| 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. 由 ys400 于 2011-03-17 22:07:29 |
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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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