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Antwort auf Beitrag Nr.: 47.471.638 von lorebroker am 08.08.14 18:08:28Ich habe keine news gefunden in FFM hat jemand 5000 Stück verkauft ohne Limit darauf hin ging es in den Keller, Donnerstag kommen die Halbjahreszahlen, Bilanz, Ausblick usw.....spannend...
Noch ein Centrotherm Kunde der erweitert :-))
http://www.solarserver.de/solar-magazin/nachrichten/aktuelle…
anbei als Referenz:
http://www.centrotherm.de/presse/news/pressemitteilungen/200…
http://www.solarserver.de/solar-magazin/nachrichten/aktuelle…
anbei als Referenz:
http://www.centrotherm.de/presse/news/pressemitteilungen/200…
Trading Spotlight
Das ist mehr als schön!
Besonders die Aussage vom Manz-Sprecher Axel Bartmann
" Das wird ganz klar zu steigenden Investitionen in moderne
Ausrüstung führen"
Und wer ist da an Erster Stelle, Genau-unsere Centrotherm!
Deshalb-unsere Ausdauer wird sich bezahlt machen!
Besonders die Aussage vom Manz-Sprecher Axel Bartmann
" Das wird ganz klar zu steigenden Investitionen in moderne
Ausrüstung führen"
Und wer ist da an Erster Stelle, Genau-unsere Centrotherm!
Deshalb-unsere Ausdauer wird sich bezahlt machen!
Auch Centrotherm Kunde, immer noch...
Trina Solar looking at sites for first overseas manufacturing base
Trina Solar said it was planning to better serve its growing US customer base on the back of increased demand through establishing its first PV module manufacturing operations outside China. Image: Trina Solar
The company guided total 2014 module shipments (including its own PV power plant projects) of 3.6GW to 3.8GW with the US accounting for at least 28% to 30% of the total.
Major PV manufacturer, Trina Solar said it was planning to better serve its growing US customer base on the back of increased demand through establishing its first PV module manufacturing operations outside China.
Management noted in its second quarter earnings call that module demand from the US had increased significantly in the second quarter of 2014 and projected similar strong demand through the rest of the year. Demand was expected to remain strong in 2015 based on preliminary customer requirements, according to management.
Trina Solar had been imposed with the lowest 2012 AD and CVD tariffs, compared with its rivals. It also received the lowest in the most recent preliminary ruling.
As a result of the second round of recent US anti-dumping and countervailing duties on Chinese solar cells and the first duties being imposed on Taiwanese solar cells, companies are looking at strategies to retain PV module shipments into the rapidly growing US market, while trying to avoid paying duties.
Indicating that the US market was a key market for Trina Solar in the future, the company was undergoing site selection analysis for a manufacturing plant but did not say what countries assessments were being made in.
Recent reports have identified Mexico and Malaysia as prime candidates, though the US should not yet be ruled out.
Trina Solar management noted that it could be supporting customers in the US better in 2015, signalling a decision on site selection soon.
The company reported PV modules shipments to the US in the second quarter that reached around 220MW, up from only 67MW in the first quarter of 2014. The company guided total 2014 module shipments (including its own PV power plant projects) of 3.6GW to 3.8GW with the US accounting for at least 28% to 30% of the total.
Trina Solar is expanding production of modules to 3.8GW in 2014, running at full capacity through the remaining second-half of the year on robust demand from China, Japan and US.
Trina Solar looking at sites for first overseas manufacturing base
Trina Solar said it was planning to better serve its growing US customer base on the back of increased demand through establishing its first PV module manufacturing operations outside China. Image: Trina Solar
The company guided total 2014 module shipments (including its own PV power plant projects) of 3.6GW to 3.8GW with the US accounting for at least 28% to 30% of the total.
Major PV manufacturer, Trina Solar said it was planning to better serve its growing US customer base on the back of increased demand through establishing its first PV module manufacturing operations outside China.
Management noted in its second quarter earnings call that module demand from the US had increased significantly in the second quarter of 2014 and projected similar strong demand through the rest of the year. Demand was expected to remain strong in 2015 based on preliminary customer requirements, according to management.
Trina Solar had been imposed with the lowest 2012 AD and CVD tariffs, compared with its rivals. It also received the lowest in the most recent preliminary ruling.
As a result of the second round of recent US anti-dumping and countervailing duties on Chinese solar cells and the first duties being imposed on Taiwanese solar cells, companies are looking at strategies to retain PV module shipments into the rapidly growing US market, while trying to avoid paying duties.
Indicating that the US market was a key market for Trina Solar in the future, the company was undergoing site selection analysis for a manufacturing plant but did not say what countries assessments were being made in.
Recent reports have identified Mexico and Malaysia as prime candidates, though the US should not yet be ruled out.
Trina Solar management noted that it could be supporting customers in the US better in 2015, signalling a decision on site selection soon.
The company reported PV modules shipments to the US in the second quarter that reached around 220MW, up from only 67MW in the first quarter of 2014. The company guided total 2014 module shipments (including its own PV power plant projects) of 3.6GW to 3.8GW with the US accounting for at least 28% to 30% of the total.
Trina Solar is expanding production of modules to 3.8GW in 2014, running at full capacity through the remaining second-half of the year on robust demand from China, Japan and US.
Pv tech Quelle von heute
Antwort auf Beitrag Nr.: 47.603.859 von 514000 am 25.08.14 17:16:18
Leider schon wieder dementiert. Siehe hier:
http://www.pv-magazine.com/news/details/beitrag/false-alarm-…
Das wichtigste:
"While de Haan was quoted in the reports, he told pv magazine that the impression given by the recent stories are wrong."
Der Mann, den die Welt als Kronzeugen aufführt, nimmt das zurück: "However, we don't see a shortage coming up, current capacities are still sufficient to serve a 2014 market of 45.5 GW, which is the forecast in our most likely scenario,” de Haan said, adding, “So, in 2014, the market is pretty balanced"
So schnell steigen die Modulpreise also nicht. Ergo nicht die Gewinne der Hersteller. Heißt erstens: Die müssen gar nicht investieren, und zweitens: denen fehlt sowieso die Kohle für Neu-Investitionen. Siehe aktuell Yingli. Die wären nach deutschem Recht vermutlich schon pleite. Jedenfalls desaströse Zahlen.
So schnell, wie so mancher hier hofft, geht es nicht nach oben. Aber wir handeln ja die Zukunft. Wächst der PV-Markt weiter wie erhofft und von Experten erwartet, sollte es schon nach oben gehen. Irgendwann. Vielleicht 2015?
Zitat von 514000: Das ist doch schön:
http://www.welt.de/newsticker/bloomberg/article131573924/Sol…
Leider schon wieder dementiert. Siehe hier:
http://www.pv-magazine.com/news/details/beitrag/false-alarm-…
Das wichtigste:
"While de Haan was quoted in the reports, he told pv magazine that the impression given by the recent stories are wrong."
Der Mann, den die Welt als Kronzeugen aufführt, nimmt das zurück: "However, we don't see a shortage coming up, current capacities are still sufficient to serve a 2014 market of 45.5 GW, which is the forecast in our most likely scenario,” de Haan said, adding, “So, in 2014, the market is pretty balanced"
So schnell steigen die Modulpreise also nicht. Ergo nicht die Gewinne der Hersteller. Heißt erstens: Die müssen gar nicht investieren, und zweitens: denen fehlt sowieso die Kohle für Neu-Investitionen. Siehe aktuell Yingli. Die wären nach deutschem Recht vermutlich schon pleite. Jedenfalls desaströse Zahlen.
So schnell, wie so mancher hier hofft, geht es nicht nach oben. Aber wir handeln ja die Zukunft. Wächst der PV-Markt weiter wie erhofft und von Experten erwartet, sollte es schon nach oben gehen. Irgendwann. Vielleicht 2015?
Antwort auf Beitrag Nr.: 47.630.433 von lorebroker am 28.08.14 09:40:04Es wird doch schon wieder investiert und ab 2015 geht es richtig los, keep cool:
http://www.pv-tech.org/news/trina_solar_looking_at_sites_for…
Auf den Auftrag warte ich:
http://www.idea-polysilicon.com/
:-))
http://www.pv-tech.org/news/trina_solar_looking_at_sites_for…
Auf den Auftrag warte ich:
http://www.idea-polysilicon.com/
:-))
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