Yingli Green reports record revenue and shipments: Panda cells at 19.89% efficiency

fatlone:

英利太陽能已經開始量產達到19.89%轉換率既電池, 我再google一下, 發現呢個PANDA cells係2009年6月公佈, 可以去官網睇篇新聞稿

睇返篇稿, Panda cell原來係N-type silicon cell, 果然係厲害, 開始逼近20%大關

由09年中公佈, 到11年頭量產, 用左一年半有多, 如果卡姆丹克上年先搞, 唔通要等到2012年先有野睇? 唔好掛…

今年係N-type元年, 硅基結晶太陽能仲有貨同薄膜玩, 可能我無跟開薄膜唔知佢有無尐新技術面世, 不過中國全力發展既硅基太陽能係唔會咁易被取代, 依家全世界有一半(甚至更多)產能係來自中國, 而中國硅基結晶太陽能係佔左本身產能既大多數, 燒左咁多錢落去唔會一兩年就畀人取代既, 薄膜都只係有待觀察

source: http://www.pv-tech.org/news/yingli_green_reports_record_revenue_and_shipments_panda_cells_at_19.89_effi

Yingli Green reports record revenue and shipments: Panda cells at 19.89% efficiency


Yingli Green exceeded financial guidance for its fourth quarter and full-year results. PV module shipments increased by 102.% year over year to 1,061.6MW, exceeding guidance previously given of 1,020MW to 1,040MW. Module shipments in 2009 had been 525.3MW. Total net revenue in the fourth quarter reached US$616.1 million, while PV module shipments increased by 21.6% quarter over quarter, a new record.

Total net revenues for 2010 were US$1,893.9 million, exceeding previous guidance of US$1,780 million to US$1,810 million. Commercial production of its advanced Panda cells had reached efficiencies of 19.89%, the company claimed. Yingli Green noted that 80% of sales had been in Europe for 2010.

“Europe continued to be the region with the largest demand for PV products in 2010 where we generated approximately 80% of our global sales. In addition to our strong presence in existing European markets, we also achieved great success in fast growing markets such as Italy, France, Greece and the UK,” commented Liansheng Miao, chairman and CEO of Yingli Green Energy. “In 2011, we expect to generate around 60% of our global sales in Europe. We are confident to further diversify our market exposure by combining our strong regional sales efforts with our partners’ strong channel building capabilities."

Gross profit was US$629.2 million, representing a gross margin of 33.2%, exceeding guidance of 32.0% to 32.5%.

The company noted that it had increased capacity by 400MW in polysilicon ingots and wafers, PV cells, and PV modules in the third quarter of 2010 to support demand and included 300MW Panda cell production capacity in Baoding and 100MW production capacity in Hainan.

Commercial production of Panda cells had reached a new cell efficiency historical high, of 19.89%.

Yingli Green also highlighted that it had been selected to supply approximately 70% of the total amount of 272MW PV projects under the Golden Sun Program in China, which was organised via a bidding process. The majority of shipments to these projects are scheduled to be delivered in the second half of 2011. The company noted that it had received an advance payment of RMB 749.4 million, or 35% of the total purchase price in December 2010.

Yingli Green gave 2011 guidance related to PV module shipments of between 1,700MW – 1,750MW, representing an increase of 60.1% to 64.8% compared to fiscal year 2010.

廣告
本篇發表於 太陽能。將永久鏈結加入書籤。

4 Responses to Yingli Green reports record revenue and shipments: Panda cells at 19.89% efficiency

  1. WR 說道:

    是啊 卡姆丹克说研究N型电池,希望早点面世

  2. Gary 說道:

    係呀, 今日 3800 又出擴產消息, 我都想712快 d 有勁野出, 可以刺激股價

  3. Gary 說道:

    《經濟通通訊社21日專訊》伴隨國際油價的上漲,替代能源價格水平亦水漲船高。來自光
    伏太陽能網的統計數據顯示,春節後的一周,多晶硅硅料的價格範圍在每公斤75-90美元,
    最高價格較年前上漲每公斤5美元左右。而據多晶硅廠管理人士透露,到昨天為止,最新的多晶
    硅硅料現貨報價已達到每公斤114美元。
      據《上海證券報》報道,多晶硅價格的上漲一方面是市場需求影響,另一方面,從供給面看
    ,今年1月份出台的《多晶硅行業准入條件》大幅提高了多晶硅行業的進入門檻,預計未來多晶
    硅產能增速可能低於預期,產能的增加將長期滯後於市場需求的增長。
    在上述形勢下,國內一些多晶硅大廠正在積極擴張產能,而多晶硅市場未來供給將呈現偏緊
    趨勢,多晶硅價格可能再次攀升。
    ——————————————————————————————————————————-
    今早看到單晶 wafer 價格都升左, 可能單晶 wafer 價格都會炒高, 如果 712 原材料上兩年簽左好多而價格不會變, 原材料價格不會有影響, 但據我所知, 712 單晶 wafer 可能沒有定價錢, 毛利可能會得以提高.

    • desmondctt 說道:

      無錯呀, 未聽過話尐wafer訂單會定埋價錢, 所以Q1毛利率可能接近去年Q4, 介乎於30至40%之間, 其實可能仲會高D, 不過我想保守一尐, 30%+毛利率已經好好賺

      希望今季出貨量可以達到100MW以上, 同時保持30%毛利率, 兩者同時實現的話咁我就諗唔到712有乜理由唔升破3.5

      硅價升呢一點的確需要注視, 因為一般老散如我都唔可能出業績前就知道對毛利影響有幾大

      另一方面睇, 3800實在強得有道理, 考慮緊要唔要追

      thanks gary

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