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Jinkosolar - hat die niemand auf dem Radar?

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703 Postings, 2272 Tage BlackHoleSunJinkosolar - hat die niemand auf dem Radar?

 
  
    #1
21
18.08.10 16:04
Ich habe sie leider nur dort - und nicht im Depot. ;-) Aber das Teil steigt und steigt, praktisch täglich...  
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9115 Postings ausgeblendet.

199 Postings, 721 Tage winhelJinko

 
  
    #9117
22.10.14 16:42
So, habe vorhin das dritte Drittel in Jinko verpulvert. Vielleicht zur richtigen Zeit, sie steigt seit einigen Minuten wieder. Bin jetzt fifti/fifti in Jinko und Canadian.  

1049 Postings, 279 Tage stefan.riverawinhel

 
  
    #9118
22.10.14 17:04
du bist aber mutig. Zur Zeit findet doch grad der Kampf statt, ob es nun weiter nach oben geht oder die Erholung erstmal vorbei ist. aber vom gesamtmarkt abgesehen müsste es eigentlich steigen...  

452 Postings, 345 Tage Benz 2H731400,

 
  
    #9119
22.10.14 17:51
schon interessant was du da über Yingli gefunden hast. Diese neue Partnerschaft mit Südamerika (momentan hauptsächlich Brasilien) ist doch prima. Klar noch ist nichts vertraglich geregelt.......
Doch wir steigen wieder klein ein in Yingli,
natürlich ist die Jinko unser Favorit, ungefähr in einer Woche sind wir mit dabei.........  

6 Postings, 85 Tage Bernd_KZur Zeit knabbern sie an der 18-Tage-Linie

 
  
    #9120
22.10.14 17:55
...das scheint für jinko immer ne schwierige Hürde zu sein. Hat im letzten Zyklus über eine Woche gedauert, wenn man den "Fehlausbruch" Ende Juli nicht wertet sogar 4 Wochen.  

199 Postings, 721 Tage winheljinko

 
  
    #9121
1
22.10.14 18:25
Bin ja noch im grünen Bereich. Schwieriger wird es dann, wenn mein Depot ins Rote rutscht. Geht man dann raus, steigen die Werte wieder, bleibt man investiert, geht es weiter runter. Schwierig zu entscheiden. Werde gegebenfalls aber zumindest zwei Drittel von beiden Werten wieder verkaufen. Lieber Verluste vermeiden, auch wenn sie dann hochläuft.  

1049 Postings, 279 Tage stefan.riveranetter artikel- verdreifachung in zwei Jahren?

 
  
    #9122
2
22.10.14 21:51
Solar-Boom in Indien und China: ?Die Aktienkurse der Marktführer werden sich mindestens verdreifachen? - DAS INVESTMENT
Nach kräftigen Zuwächsen in den Sommermonaten haben Solaraktien wie Canadian Solar, JA Solar und Trina Solar die Anleger jüngst massiv enttäuscht. Christofer Rathke, Berater des LSF Asian Solar & Wind, nennt die Hintergründe und wagt einen Blick ins Jahr 2016.
Allerdings sollte man erstmal gucken, was der Gesamtmarkt macht. Sieht nämlich stark danach aus, dass es wieder abwärts will...  

1068 Postings, 739 Tage H731400Indien 145-200 GW in 10 Jahren ?

 
  
    #9123
1
22.10.14 23:02
kann man das glauben ? :-))  

1068 Postings, 739 Tage H731400US Zölle; sehr spannend

 
  
    #9124
22.10.14 23:19
ArticleComments (0)
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By Ben Willis - 22 October 2014, 20:00In News, PV Modules
?Two weeks left to negotiate end to US-China solar spat?

Solar trade
Solar trade. Only two weeks remain for the US and China to reach an agreement on their trade disagreement. Image: Trina Solar.
Time is fast running out for the US and Chinese to reach a negotiated settlement to their ongoing solar trade dispute, according to a leading expert on the case.

Speaking at Solar Power International in Las Vegas today, John Smirnow, the Solar Energy Industries Association?s VP of trade and competitiveness, said a window of only around two weeks remained for a deal to be struck.

The US Department of Commerce is set to reveal its final determination on anti-dumping and countervailing duties on Chinese and Taiwanese PV imports in mid-December.

The SEIA has been leading discussions between SolarWorld, the lead petitioner in the case, and the Chinese industry in an attempt to find a negotiated settlement to the dispute, under which China stands accused of outsourcing production to Taiwanese companies to avoid earlier duties introduced in 2012.

If such a deal is to be reached, using a so-called suspension mechanism, Smirnow said it would have be agreed at least 30 days before the DOC announces its final determination.

That would mean mid-November, but Smirnow said an additional consideration was the fact that the issue, he understood, was due to be raised at a bilateral meeting between President Obama and his Chinese opposite number, Xi Jinping, at the Asia-Pacific Economic Cooperation summit in Beijing on 12 November. Any policy positions to be taken during the summit must be vetted in advance by the administration, Smirnow said.

?If we achieve a settlement in the context of a suspension agreement, the next two weeks are when that deal is going to happen,? Smirnow said.

Smirnow said he was hopeful that a deal could be struck and that it if was, it would most likely contain a minimum price agreement and an import quota, along similar lines to the deal between the EU and China last year.

Shayle Kann, senior vice president at GTM Research, agreed the negotiations were ?down to the wire?.

As to the implications of a negotiated agreement for the market, Kann said: ?The possibility of a negotiated settlement and what that means for the market is entirely dependent on the structure and details of that settlement. So a minimum price sounds great, but if it?s a 78c per watt price that?s bad for the market. But if it?s 60c/w that could be good for the market, but is not something SolarWorld is going to agree to. So there?s a lot of room between that, which is where the real meat is in what happens.?

On any volume quota, Kann said a big consideration in how that is set is the likely rush in 2016 to complete projects  ahead of the Investment Tax Credit expiry due at the end of that year.  

?Unless you design the quota system around that, we could see supply restrictions in 2016,? he said.



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3389 Postings, 3879 Tage MannemerIndien ?

 
  
    #9125
22.10.14 23:19
Nein, das glaube ich nicht. Die Jungs nehmen die Backen gerne voll. Aber auch schon die Hälfte wäre ja eine starke Leistung.  

1068 Postings, 739 Tage H731400@Mannemer

 
  
    #9126
1
23.10.14 07:27
China ist auch von 0 auf 100; ich glaube auch nicht dran aber es ist machbar....bzw. möglich  

10914 Postings, 2222 Tage ulm000dass es wieder abwärts will...

 
  
    #9127
1
23.10.14 10:24
Sehe ich nicht so, dass der Gesamtmarkt runter will. Dass nach dem Rebound der Gesamtmärkte Ende letzter Woche ein kleiner Rückschlag kommt war ja zu erwarten und ist auch was völlig Normales. So hat der Dow Jones gestern seine 200-Tageslinie wieder unterschritten, die bei 16.587 liegt und dass der Dow Jones die nochmal anfahren wird war ja eigentlich zu erwarten. Dass er dann noch so weit runter geht dürfte wohl dem kleiner Terroranschlag in Kanada geschudlet gewesen sein.
Nur sollte der Dow Jones heute die 200er auch wieder zurückerobern und dann wäre die Fahrt frei für eine wunderschöne Jahresendrallye und an der werden dann auch die China-Solaris teilnehmen. Da der S&P 500 noch gut 1% über seiner 200-Tageslinien liegt, die aktuell bei 1.907 liegt, sehe ich das nach wie vor recht optimistisch in Bezug auf eine schöne Jahresendrallye und wenn die Jinko und auch andere China-Solaris wie Canadian Solar Q3-Zahlen vorlegen wie ich erwarte und eine super Q4-Guidance prognostizieren wie ich ebenfalls erwarte, dann könnten wir Ende des Jahres bei Jinko und Co gut und gerne 25 bis 35% höher stehen wie aktuell.

H731400 ich habs ja schon oft geschrieben, Indien hat ein enormes Potential für Solar und Wind und ich kann mir sehr gut vorstellen, dass Indien in 2, 3 Jahren sogar die Nr. 2 ist bei Solar hinter China und noch vor den USA. Nur und auch da wiederhole ich mich, die Finanzierung ist das größte Problem in Indien und solange hier nichts unternommen wird von der indischen Regierung, solange wird das Potential auch nicht ausgeschöpft werden.
 

247 Postings, 225 Tage bernddasbrot1980Gesamtmärkte wieder sehr positiv

 
  
    #9128
23.10.14 10:33
daher müsste es jetzt mal rapide nach oben gehen,
wird endlich mal Zeit...  

599 Postings, 1869 Tage axl007Premarket im Plus

 
  
    #9129
23.10.14 11:11
Unglaublich wie man z.Z. mit 550 Stücken den Kurs um 3% im Premarket hochtreibt.
http://www.nasdaq.com/symbol/jks/premarket  

1068 Postings, 739 Tage H731400REC Zahlen

 
  
    #9130
2
23.10.14 12:32
REC Solar closes 300 MW supply agreements as third quarter revenue drops
23 OCTOBER 2014 APPLICATIONS & INSTALLATIONS, GLOBAL PV MARKETS, INDUSTRY & SUPPLIERS, MARKETS & TRENDS, TOP NEWS, INVESTOR NEWS
BY: EDGAR MEZA
REC Group's Madera Power Plant, CaliforniaREC has recently signed 685 MW worth of supply deals for the U.S. residential, commercial and utility-scale segments, 532 MW of which are expected to be delivered in 2015. REC Solar ASA
The company's recent product launch of its Peak Energy 72 cell and Peak Energy Z-Link series has resulted in deals with major U.S. solar developers, including Recurrent Energy, SolarCity and SunRun. Third-quarter business dropped due to the seasonal slowdown in Europe, however.

Norway's REC Solar ASA has closed two agreements with U.S. solar project developer Recurrent Energy for the supply of 300 MW of PV panels for utility-scale plants in California.
The deals with Recurrent Energy are the latest in REC's recent string of major PV panel supply agreements for the U.S. market. REC has over the past months signed deals of 685 MW for the U.S. residential, commercial and utility-scale segments of which some 532 MW are expected to be delivered in 2015, representing 44% of REC's expected 1.2 GW production next year.
"With our successful push into the U.S. market, we have been able to build up an order book that significantly exceeds our 300 MW panel manufacturing expansion in 2015,? said REC Group CEO Martin Cooper. ?Our expanded order book will allow for greater planning visibility and assist in further stabilizing our financial performance.?
REC is supplying Recurrent Energy with its recently introduced Peak Energy 72 Series panels from the first quarter of 2015 until the second quarter of 2016 at a fixed price.
?With our new 72-cell product, we are seizing opportunities in the U.S. large commercial and utility markets and are demonstrating significant growth in line with our expectations," Cooper added.
The utility-scale segment accounts for the largest portion of solar installations in the U.S. market. IHS expects that new installations in the U.S. utility-scale segment will constitute 4.1 GW in 2015.
The news followed REC?s announcement of its third-quarter figures on Thursday. The company posted an after tax profit of $22.5 million in the third quarter, a 39% increase from the previous quarter.
The company?s revenue in the period fell 15% quarter on quarter to $149.1 million ? nevertheless more than 7% higher compared to the third quarter of 2013.
Module sales accounted for the group?s total revenue of $149.1 million, with its system business contributing minimally to total turnover in the quarter. Module revenue was down 9.3% from the second quarter due mainly to the seasonal slowdown in Europe, the company said.
Earnings before interest, tax, depreciation and amortization (EBITDA) related to module sales reached $15.1 million -- 10.1% of revenue and in line with the company?s expectations. Module EBITDA was 30% lower than the previous quarter due to the fact that the second quarter included ?exceptional receipts.?
Module production, meanwhile, climbed 7.1% to 248 MW quarter on quarter.
In addition, REC signed several major long term contracts in the U.S. residential and utility market during from July to September.
"REC's third quarter 2014 was impacted by a seasonal slowdown in Europe, softer market conditions in Japan and high activity level in the U.S. market,? Cooper said, adding that currency movements were increasingly impacting the relative attractiveness of REC?s key markets.
The chief exec said REC?s recent product launch of its Peak Energy 72 cell and Peak Energy Z-Link series had resulted in the closing of several major contracts in the United States, including deals with SolarCity and SunRun in addition to Recurrent Energy. The company has also launched its Twin Peak series, which is targeting the residential and commercial market.
Cooper added that REC?s furnace upgrade and module expansion was progressing according to plan and the company continued to focus on reducing its solar panel cash costs per Watt-peak.
REC?s solar panel cash cost fell about $0.01 per Watt-peak from the second quarter. The sales price for solar panels fell 2.2% from the second quarter.  

10914 Postings, 2222 Tage ulm000Mach mir mal einen Gefallen H731400:

 
  
    #9131
3
23.10.14 12:54
Stell doch bitte nur einen Link rein und nicht den ganzen Text so wie es alle andere User auch tun. Mir geht die ganze Scrollerei so langsam auf den Geist. Außerdem ist ein solches Reinkopieren in eine Post nicht Ariva konform und zudem sind solche Copys auch Copyrightverletzungen.  

1068 Postings, 739 Tage H731400Trina gibt Gas und geht nach Mexiko

 
  
    #9132
3
23.10.14 13:25

247 Postings, 225 Tage bernddasbrot1980das wird ja spannend

 
  
    #9133
23.10.14 14:27
wir stehen vorbörslich ja schon bei 23,50 $, denke, dass wir heute noch weitaus höhere Kurse erleben...  

10914 Postings, 2222 Tage ulm000Trend weg zum vertikal integriertem Modell ?

 
  
    #9134
1
23.10.14 14:51
Schon echt interessant was da Trina vor hat. Die Modulfertigungskapazitäten werden erheblich von 3,8 auf 5 GW ausgebaut, während die Zellfertigungskapazitäten nur leicht von 3,5 auf 3,8 GW ausgebaut werden. Diese Strategie finde ich jetzt wirklich hochinteressant. Dass Trina wie auch andere China-Solaris ihre Waferkapazitäten nicht weiter ausbauen und stattdessen lieber bei GCL Poly einkaufen ist schon lange klar, aber dass jetzt der Branchenführer Trina einen solchen großen Spread, immerhin 1,2 GW, zwischen Zell- und Modulfertigungskapazitäten lässt ist schon echt erstaunlich.

Klar ist, dass der Ausbau der Modulfertigungskapazitäten keine allzu teure Geschichte ist, während der Ausbau der Zellfertigungskapazitäten eine recht teuere Angelegenheit ist.

Diese Trina-Entwicklung ist echt interessant und das hätte ich so nicht erwartet. Bin mal echt gespannt welche Fertigungsstrategie Jinko, Canadian und JA Solar fahren werden in 2015.  

248 Postings, 440 Tage Jinko2013Es wird spannend im Solar-Streit!

 
  
    #9135
23.10.14 15:02
Nur noch 14 Tage...und dann sollte hoffentlich eine Entscheidung stehen!


   By Ben Willis - 22 October 2014, 20:00
   In News, PV Modules

?Two weeks left to negotiate end to US-China solar spat?

   Solar trade
   Solar trade. Only two weeks remain for the US and China to reach an agreement on their trade disagreement. Image: Trina Solar.

Time is fast running out for the US and Chinese to reach a negotiated settlement to their ongoing solar trade dispute, according to a leading expert on the case.

Speaking at Solar Power International in Las Vegas today, John Smirnow, the Solar Energy Industries Association?s VP of trade and competitiveness, said a window of only around two weeks remained for a deal to be struck.

The US Department of Commerce is set to reveal its final determination on anti-dumping and countervailing duties on Chinese and Taiwanese PV imports in mid-December.

The SEIA has been leading discussions between SolarWorld, the lead petitioner in the case, and the Chinese industry in an attempt to find a negotiated settlement to the dispute, under which China stands accused of outsourcing production to Taiwanese companies to avoid earlier duties introduced in 2012.

If such a deal is to be reached, using a so-called suspension mechanism, Smirnow said it would have be agreed at least 30 days before the DOC announces its final determination.

That would mean mid-November, but Smirnow said an additional consideration was the fact that the issue, he understood, was due to be raised at a bilateral meeting between President Obama and his Chinese opposite number, Xi Jinping, at the Asia-Pacific Economic Cooperation summit in Beijing on 12 November. Any policy positions to be taken during the summit must be vetted in advance by the administration, Smirnow said.

?If we achieve a settlement in the context of a suspension agreement, the next two weeks are when that deal is going to happen,? Smirnow said.

Smirnow said he was hopeful that a deal could be struck and that it if was, it would most likely contain a minimum price agreement and an import quota, along similar lines to the deal between the EU and China last year.

Shayle Kann, senior vice president at GTM Research, agreed the negotiations were ?down to the wire?.

As to the implications of a negotiated agreement for the market, Kann said: ?The possibility of a negotiated settlement and what that means for the market is entirely dependent on the structure and details of that settlement. So a minimum price sounds great, but if it?s a 78c per watt price that?s bad for the market. But if it?s 60c/w that could be good for the market, but is not something SolarWorld is going to agree to. So there?s a lot of room between that, which is where the real meat is in what happens.?

On any volume quota, Kann said a big consideration in how that is set is the likely rush in 2016 to complete projects  ahead of the Investment Tax Credit expiry due at the end of that year.  

?Unless you design the quota system around that, we could see supply restrictions in 2016,? he said.
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1049 Postings, 279 Tage stefan.riveraJinko

 
  
    #9136
23.10.14 15:27
könntest du Ulms Vorschlag den H7... schon so schön umgesetzt hat auch folgen? Es geht darum bei ellenlangen Artikeln bitte einfach nur den Link zu posten.
siehe http://www.ariva.de/forum/...uf-dem-Radar-418576?page=365#jumppos9131

thx  

25 Postings, 353 Tage erbuallaSolar

 
  
    #9137
23.10.14 15:47
Läuft gerade Nicht schade.....so schlecht sind die News doch gar nicht  

575 Postings, 795 Tage brody1977Auch wenn es hier keiner hören will

 
  
    #9138
23.10.14 16:07
jinko läuft von den Solarwerten wieder am schlechtesten!
 

1068 Postings, 739 Tage H731400Habe mir heute zum 1.mal ein paar Trina gegönnt :-

 
  
    #9139
23.10.14 16:24

1068 Postings, 739 Tage H731400@ulm000

 
  
    #9140
23.10.14 16:31
Welcher Maschinenbauer ist da führend : Zellfertigungskapazitäten und Wafer ??

Applied Materials ?

 

3389 Postings, 3879 Tage MannemerStichwort: Zölle

 
  
    #9141
23.10.14 16:56

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