網誌分類:尚德太陽能篇 |
Suntech Reports Third Quarter 2009 Financial Results
Shipments Grow More Than 60% Sequentially
Full Year 2009 PV Shipment Target Increased from 600MW to a Range of 640MW to 660MW
Third Quarter 2009 Highlights
-- Total net revenues increased 47.4% sequentially to $473.1 million in
the third quarter of 2009
-- Gross profit margin for the core wafer to module business was 20.0% in
the third quarter of 2009, compared with 19.1% in the second quarter of
2009
-- Consolidated gross profit margin was 17.8% in the third quarter of 2009,
compared with 18.6% in the second quarter 2009
-- Net income attributable to holders of ordinary shares was $29.8 million,
or $0.16 per diluted American Depository Share (ADS). Each ADS
represents one ordinary share
-- Suntech's multi-crystalline Pluto-powered module achieved world record
conversion efficiency of 16.53%
-- Full-year 2009 PV shipment target increased from 600MW to a range of
640MW to 660MW
-- Suntech targets to increase total PV cell and module production
capacity to 1.4GW by the middle of 2010, of which 450MW will be
Pluto-enabled
"We are very pleased to announce strong revenue growth and a healthy bottom line for the third quarter of 2009," said Dr. Zhengrong Shi, Suntech's Chairman and CEO. "The significant pick up in demand was largely due to a seasonal rush before end-of-year policy adjustments and improving customer returns on investments in solar projects. It was also due to customer recognition of Suntech's attractive value proposition of exceptional product performance at a reasonable price.
"Complementing strong growth in the German market, we are particularly pleased to see 100% sequential shipment growth in the U.S. market and the rapid development of a number of non-traditional PV markets such as the Czech Republic , Benelux , China . This demonstrates the ongoing diversification of the solar industry and Suntech's ability to enter emerging markets.
"During the third quarter we continued to develop Suntech's industry-leading sales and service infrastructure and to differentiate our products through innovation. In Europe, we strengthened our local team with the addition of four new senior executives; in the U.S. we launched our North American Partner Program; and in China we continued to build one of the nation's most capable system installation and project development teams.
"On the technology front, our proprietary Pluto technology set another world record conversion efficiency of 16.53% for a commercial grade multi-crystalline silicon module. This record beat all previous records for multi-crystalline silicon modules made in the lab or on commercial production lines and reinforces our dedication to providing the most advanced and cost-effective solar solutions. In addition, we introduced Reliathon(TM), an industry-first integrated utility-scale solar platform combining product and business-term innovations to lower costs and accelerate the path to grid parity.
"Looking forward, we expect the sales momentum to carry into the new year and see potential for at least 75% shipment growth in 2010. To support the increased volume we have decided to move forward with expansion plans and target to reach 1.4GW of PV cell and module production capacity by the middle of 2010. With our commitment to delivering premium quality products at a reasonable price, expanding our global service platform and delivering world-class innovation, we believe we are extremely well positioned to continue to build market share and serve a growing base of solar customers," concluded Dr. Shi.
RECENT BUSINESS HIGHLIGHTS
New Manufacturing and Service Initiatives
-- Suntech selected the greater Phoenix , Arizona as the site for its first
U.S. manufacturing plant. The plant will have an initial production
capacity of 30 MW, provide employment for a minimum of 75 people, and
is expected to begin production in the third quarter of 2010.
-- Suntech's new North American Partner Program will offer selected
dealers a co-marketing fund, training and services, financing programs,
and priority access to its innovative product line.
-- Suntech recently broadened its European management team with the
appointment of four new senior executives. The company has quadrupled
employees of Suntech Europe in 2009 in order to enhance Suntech's
world-class customer sales and service platform.
Sales Agreements and Project Announcements
-- Suntech entered into a sales agreement with enXco, an EDF Energies
Nouvelles Company, to supply up to 115MW of photovoltaic modules in
2010.
-- Suntech targets to develop approximately 20% of the 91MW of solar
projects that were approved under China 's Solar Rooftop Program.
Suntech has completed 4MW of its approved projects and plans to develop
the remainder by mid-2010.
-- Suntech dedicated the first 10MW utility-scale solar power project in
Shizuishan, Ningxia Autonomous Region , China . Developed in conjunction
with China Energy Conservation Investment Corporation, this project is
the first phase of a 50MW solar plant targeted to be completed by 2011.
-- Suntech started developing a 10MW solar power plant in Dongtai , Jiangsu
Province in conjunction with Huadian New Energy Development Co., Ltd.
Suntech will supply solar modules and design and manage the
installation of the plant.
-- Suntech entered into a memorandum of understanding with Pakistan 's
Alternative Energy Development Board to develop solar energy
applications that address the energy shortage in Pakistan .
Technology
-- Suntech announced that it has set a new world record conversion
efficiency (aperture area only) of 16.53% for a multi-crystalline
silicon module. The module was tested by the Fraunhofer Institute for
Solar Energy Systems ISE.
-- Suntech launched Reliathon, an industry-first integrated solar platform
for utility-scale solar plants. Reliathon reduces total system costs as
much as 10% and offers increases in revenue potential, with 13.8% more
power warranted over the lifetime of the system.
-- Suntech targets to reach 450MW of Pluto-enabled PV production capacity
by mid-2010. This will include both retrofitted Pluto production lines
and the addition of new Pluto production lines.
昨晚尚德太陽能公布了09年第三季業績,純利與營業額雖然同比倒退,但亦優於預期,雖然昨晚美股下跌,但STP股價逆市上升6%,收$15.99。公司預計第四季訂單將會增加,全年訂單由之前預期的600MW增至640-660MW,雖然來自歐洲的訂單減少,但來自中國與美國的需求正在增長,還有,太陽能公司最俱競爭力的條件是其科技的領先優勢,尚德最新的PLUTO TECHNOLOGY能夠令多晶矽組件的效率提升到16.53%,這是全球多晶矽組件中效率最高的科技,環保能源是未來的大趨勢,買股票是買未來,我願意再坐低慢慢等。







Will 2009-11-22 16:34
ckm0012009-11-22 16:38
思緒紛飛 2009-11-22 13:35
丫虎 2009-11-22 09:42
愛人,在我心裡面 2009-11-21 23:39
愛人,在我心裡面 2009-11-21 23:39
費高 2009-11-21 23:18
ckm0012009-11-22 09:12
但王維基的經營手法實在是殺雞取卵
上世紀九十年代,王維基曾經推出終生免費上網的推銷手法
二千年科網股災後網路公司財政困難
於是就用卑鄙手段
在客戶電腦上強制安裝廣告軟件
一次不忠 百次不用
沒有誠信的生意人注定失敗
小草 2009-11-21 20:24
fsdf 2009-11-21 15:55
Saga 2009-11-21 14:52
台妹 2009-11-21 12:47
小小 2009-11-21 10:19
PEACE 2009-11-21 01:24
關於個人如何正確理財,小弟亦深感興趣,好讓自己由辛苦找來,由零開始儲起的積蓄得以正確保存,運用,以致增值,期待老師下次的發文,如老師有空的話,可否灌輸多點這些概念給我們,萬分感激。謝謝老師的分享!
ckm0012009-11-21 19:04
朱標 2009-11-21 00:23
Carbon dioxide and other gases warm the surface of the planet naturally by trapping solar heat in the atmosphere. This is a good thing because it keeps our planet habitable. However, by burning fossil fuels such as coal, gas and oil and clearing forests we have dramatically increased the amount of carbon dioxide in the Earth’s atmosphere and temperatures are rising.
The vast majority of scientists agree that global warming is real, it’s already happening and that it is the result of our activities and not a natural occurrence.The evidence is overwhelming and undeniable.
We’re already seeing changes. Glaciers are melting, plants and animals are being forced from their habitat, and the number of severe storms and droughts is increasing.
再生能源絕對係未來既希望
ckm0012009-11-21 19:03
朱標 2009-11-21 00:20
http://www.climatecrisis.net/
天使 2009-11-20 23:42
AE86 2009-11-20 22:15
小弟長期看好環保行業,上星期買入#3800,已有少少利潤了!
如果經濟有好轉跡象,相信全世界又會大談環保。
ckm0012009-11-20 23:15
ricky 2009-11-20 22:02
I have the same idea as derleung2003 , looking forward to seeing your financial plan in between tax debt and investment.
Have a nice weekend
ckm0012009-11-20 23:15
小小 2009-11-20 21:37
金兄 2009-11-20 18:08
CKM Hing
週末愉快!!!
ckm0012009-11-20 23:15
derleung2003 2009-11-20 16:21
小弟有個問題想請教,
借款投資是一個相當高風險的危險做法,小弟一向都不贊成o
但是如果情況是借稅貸只用作交稅,而留下手頭上現金(當然這些錢是一早預留了的)用作投資,這是不是又作別論呢?
ckm0012009-11-20 17:23
心有靈犀
我正想寫這個個人理財問題
下次發文話你知
彎彎 2009-11-20 15:59
果凍 2009-11-20 14:00
灰眉兒 2009-11-20 12:58
素素 2009-11-20 12:15
微笑天使 2009-11-20 11:52
泰迪熊 2009-11-20 11:28
奇魔子 2009-11-20 10:00
朱標 2009-11-20 09:55
ckm0012009-11-20 10:55
興業太陽能主業做大廈膜牆
太陽能膜牆業務只佔兩、三成
這間公司似建築股多一點
扶桑花 2009-11-20 09:51
loser 2009-11-20 09:39
ckm0012009-11-20 10:54
香港公民買美股不用繳交資產增值稅
買美國本土登記的美國上市公司
收股息抽30%股息稅
四舅父 2009-11-20 09:12
早晨
股票的概念該是眼觀未來的投資吧
ckm0012009-11-20 10:50