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GCL是钱的问题, LDK cc summary
送交者: eachus 2011月03月17日23:40:26 于 [世界股票论坛] 发送悄悄话
回  答: 比FSLR, SPWRA, ESLR强太多了. ys400 于 2011-03-17 22:07:29
GCL后台大,不担心钱。
他有钱合并了几个厂, 在隆大他们。
GCL在HongKong上市卖到价钱。 
IPO一点点股票就大把钱了,
钱赚钱就发了, 那象LDK买个PE=5.6 

Money talks, BSh1t walks.  

=========just in news on ldk CC summary =========

Cell processing costs only $0.21/W    (it is big!)

Train 3 to be commissioned in Q2.    (wow, one Q ahead of schedule!!!!!!!!!)

Xia Cun produced 299 mT in Q4. (multiply that by 4 quarters and clearly the debottlenecking is working. 1,200 mT capacity at this point.)

Additional 3,000 mT with debottlenecking.   (great!!!!)

25,000 mT by end of 2011??   =====(super giant news!!!!!!!!!!!!!!!!!!!!!!)

New TCS technology reduces poly costs.  (costs will reduce 10% to 15%)

DSS capacity increased by proprietary process without CAPEX.   (de-bottleneck)

Ingot quality improved without additional CAPEX.  (use same the time, same energy, LDK make it from 450kg per 70 hr  to 800kg per 70 hr, world's #1 in production)

Mono-c quality and quantity increase.   (small number production, never mind)

Will get to below $1/W from poly to module in their test project. Expect less than $0.90 from poly to module. Holy cow!!!      (TSL danced around for $1.20/w hope,   LDK make it $0.90/w, jeess$$$$$$$$!!  you know what that will be)  


do you know LDK make 18% efficiency solar at  $0.90/w is around  FSLR 11% solar at ($0.90 - 0.40 extra install costs) = $0.50/w   FSLR will never make that happen.  




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  不知到18% at $0.9/w, 只知道FSLR的cost - ys400 03/18/11 (428)
    太阳能的供不应求是对低价高能,FSLR的是低能低价  /无内容 - eachus 03/18/11 (376)
  FSLR will be out in 2012, $154 - eachus 03/17/11 (434)
    能否说说彭晓峰和朱共山的性格?  /无内容 - ys400 03/18/11 (396)
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