Quelle: http://www.ethiopianreview.com/index/20113/?p=32106
"As for GCL, Maxim’s Chew writes that the company is the “Intel of Solar,” as the top maker of polysilicon, with 13% shares of global capacity, and also the largest wafer maker, with 20% share.
Unfortunately for GCL, Chew believes that with the top five producers of polysilicon producing 42 gigawatts of polysilicon capacity this year, and 43 gigawatts next year, “we see wafer average selling prices headed from 43 cents in 2012 to 35 cents by 2014, as poly prices fall from $50 per kilogram to $30 per kilogram.”
Although GCL is “the most powerful player in solar,” writes Chew, its strategy of “embracing” the “commoditization” of solar technology, and of being the “low-cost leader” the result will be bitter fruit, he thinks: “The winner’s spoils may be sparse as the negative feedback spiral of lower wafer and poly prices squeeze the economics for the entire value chain.”
Chew has a target of HK$2 on the shares."
Da bin ich ja mal gespannt, wer zuletzt lacht...
ts, ts, ts
Gruß von
tnzs |
