TSL的股票贵了点。  LDK的股票只卖出价值的1/4，
TSL比LDK的股票贵一倍还合里， 我不敢空TSL。
SPWRA FSLR的股票贵10倍8倍，做空他们就没问题。
TSL和LDK都在增长， FSLR很明显是在缩小. 营收在缩小，盈利在缩小。
SPWRA用正道会计2011Q1是亏9美分 --- SPWRA的季度报告说的。


TSL Q4 press release(wafer portion):
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Announced the signing of a supplemental long-term wafer and polysilicon product supply agreement with GCL (Changzhou) Solar Energy Technology Company Limited, a subsidiary of GCL-Poly Energy Holdings ("GCL-Poly"). Under the terms of the supplemental agreement and the existing agreements, GCL-Poly is expected to supply Trina Solar with wafers and polysilicon sufficient to produce approximately 7,500 MW of solar modules in aggregate over five years