In China entsteht ein neuer Solarriese
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GCL Poly Energy (WKN: A0M61Y)
www.gcl-poly.com.hk/eng/index.php
-Drittgrößter Siliziumproduzent der Welt hinter Hemlock und Wacker
-Betreibt den momentan größten Solarparc Chinas mit 20 MW, weitere sind geplant
-Mit 3,5 Gigawatt jetzt der größte Waferproduzent Chinas
und sie halten sich aus dem Preiskampf auf dem Solarzellen- und Solarmodulmarkt raus, kassieren
sozusagen hinter und vor der Frontlinie!
Letzte News von gestern:
www.digitimes.com/news/a20101207PD211.html (Ausbau auf 3,5 GW)
www.digitimes.com/news/a20101208PD202.html (Solarwafer Shortage in 2011)
In Deutschland noch nicht entdeckt, in Hongkong kommt der Kurs langsam in Schwung, auch heute Nacht wieder 5% im Plus gewesen.
www.etnet.com.hk/www/tc/news/categorized_news_detail_eng.php
07/12/2010 17:25
[I-bank focus] Goldman lifts GCL-Poly (03800) TP to HK$3.6
Goldman Sachs lifted its target price for GCL-
Poly (03800) to HK$3.6 from HK$2.7, and maintained its "buy" rating. Its EPS forecasts
for 2010-2012 are Rmb0.20/0.29/0.40.
GCL-Poly is targeting to become the largest wafer manufacturer in the world. The
research house expects GCL to add 10,000 MT more of silicon capacity and 1.5GW wafer
capacity in 2011, which could bring volume growth outlook of 149% yoy.
In addition, continuing prepayment commitments from its major customers should help GCL
secure some source of funding for 2011 capex.
As GCL-Poly aggressively adds more low-cost based poly/wafer capacity, Goldman sees
stronger wafer price competition ahead, especially in 2H11 while more low-cost based
silicon/wafer will be effectively available. (KL)
| Related Stocks: ： | 03800 |
www.wiwo.de/technik-wissen/...-asbeck-warnt-vor-massensterben-450124/
Solarindustrie Solarworld-Chef Asbeck warnt vor Massensterben
Der Chef des Bonner Solarunternehmens Solarworld, Frank Asbeck, warnt vor einem Massensterben in der deutschen Solarindustrie.........
Produktionsanstieg Polysilizium der letzten 2 Jahre in MT
2Q 2010 | 3,920 |
1Q 2010 | 3,112 |
4Q 2009 | 3,187 |
3Q 2009 | 1,993 |
2Q 2009 | 1,180 |
1Q 2009 | 1,094 |
4Q 2008 | 624 |
3Q 2008 | 565 |
2Q 2008 | 359 |
1Q 2008 | 302 |
4Q 2007 | 154 |
www.gcl-poly.com.hk/eng/investors/operating_data_poly.php
Momentan sollte die Kapazität bei über 4000 pro Quartal liegen.
Immerhin 20MWp
www.gcl-poly.com.hk/eng/products/solar_xuzhou.php
Das ist ein echtes Allroundunternehmen, Solarparc - Wacker und RWE in einem und dann noch in einem
Wachstumsmarkt wie China!
Mir gefällt besonders dass sie sich aus dem Preiskrieg der Modul- und Zellenhersteller raushalten.
www.digitimes.com/news/a20101214PD203.html
GCL-Poly and LDK extends battle to strategic alliances and Taiwan solar cell market Nuying Huang, Taipei; Willie Teng, DIGITIMES [Tuesday 14 December 2010]
As more players enter the solar arena and companies continue to ramp up capacity, strategic integrations and alliances have become critical for success, particularly in the China market. China-based upstream solar material producer LDK Solar has announced an alliance with BYD, while fellow material supplier GCL-Poly is reportedly in talks with Taiwan's Foxconn Electronics (Hon Hai Precision Industry) about cooperation in renewable energy and LED applications. Taiwan-based solar cell makers are expected to benefit from the alliances as both China-based companies believe that Taiwan, a major solar producer, is a market that cannot be taken lightly, according to sources from the solar industry.
Competition between LDK and GCL-Poly began in 2009 when LDK's polycrystalline silicon (poly-si) production lines went online, and then it intensified after GCL-Poly expanded downstream to solar wafers and the system end.
Unlike GCL-Poly, which announced that it will not manufacture solar cells, LDK entered the solar cell sector in 2010 but the company indicated that cell capacity is strictly for its own solar system operations and not to compete with solar cell clients.
The two China-based companies have extended their battle to Taiwan, which is one of the world's main bases of solar cell manufacturing. LDK signed long-term supply contracts with most Taiwan-based solar cell makers in 2008, and had a market share lead, but with the wafer shortage in 2010, GCL-Poly was able to gain ground in the Taiwan market.
In October 2010, LDK announced a two-year poly-Si supply agreement worth US$300 million with electric car battery company BYD. BYD plans to invest CNY22.5 billion (US$3.38 billion) to build a 5GWp solar cell plant in Shaanxi, China. LDK and BYD look to be joining forces to become a vertically integrated giant.
GCL-Poly and Foxconn's possible alliance could form a similarly complementary partnership. With Foxconn's experience and cost management in manufacturing, the alliance should help GCL-Poly in module and system production and provide Foxconn a piece of the solar energy market.
http://www.chinaknowledge.com/newswires/News_Detail.aspx?NewsID=39747
GCL-Poly Energy inks supply contract with Solarfun Power
Dec. 22, 2010 (China Knowledge) - GCL-Poly Energy Holdings Ltd<3800>, a foreign-owned independent cogeneration plant operator in China, on Dec. 21 said it had signed an agreement with another Chinese photovoltaic product maker Solarfun Power Holdings Co Ltd<SOLF> to supply 2.5 gigawatts of silicon products.
Pursuant to the agreement, the Hong Kong-listed firm will deliver these silicon chips and materials to Solarfun Power from 2011 to 2015.
At present, GCL-Poly Energy has China's largest solar power plant in Xuzhou, Jiangsu Province with an installed capacity of 20 MW, and some PV modules of the plant were provided by Solarfun Power.
GCL-Poly Energy, which had a silicon chip output capacity of 3.5 GW per year at the end of last month, hopes to have an annual output capacity of 21,000 tons of poly-silicon at the end of this year, sources reported.
10 GW an JaSolar und 2,5 GW an Solarfun jeweils bis 2015 verkauft! 
Dazu noch 350 MW an Neosolar.
GCL-Poly Produziert ca 21.000 Tonnen Silizium und 3,5 GW an Solarwafer pro jahr! Das wären 17,5 Gigawatt bis 2015 und davon
sind bereits 12,85 Gigawatt verkauft! Da rechnene bereits einige Firmen mit einem Siliziumengpass in den nächsten Jahren!
Solarfun
JaSolar
außerdem noch 350 MW an Neosolar bis 2013 verkauft!
California, United States -- Amsolar Corporation and GCL Solar Energy announced their commitment to develop solar projects at schools throughout the United States together. Under a Program Agreement signed this month, GCL Solar Energy intends to fund 20 megawatts (MW) of Amsolar's solar energy projects.
The first project funded under this partnership is a 1.2-MW solar energy system at the University of San Diego, which will break ground later this month.
Amsolar and GCL said that they are actively working with public school districts, as well as private educational institutions throughout the United States. Together, the companies will collectively develop solar power plants under long-term power purchase agreements. This model will allow schools to implement solar energy programs without making an up-front investment themselves.
The first project funded under this partnership is a 1.2-MW solar energy system at the University of San Diego, which will break ground later this month.
"We created Amsolar in an effort to bring more solar power to more educational institutions in the United States. Our growing pipeline of projects and this announcement with GCL speak to Amsolar's ability to understand the marketplace and develop customized solutions that resonate with school leaders nationally," said Joshua Weinstein, Amsolar's managing partner.
Nächster Vertrag über 5,5 Gigawatt an GCL. Dieses Mal von Time Infrastructure!
Somit geordert bis 2015:
10 GW JaSolar
2,5 GW Solarfun
0,35 GW Neosolar
5,5 GW Time Infrastructure
= 18,35 Gigawatt!
Momentan hat GCL eine jährliche Kapazität von 3,5 Gigawatt, was bedeutet, dass die Produktion bis 2015 mehr als ausverkauft wäre. Sicherlich werden sie die Produktion weiter ausbauen. Silizium wird zum wahren Goldrausch werden, zwar nicht für die Zellen und Modulhersteller, aber für die Siliziumproduzenten!
www.hangseng.com/einvc/eng/getpage.asp
| Time Infra (00686) buys silicon wafers from GCL-Poly (03800) |
| 2011/01/06 11:21 |
| <ET Net News Agency, 6 January 2011> Time Infrastructure (00686) said its wholly-owned |
| subsidiary Goldpoly (Quanzhou) Science & Technology Industry Co. Ltd (GPS&T) has entered |
| into a purchase contract with GCL-Poly Energy (03800) as supplier for the purchase of a |
| total of about 5.5 gigawatt silicon wafers from the year 2011 to 2015 in increasing |
| numbers. |
| GPS&T is required to pay GCL-Poly Energy purchase deposits in aggregate amount of Rmb100 |
| million. |
| Time Infrastructure said the contract could stabilize the supply of key raw materials on |
| a cost effective basis. A strategic long-term relationship with GCL-Poly will be |
| beneficial to Time Infrastructure's growth and expansion. (HL) |
Geil, ich hätte vor einem Monat nicht gedacht, dass die Aktie so einschlägt. Das Unternehmen hatte mich aber überzeugt.
Aber seit Nordex weiß man ja, dass Kurs und fundamentale Daten nicht immer zusammenhängen!
www.chinaknowledge.com/newswires/News_Detail.aspx
GCL-Poly Energy nets Wells Fargo for PV projects in US
Pursuant to the agreement, the Hong Kong-listed firm will acquire more than US$100 million of loans from the bank to launch several PV projects, which are principally for public facilities, through a subsidiary GCL Solar Energy.
In June, GCL-Poly Energy Holdings announced plans to spend US$50 million and US$5 million to build two solar power stations with totaled installed capacity of 9.7 MW in California.
At present, GCL-Poly Energy Holdings, a foreign-owned independent cogeneration plant operator in China, has a 20-MW PV station under operation in Xuzhou, Jiangsu Province with an electricity generating capacity of 24.76 gigawatt hours per year.
In addition, the PV firm aims to have an annual output capacity of 21,000 tons of polycrystalline silicon and 3.5 GW of silicon chips by the end of this year.
Copyright © "2011" www.chinaknowledge.com
AMSOLAR hat doch Projekte über 100 Mio US bis Ende 2011 in der Pipeline! Diese werden wohl über Wells Fargo bzw GCL Poly Energy, bzw einer Tochtergesellschaft, finanziert. Hört sich für mich gut an! ist zu klären ob das wirklich so ist, von der Größenordnung würde das passen. Und auf der Seite von AMSOLAR ist auch von einer Kooperation mit GCL Poly Solar die Rede. Weinstein selber hat gute Kontakte nach China!
http://www.chinaknowledge.com/newswires/News_Detail.aspx
GCL-Poly Energy nets Wells Fargo for PV projects in US
Pursuant to the agreement, the Hong Kong-listed firm will acquire more than US$100 million of loans from the bank to launch several PV projects, which are principally for public facilities, through a subsidiary GCL Solar Energy.
In June, GCL-Poly Energy Holdings announced plans to spend US$50 million and US$5 million to build two solar power stations with totaled installed capacity of 9.7 MW in California.
At present, GCL-Poly Energy Holdings, a foreign-owned independent cogeneration plant operator in China, has a 20-MW PV station under operation in Xuzhou, Jiangsu Province with an electricity generating capacity of 24.76 gigawatt hours per year.
In addition, the PV firm aims to have an annual output capacity of 21,000 tons of polycrystalline silicon and 3.5 GW of silicon chips by the end of this year.
Bin mal gespannt ob das heute Nacht in Hongkong auch Auswirkung auf den grötßen Konkurrenten GCL Poly Energy hat.
LDK stellt 15.000 T Silizum pro Jahr her und GCL 21.000 T
LDK stellt 2,9 GW Wafer her und GCL immerhin 3,5 Gigawatt
Nur bei der Zellenproduktion ist GCL nicht dabei, dürfte aber bei dem Preiskrieg kein bedeutender Nachteil sein!
www.finanznachrichten.de/nachrichten-2011-01/...fiskaljahr-an-127.htm
Das siehst du richtig. Bei momentanen Kurs von 3,1 HKD in HongKong und derzeitigem HDK-Kurs von 10,0591 sind es 4,75 Milliarden Euro! Also das ist schon keine Zockerklitsche und dürfte vom Börsenwert größtes Solarunternehmen Chinas und weltweit das momentan zweitgrößte sein. Ist aber auch eins der am schnellst wachsenden Unternehmen in China.
www.finanznachrichten.de/nachrichten-2011-01/...with-gcl-poly-008.htm
7,5 Gigawatt von Trinasolar!
Nächster Vertrag über 7,5 Gigawatt an GCL. Dieses Mal von TrinaSolar
Somit geordert bis 2015:
10 GW JaSolar
2,5 GW Solarfun
0,35 GW Neosolar
5,5 GW Time Infrastructure
7,5 GW TrinaSolar
= 25,85 Gigawatt!
Momentan hat GCL eine jährliche Kapazität von 3,5 Gigawatt, was bedeutet, dass die Produktion bis 2015 mehr als ausverkauft wäre. Sicherlich werden sie die Produktion weiter ausbauen, aber das sind ja schon 8,35 Gigawatt mehr als die Prodution bis 2015 bei derzeitigem Stand hergeben würde!
Alle sprechen von LDK Solar, aber GCL ist größer und muss sich nicht im hart umkämpften Modul- und Zellenmarkt aufreiben.
ist ein echter Geheimtip! In Deutschland kennt man das Unternehmen noch nicht, ist aber in China eins der am schnellsten wachsenden Unternehmen.
Einzig der hohe Spread in Frankfurt ist ein wenig ärgerlich. Kann denn niemand dem Marketmaker da mal auf die Finger klopfen?
12/01/2011 10:38
[I-bank focus] Citi ups GCL-Poly Energy (3800) TP to HK$3.65
Citigroup raised its target price for GCL-Poly
Energy (03800) to HK$3.65 from HK$3.18, and maintained ita "buy" call.
The house said GCL-Poly is looking to increase its production scale in both polysilicon
and wafer after signing long-term customer contracts.
With a faster wafer capacity ramp-up and higher shipments, GCL-Poly's sales should rise
37.5% yoy in 2011 amid ASP pressure on its customers, Citi said.
It expects GCL-Poly to announce capacity expansion in the next few weeks, with plans to
add at least 10,000MT new poly-silicon and 1GW wafer capacity in 2011. After reaching
3.5GW wafer capacity, its production cost should gradually improve on better yield and the
scale to meet larger orders from both China and India customers. (KL)
| Related Stocks: ： | 03800 |
www.etnet.com.hk/www/tc/news/categorized_news_detail_eng.php
Das Ding steigt und steigt und steigt. Dabei waren die kurz vor Börsenschluss noch gerade mal bei +-0 und kurz vor Börsenschluss in Hongkong gings hoch!
die höchsten Tagesumsätze an deutschen Börsen seit gut 3 Monaten!
Warum haben die tollen Analysten in Deutschland die noch nicht entdeckt? 