Nr. 125 ()
      GCL-Poly Energy, CIC terminate solar JV agreement

      Dec. 1, 2010 (China Knowledge) - GCL-Poly Energy Holdings Ltd<3800>, the largest polysilicon producer in China, and China Investment Corp, the nation's US$300-billion sovereign wealth fund, have decided to terminate a joint venture agreement on solar farm projects, sources reported.

      GCL-Poly Energy said in a statement that the move has no negative influence on its stable and close partnership with CIC. As a long-term financial investor, CIC dose not want to be involved in specific operations and management of the JV, according to the statement.

      Late last year, the two sides inked the US$500-million JV agreement to invest in solar power generation stations. A return of more than 12% on the investment was expected, said GCL-Poly Chairman Zhu Gongshan.

      GCL-Poly Energy, which is 20% owned by CIC, last month signed a cooperative agreement with a U.S.-based bank, Wells Fargo & Co, to start photovoltaic projects with installed capacity totaling 50 megawatts in the U.S. by the end of 2011.

      Pursuant to the agreement, the Hong Kong-listed firm will acquire more than US$100 million of loans from the bank to launch several PV projects, which are principally for public facilities, through a subsidiary GCL Solar Energy, according to an earlier report from China Knowledge.
      Avatar
      schrieb am 03.12.10 10:41:34
      Beitrag Nr. 126 ()
      Solar News
      JA Solar signs wafer, polysilicon supply agreement with GCL-Poly Energy
      EBR Staff Writer Published 02 December 2010

      JA Solar, a manufacturer of solar power products, has entered into a supplemental wafer and polysilicon supply agreement with China-based GCL-Poly Energy and its subsidiaries.

      Under the adjusted terms of this agreement, GCL-Poly will supply JA Solar with an aggregate of approximately 10GW of polycrystalline wafers and polysilicon products for a five-year period, from January 2011 to December 2015.

      JA Solar chief operating officer Jian Xie said that this multi-year supplemental supply agreement fundamentally improves JA Solar's supply chain positioning with an expanded strategic supply of poly-crystalline solar wafers.

      "It also provides a solid foundation to support JA Solar's rapid growth and will significantly improve our cost competitiveness in the dynamic solar industry," Xie said.
      1 Antwort
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      schrieb am 08.12.10 11:25:55
      Beitrag Nr. 127 ()
      Antwort auf Beitrag Nr.: 40.638.789 von R-BgO am 03.12.10 10:41:34Solar wafer shortage to persist in the 1H11, says GCL-Poly chairman


      Zhu Gongshan, chairman and CEO of GCL-Poly, China's leading polycrystalline silicon (poly-Si) solar wafer maker, indicated that cost declines throughout the solar supply chain will ease the impact from subsidy cuts, and demand in 2011 should reach 20GWp. However, the government needs to give solar companies time and space to make adjustments before slashing incentives, Zhu said, adding that a solar wafer shortage will continue into the first half 2011.

      With the governments of major European markets such as Germany, Italy, Czech Republic and France likely to cut subsidies in 2011, solar industry forecasts are mixed. Zhu expects global solar demand to rise 30% from 15GWp in 2010 to around 20GWp for 2011.

      Huge potential in the US, Japan, South Korea, India, South Africa and China should continue to support photovoltaic (PV) demand in 2011, Zhu said. Though the solar supply chain is strong enough to weather the incentive reductions, he hopes that governments will carefully evaluate the impact on solar companies and provide sufficient time and space for operation adjustments.

      GCL-Poly will produce 17,000 metric tons (MT) of poly-Si in 2010, which is equivalent to about 3GWp of solar cell capacity. Its solar wafer production should reach 3.5GWp and the company recently announced that all new wafer capacity is now fully operational.

      A solar wafer shortage will persist into the first half of 2011, Zhu said, noting that though more expanded capacity is scheduled to come online in the second half, elimination of less competitive players should continue and hence, those offering quality and cost-effective products will enjoy strong demand.

      Despite tight supply, GCL-Poly is expected to cut solar wafer quotes in the first half of 2010 to show solar cell clients that it is committed to long-term and mutually beneficial relations, according to industry sources.





      GCL-Poly will not enter solar cell and module production, to establish research center in Taiwan in 2011, says company chairman


      China-based GCL-Poly, a vertically integrated solar company with businesses in materials, solar wafers and systems, will not enter solar cell and module manufacturing, according to company CEO and chairman Zhu Gongshan. GCL-Poly plans to improve services to Taiwan-based solar cell clients and possibly establish a research and development center on the island, he added.

      GCL-Poly, a new comer to the solar wafer sector a year ago, is now China's largest polycrystalline silicon (poly-Si) solar wafer maker and has ramped up solar wafer capacity to 3.5GWp through expansion and acquisitions.

      Rumors regarding GCL-Poly looking to expand downstream to solar cells and modules have surfaced recently. With China Investment Corporation (CIC) a major shareholder, and GCL-Poly's aggressive expansion strategy in the past, it seemed natural for the company to integrate all levels of the supply chain to increase its influence and market share.

      Zhu, on December 7 said that the company will continue to develop opportunities in poly-Si, solar cells and systems, but will keep its promise to solar cell and module clients.

      Zhu further pointed out that it has plans to establish a research center in Taiwan in 2011 to learn from Taiwan's manufacturers and initiate broader and deeper technological cooperation. GCL-Poly has a similar facility in the US, which has helped GCL-Poly improve technologically and reduce costs. The company has since stopped relying solely on suppliers in the US and Europe for production equipment and began developing its own manufacturing process.
      Avatar
      schrieb am 22.12.10 15:12:26
      Beitrag Nr. 128 ()
      GCL-Poly Energy inks supply contract with Solarfun Power

      Dec. 22, 2010 (China Knowledge) - GCL-Poly Energy Holdings Ltd<3800>, a foreign-owned independent cogeneration plant operator in China, on Dec. 21 said it had signed an agreement with another Chinese photovoltaic product maker Solarfun Power Holdings Co Ltd<SOLF> to supply 2.5 gigawatts of silicon products.

      Pursuant to the agreement, the Hong Kong-listed firm will deliver these silicon chips and materials to Solarfun Power from 2011 to 2015.

      At present, GCL-Poly Energy has China's largest solar power plant in Xuzhou, Jiangsu Province with an installed capacity of 20 MW, and some PV modules of the plant were provided by Solarfun Power.

      GCL-Poly Energy, which had a silicon chip output capacity of 3.5 GW per year at the end of last month, hopes to have an annual output capacity of 21,000 tons of poly-silicon at the end of this year, sources reported.
      Avatar
      schrieb am 29.12.10 12:51:54
      Beitrag Nr. 129 ()
      Hatte ich übersehen:


      October 29, 2010

      Hong Kong, China: GCL Poly Signs Long Term Wafer Supply Contract with Indosolar

      GCL-Poly Energy Holdings Limited has signed long-term silicon wafer supply contract with Indosolar Limited, a solar cell producer in India. The contract is valued at approximately $600 million.

      GCL-Poly will provide 209 million high quality silicon wafers (approximately 815MW) in the next 4 years. Mr. Zhu Gongshan, Chairman of GCL-Poly and Mr. B.K.Gupta, Chairman of Indosolar Limited signed the contract on behalf of each company.

      The cooperation draws close attention from both governments. Mr. Wang Jun, Director of New Energy and Renewable Energy Department of the PRC National Energy Administration, and Dr. Farooq Abdullah, Honourable Minister for New and Renewal Energy, Govt. of India, attended the signing ceremony.

      Government officials of both countries praised this cooperation of the photovoltaic industries between China and India and assured the future important role of photovoltaic industry in the new energy market. They also see the urgency for stronger development of this industry in responding to dramatic global environmental changes.

      It is envisaged that this cooperation could push a step forward the development of photovoltaic market in both China and India so as to achieve a win-win situation for both countries.

      GCL-Poly Energy's annual polysilicon production capacity is expected to reach 21,000 MT by the end of 2010, and the quality of polysilicon products has reached electronic grade level. The Group’s wafer production capacity will achieve 3.5 GW by the end of 2010. In addition, the Group owns a 20MW solar farm in Xuzhou, Jiangsu province, which is currently the largest solar farm in China.
      Avatar
      schrieb am 11.01.11 14:10:26
      Beitrag Nr. 130 ()
      und weiter geht's:

      Trina Solar Signs Supplemental Long Term Wafer and Polysilicon Supply Agreement with GCL-Poly

      CHANGZHOU, China, Jan. 11, 2011 /PRNewswire via COMTEX/ --

      Trina Solar Limited (NYSE: TSL) ("Trina Solar" or the "Company"), a leading integrated manufacturer of solar photovoltaic (PV) products from the production of ingots, wafers and cells to the assembly of PV modules, announced today through its subsidiary, Changzhou Trina Solar Energy Co. Ltd., has signed a supplemental long-term wafer and polysilicon product supply agreement with GCL (Changzhou) Solar Energy Technology Company Limited, a subsidiary of GCL-Poly Energy Holdings Limited ("GCL-Poly", the "Company" or the "Group"; stock code: 3800.HK).

      Under the terms of the supplemental agreement and existing agreements, GCL-Poly is expected to supply Trina Solar with wafers and polysilicon sufficient to produce approximately 7,500 MW of solar modules in aggregate over five years. Delivery of the wafers and polysilicon at predetermined prices will commence from January 2011 to December 2015. Terms of the agreement also contain a price adjustment clause.

      "We are very pleased to further strengthen our long term strategic partnership with GCL-Poly by signing this supplemental agreement," said Patrick Lu, Trina Solar's Vice President of Supply Chain Management. "The agreement to secure a portion of the Company's wafer and polysilicon requirement from GCL-Poly continues to extend our advantage to support our long-term sales growth and market share expansion goals into 2011 and beyond."

      "GCL-Poly remains committed to providing the best-in-class wafers and polysilicon to Trina Solar to further secure its position as a leading PV player in the fast growing global solar industry," said Mr. Shu Hua, Executive Director and President of GCL-Poly.
      3 Antworten
      Avatar
      schrieb am 12.01.11 19:20:01
      Beitrag Nr. 131 ()
      Antwort auf Beitrag Nr.: 40.839.248 von R-BgO am 11.01.11 14:10:26unglaublich und die aktie laueft und laueft....langsam mag ich nicht mehr hingucken :(;)...mfg CW
      2 Antworten
      Avatar
      schrieb am 28.01.11 12:47:25
      Beitrag Nr. 132 ()
      Antwort auf Beitrag Nr.: 40.850.182 von dicki31785 am 12.01.11 19:20:01hattest Du doch keine gekauft?
      1 Antwort
      Avatar
      schrieb am 28.01.11 12:47:42
      Beitrag Nr. 133 ()
      ...
      GCL-Poly (HKG:3800) sees FY10 results back to the black

      [Date:01-28-2011] Source: Infocast News
      GCL-Poly Energy Holdings Limited (HKG:3800) expected to record a significant increase in its profit for the year ended 31 December 2010 as compared to the audited loss of RMB176 million (HK$199.7 million) incurred in the year 2009.

      The Board expects that the profit for the second half of 2010 will be approximately three times of the unaudited profit for the first half of 2010 (HK$787.6 million).

      The Board considers that such improvement in the results is mainly attributable to the relative stable average selling price of polysilicon and wafers during 2010; the substantial increase in the sales volume of both polysilicon and wafers in 2010; and 3. substantial one-off share-based payment expenses, which were incurred in 2009, will not occur again in 2010.
      1 Antwort
      Avatar
      schrieb am 28.01.11 12:57:11
      Beitrag Nr. 134 ()
      Antwort auf Beitrag Nr.: 40.942.837 von R-BgO am 28.01.11 12:47:42Wenn ich mit den Werten mal ganz grob schätze, lande ich bei einem Gewinn von knapp 300 Mio. Euro

      =>KGV von ca. 15
      => EK-Rendite 26&
      Avatar
      schrieb am 28.01.11 18:31:11
      Beitrag Nr. 135 ()
      Antwort auf Beitrag Nr.: 40.942.830 von R-BgO am 28.01.11 12:47:25nein:( halte praktisch garnichts mehr...nur noch VNP, TEF, SOL...habe den rest vor einigen tagen verkauft in der hoffnung auf eine korrektur....und bis jetzt sieht es nicht schlecht aus....allerdings wird abgerechnet wenn man wieder investiert ist :)

      Bei GCL habe ich noch die Hoffnung reinzukommen!! aber wo? habe mir das ganze gemuetlich angeschaut und jetzt sind wir bei 3,70...naja was soll man machen....hast du eigentlich was zu den VNP Zahlen (CC)? Wenn ja waere posten nett...mfg CW
      Avatar
      schrieb am 14.02.11 17:29:01
      Beitrag Nr. 136 ()
      China Sunergy Signs 4400 MW Long Term Wafer Supply Agreement with GCL-Poly
      prnewswire





      NANJING, China, Feb. 14, 2011 /PRNewswire-Asia/ -- China Sunergy Co., Ltd., (Nasdaq:CSUN - News) ("China Sunergy" or the "Company") a specialized solar cell and module manufacturer based in Nanjing, China, announced today that it has entered into a long-term wafer supply agreement with GCL-Poly Energy Holdings Limited ("GCL-Poly") (SEHK:3800.hk - News).

      Under the terms of the agreement, GCL-Poly will supply China Sunergy with an aggregate of approximately 4,400 MW of wafers over six years. Delivery of wafers will commence in February 2011 for completion in December 2016. The agreement also contains a clause for a price adjustment mechanism based on wafer market price.

      "We are very pleased to build up the long term strategic partnership with GCL-Poly," said Mr. Stephen Zhifang Cai, CEO of China Sunergy. "This agreement will strengthen our supply chain and solidify our competitive cost position in the dynamic solar industry. We expect that the partnership will positively contribute to CSUN's rapid growth in the global solar industry."

      Mr. Shu Hua, the Executive Director and president of GCL-Poly, stated, "We are delighted to partner with China Sunergy, one of China's leading solar companies, and look forward to supporting China Sunergy's growth with our high quality services. We believe the partnership will be a win-win situation for both companies in the global solar industry."

      About China Sunergy Co., Ltd.:

      China Sunergy Co., Ltd. (Nasdaq:CSUN - News) ("China Sunergy") is a specialized manufacturer of solar cell and module products in China. China Sunergy manufactures solar cells from silicon wafers, which utilize crystalline silicon solar cell technology to convert sunlight directly into electricity through a process known as the photovoltaic effect, and assembles solar cells into solar modules. China Sunergy sells these solar products to Chinese and overseas module manufacturers, system integrators, and solar power systems for use in various markets.

      For more information please visit http://www.chinasunergy.com.

      About GCL-Poly Energy Holdings Limited

      GCL-Poly Energy Holdings Limited (3800. HK) is China's largest polysilicon producer and one of the world's leading wafer suppliers and also a top green energy enterprise in China. Annual polysilicon production capacity attained 21,000 MT by the end of 2010, and the quality of polysilicon products has reached electronic grade level. The Group's wafer production capacity has already achieved 3.5 GW in November 2010. In addition, the Group owns a 20 MW solar farm in Xuzhou, Jiangsu province, which is currently the largest solar farm in China. For more information about GCL-Poly, please visit the company's website at www.gcl-poly.com.hk .

      For further information contact:




      FD


      Helen Jing Zhu: Helen.JingZhu@fd.com


      Phone: + (86) 10-8591-1958



      Safe Harbor Statement

      This announcement contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts in this announcement are forward-looking statements. These forward-looking statements are based on current expectations, assumptions, estimates and projections about the Company and the industry, and involve known and unknown risks and uncertainties, including but not limited to, the Company's ability to raise additional capital to finance the Company's activities; the effectiveness, profitability, and the marketability of its products; litigations and other legal proceedings; the economic slowdown in China and elsewhere and its impact on the Company's operations; demand for and selling prices of the Company's products, the future trading of the common stock of the Company; the ability of the Company to operate as a public Company; the period of time for which its current liquidity will enable the Company to fund its operations; the Company's ability to protect its proprietary information; general economic and business conditions; the volatility of the Company's operating results and financial condition; the Company's ability to attract or retain qualified senior management personnel and research and development staff; future shortage or availability of the supply of raw materials; impact on cost-competitiveness as a result of entering into long-term arrangements with raw material suppliers and other risks detailed in the Company's filings with the Securities and Exchange Commission. The Company undertakes no obligation to update forward-looking statements to reflect subsequent occurring events or circumstances, or to changes in its expectations, except as may be required by law. Although the Company believes that the expectations expressed in these forward looking statements are reasonable, they cannot assure you that their expectations will turn out to be correct, and investors are cautioned that actual results may differ materially from the anticipated results.
      Avatar
      schrieb am 22.02.11 21:20:04
      Beitrag Nr. 137 ()
      Feb 21 (Reuters) - GCL-Poly Energy Holdings Ltd (3800.HK) said it planned to invest about HK$17.7 billion ($2.28 billion) to further expand its polysilicon capacity and wafer business.

      In a filing with the Hong Kong bourse over the weekend, GCL said it would expand its polysilicon and wafer facilities in China in 2011 and 2012, aiming to increase annual polysilicon production capacity to about 25,000 tonnes by the end of 2011 and 65,000 tonnes by mid-2012, from 21,000 tonnes as of the end of last year.

      It also aims to raise annual wafer production capacity to 6,500 megawatts (MW) by the end of 2011, from 3,500 MW at the end of 2010.

      GCL, China's largest manufacturer of polysilicon and the wafers used to make photovoltaic modules, said the new investment would be funded by internal resources and borrowings. (US$1=HK$7.78) (Reporting by Donny Kwok; Editing by Jonathan Hopfner)
      Avatar
      schrieb am 03.03.11 01:02:29
      Beitrag Nr. 138 ()
      GCL-Poly to spend US$500 million to set up LED plant


      Siu Han, Taipei; Yvonne Yu, DIGITIMES [Wednesday 2 March 2011]

      China-based upstream solar material supplier GCL-Poly recently started construction of an LED production plant in Jiangsu, scheduled to complete at the end of 2011. Initial investment is US$500 million.

      GCL plans to install 100 MOCVD sets by the end of 2011, and parent company GCL Power plans to purchase a total of 400-500 MOCVD sets.

      A market rumor indicated that a China-based maker placed a order for 400-500 MOCVD machines with Aixtron at the end of 2010, and the rumor has recently been confirmed with GCL-Poly the maker. Industry sources from China noted that GCL-Poly is optimistic about the significant business opportunities of the LED industry and plans to transfer its successful experience in the silicon industry to LED industry.

      Total investment of GCL-Poly's LED production base is about US$2.5 billion and it plans to install a total of 400-500 MOCVD sets and chip production equipment. The first phase development is scheduled to install 170 sapphire crystal growth furnaces and 100 MOCVD set with revenues expected to reach US$1 billion.
      Avatar
      schrieb am 14.03.11 08:55:06
      Beitrag Nr. 139 ()
      heute über 5% im plus.

      :)
      Avatar
      schrieb am 17.03.11 17:36:10
      Beitrag Nr. 140 ()
      GCL Poly Energy mit nachbörslichen Zahlen!

      GCL-Poly Posts HK$4 Billion Profit
      Thursday, 17 March 2011 18:13 PDF Print E-mail
      User Rating: / 0
      PoorBest

      Theindonesiatoday.com - Solar panel, wafer and poly-silicon producer GCL-Poly Energy Holdings Limited booked net profit of HK$4.02 billion last year against net loss of HK$199.7 million in 2009 on strong sales growth.

      GCL-Poly, listed on HK Stock Exchange, reported sales revenue of HK$18.47 billion last year, skyrocketed 273.7% from 2009, while gross profit even higher by 356.9% to HK$6.8 billion.

      Solar wafer dominated its sales revenue with HK$9.18 billion, followed by poly-silicon (HK$4.29 billion), electricity, steam, and coal.

      GCL-Poly, China's largest polysilicon producer, has further strengthened its position to become the world's largest producer of wafer for solar panel and the leading global manufacturer of silicon materials. By the end of November 2010, GCL-Poly's annual wafer production reached 3.5 GW, while polysilicon capacity reached 21,000 tons per annum.

      The total estimated installed capacity of solar farms around the world last year was over 16 GW compared to 7.2 GW in 2009. Germany remains the world's largest photovoltaic market, with an installed capacity of exceeding 8GW. GCL-Poly believes global capacity will exceed 20 GW this year. (Theindonesiatoday.com)


      Read more about Solar by theindonesiatoday.com

      http://theindonesiatoday.com/energy-headline/8433-gcl-poly-p…
      Avatar
      schrieb am 22.03.11 09:12:13
      Beitrag Nr. 141 ()
      Bin jetzt bei Poly auch an Board. Mal sehen was hier geht. Die Zahlen sehen ja eigentlich richtig gut aus.
      1 Antwort
      Avatar
      schrieb am 02.05.11 18:08:56
      Beitrag Nr. 142 ()
      Antwort auf Beitrag Nr.: 41.245.612 von Danylein2005 am 22.03.11 09:12:13Ich auch mit einer kleinen Position. :look: Wollte schon früher, hatte aber nix frei die ganze Zeit. :rolleyes:
      Avatar
      schrieb am 09.05.11 07:24:11
      Beitrag Nr. 143 ()
      Applied Materials' HCT B5 Wire Saws Selected by GCL-Poly for Solar Manufacturing
      Order represents 2.5GW of wafering capacity; adds to strong momentum of HCT B5 system
      Selection validates unique differentiation of proven HCT B5 technology and productivity
      SANTA CLARA, Calif., May 8, 2011 - Applied Materials, Inc., the leading equipment supplier to the solar photovoltaic (PV) industry, announced today that GCL-Poly Energy Holdings Ltd., China's largest producer of polysilicon wafers for solar PV applications in 2010*, has placed a significant order for Applied's HCT B5TM wire saws. The systems, which represent more than 2.5 gigawatts of wafering capacity, are scheduled to begin shipping to GCL-Poly's production facilities in Suzhou, Changzhou, and Taicang, China, in the current calendar quarter of this year.

      "GCL-Poly continues to execute on its manufacturing capacity plans in order to meet the increasing demand for high quality polysilicon wafers," said Zhu Gong Shan, executive director, chairman and CEO of GCL-Poly. "We are pleased to have Applied Materials join us in our efforts to help our customers bring down the cost-per-watt of solar cells."

      "We are excited to have the opportunity to play a role in GCL-Poly's growth strategy and are committed to providing the technology and cost-effective production capability to enable its success," said Dr. Mark Pinto, executive vice president and general manager of Applied's Energy and Environmental Solutions Group. "This important order adds to the growing momentum of the HCT B5 system in the marketplace and validates the unique differentiation of our proven wire saw technology."

      In addition to advanced equipment, GCL-Poly has purchased Applied E3TM automation software for process monitoring and control, and extended maintenance support to optimize system output and reduce costs. This contract represents one of the most significant combined investments in equipment automation software and support services by any crystalline silicon solar manufacturer to date.

      "The GCL order is a testimony to the HCT B5 system's compelling economic advantages for customers: higher annual output and lower overall cost-per-wafer than any wire saw available today," said Jean-Maurice Imbert, vice president and general manager of Applied's Precision Wafering Systems division. "We look forward to working with leading customers like GCL-Poly to continue to drive down the cost of solar power with our advanced wafering systems."
      Avatar
      schrieb am 09.05.11 09:48:38
      Beitrag Nr. 144 ()
      SBC Research zu Comtech 712.hk und Peer Vergleich:

      vom 21.4.11
      http://www.sbie2capital.com/research/pdf/712KM210411.pdf

      vom 24.3.11
      http://www.sbie2capital.com/research/pdf/712KM240311.pdf
      Avatar
      schrieb am 06.06.11 13:12:31
      Beitrag Nr. 145 ()
      Investiert GCL auch im LED Bereich? Habe dazu eine Vermutung im Aixtron Thread gelesen. Weiß jemand mehr darüber?

      Viele Dank und Grüße
      H.
      Avatar
      schrieb am 07.06.11 14:08:42
      Beitrag Nr. 146 ()
      05.31.2011
      Toronto, Ontario Canada
      Canadian Solar and Suzhou GCL Photovoltaic Technology Co., Ltd., a subsidiary of GCL-Poly Energy today announced a major solar joint-venture to build a 600 MW capacity wafer plant in Suzhou dedicated to Canadian Solar's requirements. The initial 600 MW can be expanded to 1.2 GW.

      The total capital expenditure for the first phase of the project is approximately US$77 million, which is expected to be financed 33.3% through the registered capital and 66.7% through debt. Under the terms of the agreement, GCL will contribute 90% of the registered equity, and Canadian Solar will contribute 10%.

      Mr. Gongshan Zhu, Chairman and CEO of GCL, said, "We are very pleased to be partnering with Canadian Solar on a long-term basis. This partnership with Canadian Solar, one of the industry's most innovative leaders worldwide, is central to our ability to strategically expand our manufacturing capacity and to reach our growth targets. We have worked together for three years now, sharing both a commitment to high-quality and service. Our teams boast industry leading technical expertise, customer support and sales acumen. Our respect for each other will help us achieve further success on this expanded scale."

      Dr. Shawn Qu, Chairman and CEO of Canadian Solar, said, "This is a major strategic development for Canadian Solar, GCL and the broader solar industry. This joint-venture will supplement our other wafer arrangements and make Canadian Solar fully prepared to compete at 2GW scale by early 2012. In GCL, we gain a valued long-term partner, with essential large scale manufacturing expertise. We expect this venture to help further lower our manufacturing costs from the first quarter of 2012 onwards, and further improve Canadian Solar's gross margins, with a minimal capital expenditure requirement. Importantly, by securing high-quality wafers we can support the increased demand levels for our high-quality solar module products which we are seeing from customers in solar markets worldwide. We look forward to a successful cooperation with GCL in the years ahead."

      Canadian Solar remains on track to expand its annualized capacity for solar cells to around 1.3GW to 1.4GW by mid-2011. In addition, Canadian Solar also plans to announce a joint venture to build a 600MW solar cell facility that will enable it to reach approximately 2GW of internal solar cell capacity during the first quarter of 2012. The Company is also on track to reach 2GW of annualized capacity for module lamination by mid-2011. As a result, the Company is on track to achieve a 2GW 'virtual vertical integration' from wafer to cell and module at the beginning of 2012.

      The Company would like to reiterate that its internal cell and module capacities, which are 220MW and 350MW for the second quarter of 2011, respectively, are currently running at full utilization rates, reflecting the strong endorsement of Canadian Solar products in the marketplace. The percentage of third-party cells vs. internally produced cells in the second quarter of 2011 is expected to be higher than that in the first quarter of 2011 due to the full utilization of the Company's module capacity. However, the Company still expects to maintain a similar or improved blended gross margin in the second quarter of 2011 compared to the first quarter of 2011 based on its trend forecast for third party cell and wafer prices.
      Avatar
      schrieb am 13.06.11 10:42:51
      Beitrag Nr. 147 ()
      06.06.2011
      Hong Kong, China
      GCL-Poly New Energy and Goldpoly New Energy are to build a 300 MW capacity wafer plant in Quanzhou dedicated to Goldpoly’s requirements.

      Mr. Shu Hua, the Executive Director and President of GCL-Poly, stated, “We are very
      pleased to establish a long-term strategic relationship with Goldpoly which is a leading
      photovoltaic enterprise in the southeastern region of Mainland China. Goldpoly is the first
      solar cell manufacturing company established in Fujian Province. We have cooperated
      with them for many years and have established trustful relationship with each other.
      Goldpoly focuses on technology research and development, improves cell conversion
      efficiency, and develops innovative technologies and new products continuously. We are
      committed to capitalising on our expertise in upstream manufacturing to support
      Goldpoly. Both of us are dedicated to product quality and our commitments to customers,
      keeping order development in the market, and maintaining the long-term interests of the
      industry. This joint venture is not only a further development of the new mode of strategic
      cooperation between GCL-Poly and its downstream customers, but at the same time a
      strategic move by GCL-Poly to the southeastern region of Mainland China. It helps
      GCL-Poly to extend its business coverage to Taiwan and the emerging markets in the
      South-East Asia, which is strategically important to GCL-Poly.”

      Mr. Ka So Yiu, Executive Director of Goldpoly New Energy Holdings Limited, said,
      “GCL-Poly has been one of our high-quality suppliers and important strategic partners.
      The signing of the cooperation agreement reinforces the competitive advantages of each
      other and the confidence in the solar business. This joint venture matches the future
      expansion plan of Goldpoly, and further assures our raw material supply.”
      Avatar
      schrieb am 19.06.11 19:58:32
      Beitrag Nr. 148 ()
      China-based GCL-Poly brings pressure for price cuts on international poly-Si makers


      Nuying Huang, Taipei; Jackie Chang, DIGITIMES [Friday 17 June 2011]

      China-based GCL-Poly Energy Holdings has extended production from poly-Si material to solar wafers and has lowered quotes for 6-inch wafers to US$2.10, reflecting poly-Si costs of US$40-45/kg. This has brought pressure to reduce prices upon international makers of poly-Si, including US-based Hemlock, Germany-based Wacker and South Korea-based OCI, because their contract prices stand at US$50-55/kg currently. If they do not cut prices, clients are expected to suffer losses and consequently decrease output and, in turn, procurement of poly-Si.

      The four largest suppliers of polysilicon are Hemlock, Wacker, OCI and GCL-Poly. Three of the four companies have been focusing solely on polysilicon, only GCL-Poly has entered the production of solar wafers.

      Most wafer firms, including Taiwan-based companies, have been signing supply contracts with the other three polysilicon providers.

      Industry sources stated that OCI has been seen as the firm with the most flexible pricing.

      Falling prices throughout the solar supply chain have been an ongoing concern recently. The uncertainty in the market has caused a lack of demand. Solar firms are also concerned with the market in the second half of 2011 due to high inventory and Germany's possible incentive cuts.

      Capacity will continue to decrease, said industry sources, if PV material firms do not adjust prices. This will cause the inventory build-up to move upstream to material suppliers. According to industry observers, flexible price adjustments are beneficial to both the material suppliers and their customers.

      Other international suppliers of polysilicon include REC, MEMC, Mitsubishi, and Sumitomo.
      Avatar
      schrieb am 29.06.11 09:42:29
      Beitrag Nr. 149 ()
      Medienmitteilung
      Baar, 29. Juni 2011

      Meyer Burger schliesst erfolgreich neuen Vertrag mit GCL aus China über einen Gesamtwert über CHF 160 Millionen ab


      Meyer Burger gewinnt einen weiteren Auftrag für hochpräzise Drahtsäge- und Mess-/Inspektionssysteme von Jiangsu GCL Silicon Material Technology Development Co., Ltd., einer Tochtergesellschaft der GCL-Poly Energy Holdings Limited. Das Unternehmen ist an der Börse in Hongkong kotiert (Hongkong Symbol: 3800.HK). Die Drahtsägen der MB Wafertec und die Inspektionssysteme der Hennecke Metrology Systems stellen die Herstellung von hochwertigen multikristallinen Solarwafer sicher und erfüllen damit die Produktionsziele und die Kundenbedürfnisse von GCL-Poly.

      Meyer Burger Technology AG (SIX Swiss Exchange: MBTN) veröffentlichte heute, dass MB Wafertec und Hennecke, beides Gruppengesellschaften der Meyer Burger Technologiegruppe, erfolgreich Verträge über die Auslieferung von hochpräzisen Trenn- und Inspektionssystemen für Solarwafer abgeschlossen haben. GCL-Poly hat erneut Meyer Burger in einem stark umkämpften Umfeld für die Bereitstellung von Präzisionsdrahtsägen und Inspektionssystemen ausgewählt.

      GCL-Poly ist Chinas grösster und weltweit einer der führenden Anbieter von Polysilizium und Solarwafer und auch eine der ‚Top-Green’ Energieunternehmungen in China. Das Unternehmen hat Meyer Burger als Lieferant von fortschrittlichen Photovoltaik Technologien und hochintegrierten Systemen ausgewählt. Mit ihrer Innovationskraft, neue Technologien zu entwickeln und einem stark service- und kundenorientierten Fokus hilft Meyer Burger die wachsenden Anforderungen in der Herstellung und Produktion von GCL-Poly zu erfüllen.

      Meyer Burger CEO Peter Pauli sagt: „Als führender Prozess- und System-Lieferant in der Photovoltaikindustrie ist es sehr wichtig, auf einer starken Kundenbeziehung zu führenden Solarenergieunternehmen aufzubauen und unsere führende Stellung in diesem Markt zu demonstrieren.“

      GCL Verwaltungsratspräsident und CEO, Zhu Gong Shan, ergänzt: „Wir haben Meyer Burger als strategischen Lieferanten, uns in der Herstellung von hochwertigen Solarwafer und bei der stets wachsenden Nachfrage nach Hochqualitätsprodukten sowie bei unseren eigenen Wachstumszielen zu unterstützen ausgewählt.“
      Avatar
      schrieb am 18.07.11 08:30:06
      Beitrag Nr. 150 ()
      Avatar
      schrieb am 08.08.11 09:15:02
      Beitrag Nr. 151 ()
      08.02.2011
      Hong Kong, China

      GCL-Poly has signed a long term contract with Realforce Power to supply 4.2 GW solar wafer products over the next six years.

      Under the supply contract signed between GCL-Poly and Realforce Power, GCL-Poly will provide the products from July 2011 to December 2016. A price adjustment mechanism is included in the contract.

      Mr. Shu Hua, the Executive Director and President of GCL-Poly, stated, “We are very conservative in selecting strategic and cooperative partners. The rapid development momentum and solid corporate culture of Realforce Power let us firmly believe that our cooperation with Realforce Power will lead us to a bright development prospect.

      GCL-Poly will continue to deepen the cooperation with our strategic and cooperative partners. We will faithfully fulfill our supply agreement and support our partner to obtain favourable position in market competition so that it is a win-win situation for both of us
      ultimately.”

      “The wafer procurement contract is the continuation of our in-depth cooperation over the years between Realforce Power and GCL-Poly. It reflects the full confidence from both parties of the future market. It further strengthens the bilaterally strategic cooperation relationship and mutual trust, as well as significantly propels each of the application direction business of Realforce Power. Realforce Power will honour the contract which will lay a solid foundation for strategic cooperation relationship. We are determined to take application direction and vertical integration as our future path and regard this long term contract to be a golden opportunity to realise our dream as a Rolls-Royce of the photovoltaic industry,” Mr. Wang Bufeng, Chairman of Realforce Group, expressed above confidently.
      Avatar
      schrieb am 23.09.11 13:26:13
      Beitrag Nr. 152 ()
      China-based GCL to lower solar wafer quotes in 4Q11

      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Friday 23 September 2011]


      China-based GCL-Poly Energy Holdings is negotiating a reduction in fourth-quarter quotes for 6-inch solar-grade polycrystalline silicon wafers. The company will certainly lower quotes but has not yet decided on the extent of any decrease, Taiwan industry sources have cited GCL executives as indicating. GCL has reached an economy scale through expanding its annual capacity to 6.5GWp and uses relatively inexpensive polycrystalline silicon material produced in house, the sources pointed out.

      GCL's planned price cut has led to Taiwan- and China-based solar cell makers' asking to lower prices for a 6-inch solar-grade polycrystalline silicon wafer from US$1.80-1.85 currently to US$1.60 in the fourth quarter, the sources said. The planned price cut has brought pressure on Taiwan- and China-based silicon wafer makers which may not be able to follow suit due to higher production costs, the sources indicated.

      GCL's plan also poses a challenge to international suppliers of polycrystalline silicon, mainly Germany-based Wacker, US-based Hemlock Semiconductor and South Korea-based OCI, as wafer makers are expected to ask for lower prices to reduce costs, the sources said.
      Avatar
      schrieb am 27.09.11 11:18:39
      Beitrag Nr. 153 ()
      In terms of the PV market perspective, since the global solar market has entered the state of severe price competition and low margins, if GCL and Foxconn's joint effort to manufacture solar cell and module materializes, it is estimated that they will rapidly gain a considerable market share over cost advantage. As a result , solar cell and module manufacturers might face considerable competitive pressure. EnergyTrend indicated that it might accelerate the speed of the global solar industry restructuring, and only the manufacturers with competitives advantages--low manufacturing cost and superior technology--will be able to survive.

      http://www.energytrend.com/node/2050
      Avatar
      schrieb am 27.09.11 11:41:57
      Beitrag Nr. 154 ()
      und hier

      http://www.wallstreet-online.de/nachricht/3266874-steigt-fox…

      Steigt Foxconn ins Solargeschäft ein?
      Autor: EMFIS
      | 29.08.2011, 11:09 | 167 Aufrufe | 0 |

      Taipeh 29.08.2011 (www.emfis.de) Einer Meldung des 21st Century Herald zufolge will Terry Gou, Firmenchef von Foxconn und der Hon Hai Group, 40,2 Milliarden Yuan (6,2 Milliarden US-Dollar) in die Produktion von Solarzellen und Siliziummaterialien investieren.

      Dazu will Gou mit Zhu Gongshan, Firmenchef von GCL-Poly Energy Holdings, und mit Yang Huajin, dem Präsidenten von Hareon Solar Technology, zusammenarbeiten. GCL-Poly gilt derzeit mit einer Jahres-Produktionskapazität von 17.800 Tonnen als größter chinesischer Hersteller von Polysilizium.

      Das neue Joint-Venture in der Provinz Shanxi könnte diese Menge jedoch locker toppen: Es ist geplant, jährlich etwa 100.000 Tonnen Polysilizium und Solarzellen mit einer Leistung von 10 Millionen Kilowatt zu produzieren. Branchenkenner gehen davon aus, dass ein solches Schwergewicht einen beträchtlichen Einfluss auf die chinesische Solarbranche hätte.
      Avatar
      schrieb am 06.10.11 15:04:36
      Beitrag Nr. 155 ()
      GCL-Poly continues to lower costs for poly-Si production

      Nuying Huang, Taipei; Steve Shen, DIGITIMES [Thursday 6 October 2011]



      China-based integrated solar firm GCL-Poly Energy Holdings expects to lower its production of polycrystalline silicon to US$20/kg by the end of 2011 compared to US$21.8 in the first half of the year, according to company CEO Shu Hua.

      Shu also said the company does not rule out the possibility of cutting the price of its 6-inch poly-Si wafers to US$1.60/unit as expected by downstream solar cell makers in the fourth quarter.

      GCL has an annual production capacity of 65,000 metric tons of polysilicon and 6.5GWp of poly-Si wafers, and the company's production lines for both polysilicon and poly-Si wafers are currently at full capacity, Shu revealed.

      Sales of solar products to Taiwan solar firms currently contribute 25% to GCL's total revenues, and the company aims to boost the ratio to 30% in the near future, Shu said, noting that 100% of GCL's production of poly-Si wafers is shipped to contract clients.

      GCL already has the capability to manufacture furnaces for the production of mono-like silicon and is currently rolling out 60MWp mono-like silicon a month, Shu said. Taiwan needs about 4MWp of mono-like silicon per month at present, GCL estimated.
      Avatar
      schrieb am 14.10.11 08:08:42
      Beitrag Nr. 156 ()
      Biun erst jetzt dazu gekommen, mir die HJ-Ergebnisse anzuschauen; bombastische Zahlen!:

      http://www.gcl-poly.com.hk/attachment/2011082519482617_en.pd…

      Auf Seite 22 findet sich alles "in-a-nutshell"...

      Inzwischen unter 22$ Produktionskosten für poly.
      Avatar
      schrieb am 23.10.11 17:18:22
      Beitrag Nr. 157 ()
      SEPTEMBER 20, 2011, 3:59 PM ET
      First Solar: Axiom Sees GCL Having Edge In Cost

      By Tiernan Ray

      Axiom Capital’s Gordon Johnson today writes that solar energy technology vendor First Solar (FSLR) is not the “low-cost leader” in solar cell and module production, as the company claims, and the crown must go to Hong Kong-listed GCL-Poly Energy Holdings (3800HK), a maker of polysilicon, the raw ingredient for cells and modules from First Solar’s competitors.

      Johnson bases his analysis on remarks yesterday by GCL’s chief operating officer, Hua Shu, speaking at an investor gathering.

      Johnson argues that by controlling polysilicon costs, and by partnering with module makers such as Trina Solar (TSL), GCL can sell modules at a cost that is lower than First Solar’s:

      His [Shu's] wafer processing cost today is $0.17/watt, falling to $0.16/watt by year-end, 2. his polysilicon manufacturing cost is $20/kg today [at a ~6gram/watt conversion], falling to $16/kg by year-end [Mr. Shu made it a note to highlight that this cost INCLUDES depreciation], and 3. his tolling cost to make modules right now from vendors such as TSL, YGE, JKS, etc. is $0.50/watt). GCL, not First Solar, is the new cost leader… this is not well understood by the market at present: When considering: (a.) GCL will be providing modules for $0.76/watt by the end of this year into project development and EPC markets in the U.S.A., as well as China, India, and wherever there is demand.

      On its Q2 conference call, First Solar noted a cost per watt of 75 cents to produce modules, or 73 cents when leaving out “ramp penalty”:

      Our conversion efficiency was 11.7%, which is up 0.5 percentage points year-over-year and flat quarter over quarter. Module manufacturing cost per watt was $0.75, which is flat quarter over quarter. The benefit of our modules from low-cost manufacturing sites was offset by FX, lower line throughput, higher spending and factory ramp costs.

      Although that would make First Solar lower by a penny, Johnson insists that First Solar loses the edge when factoring what’s called “balance of systems.” To get the same output from a solar installation, one would have to install more panels using a First Solar system because the “conversion efficiency” for First Solar is only 11.7% versus 16% to 17% for GCL.

      Such a disparity in the efficiency of the systems, argues Johnson, means that First Solar would have to offer a 25-cent discount to its prices to match the final cost of what GCL can sell as finished systems.
      Avatar
      schrieb am 23.10.11 19:20:23
      Beitrag Nr. 158 ()
      R-bgo
      mal eine Frage

      Bist du zufällig der Marketmaker von GCL in Deutschland?
      1 Antwort
      Avatar
      schrieb am 24.10.11 00:01:31
      Beitrag Nr. 159 ()
      Antwort auf Beitrag Nr.: 42.247.641 von JJ24 am 23.10.11 19:20:23nö, bin ich nicht; wieso?
      Avatar
      schrieb am 26.10.11 09:45:26
      Beitrag Nr. 160 ()
      GCL-Poly enters PV system integration business

      Press release; Jackie Chang, DIGITIMES [Wednesday 26 October 2011]


      GCL-Poly Energy Holdings Limited, a China-based solar firm, has announced that it has set up GCL-Poly Solar Energy System Integration (Taicang), formally launching the global solar system integration business.

      GCL-Poly owns the largest polysilicon production capacity in the world. Being the largest privately owned power company in China, GCL-Poly benefits on its competent and well-experienced team in electricity investment, construction, operations and also its success in investments in solar system integration in the US and China.
      Avatar
      schrieb am 17.11.11 11:13:47
      Beitrag Nr. 161 ()
      Avatar
      schrieb am 21.03.12 09:04:49
      Beitrag Nr. 162 ()
      Zahlen sind da; sie sind bei $18,60/kg angekommen (Seite 12): http://www.gcl-poly.com.hk/attachment/2012031518371817_en.pd…
      Avatar
      schrieb am 22.04.12 20:13:35
      Beitrag Nr. 163 ()
      Hallo allerseits,

      ich beschäftige mich erst seit kurzem mit GCL. Aber wenn ich das richtig sehe, sind sie was Kosten für Poly und Wafer angeht sehr weit vorne (also niedrig). Im zweiten Halbjahr 2011 sind die Preise natürlich kollabiert, trotzdem erschreckend, dass Umsatz und vor allem Gewinn trotz starken Ausbaus der Kapazitäten so stark gefallen sind.

      Finde dafür keine vernünftige Erklärung in der Präsentation, eigentlich sollten die Margen ja nach wie vor ordentlich sein. Kann mir jemand helfen?

      Vielen Dank vorab
      Blue T.
      1 Antwort
      Avatar
      schrieb am 23.04.12 11:53:30
      Beitrag Nr. 164 ()
      Antwort auf Beitrag Nr.: 43.072.625 von BlueTornado am 22.04.12 20:13:35Konnte mir die Präsentation noch nicht komplett reinziehen.
      Allerdings ist Fakt, daß GCL durch Dumpingpreise momentan alle größeren Konkurrenten vor allem im Waferbereich wie bspw. LDK
      restlos platt macht! Richtig verdienen tun die da nichts mehr.

      Frage an Dich:
      Hast Du Infos bezgl. des Verschuldungsgrades?
      Das soll laut Branchengerüchten enorm sein!
      Avatar
      schrieb am 24.04.12 14:58:01
      Beitrag Nr. 165 ()
      Ich beschäftige mich wie gesagt erst seit kurzem (und auch nicht übermäßig intensiv) mit GCL. Weiß daher nicht mehr, als im Geschäftsbericht steht.

      Klar, Verschuldung ist ordentlich, im Vergleich zu LDK aber nicht übermäßig hoch. Spannend ist ja auch immer die Laufzeit von Krediten und Anleihen, darüber habe ich aber noch nichts gelesen. Habe den Bericht aber auch nur überflogen.

      Rund 3 Mrd Euro Marktkapitalisierung müssen jedenfalls erstmal "verdient" werden, daher bin ich hinsichtlich größeren Aufwärtspotenzials eher skeptisch.

      Blue T.
      Avatar
      schrieb am 25.04.12 15:44:30
      Beitrag Nr. 166 ()
      die 3 Milliarden sind schon mehr als heftig. Ich sehe in diesem Segment aber keine stärkeren Player weit und breit. Scheint so als ob die sich da relativ schnell eine absolute Vormachtstellung geschaffen haben.

      Ein Einstieg kommt für mich da nicht in Frage, aber beobachtenswert ist die Geschichte sicherlich.
      Avatar
      schrieb am 20.06.12 21:11:30
      Beitrag Nr. 167 ()
      Avatar
      schrieb am 20.06.12 21:12:54
      Beitrag Nr. 168 ()
      aus 2011, sorry!!!
      Avatar
      schrieb am 04.10.12 15:19:45
      Beitrag Nr. 169 ()
      Avatar
      schrieb am 09.11.12 11:51:28
      Beitrag Nr. 170 ()
      GCL-Poly Plans to Enter Power and Storage Battery Sector
      Release date:2012-10-10  Source:MEETING CHINA


      Recently, rumors spread out that GCL-PolyEnergy Holdings Limited which mainly engages in PV and electricity will spend RMB11.6 billion in Xuzhou to enter into the sector of power and storage battery, causing a shock to the industry. However, GCL has not yet officially released any relevant announcement by the time this news dispatch has been distributed.

      As the helmsman of GCL, Zhu Gongshan has been weaving his new energy plan very early to build three core industries: PV, LED, and storage battery. GCL, which has a strong background and "does not see money as a problem," has forced its way into the PV sector by throwing money to buy technologies and talents to rapidly realize scaled business. This stimulates Zhu Gongshan to attempt to copy this mode to the LED and storage battery businesses, with various goals directed at "world's first".

      Research institutions of the industry points out that it is very hard for GCL to obtain any advantage in such a fiercely competing market because it faces a serious shortage of technical reserves and the few engineers and technologies it introduced from Taiwan are all outdated; plus, the industry in itself is not so prosperous. Therefore, the only wise choice for GCL would possibly be opt-out, which means all the preliminary inputs of human and material resources are basically nullified.

      A battery manufacturer questioned the application of customary tricks on battery business by GCL that although GCL is proved to have indeed successfully purchased genuine technologies and talent in the polysilicon section, yet after all that is an industry with relatively mature technologies, while in the case of power battery for electric vehicles, GCL does no have any solid foundation; plus, various technical standards of the power battery sector are still in the stage of experiment and improvement, so it is quite impossible for GCL to use the safe tactics to purchase first-class technologies and talents.
      Avatar
      schrieb am 19.11.12 12:23:30
      Beitrag Nr. 171 ()
      GCL Polysilicon Cost Dropped Half More
      Release date:2012-10-19  Source:Securities Times
      GCL has produced high purity products in polysilicon-making pilot project with silane fluidized bed method to fill domestic blanks in China. While enhancing the purity of polysilicon, new technologies may reduce more than half of the cost comparing with Siemens improvement method.

      Currently, polysilicon is prepared mainly with Siemens improvement method in the world. The technical route has reached to the limit that can reduce the production energy consumption. The power consumption of every kilogram may be about 80 kWh. Jiangsu Zhongneng Company, one of GCL group subsidiary companies, will be responsible for the above pilot project of GCL. Zhong Zhenwu, R&D director of Jiangsu Zhongneng, introduced that the power consumption of polycrystalline silicon per kilogram may be reduced to 25 kWh below with 98% of conversion rate in the pilot operation with silane fluidized bed method.

      Zhu Gongshan, Chairman of Chinese PV Industry Union, said that the cost of polysilicon plays a decisive effect on the price of PV power generation. Polysilicon prepared with silane fluidized bed is an important progress to respond to PV crisis with technological innovation so as to accelerate the realization of PV power generation grid parity.
      Avatar
      schrieb am 12.11.13 19:13:46
      Beitrag Nr. 172 ()
      Avatar
      schrieb am 12.11.13 19:17:04
      Beitrag Nr. 173 ()
      Internationale Solartitel haben den RENIXX mit ihren Gewinnen angeschoben. Die Windtitel, insbesondere aus Deutschland, geben vor dem Hintergrund der aktuellen Koalitionspläne zur Energiewende nach.

      GCL Poly Energy haussieren
      Die Aktie des chinesischen Silizium- und Wafer-Herstellers GCL Poly Energy legt um 18,6 Prozent auf 0,249 Euro zu. Das Unternehmen hat Absatz-Zahlen für das dritte Quartal 2013 vorgelegt. Beim Polysilizium konnte die verkaufte Menge in den ersten drei Quartalen 2013 um 29 Prozent auf 12.490 metrische Tonnen gesteigert werden. Insbesondere der Absatz im dritten Quartal ist gegenüber dem Vorjahr stark angestiegen. Auch der Verkauf von Wafern stieg in den ersten neun Monaten 2013 um 47 Prozent gegenüber dem Vorjahr. Weitere internationale Solartitel folgen auf der Gewinnerliste. Auf den Rängen zwei bis fünf folgen JA Solar aus China (+9,2 Prozent, 8,84 Euro) sowie GT Advanced Technologies (+7,3 Prozent, 7,60 Euro), Sunpower (+7,1 Prozent, 24,03 Euro) und Solarcity (+6,9 Prozent, 39,48 Euro) aus den USA.


      http://www.iwr.de/news.php?id=24984
      Avatar
      schrieb am 07.02.14 11:28:08
      Beitrag Nr. 174 ()
      habe meine Stücke verkauft; insgesamt ein kleiner Gewinn
      Avatar
      schrieb am 16.12.14 18:22:44
      Beitrag Nr. 175 ()
      GCL Leads the Debt Restructuring of Chaori Solar to Pick Up the Last Link of the Value Chain
      By Nancy Wu, Lux Research

      Shanghai Chaori Solar Energy Science & Technology (Chaori Solar) recently disclosed an announcement on its progress on debt restructuring after its bankruptcy. According to the announcement, China Great Wall Asset Management Corporation (Great Wall) and Shanghai Jiuyang Investment Management Limited Partnership (Shanghai Jiuyang) are going to issue a debt bond of RMB 880 million for Chaori Solar, of which Great Wall will guarantee the liability up to RMB 788 million. The restructure plan also involves a strategic investor group consisting of nine companies, including Shanghai Jiuyang and GCL Group, and GCL will lead the debt restructuring and become the dominant stockholder of Chaori Solar.

      Chaori Solar was the first onshore bond default case in China when it failed to pay full interest on its bonds and had to file for bankruptcy in July 2014. However, the introduction of the Great Wall, which is a major state-owned asset management company, indicates that the financial loss of Chaori's investors and creditors will be curbed by the government. This engagement is similar to Wuxi Guolian entering in the restructuring of Wuxi Suntech and further reinforces the necessity of continued government support in China's PV industry development. More importantly, it can restore the confidence of solar PV investors, particularly under the circumstance of industry consolidation and upgrading.

      On the other hand, the strategic investor group will be led by GCL Group, the parent company of GCL-Poly Energy Holdings. As the world's largest polysilicon ingot/wafer supplier, GCL also extends to downstream system development business. The only missing link in its internal value chain is cell and module manufacturing. By acquiring Chaori Solar and adding production capacity of 520 MW solar cell and 800 MW module, among others, GCL can vertically integrate its PV value chain, as most other tier-1 Chinese manufacturers, like ReneSola and Yingli, have already done. This strategic merger will help GCL reorganize its manufacturing assets and adopt its own solar panels rather than module outsourcing, thus further lowering its current system development cost. Other benefits include additional government support along with portfolio diversification, since Chaori's module facility is listed on the norm list approved by the Ministry of Industry and Information Technology. Solar businesses should closely monitor the restructuring process of Chaori Solar, as it demonstrates constructive state intervention in struggling Chinese solar companies and represents a good example of how to take over bankrupt solar entities with government support.
      Avatar
      schrieb am 04.03.15 13:52:36
      Beitrag Nr. 176 ()
      Avatar
      schrieb am 29.04.16 11:12:36
      Beitrag Nr. 177 ()
      sie haben eine gelistete Betreiber-Tochter
      Thread: GCL New Energy Holdings
      Avatar
      schrieb am 24.05.16 15:43:39
      Beitrag Nr. 178 ()
      habe mir trotz des abstrusen spreads in Deutschland mal wieder eine kleine Menge zugelegt, weil ich sonst einfach nicht gucke...

      mein Zock bei REC scheint aufzugehen, also versuche ich es auch noch hier
      Avatar
      schrieb am 30.08.16 10:30:35
      Beitrag Nr. 179 ()
      GCL kauft die Poly-Reste von SUNE:
      http://gcl-poly.todayir.com/attachment/201608281817020000260… für 150 MUSD;

      HJ-Ergebnisse waren grob verdoppelt ggü. VJ, Kurs ist im Keller
      1 Antwort
      Avatar
      schrieb am 30.08.16 10:58:52
      Beitrag Nr. 180 ()
      bin mir nicht sicher, ob es sich hierbei um GCL Poly handelt,
      aber wenn ja interessant: http://www.energy-storage.news/news/glc-to-invest-us24.3-mil…

      Investition in eine Li-Batteriefabrik
      1 Antwort
      Avatar
      schrieb am 28.09.16 20:26:04
      Beitrag Nr. 181 ()
      Avatar
      schrieb am 15.10.16 16:45:25
      Beitrag Nr. 182 ()
      Antwort auf Beitrag Nr.: 53.164.662 von R-BgO am 30.08.16 10:58:52
      anscheinend schon:

      By Tom Kenning Oct 07, 2016


      GCL-SI to ship another 1,000 residential energy storage units to OSW in Australia


      GCL System Integration Technology, a subsidiary of GCL, will distribute another 1,000 of its energy storage units to an Australian wholesale partner One Stop Warehouse (OSW).

      Under the deal, the 1,000 E-KwBe intelligent storage units will be shipped in October.

      The E-KwBe uses lithium cells to store excess power from residential solar PV systems during the day to provide electricity at night to save money for consumers.

      Shu Hua, president of GCL-SI said: "The E-KwBe brings the everyday consumer one step closer to independence from fossil fuels by maximizing the use of free energy from the sun. This intelligent product is highly accessible to those with solar panels because it is compatible with most, if not all, mainstream inverters on the market."

      This is the second deal that GCL-SI has signed with OSW for the E-KwBe product. In the first, GCL-SI agreed to ship a total of 1,000 E-KwBes to OSW, the first batch of which arrived in Australia in September and has already been successfully installed in Brisbane to glowing reviews.

      In a previous deal, GCL-SI had already agreed to provide 1,000 E-KwBe product to OSW, of which the first batch arrived in Australia in September and installed in Brisbane.
      Avatar
      schrieb am 20.10.16 15:15:42
      Beitrag Nr. 183 ()
      interessant:
      http://www.pv-tech.org/editors-blog/tales-from-taiwan-part-2…

      Auszug:
      "For as long as solar PV has existed, manufacturers have toyed with the option of being vertically-integrated, with full control of costs and technology across the entire value-chain. Many have tried: nobody has managed it. For some, it has been the catalyst in propelling the company to imminent insolvency and years in zombie-world.

      Lots of reasons have been given over the years about why vertical integration has not worked, and most of them tend to be wrong, and are mainly a by-product of what I think is the real reason, as follows:

      For vertical integration to work in the solar industry - and to be successful almost regardless of what is happening elsewhere across supply, demand and pricing – two conditions need to be in place:

      1. Capacity through the value-chain needs to be significantly higher than anyone else. So, in today’s solar lanscape, this probably means being above 10GW, but probably 20GW is a better number.
      2. Performance and cost at any stage (ingot, cell, etc.) has to be industry-leading, as if viewed in isolation as a stand-alone business. You can’t hide mediocrity, just because you have capacity levels in place or a vertical strategy.

      And if you simply apply this logic to the previous efforts of companies to be vertically-integrated, you can see very quickly that nobody came anywhere close to these, and as a result, the companies were not shielded from any market tremors and generally fell before any first hurdle was even reached.

      So, while we are not anywhere close to these conditions being met for LONGi or GCL by the end of 2017, we could be seeing the first signs of what may unfold sometime in the future, with even the current polysilicon cartel being disrupted by LONGi taking the move upstream to polysilicon. (One could make the case to some extent for acquisition here by LONGi, with Chinese competitors of GCL or overseas options like Tokuyama candidates that could be in the firing line.)"
      2 Antworten
      Avatar
      schrieb am 01.11.16 14:28:31
      Beitrag Nr. 184 ()
      Antwort auf Beitrag Nr.: 53.164.461 von R-BgO am 30.08.16 10:30:35
      Avatar
      schrieb am 01.11.16 19:44:36
      Beitrag Nr. 185 ()
      Antwort auf Beitrag Nr.: 53.517.618 von R-BgO am 20.10.16 15:15:42
      ist eine in Shenzhen gelistete Tochter:
      Thread: GCL System Integration Technology
      Avatar
      schrieb am 01.11.16 19:46:46
      Beitrag Nr. 186 ()
      Antwort auf Beitrag Nr.: 53.517.618 von R-BgO am 20.10.16 15:15:42das dürfte den heutigen Kursrutsch erklären:


      GCL-Poly’s wafer subsidiary reports 17.2% revenue decline in Q3

      By Mark Osborne Nov 01, 2016

      GCL-Poly Suzhou reported revenue in the third quarter of 2016 of around US$595 million, down 6.5% from the prior year period and down 17.2% from the previous quarter with revenue of around US$718 million.

      Leading polysilicon and multicrystalline wafer producer GCL-Poly Energy Holdings dedicated wafer production subsidiary, GCL-Poly (Suzhou) New Energy has reported a continued decline in quarterly revenue, representing the weak demand in China and ASP declines on overcapacity across the solar industry supply chain.

      GCL-Poly Suzhou reported revenue in the third quarter of 2016 of around US$595 million, down 6.5% from the prior year period and down 17.2% from the previous quarter with revenue of around US$718 million.

      Revenue peaked in the first quarter of 2016, reaching around US$808.2 million on strong downstream demand in China, which installed around 22GW in the first half of the year.

      However, the subsidiary reported a net profit for the quarter of around US$154.6 million, compared to a net loss of around US$9.8 million in the prior year period.

      Parent company, GCL-Poly had previously reported a strong increase in wafer volume sales and an increase in wafer ASP’s in the first half of 2016.

      GCL-Poly Suzhou’s wafer sales had been in the range of 8,880MW in the first half of 2016.

      The Group’s annual wafer production capacity had increased to 17GW including 16GW for multicrystalline silicon wafer production and 1GW for monocrystalline silicon wafer production at the end of the first half of 2016.

      GCL-Poly Suzhou is not publicly listed but previously raised bonds via its parent on the Hong Kong Stock Exchange and due to rules is required to issue certain financial statements on a quarterly and interim basis. GCL-Poly has yet to release third quarter results.

      Recently, ‘Silicon Module Super League’ (SMSL) member GCL System Integrated Technology (GCL-SI) a publicly listed subsidiary of GCL Group had reported unaudited third quarter revenue of around US$390 million, compared to around US$561 million in the previous quarter, a 30.5% quarter-on-quarter reduction.

      GCL-SI secures its wafer supply from GCL-Poly’s subsidiary, GCL-Poly Suzhou.
      Avatar
      schrieb am 06.04.17 23:24:40
      Beitrag Nr. 187 ()
      3 Antworten
      Avatar
      schrieb am 19.07.17 12:32:47
      Beitrag Nr. 188 ()
      Antwort auf Beitrag Nr.: 54.693.455 von R-BgO am 06.04.17 23:24:40https://www.pv-tech.org/news/gcl-poly-starts-construction-of…
      2 Antworten
      Avatar
      schrieb am 18.05.18 14:37:05
      Beitrag Nr. 189 ()
      teuer sind sie nicht mehr,
      KGV rund 9;

      Kurs anämisch
      Avatar
      schrieb am 10.06.18 10:44:30
      Beitrag Nr. 190 ()
      Antwort auf Beitrag Nr.: 55.354.109 von R-BgO am 19.07.17 12:32:47https://www.pv-tech.org/news/gcl-poly-wants-to-sell-polysili…
      1 Antwort
      Avatar
      schrieb am 26.06.18 15:08:02
      Beitrag Nr. 191 ()
      Antwort auf Beitrag Nr.: 57.951.489 von R-BgO am 10.06.18 10:44:30
      Avatar
      schrieb am 16.10.18 15:45:33
      Beitrag Nr. 192 ()
      wow, die sind aber richtig unter die Räder gekommen...
      Avatar
      schrieb am 01.11.18 17:36:36
      Beitrag Nr. 193 ()
      GCL-Poly to expand new Xinjiang polysilicon production plant to 60,000MT

      By Mark Osborne Oct 29, 2018


      Leading polysilicon and solar wafer producer GCL-Poly Energy Holdings has announced that its new Xinjiang polysilicon production plant’s annual nameplate capacity will be increased to 60,000MT, up from the revised plans mid-year to increase the capacity from 40,000MT to 50,000MT.

      As a result of the increased capacity, the Xinjiang polysilicon plant could become the “world’s leading low-cost, high-quality polysilicon production base for modified Siemens method polysilicon manufacturing,” according to the company.

      Capital expenditure is expected to increase to around US$862 million, up from around US$816 million to complete the 10,000MT expansion.

      When completed, GCL-Poly’s annual polysilicon nameplate capacity will be in the region of 130,000MT.

      Annual production capacity had remained at 70,000MT in the first half of 2018 and its plants had been running at full capacity and produced approximately 35,374MT of polysilicon in the reporting period.

      PV Tech recently highlighted the significant drop in revenue from two non-Chinese polysilicon producers, REC Silicon and Wacker Chemie as blended polysilicon prices have almost halved in the third quarter, due to overcapacity and weak demand.

      Polysilicon capacity expansions in China have gone unabated as the Chinese government wants to become self-sufficient in high-purity polysilicon production with the lowest manufacturing costs.
      Avatar
      schrieb am 02.01.19 14:42:50
      Beitrag Nr. 194 ()
      Avatar
      schrieb am 14.10.20 11:58:35
      Beitrag Nr. 195 ()
      Der Solarboom ist hier noch nicht angekommen...
      GCL Technology Holdings | 0,047 €
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      schrieb am 22.10.20 11:04:32
      Beitrag Nr. 196 ()
      Nach Adam Riese muß es hier bald hastig aufwärts gehen....
      GCL Technology Holdings | 0,041 €
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      schrieb am 13.11.20 09:01:31
      Beitrag Nr. 197 ()
      Trotz des hohen Spread schon im Plus 😷☀️
      GCL Technology Holdings | 0,052 €
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      schrieb am 23.11.20 08:49:16
      Beitrag Nr. 198 ()
      Die müssen ja irgendwann ihre Probleme in den Griff bekommen !
      GCL Technology Holdings | 0,071 €
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      schrieb am 23.11.20 19:13:00
      Beitrag Nr. 199 ()
      Gute Erholung 😷😷😷😷😷
      GCL Technology Holdings | 0,076 €
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      schrieb am 23.11.20 19:24:15
      Beitrag Nr. 200 ()
      Hallo Utawanuna, damit du dich nicht so alleine fühlst,
      bin vor ein paar Wochen mit 900 K hier eingestiegen.

      Weiß auch nicht warum sich hier keiner ran traut.

      Gruß
      Rollisol
      GCL Technology Holdings | 0,076 €
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      schrieb am 23.11.20 19:41:25
      Beitrag Nr. 201 ()
      900 K ? Dann bist Du ja nächstes Jahr Millionär !
      GCL Technology Holdings | 0,076 €
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      schrieb am 30.11.20 09:11:42
      Beitrag Nr. 202 ()
      Hier geht es heftig rauf und runter !
      GCL Technology Holdings | 0,085 €
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      schrieb am 30.11.20 12:26:52
      Beitrag Nr. 203 ()
      Spotmarkt Solarsilizium 1 kg. 10,84 Dollar 27.11. war vor 3 Monaten noch unter 7
      GCL Technology Holdings | 0,079 $
      Avatar
      schrieb am 08.12.20 21:04:18
      Beitrag Nr. 204 ()
      Nach Adam Riese sind Butzen von den Kaimaninseln Butzen von den Kaimaninseln 🇰🇾
      GCL Technology Holdings | 0,140 €
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      schrieb am 10.12.20 21:23:13
      Beitrag Nr. 205 ()
      9.12 1kg 10,41 us Dollar...
      GCL Technology Holdings | 0,115 €
      Avatar
      schrieb am 15.12.20 09:30:50
      Beitrag Nr. 206 ()
      Der Polysiliziummarkt steht vor einem dynamischen Wachstum !
      GCL Technology Holdings | 0,148 $
      Avatar
      schrieb am 18.12.20 17:03:17
      Beitrag Nr. 207 ()
      Bin jetzt dabei !
      Habe leider 1 Woche zu spät gekauft-(
      aber ich hoffen auf 0,5 💪
      GCL Technology Holdings | 0,205 $
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      schrieb am 18.12.20 17:47:42
      Beitrag Nr. 208 ()
      Hallo,Gruß in die Runde,ich kann nicht sagen ob der Bericht schon bekannt ist,stell ihn trotzdem mal hier rein,hoch interessant😎

      https://www.pressebox.de/inaktiv/bernreuter-research/Polysil…
      GCL Technology Holdings | 0,169 €
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      schrieb am 18.12.20 18:31:54
      Beitrag Nr. 209 ()
      Danke fürs Info.
      habe DQ Stock
      GCL Technology Holdings | 0,170 €
      Avatar
      schrieb am 18.12.20 18:48:19
      Beitrag Nr. 210 ()
      5,53 HKD allzeit hoch......
      da haben wir noch Luft nach oben !
      GCL Technology Holdings | 0,170 €
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      schrieb am 18.12.20 18:54:47
      Beitrag Nr. 211 ()
      GCL Technology Holdings | 0,170 €
      Avatar
      schrieb am 18.12.20 19:01:52
      Beitrag Nr. 212 ()
      GCL Technology Holdings | 0,170 €
      Avatar
      schrieb am 19.12.20 23:48:04
      Beitrag Nr. 213 ()
      Kostete im Juli das PV Grade Poly-Silizium noch unter 7,0 USD/kg, so bewegt es sich jetzt bei etwa 12,0 USD/kg. Ein Preisanstieg um über 70%.17.10.2020
      GCL Technology Holdings | 0,204 $
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      schrieb am 20.12.20 20:56:11
      Beitrag Nr. 214 ()
      Wage mal zu behaupten das der Kurs hier in 2021 noch mindestens auf 50 Cent steigt.
      Die hohen Poly Preise sind ausgelöst durch die Havarien.
      Daran kann man ablesen das die Versorgungslage angspannt gewesen sein muß.
      2021 wird sich die Lage ein wenig entspannen wenn die neuen Werke schnell genug anlaufen.

      Das lange Tal der Tränen ist für die Poly Aktionäre aber für lange Zeit beendet.

      2022 kommen derart viele Solar Großprojekte in Baureife was ausgelastete Anlagen für Modulproduzenten bedeutet.

      Habe da aus Beruflichen Gründen einen gewissen Einblick was Deutschland anbelangt.

      Kann mir vorstellen das es in vielen anderen Ländern ähnlich ist.

      Selbst etwas höhere Modulpreise ,ausgehend vom jetzigen Niveau sind nicht mehr so tragisch.

      Das Gute an Solarenergie ist,die schnelle Umsetzbarkeit auch von Großen Projekten. : Man steckt Pfosten in den Boden ,schließt die Module an und produziert Strom zu unschlagbar niedrigen Kosten.

      Ein Riesiges Wachstum ist hier logisch.
      GCL Technology Holdings | 0,204 $
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      schrieb am 21.12.20 10:18:42
      Beitrag Nr. 215 ()
      Wo siehst du Poly in 2021!?
      bei 1 EURO.............
      GCL Technology Holdings | 0,204 $
      Avatar
      schrieb am 21.12.20 11:16:54
      Beitrag Nr. 216 ()
      GCL generiert 304 Mio. USD mit 430 MW chinesischem Projektverkauf
      Das schuldengeplagte SolarprojektGeschäft GCL New Energy des Polysilizium-Herstellers will Solarparks verkaufen, um sich in einen "Asset Light"-Betrieb zu verwandeln.
      GCL Technology Holdings | 0,204 $
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      schrieb am 21.12.20 11:20:48
      Beitrag Nr. 217 ()
      GCL Technology Holdings | 0,204 $
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      schrieb am 21.12.20 11:35:27
      Beitrag Nr. 218 ()
      GCL Technology Holdings | 0,204 $
      Avatar
      schrieb am 22.12.20 09:44:59
      Beitrag Nr. 219 ()
      Heute gehts mal wieder ein Treppchen runter....Gcl Poly und Xinyi Solar Glass sind doch Solar-
      Schlüsselindustrie , bin froh dabei zu sein.
      GCL Technology Holdings | 0,190 $
      Avatar
      schrieb am 23.12.20 13:52:07
      Beitrag Nr. 220 ()
      Gestern noch mal aufgestockt , hab mich für Gcl -Poly entschieden die Umsetze sind hier immer noch
      sehr gering und viele haben die Aktie noch nicht auf dem Zettel.
      -
      GCL Technology Holdings | 0,178 $
      Avatar
      schrieb am 23.12.20 15:59:59
      Beitrag Nr. 221 ()
      Hello zusammen
      Nachgekauft 💪👍👍👍🥳🥳
      Ich die sollen mehr produzieren in 2021 was steigende Kurse €€€ bedeutet 😎
      GCL Technology Holdings | 0,178 $
      Avatar
      schrieb am 23.12.20 16:03:18
      Beitrag Nr. 222 ()
      Silizium ist knapp
      und China brauch für grüne Zukunft ganze Menge !!
      USA -Europa .... der Markt ist riesig 🤩
      GCL Technology Holdings | 0,178 $
      Avatar
      schrieb am 23.12.20 16:08:04
      Beitrag Nr. 223 ()
      Hallo Zusammen, ich überlege in dieses Unternehmen zu investieren, habe mich bisher aber kaum damit beschäftigt.
      Könntet ihr mir eine kleinen Überblick geben wie ihr die Chancen seht?
      Danke
      GCL Technology Holdings | 0,178 $
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      schrieb am 23.12.20 16:47:23
      Beitrag Nr. 224 ()
      Antwort auf Beitrag Nr.: 37.450.465 von R-BgO am 23.06.09 16:33:01
      Poly GCL
      Was zu lesen
      wir alles was Mann nicht braucht verkauft 👍💪
      https://www1.hkexnews.hk/listedco/listconews/sehk/2020/1223/…
      GCL Technology Holdings | 0,190 $
      Avatar
      schrieb am 23.12.20 16:48:12
      Beitrag Nr. 225 ()
      Der Marktanteil von Gcl-Poly liegt bei Polysilizium laut Wikipedia bei 30% und bei Wafer bei 40% weltweit. Einige Hersteller in den USA und Korea haben wegen des harten Preiskampfes und der hohen
      Energiekosten schon aufgeben müssen.
      GCL Technology Holdings | 0,190 $
      Avatar
      schrieb am 23.12.20 17:05:52
      Beitrag Nr. 226 ()
      Ja das stimmt so ....
      die sind dabei zu Restrukturierungen und neu Fabrik 🏭 in Betrieb zu nehmen
      Das sind alles insgesamt gute Nachrichten
      GCL Technology Holdings | 0,190 $
      Avatar
      schrieb am 23.12.20 17:21:28
      Beitrag Nr. 227 ()
      Schön wäre ein ähnlicher Verlauf wie bei Xinji Solar😎
      Ist natürlich hier alles kein Selbstläufer
      GCL Technology Holdings | 0,191 $
      Avatar
      schrieb am 23.12.20 17:29:42
      Beitrag Nr. 228 ()
      Ja genau dort... geht die Post ab seit ca 3-4 Tage,,,,,,
      was noch wichtiger ist alles nachhaltig ,
      GCL Technology Holdings | 0,193 $
      Avatar
      schrieb am 23.12.20 17:33:12
      Beitrag Nr. 229 ()
      die Volumen steigern täglich :-)
      Anleger sind interessiert..da ist gut jetzt in OTC schon fast bei AVG. Volumen
      GCL Technology Holdings | 0,193 $
      Avatar
      schrieb am 23.12.20 17:51:30
      Beitrag Nr. 230 ()
      Antwort auf Beitrag Nr.: 37.450.623 von R-BgO am 23.06.09 16:47:10High Growth In Polysilicon Market By 2027! Opportunities, Risks,
      GCL Technology Holdings | 0,164 €
      Avatar
      schrieb am 23.12.20 19:05:05
      Beitrag Nr. 231 ()
      Zu einem weiteren Treiber für die Aktie von Wacker Chemie könnte die Herstellung von Polysilizium werden, einem Ausgangsstoff für die Solarzellenproduktion. Die Nachfrage nach grünen Energien steigt, die Polysiliziumpreise stabilisieren sich. Eine Verluststrecke endete für Wacker hier bereits im dritten Quartal, künftig könnte es wieder Profite geben.


      GCL Poly als einer von den größten Hersteller von Silizium wird gewaltig profitieren!
      GCL Technology Holdings | 0,164 €
      Avatar
      schrieb am 23.12.20 19:55:46
      Beitrag Nr. 232 ()
      30% der Firma sind in Familien-Besitz außerdem sind hier noch
      Invesco
      Black Rock
      The Vangurard
      UBS
      Norges Bank
      Allianz Global Investor
      an Bord
      GCL Technology Holdings | 0,167 €
      Avatar
      schrieb am 23.12.20 20:30:43
      Beitrag Nr. 233 ()
      Good company 👀👍
      GCL Technology Holdings | 0,186 €
      Avatar
      schrieb am 28.12.20 07:00:05
      Beitrag Nr. 234 ()
      Ich sehe hier viel Potential 300-400 bis Ende 2021
      GCL Technology Holdings | 0,164 €
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      schrieb am 28.12.20 07:01:11
      Beitrag Nr. 235 ()
      GCL Technology Holdings | 0,164 €
      Avatar
      schrieb am 28.12.20 07:02:15
      Beitrag Nr. 236 ()
      GCL Technology Holdings | 0,164 €
      Avatar
      schrieb am 28.12.20 07:03:03
      Beitrag Nr. 237 ()
      GCL Technology Holdings | 0,164 €
      1 Antwort
      Avatar
      schrieb am 28.12.20 07:04:16
      Beitrag Nr. 238 ()
      GCL Technology Holdings | 0,164 €
      Avatar
      schrieb am 28.12.20 07:04:48
      Beitrag Nr. 239 ()
      GCL Technology Holdings | 0,164 €
      Avatar
      schrieb am 28.12.20 07:05:56
      Beitrag Nr. 240 ()
      Nach 1,52 HKD geht schnell Richtung 3-3,25HKD
      GCL Technology Holdings | 0,164 €
      Avatar
      schrieb am 28.12.20 09:40:20
      Beitrag Nr. 241 ()
      Antwort auf Beitrag Nr.: 66.204.312 von moneymaker1980 am 28.12.20 07:03:03News !
      https://www.pv-tech.org/editors-blog/53411
      GCL Technology Holdings | 0,180 $
      Avatar
      schrieb am 04.01.21 11:49:44
      Beitrag Nr. 242 ()
      1 kg Polysilizium 31.12.20 10,69.Dollar +2%
      GCL Technology Holdings | 0,153 $
      Avatar
      schrieb am 06.01.21 08:22:58
      Beitrag Nr. 243 ()
      Hier stocke ich bei solchen Korrekturen immer weiter auf
      GCL Technology Holdings | 0,126 €
      Avatar
      schrieb am 06.01.21 17:31:33
      Beitrag Nr. 244 ()
      Spot Preis 10,93 us Dollar per Kilo +2,2% 6.1.21
      GCL Technology Holdings | 0,160 $
      Avatar
      schrieb am 07.01.21 09:53:09
      Beitrag Nr. 245 ()
      Jeden Tag zweistellig rot oder grün
      GCL Technology Holdings | 0,149 €
      Avatar
      schrieb am 07.01.21 22:12:46
      Beitrag Nr. 246 ()
      Konkurrent Daqo New Energie ist jetzt auch schon mit 4,5 Milliarden € bewertet...
      GCL Technology Holdings | 0,157 €
      Avatar
      schrieb am 14.01.21 09:20:43
      Beitrag Nr. 247 ()
      Polysilicon Spot Preis am 13.1.21 US-Dollar. 11,08 per kg + 1,4 %
      GCL Technology Holdings | 0,143 €
      Avatar
      schrieb am 18.01.21 09:27:06
      Beitrag Nr. 248 ()
      Wenn die Preise weiter so steigen,wird letztendlich China der billigste Anbieter sein.
      Der Anstieg sieht nach Nachhaltigkeit aus😎
      GCL Technology Holdings | 0,176 €
      Avatar
      schrieb am 18.01.21 12:40:51
      Beitrag Nr. 249 ()
      Geht hier etwas?
      Ich hoffe das wir an dieser Aktie viel Freude haben werden.
      Viel Erfolg an alle Investoren
      GCL Technology Holdings | 0,181 €
      Avatar
      schrieb am 19.01.21 08:31:51
      Beitrag Nr. 250 ()
      Heute war der Kurs in Hongkong mal kurz bei 2,03 HKD
      GCL Technology Holdings | 0,200 €
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      schrieb am 19.01.21 08:51:18
      Beitrag Nr. 251 ()
      2,03 HKD = 0,217€ 😷🇭🇰
      GCL Technology Holdings | 0,197 €
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      schrieb am 19.01.21 08:59:15
      Beitrag Nr. 252 ()
      Die Solarbranche fängt erst einmal an zu boomen,das beste kommt noch.
      Die am billigsten liefer können ist und bleibt China,da brauchen wir uns nichts vor zumachen.
      Der Preisdruck wird auch Biden zum nachdenken bringen,dann gehts richtig rund
      GCL Technology Holdings | 0,197 €
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      schrieb am 20.01.21 09:37:19
      Beitrag Nr. 253 ()
      Chip-Mangel ,der Rohstoff Silizium ist knapp .
      GCL Technology Holdings | 0,210 €
      Avatar
      schrieb am 20.01.21 12:23:18
      Beitrag Nr. 254 ()
      Portugal schaltet bis Ende 2021 alle Kohlekraftwerke vorzeitig ab.
      Solarbranche.de
      GCL Technology Holdings | 0,210 €
      Avatar
      schrieb am 20.01.21 15:25:53
      Beitrag Nr. 255 ()
      Spot Preis Kg 11,5 us Dollar +0,6 %
      GCL Technology Holdings | 0,210 €
      Avatar
      schrieb am 21.01.21 07:54:56
      Beitrag Nr. 256 ()
      Hello:-)
      Woher hast du die Preise pro kg?
      Lg
      GCL Technology Holdings | 0,215 €
      Avatar
      schrieb am 21.01.21 08:24:11
      Beitrag Nr. 257 ()
      Bernreuter.com
      GCL Technology Holdings | 0,210 €
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      schrieb am 21.01.21 08:34:53
      Beitrag Nr. 258 ()
      ;);)💲merci
      GCL Technology Holdings | 0,222 €
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      schrieb am 21.01.21 08:40:44
      Beitrag Nr. 259 ()
      Bin auch bei Daqo invest,,,,


      weist du wie sind die Preise in Okt-Nov-Dez. 2020 gewesen?

      Danke fürs info
      GCL Technology Holdings | 0,222 €
      Avatar
      schrieb am 21.01.21 08:47:16
      Beitrag Nr. 260 ()
      Leider haben die fürs neue Jahr eine neue Grafik gemacht
      Es ging so ungefähr von 7 Dollar rauf
      GCL Technology Holdings | 0,222 €
      Avatar
      schrieb am 21.01.21 09:06:21
      Beitrag Nr. 261 ()
      Verrückt wie viele sich für Cannabis-Aktien interessieren....das gibt es doch wie Sand am Meer.....
      GCL Technology Holdings | 0,220 €
      1 Antwort
      Avatar
      schrieb am 21.01.21 11:00:49
      Beitrag Nr. 262 ()
      Antwort auf Beitrag Nr.: 66.535.928 von unawatuna am 21.01.21 09:06:21Ich habe keine Canab....
      vielleicht kommt noch ..
      Aber Polysilizium sieht gut aus fürs Jahr gesehen .!!200-300% min.!💲💲
      Daqo 2020 hat 500% zugelegt :D
      GCL Technology Holdings | 0,222 €
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      schrieb am 21.01.21 17:50:47
      Beitrag Nr. 263 ()
      :-)Habe gerade noch nachgeladen
      GCL Technology Holdings | 0,208 €
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      schrieb am 23.01.21 09:07:05
      Beitrag Nr. 264 ()
      Es gab wohl eine Kapitalerhöhung Gcl Poly Energie und Daqo New Energie jetzt gleichauf mit
      jeweils 5,5 Milliarden € Marktkapitalisierung
      GCL Technology Holdings | 0,220 €
      Avatar
      schrieb am 27.01.21 14:16:48
      Beitrag Nr. 265 ()
      Spot-Preis Kg 11,39 Us Dollar +2,2%. 27.1.2021
      GCL Technology Holdings | 0,262 €
      Avatar
      schrieb am 02.02.21 07:27:44
      Beitrag Nr. 266 ()
      Was ist hier los?
      GCL Technology Holdings | 0,308 €
      Avatar
      schrieb am 02.02.21 14:13:23
      Beitrag Nr. 267 ()
      GCL Technology Holdings | 0,310 €
      1 Antwort
      Avatar
      schrieb am 04.02.21 20:22:08
      Beitrag Nr. 268 ()
      Antwort auf Beitrag Nr.: 66.771.286 von Slivski am 02.02.21 14:13:23Wenn es so weiter geht dann sind wir dieses Jahr noch über 1€
      GCL Technology Holdings | 0,340 €
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      schrieb am 10.02.21 07:21:12
      Beitrag Nr. 269 ()
      Heute gibt es q4?
      GCL Technology Holdings | 0,385 €
      Avatar
      schrieb am 18.02.21 16:32:41
      Beitrag Nr. 270 ()
      Was wird die Aktie heute abgestraft
      GCL Technology Holdings | 0,365 $
      Avatar
      schrieb am 18.02.21 16:49:58
      Beitrag Nr. 271 ()
      Die Chinesen kommen ja erst noch.....
      GCL Technology Holdings | 0,380 $
      Avatar
      schrieb am 08.03.21 09:26:30
      Beitrag Nr. 272 ()
      Kenne mich nicht so mit Charttechnik aus. Könnte das unterste Level erreicht sein um nachzulegen?

      Vielen Dank an die Profis
      GCL Technology Holdings | 0,370 $
      Avatar
      schrieb am 12.03.21 09:15:29
      Beitrag Nr. 273 ()
      Kenne mich auch nicht mit Charttechnik aus, aber die Aktie hat vom Höchststand aus schon bald 50% nachgegeben. Mein Bauchgefühl sagt mir das es jetzt in kleinen Schritten wieder nach oben gehen sollte.
      GCL Technology Holdings | 0,309 $
      Avatar
      schrieb am 12.03.21 19:43:27
      Beitrag Nr. 274 ()
      Antwort auf Beitrag Nr.: 67.428.605 von CrimsonGhost am 12.03.21 09:15:29Danke. Mein Bauchgefühl hat bei 0,22 gesagt..... nachlegen.

      Viel Erfolg 🍀
      GCL Technology Holdings | 0,252 €
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      schrieb am 19.03.21 15:20:40
      Beitrag Nr. 275 ()
      Interessante Einschätzung rund um den Silicium Markt aus dem Aktionär TV:

      https://www.youtube.com/watch?v=7rG03hFNu0M

      Der Bedarf für Solar, Batterien, Speicher usw. wird enorm steigen. Und wie im Bericht erwähnt sind die Chinesen bereits sehr gut aufgestellt
      GCL Technology Holdings | 0,280 $
      Avatar
      schrieb am 24.03.21 09:31:40
      Beitrag Nr. 276 ()
      Die korrigieren aber extrem heftig. Aber im Moment ist der gesamte Markt auch extrem schwierig. Die Bären haben das sagen......hoffentlich nicht zu lange.
      GCL Technology Holdings | 0,252 $
      Avatar
      schrieb am 24.03.21 16:08:10
      Beitrag Nr. 277 ()
      Egal. Ich bleibe dabei. Lasse mich nicht in Angst versetzen. Corona ist bald vorbei. Green Energy besonders Solar brauchen Polysilicium. Blackrock ist nicht umsonst dabei. 2018 hatte auch Meyer Burger einen Vertrag mit GCL. Ich nutze die Zeit nachzulegen.

      Meine Meinung. Keine Empfehlung
      GCL Technology Holdings | 0,240 $
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      schrieb am 24.03.21 21:02:36
      Beitrag Nr. 278 ()
      Hoffe du hast recht. Im Moment ist der gesamte Markt im A....
      GCL Technology Holdings | 0,197 €
      Avatar
      schrieb am 30.03.21 15:37:25
      Beitrag Nr. 279 ()
      Folgender Beitrag wurde bereits auch im Meyer Burger Forum gepostet. Die Nachfrage für PV Module steigt enorm. Daher wird auch die Frage nach Rohstoffen steigen:

      https://www.pv-magazine.de/2021/03/29/ihs-markit-prognostizi…
      GCL Technology Holdings | 0,238 $
      Avatar
      schrieb am 31.03.21 10:54:34
      Beitrag Nr. 280 ()
      Eigentlich könnte es hier mal wieder bergauf gehen, aber es dümpelt bei geringen Umsätzen hin und her. Na dann werde ich wohl noch warten....
      Die Konsoldidierung im PV Markt könnte auch langsam vorbei sein, wir werden sehen. Die Ampel ist ja eigentlich auf grün.
      GCL Technology Holdings | 0,247 $
      Avatar
      schrieb am 31.03.21 21:49:35
      Beitrag Nr. 281 ()
      GCL wird ja als hochspekulatives Invest benannt. Jedes Investment hat ein Risiko. Ich kann hier nur nach Bauchgefühl gehen und bin auch nur mit einer überschaubaren Position drin. Das Blackrock investiert ist macht mich neugierig.

      https://m-de.marketscreener.com/kurs/aktie/GCL-POLY-ENERGY-H…

      Eine negative Meldung ließ natürlich aufhorchen:

      https://www.ecoreporter.de/artikel/solarkonzern-gcl-poly-kan…

      Im Jahr 2014 hatte bereits Evonik Instustries eine Partnerschaft mit GCL

      Es wird sich die nächste Zeit zeigen ob da Unternehmen einen Rebound schafft und Vertrauen zurück erlangt.

      Der Markt, bzw. die steigende Nachfrage nach Polysilicium will gedeckt werden und die Green Energy Politik treibt die Sache voran.

      Ob ich auf das richtige Pferd gesetzt habe wird sich dann zeigen. Stop loose habe ich natürlich gesetzt.

      Meine Meinung. Keine Handlungsempfehlung.

      Allen trotz der Umstände schöne, erholsame Feiertage
      GCL Technology Holdings | 0,214 €
      1 Antwort
      Avatar
      schrieb am 01.04.21 09:07:55
      Beitrag Nr. 282 ()
      Antwort auf Beitrag Nr.: 67.673.437 von Frischling2019 am 31.03.21 21:49:35Das mit dem Ausfall der Anleihe ist mir bekannt, allerdings war ich da schon investiert. :laugh:
      Der Boom der Solarindustrie braucht aber Rohstoffe und Wafer.
      Außerdem scheinen die Auftragsbücher bei GCL voll zu sein und die Produktionskapazitäten wurden erhöht. Wenn der Siliziumpreis einigermaßen stabil bleibt sollte das gehen.
      Ich bleibe dabei, zumal die Aktie anscheinend den Boden gefunden hat.
      Good luck und happy eastern an alle Investierten.
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      schrieb am 07.04.21 17:09:16
      Beitrag Nr. 283 ()
      Frage: Wurde hier der Handel ausgesetzt? Seit zwei Tagen ist der Kurs wie angenagelt
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      schrieb am 09.04.21 11:10:29
      Beitrag Nr. 284 ()
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      schrieb am 09.04.21 11:23:27
      Beitrag Nr. 285 ()
      Man könnte ja schreiben......" auch heute wieder ausgesetzt ".
      Bin mal gespannt was passiert wenn die wieder gehandelt werden....
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      schrieb am 09.04.21 20:30:49
      Beitrag Nr. 286 ()
      Muss man sich hier Sorgen machen?🤨
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      schrieb am 13.04.21 12:08:19
      Beitrag Nr. 287 ()
      Bleibt wohl nichts anderes übrig, als bis zum Sonntag / Montag zu warten. 🤔

      Quelle: https://www.pv-magazine.com/2021/04/07/further-hitch-in-gcl-…

      Gruß klimajunge 🤠
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      schrieb am 13.04.21 18:29:08
      Beitrag Nr. 288 ()
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      schrieb am 22.04.21 08:25:56
      Beitrag Nr. 289 ()
      Hallo zusammen,

      es tut sich nichts hier. Auch sonst keine Nachrichten. Weiß hier jemand etwas mehr?

      Gruß
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      schrieb am 22.04.21 08:42:38
      Beitrag Nr. 290 ()
      Antwort auf Beitrag Nr.: 67.907.084 von christoforas am 22.04.21 08:25:56Kurs weiterhin ausgesetzt, weil der Jahresbericht immer noch nicht vorliegt.
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      schrieb am 22.04.21 13:53:58
      Beitrag Nr. 291 ()
      Antwort auf Beitrag Nr.: 67.907.291 von CrimsonGhost am 22.04.21 08:42:38
      Zitat von CrimsonGhost: Kurs weiterhin ausgesetzt, weil der Jahresbericht immer noch nicht vorliegt.
      Danke
      GCL Technology Holdings | 0,251 $
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      schrieb am 05.05.21 10:19:04
      Beitrag Nr. 292 ()
      Übersetzt mit Google (Quelle und link am Ende des Artikels)


      GCL-Poly, GNE, erklärt sich bereit, vor der Sitzung des Schuldenplans weitere Vermögenswerte zu verkaufen

      4. Mai (Renewables Now) - Der chinesische Polysiliciumhersteller GCL-Poly Energy Holdings Ltd (HKG: 3800) und seine in Schwierigkeiten geratene Solaranlagen-Betriebseinheit GCL New Energy Holdings Ltd (HKG: 0451) oder GNE haben eine weitere Veräußerung von Vermögenswerten vereinbart rund 660,4 Mio. CNY (102 Mio. USD / 84,8 Mio. EUR).

      Bestimmte indirekte Einheiten der beiden Unternehmen haben einen Vertrag über den Verkauf ihrer Anteile an fünf in Betrieb befindlichen Solarkraftwerken in China mit einer Gesamtleistung von 183 MW abgeschlossen. Käufer sind die staatliche Energieinvestitionsgesellschaft Guizhou Jinyuan Weining Energy Co Ltd. und ihre hundertprozentige Tochtergesellschaft Guangdong Jinyuan New Energy Co. Ltd.

      Dies ist der dritte derartige Deal mit Weining Energy und seinen Einheiten und folgt einer weiteren Transaktion, die im April für 127 MW Solarparks und eine ab Dezember mit 185 MW Vermögen angekündigt wurde.

      Zusätzlich zu den oben genannten Netto-Cash-Erlösen, die für die Rückzahlung von Schulden verwendet werden, wird die jüngste Veräußerung laut Ankündigung auch die Verbindlichkeiten der GCL-Poly Group und der GNE Group um rund 1,63 Mrd. CNY reduzieren.

      Wie bereits berichtet, hatte GNE am 30. Januar 2021 einen Ausfall von USD 7 Mio. (416 Mio. EUR) in Höhe von 7,1% vorrangigen Schuldverschreibungen. Nun wartet das Unternehmen auf das Ergebnis eines Gerichtsverfahrens in Bermuda, wo es registriert ist, um zu prüfen, ob a Der zuvor angekündigte Umschuldungsplan wird genehmigt.

      GNE teilte am Donnerstag mit, dass am 6. Mai eine Anhörung zu den Anweisungen stattfinden wird, um die Einberufung einer Gläubigerversammlung am 4. Juni zu genehmigen. Wenn das System auf dieser Sitzung genehmigt wird, findet am 11. Juni eine abschließende Anhörung vor dem Bermuda-Gericht statt Sanktionierung des Systems.

      (CNY 10 = USD 1,545 / EUR 1,285)

      (USD 1,0 = EUR 0,832)

      https://www.google.com/search?q=%C3%BCbersetzer&rlz=1C1GCEV_…
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      schrieb am 05.05.21 10:22:49
      Beitrag Nr. 293 ()
      Sorry falscher Link zum Vorherigen Post. Anbei der Richtige:

      https://renewablesnow.com/news/gcl-poly-gne-agree-to-sell-mo…
      GCL Technology Holdings | 0,213 €
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      schrieb am 11.05.21 20:28:49
      Beitrag Nr. 294 ()
      Das war’s hier wohl, Scheise
      GCL Technology Holdings | 0,165 $
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      schrieb am 23.06.21 17:06:29
      Beitrag Nr. 295 ()
      Ein Beitrag gefunden in einem anderen Forum:

      https://www.pv-magazine.com/2021/06/18/chinese-pv-industry-b…
      GCL Technology Holdings | 0,166 $
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      schrieb am 04.09.21 11:42:34
      Beitrag Nr. 296 ()
      Seit wann werden die denn wieder gehandelt?
      Und jetzt springen die Lemminge....
      GCL Technology Holdings | 0,110 $
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      schrieb am 15.10.21 16:43:56
      Beitrag Nr. 297 ()
      Was ist hier passiert? Weiß es jemand?
      GCL Technology Holdings | 0,0001 $
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      schrieb am 16.10.21 15:35:51
      Beitrag Nr. 298 ()
      Antwort auf Beitrag Nr.: 69.609.738 von christoforas am 15.10.21 16:43:56Der Handel wurde ausgesetzt weil das Unternehmen total Überschuldet ist und den Bilanzbericht nicht vorlegen kann
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      schrieb am 18.10.21 20:49:42
      Beitrag Nr. 299 ()
      Ist sie wieder da?😀
      GCL Technology Holdings | 0,150 $
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      schrieb am 19.10.21 11:46:56
      Beitrag Nr. 300 ()
      So richtig glaubwürdig sind die Kurse die hier angezeigt werden wirklich nicht.
      Erst runter auf 0,0001 dann auf 0,0003 und plötzlich wieder 0,14.
      Also ein Kursgewinn von 46566,67%. :confused:
      GCL Technology Holdings | 0,140 $
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      schrieb am 19.10.21 14:22:17
      Beitrag Nr. 301 ()
      Zitat von CrimsonGhost: So richtig glaubwürdig sind die Kurse die hier angezeigt werden wirklich nicht.
      Erst runter auf 0,0001 dann auf 0,0003 und plötzlich wieder 0,14.
      Also ein Kursgewinn von 46566,67%. :confused:
      schau hier: https://www.boersennews.de/community/diskussion/gcl-poly-ene…

      So wird einiges klarer.
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      schrieb am 27.10.21 09:13:23
      Beitrag Nr. 302 ()
      GCL Technology Holdings | 0,140 $
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      schrieb am 27.10.21 10:47:19
      Beitrag Nr. 303 ()
      Hoffentlich ist die Aktie nicht Tod…
      GCL Technology Holdings | 0,140 $
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      schrieb am 30.10.21 10:47:34
      Beitrag Nr. 304 ()
      Die Aktie ist ab dem 1 November wieder handelbar?
      GCL Technology Holdings | 0,150 $
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      schrieb am 31.10.21 07:19:18
      Beitrag Nr. 305 ()
      Jep
      Und es müsste nach oben gehen gehen, nachdem sich alles geklärt hat. Die Aussichten sind gut.
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      schrieb am 31.10.21 09:26:24
      Beitrag Nr. 306 ()
      Antwort auf Beitrag Nr.: 69.755.533 von christoforas am 31.10.21 07:19:18Ich hoffe du hast Recht
      GCL Technology Holdings | 0,150 $
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      schrieb am 31.10.21 10:16:02
      Beitrag Nr. 307 ()
      Antwort auf Beitrag Nr.: 69.755.893 von derk90 am 31.10.21 09:26:24
      Zitat von derk90: Ich hoffe du hast Recht


      Na ja, ich kann nur hoffen. Nach meiner Marktanalyse sind die Aussichten bei Polysilizium für die Solar- und Halbleiterindustrie besser als je zuvor. Recht hat aber am Ende immer der Markt.
      GCL Technology Holdings | 0,150 $
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      schrieb am 31.10.21 12:28:51
      Beitrag Nr. 308 ()
      Antwort auf Beitrag Nr.: 69.756.241 von christoforas am 31.10.21 10:16:02Aus diesem Grund bin ich auch damals hier eingestiegen und die Aussichten haben sich eigentlich noch verbessert durch die Nachfrage.
      Mal abwarten
      GCL Technology Holdings | 0,150 $


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