also wenn ich solche artikel lese dann bin ich echt am zweifeln wie es hier weiter geht
und ob wir überhaupt mal über die 3€ kommen
bin auch investiert und hoffe auf 2-3 jahre eigentlich mit bis zu 8-10€
aber wie schon gesagt wenn ich jetzt diesen artikel hier lese dann weiß ich nicht ob das wirklich so der fall ist
Is China's Solar Wafer Production Out of Control?
For ReneSola (SOL) and LDK Solar (LDK)) investors, the worst is yet to come. China's poly-silicon production increases dramatically in the last 12 months and two new companies just started to produce poly-silicon last Months.
U.S.-listed solar wafer makers Renesola and LDK solar are facing tougher and tougher competition, their futures have now dimmed further since two more companies in China announced plans to produce poly-silicon wafers: Puhong new energy Corp and Shengte new energy Corp. Puhong is expected to produce 1500 tons poly-silicon by 2010 (a capacity compatible with Renesola's). Puhong won the bid in China's first 10MW solar project according to the China's official renewable energy website.
The two new poly-silicon companies sit just beside Renesola in the same industrial park in Zhejiang province. The amazing thing is that Renesola didn't win the contract to provide the wafer to the 10MW project, but a new company did. This is another example that indicates poly-silicon prices will tumble further if China's production goes out of control.
Renesola and LDK solar did sign some solar projects, but the funding for those projects is yet to be established. Moreover, the
future of these projects is still uncertain because the Chinese central government is slowing down the loan programs due to over lending in the first half of 2009. Also, the solar projects announced in the past few months in China will still depend upon feasibility studies, which will take a long time.
Solar investors may hope solar wafer prices will stablize, but the reality may disappoint. The good news is for PV module makers, such as Yingli Green and Suntech power, as costs go down with the declining price of poly-silicon, making them compatible with First Solar FSLR
http://www.solarfeeds.com/kelvin-schulle/8781-is-chinas-sola…