|
|||||||||||||||
|
||||||||||||||||||
Data:2009-12-12 2:34
Source: Shaanxi Jufeng
G Nanyang (600,661): education, electrical and mechanical, new energy and information technology for the company's four business blocks, and showed a stable development momentum, the company benefited from the concept of a share reform, with listed companies, National Chiao Tung University Onlly 4800 million legal person shares is its first major shareholder, long-term investment appreciation potential. Unit Liu Tongpan only 41 million, the secondary market to adjust the current stock price Su Liang, afternoon with a large upside potential, the proposed bargain-hunting interest.Historical Information: G Nanyang (600,661): King of polysilicon is expected to rise in a row June 22, 2006
Source: Bohai Investment
Bohai Investment Research Zhou Yan
Quotes of the most popular current concept of that? There is no doubt that solar energy! The solar energy industry chain, what is the most money? Look at the G space, G Su sunlight, G Tianwei trend we should be aware of - possession of a "silicon" is king, too, "Silicon" who were to gain the truth! The rapid development of solar energy industry make it raw materials, polysilicon prices have skyrocketed, from a few years ago 13 U.S. dollars / kg rose to the current 100 U.S. dollars / kg, is the "silicon" restrictions on China's solar energy industry in the development of the whole world! It is "Silicon" to enable the new richest man, Zhengrong Shi, burning with impatience, and was carrying a lot of U.S. dollars continue to snap up the upstream polysilicon resources!
Xinhua latest reports, the emergence of a new "silicon are" Xinyu, Jiangxi, its appearance is completely solved the PV industry in China "bottleneck." It is because equity Xinyu "silicon are" building, the achievements of the G space within two months, soaring apotheosis inverted five times! So remind investors to focus on the same theme of the other "Asian polysilicon King" - (600661) G Southeast Asia!
1, together LDK Solar LDK, to build Asia's largest polysilicon production base
Xinhua Xinhua May 5: At present, the design capacity of the largest solar photovoltaic industry needs polysilicon film production enterprise in the recent Economic Development Zone, Xinyu City, Jiangxi Province, officially put into operation, and produce the first one of Asia's largest solar polysilicon ingots ! Completely broken polysilicon products in China rely on imports for a long-term "bottleneck." The news, another man's encouraging, polycrystalline silicon film solar cell manufacturing industry as an important link in the chain, pro-and silicon can be said to cling to the Peak! No wonder, G favorable for a new space in the current global energy context of silicon turned out to get an amazing gains!
Further disclosure of relevant reports, the Asia's largest polysilicon for ingot production company LDK Solar LDK Solar Hi-Tech Co., Ltd.. Notably, in its report, the company highlighted that it has jointly established with Shanghai Jiao Tong University Joint Laboratory of LDK Solar! Its technical and production capacity has attracted international experts and the risk of the Fund's close attention. Such a view, National Chiao Tung University participating laboratories in the technology breakthrough has made a significant contribution. Development Zone, Xinyu, another in October last year, news reports revealed that the laboratory-October 10, 2005 LDK signed with the Shanghai Jiao Tong University organized! Shanghai Jiao Tong University has a study of the current leading position in domestic solar, LDK Corporation and Shanghai Jiaotong University partnership will strive to promote scientific research laboratory and LDK commercial application of solar energy to reach the international leading level, and on this basis, the two companies jointly is committed to building a polysilicon film Xinyu an important production base for Asia's largest silicon wafer chip manufacturing companies. The 600661G southeast Asia as a direct holding company of Shanghai Jiaotong University, deeply involved in involved in new energy industries, and its holding 61.9% of the subsidiary, Shanghai Jiaotong University Taiyang Green Energy Co., Ltd. has formed a production capacity of solar cells, because it is the only unit of Shanghai Jiaotong University listed solar energy companies, it was a great probability of polysilicon will benefit from this technological breakthrough, and is expected to join hands Xinyu LDK Solar LDK Solar Hi-Tech Co., Ltd. together to build China's "silicon" events, in this grand "Silicon" banquet in the industry for such an important player is the difference between G and Southeast Asia has continued to rise to its pinnacle!
Second, China's "silicon capital" turned out to dominate the European Photovoltaic Products
Southeast Asia co-operation with the G LDK Solar LDK has produced the first one of Asia's largest solar polysilicon ingots, weighing 275 kilograms, 240 kilograms more than the usual domestic and international specifications more of the 35 kg. Slice through the ingot, will be able to produce high-value polysilicon film. Its official production, marking the beginning of China's solar PV industry towards self-development of the national road, completely broken our polysilicon products rely on imports for a long-term "bottleneck." According to reports, this year's annual sales income of the enterprise up to 10 billion by 2010, will create 1,000 megawatts of capacity, the annual sales income of 15 billion yuan. At present, the company's products have been listed for orders to 2008, most of the international market. Peng Xiaofeng, chairman of the company, said enterprises should be determined to build a world-class PV enterprises in Xinyu build the world's solar energy "silicon capital."
Breaking the "Silicon" raw materials bottlenecks, G a huge space for the future development of Southeast Asia. Company 61.9% owned subsidiary of Shanghai Jiaotong University Taiyang Green Energy Co., Ltd. has formed a certain production capacity of solar cells, solar energy has real theme! As early as June 2005, National Chiao Tung University Southeast Asia through the introduction of strategic investors, the Shanghai Electric Group Shanghai Jiao Tong University Taiyang Green Energy Co., Ltd. After the capital increase, Shanghai Jiaotong University Taiyang Green Energy Co., Ltd. has developed very fast! During the reporting period the company achieved sales income of 213 million yuan, net profit of tens of millions yuan, up 889 percent year on year explosive, has become one of the major solar cell manufacturers. National Chiao Tung University Nanyang right attaches great importance to the development of solar energy industry, the company will support this year, Yasuharu green energy companies to further expand the scale to form a production capacity of 60 megawatts of PV modules, and further towards greater prospects for development goals, efforts to strive to become the domestic market one of the leading solar energy! This background, we see that the secondary market, G southeast Asia is currently based solely on the price of 8 yuan more than the relatively low lying, crazy speculation in the current round of new energy sources, its performance is even more low-key, or far behind! Right now, I believe that this re-pound subject to meddle in polysilicon stimulation, G Southeast Asia is expected eruption at any time up, as solar energy for their own businesses as a rectification of names!
G Su Sun, G aerospace, G CSG and a series of touch-one cases of double non-silicon stocks soared, its momentum is far exceeding the myth of Internet stocks. In contrast, G Southeast Asia is also a solar energy + silicon resources, enterprises, and the company is Xinyu "Silicon is a" common builder, and mastered the core technology of silicon production is absolutely the core of solar photovoltaic industry, the core. Unit Liu Tongpan small stocks has always been active sexually, the Unit prior to broad market pullback to 30-day moving average to obtain strong support, the re-accumulated abundant willingness to do more, in the present how to catch a "silicon", and holding a "silicon", Tsung "Silicon" of the stock market, the stock is expected to rise in a row, interpret G space myth, it is recommended an active interest in!
