在美上市的8个中国太阳能股

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SR88 此文最后一句话有点可怕. 你有没有研究过thin film solar.

The potential for future growth was a reoccurring theme for other analysts as well.

"Once you reach grid potential, demand is just going to explode," said Jesse Pichel, a clean tech analyst at the Minneapolis-based investment bank Piper Jaffray.

But creating enough solar energy to make a substantial contribution to the nation's electricity needs, especially when solar power remains far more expensive per kilowatt hour than other utility favorites like coal or, more recently, wind is far from certain.

And as New Energy's Chase points, if other technologies come along, like thin film solar that doesn't use solar panels at all, "then all these companies are in danger."

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SOLF 为何这么弱?

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作者: SR88

多说几句CSUN:

中电光伏(CSUN)是个有实力有技术的公司，它是南京中电集团新发展的重点项目，也是南京市的重点扶持的支柱产业，其年生产能力今年初就已达到192MW，产能在TSL, JASO，SOLF之上．但是很遗憾，CSUN高层错误判断了国际硅料的走势，没有抓住时机在２００６或２００７年初...

CSUN可能要赔好多钱. 这个官司基本是要输的. 长线也许可以. 短线反弹而已.

China Sunergy, certain of its officers and directors, and the Company's underwriters are charged with including, or allowing the inclusion of, materially false and misleading statements in the Registration Statement and Prospectus issued in connection with the IPO, in violation of the Securities Act of 1933.

Particularly, the Complaint charges that China Sunergy raised over $107.52 million through the issuance of 9.775 million shares, despite the Registration Statement's false and misleading statements that the Company: (1) was a ``leading manufacturer of solar cell products, as measured by production capacity'' that was experiencing remarkable revenue growth; and (2) had secured a sufficient supply of polysilicon, a raw material necessary to the continued production of its solar cell products. Yet at the time of the IPO and unbeknownst to shareholders, the Registration Statement failed to disclose that China Sunergy was already having difficulty obtaining a sufficient supply of polysilicon, which foreseeably would have a near-term adverse impact on earnings.

On July 3, 2007, only weeks after the IPO, China Sunergy issued a press release announcing preliminary results for 2Q:07 well below guidance, and claimed that it could suddenly not obtain critical raw materials necessary for production and its revenue goals. The Company's press release stated that ``the relatively tight supply of polysilicon affected the quality, quantity and delivery of wafers and drove up overall wafer prices in the spot market, resulting in increased pressure on China Sunergy's margins.''

On this news, shares of China Sunergy fell nearly 25% in a single trading day, from a high of $14.90 on July 2, 2007, to a close of $11.28 the following day, on exceedingly high volume of 3.659 million shares. As the impact of China Sunergy's belated disclosures resonated in the market, shares of the Company continued to decline, to about $7.50 per share by August 23, 2007. Shares fell significantly lower days later, to below $5.00 per share -- on news that the Company's CFO was resigning -- after China Sunergy revealed a loss of at least $.14 per share for 2Q:07. In all, China Sunergy shares fell from $16.70 per share from the highs following the IPO, to a low of below $5.00 per share -- all within approximately 10 weeks.

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作者: SR88

A lot of such class action lawsuits and most of them will end up nothing...

The news of this lawsuit against CSUN was already build-in the stock p...

面对其他太阳能股50倍以上的PE， ＣＳＵＮ　是不错的长线选择。　
但大势弱时，有lawsuit 的股会跌的快， 涨的慢。 只到基本面改观， 才会一飞冲天。
瞎猜猜， 巴菲特可能喜欢这类股。

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作者: SR88

CSUN jump 17% today, now stands at 8.20... as expected....

市场给了我一个响亮的耳光. 动心了但下手迟了.

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SR88, 这条消息如何看?


展讯将收购美国芯片公司业务 进军WCDMA芯片
http://www.sina.com.cn 2007年09月28日 00:36 新浪科技

　　新浪科技讯 9月27日，知情人士透露，国内最大的手机芯片公司之一的展讯将收购美国著名芯片公司LSI的WCDMA芯片部门，目前该项收购正在洽谈中，尚未公布。

　　LSI也是全球最大的芯片公司之一，其于今年4月并购了著名的手机芯片公司杰尔(Agere)，并在8月份将整合后的移动产品部卖给了英飞凌公司，价格为4.5亿美元的现金，如果业绩达到一定程度，对方还将在2009年第一季度再支付5000万美元。

　　据悉，展讯将收购整合后的原LSI的WCDMA业务部门，主要是因为英飞凌已经有了自己的WCDMA团队，因此就不需要LSI的这部分人员和资产，所以现在LSI即将与展讯就WCDMA展开合作，包括可能将WCDMA芯片部门出售给展讯。

　　此前，中国国内的GSM手机芯片主要由德州仪器、意法
半导体、英飞凌、LSI、联发科、ADI、展讯提供，其中，英飞凌收购了LSI的手机芯片部门，联发科收购了ADI的手机芯片部门，再加上展讯将收购LSI的WCDMA芯片部门，手机芯片部门可谓越来越少。

　　据悉，展讯将收购LSI的WCDMA芯片部门可能是为了对付老对手联发科。最近联发科通过ADI的手机芯片部门进军TD-SCDMA领域，威胁到了展讯在TD-SCDMA芯片领域中的地位，展讯则可能是为了反击，则选择了WCDMA领域率先布局。

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作者: jchencs

I am a scientist/engineer developing techniques to purify low grade silicon into solar grade silicon now. This silicon purification technical is direc...

收费太低. 起码要$100/小时.