今日冒險加注卡姆丹克

在3.78買入的中航科工已經在3.8沽出, 蝕手續費

今日(2月10日)再大膽加注卡姆丹克@3.07, 我賭佢第一季都會好景落去, 原因係我琴晚睇http://pv.energytrend.com/ 見到wafer spot price升左, 都升得幾勁, 升超過2%, 對於長期降價既太陽能黎講算係咁, 不過thin film就大鑊喇, 急跌. 慢慢跌唔係壞事, 但急跌就可能好大鑊, 創益太陽能(2468.hk)要小心了, 我諗4.85都應該守唔住了… 依家鋒頭火勢, 真係要小心, 見唔對路就要即刻減倉

PV-Spot Price (US$)

(Price quotes updated weekly) < Limitations on Liability >
Poly LastUpdate:Feb.9 2011, 18:30 (GMT+8)
Item High Low Avg Chang
Poly Price (Per KG) 78.00 67.00 70.600 2.47%
Wafer LastUpdate:Feb.9 2011, 18:30 (GMT+8)
Item High Low Avg Chang
Multi-Si Wafer (156mm x 156mm) 3.72 3.51 3.610 1.18%
Mono-Si Wafer (156mm x 156mm) 3.92 3.72 3.808 2.09%
Cell Eff: 16.6%~16.4% LastUpdate:Feb.9 2011, 18:30 (GMT+8)
Item High Low Avg Chang
Cell Price (Per Watt) 1.30 1.17 1.216 2.36%
Multi-Si Cell (156mm x 156mm) 4.97 4.44 4.912 2.36%
Mono-Si Cell (156mm x 156mm) 5.36 4.73 5.267 2.36%
Module LastUpdate:Feb.9 2011, 18:30 (GMT+8)
Item High Low Avg Chang
Module Price (Per Watt) 1.72 1.57 1.610 1.64%
Thin Film LastUpdate:Feb.9 2011, 18:30 (GMT+8)
Item High Low Avg Chang
Thin Film Price (Per Watt) 1.45 1.10 1.300 -6.81%
CPV LastUpdate:Feb.9 2011, 18:30 (GMT+8)
Item High Low Avg Chang
CPV Price (Per Watt) 2.55 2.09 2.303 0.00%
PV Inverter LastUpdate:Feb.9 2011, 18:30 (GMT+8)
Item High Low Avg Chang
PV Inverter Price (Per Watt) 0.31 0.27 0.290 -1.02%

再貼多個price trend報導 (source: http://www.energytrend.com/node/1014)

TrendForce: The Latest Solar Price Survey

2011-02-10 – 18:04:30 – [Solar] — Ted Lai

February 09, 2011 — According to the latest weekly price survey conducted by EnergyTrend, a research institute ofTrendForce Corp., solar cell spot prices continued to increase, which many manufacturers viewed as a signal for price rebound. Contract prices for March orders are still under negotiation and the estimated price range is $1.3/Watt~$1.25/Watt.

This week’s survey showed solar cell spot prices increased by 2.36% to $1.21/Watt. Module price simultaneously rose by 1.64% as well. In terms of wafer, the trading price is over $3.5/Watt. On the other hand, average price quotation of poly silicon wafer increased by 1.18%, and mono silicon wafer rose by 2.09%. As for poly silicon, average price came back to $70/kg, a 2.47% increase.

Average prices of thin film, concentrator PV and solar Inverter showed a downward trend. According to EnergyTrend, current price of thin film reached $1.3/Watt. Notably some manufacturers offered ask prices as low as $1.2/Watt in India and Thailand where many are faced with severe price competition. In European market however, thin film price is relatively stable. As for solar inverters, the supply is sufficient and it takes about one month after placing an order to receive the shipment. The average price maintained at $0.29/Watt, dipping by 1.02%.

Moreover, Germany has announced its policy adjustments; the subsidy cut will be no more than 15%. It is expected to see companies start pulling in production schedules in 2Q. Though growth rate in 2Q is not experiencing any signs of slow down as previouly expected as a result of the policy adjustments, it remains unclear as to whether the German market will show earlier demand realization in the first half of 2011. In addition, installation cap is not included as previous market rumors had expected. EnergyTrend expects to see such policy imposition in Germany in 2012.

廣告
本篇發表於 卡姆丹克, 太陽能 並標籤為 。將永久鏈結加入書籤。

2 Responses to 今日冒險加注卡姆丹克

  1. ty 說道:

    solid analysis with factual support
    very good blog!

    in a month, 3800 was the 1st to rise and break 52-high, then 750
    712 should be the 3rd one (hopefully)

    if 712 is able to make 150m rmb in the 1st q (announced in april last year)
    50% more upward to go in short run!
    haaaaaa

    • desmondctt 說道:

      Thanks for support ty
      I shared the same view with you as 3800 is outperforming the market as well as the solar sector, I believe 712 will not doing bad as both of them are in the upper part of the chain

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