Canadian Solar - wo geht die Reise hin? (Seite 92)
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China and Taiwan solar cell prices fall 2-3% in May
Nuying Huang, Taipei; Willie Teng, DIGITIMES [Monday 24 May 2010]
Solar cell quotes from China- and Taiwan-based makers have dropped 2-3% to US$1.25-1.3 and US$1.3-1.32, respectively, in May due to new capacity alleviating tight supply, according to industry observers.
At several points during the solar cell supply shortage this year, there was a 20-30% gap between demand and supply, sources from solar cell makers indicated. With new capacity coming online, especially in China, they believe relief is in sight, but that the modest retreat merely represents a stabilization of prices, not an actual downward trend.
Since wafer makers are expected to raise prices in June and orders remain strong, solar cell quotes should stay flat for the rest of May and in June, the sources said.
The weakening euro is also affecting solar cell quotes. To prevent further losses from currency exchange rates, some solar cell makers have asked solar module customers to transact in US dollars instead of euros. In exchange, the solar cell makers are willing to lower US-denoted price quotes, industry observers said.
Nuying Huang, Taipei; Willie Teng, DIGITIMES [Monday 24 May 2010]
Solar cell quotes from China- and Taiwan-based makers have dropped 2-3% to US$1.25-1.3 and US$1.3-1.32, respectively, in May due to new capacity alleviating tight supply, according to industry observers.
At several points during the solar cell supply shortage this year, there was a 20-30% gap between demand and supply, sources from solar cell makers indicated. With new capacity coming online, especially in China, they believe relief is in sight, but that the modest retreat merely represents a stabilization of prices, not an actual downward trend.
Since wafer makers are expected to raise prices in June and orders remain strong, solar cell quotes should stay flat for the rest of May and in June, the sources said.
The weakening euro is also affecting solar cell quotes. To prevent further losses from currency exchange rates, some solar cell makers have asked solar module customers to transact in US dollars instead of euros. In exchange, the solar cell makers are willing to lower US-denoted price quotes, industry observers said.
hab gerade um eine Minute den Einstieg bei 11,35 verpasst!
Tom
fslr hat "gute zahlen" abgeliefert...vor allem der gewinn... die anderen solars auch csiq sind mehr vom euro (über 50% wird in euro abgewickelt?) abhängig, ich glaube ich gehe aus den chinasolars erst mal raus, weil die wegen dem euro absturz (vielleicht geht's) noch tiefer wenn ES dazu kommt) ihre gewinnprognpsen nicht halten können. Ich glaube auch nicht, dass die chinasolars sich gegen währungsschwankungen abgesichert haben.
Worueber ich noch nicht nachgedacht habe ist das Systaic ein grosser kunde von CSIQ ist....und die haben erhebliche probleme...stehen ja mehr oder weniger - haengt von einer moeglichen finanzierung ab - vor der pleite....
Das waere nicht gut fuer uns...accounts receivable abschreibungen sind nie gut!!!!!mfg CW
Das waere nicht gut fuer uns...accounts receivable abschreibungen sind nie gut!!!!!mfg CW
Antwort auf Beitrag Nr.: 39.511.314 von aski06 am 12.05.10 21:53:44auch zu 99,99%
Canadian Solar Inc. Earnings Conference Call (Q1 2010)
Scheduled to start Wed, Jun 2, 2010, 8:00 am Eastern
wie ein roulette............
Scheduled to start Wed, Jun 2, 2010, 8:00 am Eastern
wie ein roulette............