SOL预警，profit margin 从25%跌到17%。这个公司的PE只有2.06低得不能再低，由此各位可见技术股应该怎么掌握。老道前面说太阳能电池分三代，第二代FSLR目前至少还挺住没跌，第一代STP,LDK,SOL无论盈余多好，全部跌回去年夏天水平。因为对长期投资者来说，如果技术股不能发展，那就要被淘汰，不可能指望这些东西永远依靠补贴维持。现在如何盈余好和供不应求全是虚假的，只要欧美经济上一出问题，补贴就会没有，于是那些盈余就没有了。所以老道去年底不断说那时利好时是从太阳能上逃跑的最后机会，今天这预警一出，再没机会跑了，今后太阳能基本等着profit margin 越降越低，直至亏本再亏本。
JIASHAN, China (TheStreet) -- ReneSola (SOL_), the Chinese maker of solar wafers, said Tuesday it was cutting its second-quarter outlook on revenue and gross profit margins because of declines in wafer prices and a "challenging solar module market." ReneSola expects second-quarter revenue of $235 million to $245 million; it previously forecast revenue of $280 million to $300 million. The company said gross profit margin in the second quarter would be in the 17% to 19% range, compared with its previously guided range of 25% to 27%. Analysts surveyed by Thomson Reuters were expecting ReneSola to report second-quarter revenue of $287 million.
"We experienced greater-than-expected price declines in both our core wafer business and supporting module business in the second quarter of 2011," said CEO Xianshou Li, in a statement.
