60 solar concepts has published an annual report listing companies, net profit fell more than 40% of up to 13. Have scenery infinite solar energy companies have to deal with the concept of blind investment, overcapacity in the project, brought about by factors such as varying standards various embarrassing situations.
On April 5, the Dongshan precision solar stocks shortly after opening sealed in the afternoon daily limit, led solar to the unit. However, that day's daily limit of the unit does not change the fact that its share price slump in 2011. According to flush data and statistics throughout 2011, decline in the unit to 67.53%, 102 lead in solar stocks.
On February 1, Higashiyama precision cut its performance expectations for 2011, this notice to its annual net profit year 2010 net profit of $, increase in between-to-20%, but now it has been reduced to -30%-0, destined losses. Decline reason: "photovoltaic investments drag factors such as" solar companies whose shares a large loss.
Decline of Dongshan precision, is a microcosm of solar stocks in 2011. 102 solar stocks, shares in the 2011 range of price is a positive number, only Veken elite, sophisticated technology, jianghuai power of three, and no one is solar-authentic business company.
60 a share of solar energy concepts company has announced annual report, declared earnings fell 26. ST excluding restructuring expected liyang (600,885), decline the sharpest tianwei change, its net profit per cent decline in 2010 89.68%.
The first quarter of 2011, a solar company generally needs remain high, smooth, full capacity utilization of message, which also have their orders filled for the whole year. Chaori solar 2011 quarterly shows that the company's total revenue and net profit per cent respectively in the first quarter 2010 growth and 764%, expected time results in an increase of up to 160% per cent.
First to publish today a quarter of Super Sun blew the jinjunhao corner of the beautiful in the photovoltaic industry. Central stake claim that, due to its layout of vertical chain an obvious advantage in the PV field, which reported net profit growth of up to 1100% per cent; new extension today can you said, companies whose products cover two broad areas of crystalline silicon solar cells and thin film cells, with the completion of raising investment and project as well as the release of new capacity, the company will achieve growth of 50% per cent.
In General, a share of solar energy companies laugh early in 2011, but not the last laugh.
On February 29, 2012, the Super Express daily Sun disclosed performance, companies in 2011 for total revenues of $ 3.698 billion, an increase of 37.63%, but its net profit fell by 2010 in $ 82.7157 million but, it is worth mentioning that, shares of Shanghai chaori solar time is listed on the Shenzhen Stock Exchange small and on November 18, 2010, can be called after the listing of the first full fiscal year of decline will occur.
Shares performance in 2011 in Central Express displays, although its net profit of $ 182 million, compared with the increase in 2010 to achieve a 86.16%, but expects net profit growth of more than 1000% is shengjing hard again. More irony is, Central, also experienced a rise in 2011 on the issue price of shares withdrawn after refinancing plan changes in temperature change. In May 2010, Central shares intended to be no less than $ 11.75/unit price not more than 90 million private placement of shares, raise $ 1.1 billion into the "IGBT and zone melting monocrystalline silicon materials for optoelectronic devices for research and development and industrial projects" and "green renewable energy silicon materials for solar cell industrialization project phase II project", in January 2011, the company raised the price to less than $ 23.91/of additional shares. Third quarter of 2011, photovoltaic industry across the cold plunge, stocks surge, high debt, double reverse overseas, to the end of the third quarter of 2011, the unit has dropped below issue price. Eventually, the refinancing plan abortive.
Main industry are photovoltaic solar power company, lay concepts of solar energy listed companies is also true. On February 1, 2012, solar stocks fall in Dongshan precision performance expected from the " -10%-20%" to " -30%-0", notice to losses for the whole year. Reasons for its performance in face/off is: PV investment dragged down the field and other factors. According to flush data and statistics throughout 2011, decline in the unit to 67.53%, 102 being the decrease in solar energy stocks.
Four bad hit!
On February 29, the top-new 2011 results can express the date, company's loss of $ 139 million in 2011, the company's net profit at $ 96.27 million in 2010. When the company quarterly loss had planned for 2011 of $ 80 million to 90 million. This shows that winter to further compounded by a performance of the four quarters.
Zhejiang gem of a PV industry executives told this newspaper revealed that, PV is the main industry of a-share listed companies in the year 2011 performance collective fall were generally similar. One, 2011 crystal silicon PV battery and the component price continued fell, gross margin fell; second, PV industry overall capacity excess, supply serious oversupply; its three, Europe debt crisis on global effect led to euro exchange rate appears larger fluctuations, makes company bear larger of book loss; its four, domestic production cost and raw materials of cost rose also extrusion has PV industry originally on does not broad of profit space.
Director of PV Professional Committee of China renewable energy society said Zhao Yuwen, 2010, 500 megawatts of solar panels are installed in China, only a global installation of 2.86%, little more than 4% of total production in China. PV companies gathered in province of Jiangsu, 99% per cent of production is exported. Jiangsu provincial development and Reform Commission said the information was, in early 2011 so far, polysilicon, silicon wafer, component in the province, battery prices have decreased by 40%-50%, in August 2011, PV exports had negative growth for the first time in the province.
Top of listed companies in which these enterprises is not better than the days of 2011, has been seen as a share in 2011 photovoltaic dark horse of the biggest companies in 2011, net profit fell 90%. "We had also planned to start a private placement in second half of 2011, and will look at the current situation, only for a stay. ”
Halo hidden faded.
March 2012, the first PV market investment of up to $ 200 million of Xinyu PV market opening, but merchants signs of cold has also followed. The market a 300,000-square-180 front have all been leased out, but their entrance rates are only about 20%, and a number of small businesses. "Settled most of the venue of the company are local PV mixer LDK LDK supporting, not excluding the Government departments they are afraid the market did must mobilize the possibility of working out. "One field of research in the industry said.
In February of this year, Germany Ministry of environment has officially announced the new PV tariff reduction policies of motion, the Merkel Government will be signed at next week's Cabinet meeting, subsidies squeeze margins greater than previously thought. On March 9, 2012, a one-time cut 20% per cent, from May until January 2013, cut 0.15 euro per month, annual cumulative reduction to more than 26%-35%;10MW utility no longer enjoy tariff subsidies, and so on. Sinolink securities industry researcher Zhang Shuai accordingly believes that such motions may lead to Italy and the United Kingdom, and France and other European countries to follow suit. In other words, if the motion could be executed without emerging market demand quickly add a shares PV enterprises in the second quarter could face price up the dilemma of fall.
On March 21, the United States Department of Commerce announced on anti-subsidy investigation results Conference of the Chinese PV companies: survey shows China's crystalline silicon photovoltaic cells/component companies receiving unfair government subsidies equivalent to 2.9% per cent of the value of their products, will impose appropriate countervailing duties on related enterprises, Suntech and day rates and 2.9% respectively, other enterprises as 3.61%.
Although the PV industry's annual report data, and all sorts of heard of Visual information are a harbinger, aura of the photovoltaic industry in the past two or three years are in dark fading, brokers researcher, but the road is still spared no effort to shout encouragement for the industry. Maibo Huijin site search on "solar energy" as the keyword brokerage research reports, January 1, a total of 25 articles, or a unit of study, in addition to the first capital of the two research has given the industry "neutral" rating, a other brokerages sinolink securities, China Everbright holdings of securities to buy or recommend a rating. However, it should be noted is that brokers research newspaper over the same period last year is different to the industry confidence in the prospects of UCH, overweight rating of researchers in industry, has spontaneously diameter quietly consolidated as "concerned sector of trading opportunities."
Can predict is, along with the solar stocks 102 companies annual reports have been published, photovoltaic industry, as a whole, 2011 is the ring hidden fade a year.
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