nach Resplit 5:1 bergauf?

@Jinko: Kannst Du den Link noch reinstellen? Danke!

 

http://solarpvinvestor.com/spvi-news/...the-shadow-could-soon-be-over

jinko du solltest wenigstens ansatzweise das Urheberrecht beachten!Link und Kürzungen des Artikels ,sonst wird der ganze Artikel gelöscht  

Danke  

Sollen wir Wetten?

Meine Meinung ist nächste Woche! Dann geht es schnell in Richtung 14 US$  

Die zwei stärksten Märkte....wenn hier keiner überraschen kann!  

und die Aktie fällt.
 

http://www.nasdaq.com/symbol/jaso/real-time  

Naja, verständlich oder:

Umsatz 32 Mio. und Bewertung von 4,7 Mrd. US$, dass Verhältnis ist einfach ungesund!!!!

Nichts desto....auch wenn der US Markt wächst, gibt es einen Boom in China und Japan! Und gerade der chinesische Markt wird in Kürze weiter unterstützt werden: WARUM?

Habt Ihr die Nachrichten verfolgt, dass ein 8 jähriges Kind angeblich an Lungenkrebs erkrankt ist aufgrund des starken Smogs? Hier muss die Zentralregierung noch schneller reagieren. Der Kohleverbrauch ist als Hauptverursacher analysiert worden und dieser soll schnell verringert werden.

Total bullish!  

nze zwei Stunden gedauert, bis meine Meinung unterstützt wurde :-)

Hier der Artikel vom State Council of China vom 06.11.2013 :-)


China to build more solar power stations
(Xinhua)
2013-11-06 10:30
          
Comments
§
China to build more solar power stations
A group of solar panels and wind turbines stand at the beach of Da Feng port, Jiangsu province on Oct 15, 2013. [Zhou Gukai / Asianewsphoto]

BEIJING -- China's central energy authority has proposed to build more photovoltaic power stations in 2014 than originally planned as solar panel producers struggle before dwindling export orders.

The capacity of new PV power stations to be built in 2014 will be increased from the previous target of 10 gigawatts (GW) to 12 GW, the National Energy Administration said.

The administration is now consulting with local authorities on the new proposal.

Decentralized solar power stations, such as those installed in private homes, public buildings, with account for eight GW of the new capacity, according to the proposal.

China has an excessive supply of PV products in the domestic market after demand from major export destinations -- the European Union and the United States -- faltered due to trade rows.

In July, the State Council, China's cabinet, announced measures to boost the sagging PV sector, including promoting distributed PV projects, eliminating outdated capacity and encouraging industrial restructuring and technological progress.

The State Council said new installed PV power capacity should stay around 10 GW annually between 2013 and 2015, and total PV capacity should exceed 35 GW by the end of 2015.  

Kommt vom China daily....English Version!

http://www.chinadaily.com.cn/bizchina/greenchina/...tent_17084816.htm  

.....The latest good news for the sector comes from Beijing, which has raised an already aggressive target for new solar power plant construction even higher to help the industry. According to the latest reports, Beijing has raised the target by 20 percent, with an aim for 12 gigawatts of solar power capacity nationwide by 2014, up from a previous target of 10 gigawatts (English article).

Beijing was always an aggressive supporter of the solar panel sector, offering generous incentives that led to a huge build up in manufacturing capacity. That resulted in massive oversupply that sparked the recent downturn. But while it supported a build up of manufacturing capacity, Beijing didn’t support a parallel build-up of domestic solar power plants, with the result that manufacturers like Trina, Canadian Solar and Suntech relied completely on Europe and the U.S. for most of their sales.

Now Beijing is trying to rectify that imbalance with an aggressive build-up of solar plants, with an aim of 35 megawatts of capacity by 2015. That target looks a bit unrealistic to me based on the 12 megawatt target for 2014. But then again, perhaps we’ll see a sudden massive construction binge in response to Beijing’s recent calls to clean up China’s highly polluted air, and also the government’s determination to support solar panel makers.

http://seekingalpha.com/article/...as-suntech-liquidates?source=yahoo  

......
Similar to what happened in the HDD industry, by the end of the fourth decade, the solar industry will be ripe for massive consolidation. I predict most new houses built in this decade will include a built-in solar system. Some countries might enforce laws that require home builders to build 100% renewable energy-dependent houses. The system cost could be added to mortgages.

2040 and 2050

By the end of the fifth decade, I predict that almost a third of the world's energy consumption will be solar sourced. In some countries, the share of solar will be larger than 50%. Energy storage will become commoditized.
In 2050, I predict that the installed capacity will be 167 times greater than the 2013 number. Annual GW deliveries will be 115 times greater than the expected amount of 40GW for 2013........

The solar industry is just coming out of a massive crisis; it's not over yet but the future looks very bright. When you know the big picture, you understand what factors affect the industry and, thus, the companies working in it. I believe that the solar industry is still very young, and just now the financial side of the industry is starting to make sense. Going forward, given the facts that we know today, and carefully predicting the way this market develops, I think that if you do your due diligence and pick this industry's winners, you're in for a hell of a ride.
http://seekingalpha.com/article/1822442-the-solar-revolution-part-3?  

http://www.nasdaq.com/symbol/jaso/real-time  

From a technical perspective, JASO ripped sharply higher here right above its 50-day moving average of $9.50 with above-average volume. This stock has been trending sideways for the last month, with shares moving between $9.20 on the downside and $11.60 on the upside. This sharp spike higher on Monday is now quickly pushing shares of JASO within range of triggering a big breakout trade above the upper end of its recent range. That breakout will hit if JASO manages to clear Monday's high of $11.08 to its 52-week high at $11.60 with high volume.

Traders should now look for long-biased trades in JASO as long as it's trending above Monday's low of $10.15 or above its 50-day at $9.50 and then once it sustains a move or close above those breakout levels with volume that's near or above 2.71 million shares.  If that breakout hits soon, then JASO will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that breakout are $13 to $17.

http://www.thestreet.com/story/12095870/3/...iking-on-big-volume.html  

 

Diese Vertrag ist dahingehend interessant, dass er vorab bezahlt wird! Demnach wohl auch noch Umsatzgenerierung in 2013! Ob es dafür reicht, den erhofft Trendausbruch zu generieren....mal sehen! Aber positiv ist es allemal!

A Solar to Supply 70 MW of Modules to Shanghai CSET in China
GlobeNewswire
JA Solar Holdings Co., Ltd. 35 minutes ago

SHANGHAI, China, Nov. 11, 2013 (GLOBE NEWSWIRE) -- JA Solar Holdings Co., Ltd. (JASO) ("JA Solar" or the "Company"), one of the world's largest manufacturers of high-performance solar power products, today announced that it has signed two agreements to supply a total of 70 MW of high-efficiency polycrystalline solar modules to Shanghai CSET Co., Ltd., a photovoltaic ("PV") system integrator focused on the planning, design and operation of solar PV stations, for two commercial rooftop projects in China.

According to the agreements, 20 MW of modules will be delivered in December 2013, and 50 MW will be delivered in the first quarter of 2014. The projects will utilize JA Solar's high-efficiency polycrystalline modules with an average power output of between 255 W and 260 W in a 60-cell format, which are among the most powerful modules of their kind on the market. The contract amount will be paid in full prior to delivery.

"This agreement is another sign of improving industry fundamentals and strong demand from the China market, which is expected to continue to grow rapidly in the next few years," said Mr. Baofang Jin, executive chairman and CEO of JA Solar. "JA Solar's superior product offerings and our strong relationships with project developers in China ensure we are well positioned to benefit from this growth."  

jo Jinko2013, denke wir sind in richtung $13 unterwegs mit anschließendem test der $10 marke. ...............nur meine meinung  

http://www.nasdaq.com/symbol/jaso/premarket  

RTTNews.com) - Solar power products manufacturer JA Solar Holdings Co., Ltd. ( JASO ) has inked two agreements to supply a total of 70 MW of high-efficiency polycrystalline solar modules to Shanghai CSET Co., Ltd., a photovoltaic or PV system integrator focused on the planning, design and operation of solar PV stations, for two commercial rooftop projects in China.
As part of these deals, 20 MW of modules would be delivered in December 2013, and 50 MW would be delivered in the first quarter of 2014. The projects would make use of JA Solar's high-efficiency polycrystalline modules with an average power output of between 255 W and 260 W in a 60-cell format, which are among the most powerful modules of their kind on the market. The contract amount would be paid in full prior to delivery


Read more: http://www.nasdaq.com/article/...n-china-20131111-00232#ixzz2kLQN7jZh  

Die Kontraktsumme soll bereits vor der Lieferung bezahlt werden, heißt es bei JA Solar.  

http://www.it-times.de/news/nachricht/datum/2013/...rag-aus-shanghai/

Dem Abkommen zur Folge wird JA Solar (Nasdaq: JASO, WKN: A1J87E) schon im Dezember Solarmodule mit einer Kapazität von 20 Megawatt an die Shanghai CSET liefern, weitere 50 Megawatt an PV-Module sollen dann im ersten Quartal 2014 folgen.

das wundert mich nicht,da gab es vor kurzem einen Bericht,dass die Chinesen sehr zögerlich fällige Rechnungen bezahlen,da ist es schon vernünftig sich die Ware vorab bezahlen zu lassen  

Bin mal gespannt, was Yingli heute zu China und Japan sagen wird. Wenn die positiv eingestellt sind, könnte Jaso wieder profitieren. Ansonsten freue ich mich über den gestrigen Chartausbruch und hoffe, dass dieser heute verteidigt wird.  

In company news, American depository receipts of JA Solar Holdings Co. Ltd. ( JASO ) are up 11.7% at $12.26 apiece, earlier climbing to a new 52-week high of $12.04 after signing a pair of agreements to supply 70 megawatts of high-efficiency polycrystalline solar modules to Shanghai CSET Co. Ltd., a photovoltaic system integrator in China.

Read more: http://www.nasdaq.com/article/...shanghai-cset-cm299451#ixzz2kQYrKWAd  

Die Zahlen von Yingli waren nicht so super....noch schlimmer waren die von Hanwha! Mal sehen, was Jinko, Rene und natürlich Jaso machen werden!  

was meint ihr? müsste es jetzt erstmal wieder runtergehen? ping pong im trendkanal für die daytrader? weiß nicht ganz wo ich die obere begrenzung ziehen soll. wenn man die beiden hochs im oktober nimmt, wäre an diesem punkt zunächst ein abpraller nach unten angesagt. bei der volatilität im solarbereich wäre gekonntes traden ja nicht verkehrt ;)