Trina Solar - Die strahlende Perle
24.11.14 14:18
#601
diplom-oekonom
14.00 Uhr earnings call -bitte zuschalten
und berichten a la neoulm
24.11.14 14:28
#603
JAJA84
7,90 Euro
ist meine KAUF-Order für heute platziert, bin bei 8,50 erst mal raus und hoffe das die Amis erst mal drücken, wenn nicht auch gut!
Gruß
Gruß
24.11.14 19:42
#607
Kicky
Reality Bites Into China Solar Growth
es fehlt einfach der Grid in den entlegenen Gegenden zur Übertragung von Strom,
die angepeilten 35GW erscheinen unrealistisch,für dieses Jahr rechnet
man laut einem neuen Report mit 10GW, und das könnte Probleme geben mit den Funds ,die Trina und Yingli aufgesetzt haben,um Projekte zu realisieren.Es ist deutlich weniger als letztes Jahr
That certainly doesn't look good for big domestic names like Yingli (NYSE:YGE) and Trina (NYSE:TSL), which are hoping to keep their recent positive momentum going with big new demand from plant developers in their home market.....It could also turn into headaches for names like Trina and Yingli, which have recently set up funds for solar plant construction. Those funds could take a hit if many of their new projects get built but then fail to find long-term buyers due to poor planning.
China is now expected to build 10 gigawatts of new solar power capacity this year, well short of an earlier target for 14 gigawatts well short of an earlier target for 14 gigawatts and a sharp slowdown from last year's 13 gigawatts, according to the new report from Wang Sicheng, a researcher at the Energy Research Institute of the National Development and Reform Commission...
http://seekingalpha.com/article/...tes-into-china-solar-growth?page=2
die angepeilten 35GW erscheinen unrealistisch,für dieses Jahr rechnet
man laut einem neuen Report mit 10GW, und das könnte Probleme geben mit den Funds ,die Trina und Yingli aufgesetzt haben,um Projekte zu realisieren.Es ist deutlich weniger als letztes Jahr
That certainly doesn't look good for big domestic names like Yingli (NYSE:YGE) and Trina (NYSE:TSL), which are hoping to keep their recent positive momentum going with big new demand from plant developers in their home market.....It could also turn into headaches for names like Trina and Yingli, which have recently set up funds for solar plant construction. Those funds could take a hit if many of their new projects get built but then fail to find long-term buyers due to poor planning.
China is now expected to build 10 gigawatts of new solar power capacity this year, well short of an earlier target for 14 gigawatts well short of an earlier target for 14 gigawatts and a sharp slowdown from last year's 13 gigawatts, according to the new report from Wang Sicheng, a researcher at the Energy Research Institute of the National Development and Reform Commission...
http://seekingalpha.com/article/...tes-into-china-solar-growth?page=2
27.11.14 12:07
#609
Kicky
The 2014 solar module shipment battle zw.TRIA +YGE
The PV industry is expected to have a new market leader after both Trina Solar and Yingli Green have reported third quarter financial results and given revised full-year shipment guidance. A battle that has raged all year for the top spot.
The provisional winner is Trina Solar, with a shipment growth momentum of 40% minimum, compared to Yingli Green’s minimum growth of only 3%, compared to 2013.
Yingli Green released third quarter results and slashed its full-year shipment guidance to be in the range of 3.30GW to 3.35GW, resulting in shipment growth of only 3% to 4.6%, compared to 2013.
Trina Solar however had guided shipments of 3.61GW to 3.66GW for 2014. Only JinkoSolar has guided (top-end) shipments over 3GW in 2014, resulting in Trina Solar becoming the leading PV manufacturer in 2014, based on fourth quarter and full-year shipment guidance. .....
http://www.pv-tech.org/news/...e_between_trina_solar_and_yingli_green
The provisional winner is Trina Solar, with a shipment growth momentum of 40% minimum, compared to Yingli Green’s minimum growth of only 3%, compared to 2013.
Yingli Green released third quarter results and slashed its full-year shipment guidance to be in the range of 3.30GW to 3.35GW, resulting in shipment growth of only 3% to 4.6%, compared to 2013.
Trina Solar however had guided shipments of 3.61GW to 3.66GW for 2014. Only JinkoSolar has guided (top-end) shipments over 3GW in 2014, resulting in Trina Solar becoming the leading PV manufacturer in 2014, based on fourth quarter and full-year shipment guidance. .....
http://www.pv-tech.org/news/...e_between_trina_solar_and_yingli_green
29.11.14 21:13
#610
Kicky
TRIA Remains A Good Long-Term Investment
Despite Lowering Full-Year Guidance
28.11.2014
http://seekingalpha.com/article/...espite-lowering-full-year-guidance
28.11.2014
http://seekingalpha.com/article/...espite-lowering-full-year-guidance
29.11.14 22:17
#611
Einzahler
Hier ein interessantes Video
für alle die in Solaris investiert sind: https://www.youtube.com/watch?v=yklms-0TrGY
30.11.14 18:04
#612
Andrew6466
@Einzahler:
Ja, ziemlich guter Videobeitrag, was die Solaris betrifft auch durchaus schlüssig, nur kann es natürlich auch anders kommen.
03.01.15 10:52
#615
Kicky
Trina Solar mit neuem Weltrekord - Aktien gefragt
CHANGZHOU (IT-Times) - Chinas führender Solarkonzern Trina Solar hat einen weiteren Durchbruch in der Solartechnik erzielt. Durch die Forschungs- und Entwicklungsbemühungen konnte Trina Solar einen neuen Weltrekord im Bezug auf die Ausgangsleistung eines multi-kristallinen Solarmoduls melden. Trina Solar-Aktien legten daraufhin in New York um 8,5 Prozent zu.
Schon in 2014 gingen vier verschiedene Weltrekorde für PERC-Zellen und Solarmodule auf das Konto von Trina Solar. Wie Trina Solar mitteilt, hat das zum Unternehmen gehörende State Key Laboratory of PV Science and Technology einen neuen Weltrekord im Bezug auf die Ausgangsleistung bei einem multi-kristallinen Solarmodul erreicht. Das Trina Solar Honey Plus Solarmodul verzeichnete eine Ausgangsleistung von 323,5 Watt peak - die höchste gemessene Leistung bei einem mit 60 Zellen bestückten multi-kristallinen Solarmodul. Die Ergebnisse wurden vom TÜV Rheinland ........http://www.it-times.de/news/...trekord-aktien-gefragt-109080/?src=rss
http://www.zacks.com/stock/news/159190/...rise-on-record-power-output
Schon in 2014 gingen vier verschiedene Weltrekorde für PERC-Zellen und Solarmodule auf das Konto von Trina Solar. Wie Trina Solar mitteilt, hat das zum Unternehmen gehörende State Key Laboratory of PV Science and Technology einen neuen Weltrekord im Bezug auf die Ausgangsleistung bei einem multi-kristallinen Solarmodul erreicht. Das Trina Solar Honey Plus Solarmodul verzeichnete eine Ausgangsleistung von 323,5 Watt peak - die höchste gemessene Leistung bei einem mit 60 Zellen bestückten multi-kristallinen Solarmodul. Die Ergebnisse wurden vom TÜV Rheinland ........http://www.it-times.de/news/...trekord-aktien-gefragt-109080/?src=rss
http://www.zacks.com/stock/news/159190/...rise-on-record-power-output
03.01.15 11:02
#616
Kicky
Werden chin.Solarfirmen d.Zollprobleme überwinden?
While the U.S. tariffs placed against Chinese solar panels is certainly a blow for ....Chinese manufacturers, these companies have highly diversified and adaptable business models.
The solar tariffs may give U.S. companies an extra competitive boost against its Chinese rivals.
Large Chinese solar companies have proven to be extremely resilient in the face of obstacles.
Upon the announcement of the most recent tariffs, Chinese leading solar manufacturers such as Yingli (NYSE:YGE), Trina Solar (NYSE:TSL), and JA Solar (NASDAQ:JASO) all experienced sharp drops in stock price.While the U.S. markets are important to Chinese solar manufacturers, these companies have proven to be extremely resilient.
... there are many reasons to believe that the tariffs levied against them will only be of minimal consequence to these companies....Although the Chinese solar market is approximately equivalent to the U.S. solar market, the Chinese market has infinitely more potential, just based on the country's population size alone. On top of that, the political climate for solar in China seems to be much healthier than that of the United States.
......
The massive government subsidies that will undoubtedly be handed out should provide an enormous advantage to large solar companies, especially in the case of industry standouts such as Trina Solar or Yingli Solar.
In addition to China's solar friendly political environment, its electricity consumption growth may be an even bigger boon for domestic Chinese solar market. China's average per capita electricity consumption is approximately 3,297 kWh, which is about 4 times lower than that of the United States. This means that China's electricity consumption will likely skyrocket into the future, given its enormous future GDP growth projections.
While the U.S. market is surely an integral customer for Chinese Solar firms, they are becoming increasingly less reliant on the it due to their international diversification. Most large Chinese solar firms, including the ones listed earlier in the article, have a vast business portfolio spanning across the globe, from the developed markets of Japan, to the burgeoning markets of India, and even to the developing markets of Africa.
Trina Solar's diversified portfolio is a typical of large Chinese solar firms.
http://static.cdn-seekingalpha.com/uploads/2014/...vestment-Ideas.png
Chinese companies have shown to be incredibly opportunistic in focusing on emerging markets. Many of the emerging economies of the Middle East, Africa, Southeast Asia, and South America have a naturally more conducive environments for solar than that of the developed countries.
...Chinese companies are even starting to catch up to their U.S. counterparts in terms of technological innovation. In fact, JA Solar boasts some of the highest efficiency panels in the world, with efficiencies comparable even to efficiency leader SunPower (NASDAQ:SPWR).While these tariffs will certainly cause some damage to Chinese solar companies, this has already been factored into Chinese solar company valuations. In fact, investors may have overcalculated the potential damage of these tariffs, giving leading Chinese solar firms valuations such as Trina Solar, Yingli Solar, and JA Solar even more upside in the long-run.
http://seekingalpha.com/article/...e-able-to-overcome-the-u-s-tariffs
The solar tariffs may give U.S. companies an extra competitive boost against its Chinese rivals.
Large Chinese solar companies have proven to be extremely resilient in the face of obstacles.
Upon the announcement of the most recent tariffs, Chinese leading solar manufacturers such as Yingli (NYSE:YGE), Trina Solar (NYSE:TSL), and JA Solar (NASDAQ:JASO) all experienced sharp drops in stock price.While the U.S. markets are important to Chinese solar manufacturers, these companies have proven to be extremely resilient.
... there are many reasons to believe that the tariffs levied against them will only be of minimal consequence to these companies....Although the Chinese solar market is approximately equivalent to the U.S. solar market, the Chinese market has infinitely more potential, just based on the country's population size alone. On top of that, the political climate for solar in China seems to be much healthier than that of the United States.
......
The massive government subsidies that will undoubtedly be handed out should provide an enormous advantage to large solar companies, especially in the case of industry standouts such as Trina Solar or Yingli Solar.
In addition to China's solar friendly political environment, its electricity consumption growth may be an even bigger boon for domestic Chinese solar market. China's average per capita electricity consumption is approximately 3,297 kWh, which is about 4 times lower than that of the United States. This means that China's electricity consumption will likely skyrocket into the future, given its enormous future GDP growth projections.
While the U.S. market is surely an integral customer for Chinese Solar firms, they are becoming increasingly less reliant on the it due to their international diversification. Most large Chinese solar firms, including the ones listed earlier in the article, have a vast business portfolio spanning across the globe, from the developed markets of Japan, to the burgeoning markets of India, and even to the developing markets of Africa.
Trina Solar's diversified portfolio is a typical of large Chinese solar firms.
http://static.cdn-seekingalpha.com/uploads/2014/...vestment-Ideas.png
Chinese companies have shown to be incredibly opportunistic in focusing on emerging markets. Many of the emerging economies of the Middle East, Africa, Southeast Asia, and South America have a naturally more conducive environments for solar than that of the developed countries.
...Chinese companies are even starting to catch up to their U.S. counterparts in terms of technological innovation. In fact, JA Solar boasts some of the highest efficiency panels in the world, with efficiencies comparable even to efficiency leader SunPower (NASDAQ:SPWR).While these tariffs will certainly cause some damage to Chinese solar companies, this has already been factored into Chinese solar company valuations. In fact, investors may have overcalculated the potential damage of these tariffs, giving leading Chinese solar firms valuations such as Trina Solar, Yingli Solar, and JA Solar even more upside in the long-run.
http://seekingalpha.com/article/...e-able-to-overcome-the-u-s-tariffs
03.01.15 11:39
#617
youmake222
#615
Interessante News, haben sie Jinko geschlagen.
JinkoSolar = „Eagle+“-Module - 306,9 Watt.
Standard bei 255 Watt pro Modul entspricht dies einer Steigerung von rund 20 Prozent.
Na Ja, macht sicher Sinn, denke wir sind sicher auch noch nicht am Ende der Rekordjagd, ist ja im Kundeninteresse.
Aktien sind auch schon gestartet, Scheine keine gefunden, um kurzfristig mal spekulieren zu können, schade.
JinkoSolar = „Eagle+“-Module - 306,9 Watt.
Standard bei 255 Watt pro Modul entspricht dies einer Steigerung von rund 20 Prozent.
Na Ja, macht sicher Sinn, denke wir sind sicher auch noch nicht am Ende der Rekordjagd, ist ja im Kundeninteresse.
Aktien sind auch schon gestartet, Scheine keine gefunden, um kurzfristig mal spekulieren zu können, schade.
03.01.15 16:33
#619
youmake222
#618
http://sauerlaender-solarmarkt.de/pv-module/...0-Wp-mono-Schwarz.html
http://www.ebay.de/itm/like/281477048168?lpid=106&chn=ps
http://www.trinasolar.com/de/
http://www.solarverkauf24.de/manufacturer/trina-solar.html
http://www.solarshop.net/index.php/name/...ar/cPath/224_327/shop_ID/1
denke man kann noch viele weitere finden, aber die verkaufen die module.
die können dir sicher auch sagen wann es die neuen gibt.
allerdings werden diese wohl auch erst in produktion gehen müssen, nehme ich mal an.
aber am besten einfach mal nachfragen.
anbieter bzw. verkäufer gibt es einige, habe auch die trina seite mal eingefügt.
die sollten das ja sicher wissen, email hinschicken.
macht schon einen unterscheid wenn man sieht was die noch einige kleinere module anbieten.
http://www.ebay.de/itm/like/281477048168?lpid=106&chn=ps
http://www.trinasolar.com/de/
http://www.solarverkauf24.de/manufacturer/trina-solar.html
http://www.solarshop.net/index.php/name/...ar/cPath/224_327/shop_ID/1
denke man kann noch viele weitere finden, aber die verkaufen die module.
die können dir sicher auch sagen wann es die neuen gibt.
allerdings werden diese wohl auch erst in produktion gehen müssen, nehme ich mal an.
aber am besten einfach mal nachfragen.
anbieter bzw. verkäufer gibt es einige, habe auch die trina seite mal eingefügt.
die sollten das ja sicher wissen, email hinschicken.
macht schon einen unterscheid wenn man sieht was die noch einige kleinere module anbieten.
03.01.15 18:21
#620
youmake222
Trina Solar: Stagnierende Modulpreise vermutlich b
Laut dem Bericht hast du aber noch etwas Zeit zum aussuchen.
05.01.15 22:59
#621
H731400
Die US Zollentscheidung Trina im Glück :-))
Parnell
05 Jan 2015
Chinese solar firms boosted by reduced 2012 US trade tariffs
A number of Chinese solar manufacturers will benefit from reduced dumping margins following a preliminary review by the US Department of Commerce of tariffs introduced in 2012.
Yingli, Canadian Solar, Trina Solar, ReneSola and Jinko Solar have had rates reduced to 1.82%. Yingli was given a rate of 25.96% in 2012, while Trina was given 18.32% and Suntech 31.73%.
The new rates only apply to imports from May 2012 to November 2013 and further reviews are ongoing. The deposit rate that manufacturers must pay to cover their imports has not been affected.
“The proposed lower tariff rates are a step in the right direction for the US solar industry, and we applaud the Department of Commerce for reviewing competitive information and adjusting the tariffs downward,” said Jigar Shah, president, Coalition for Affordable Energy (CASE), which campaigns against trade duties in the solar industry.
“Lowering the tariff import tax means more American consumers will be able to afford solar power and more American solar companies will be able to expand their hiring."
“While this is positive news, it does not solve the underlying problem. The US solar industry remains unfairly penalised by a trade policy that inflates the cost of solar power and has already expanded to include imports from Taiwan,” said Shah. “We continue to urge the governments of the United States and China to negotiate an end to the trade war for the benefit of all countries involved.”
A second trade case, designed to close a loophole that saw Chinese firms using Taiwanese cells to avoid the original duties, yielded further tariffs for Chinese manufacturers in December 2014. It was thought that some may opt to export Chinese-only modules and except the 2012 duties rather than the 2014 rates.
05 Jan 2015
Chinese solar firms boosted by reduced 2012 US trade tariffs
A number of Chinese solar manufacturers will benefit from reduced dumping margins following a preliminary review by the US Department of Commerce of tariffs introduced in 2012.
Yingli, Canadian Solar, Trina Solar, ReneSola and Jinko Solar have had rates reduced to 1.82%. Yingli was given a rate of 25.96% in 2012, while Trina was given 18.32% and Suntech 31.73%.
The new rates only apply to imports from May 2012 to November 2013 and further reviews are ongoing. The deposit rate that manufacturers must pay to cover their imports has not been affected.
“The proposed lower tariff rates are a step in the right direction for the US solar industry, and we applaud the Department of Commerce for reviewing competitive information and adjusting the tariffs downward,” said Jigar Shah, president, Coalition for Affordable Energy (CASE), which campaigns against trade duties in the solar industry.
“Lowering the tariff import tax means more American consumers will be able to afford solar power and more American solar companies will be able to expand their hiring."
“While this is positive news, it does not solve the underlying problem. The US solar industry remains unfairly penalised by a trade policy that inflates the cost of solar power and has already expanded to include imports from Taiwan,” said Shah. “We continue to urge the governments of the United States and China to negotiate an end to the trade war for the benefit of all countries involved.”
A second trade case, designed to close a loophole that saw Chinese firms using Taiwanese cells to avoid the original duties, yielded further tariffs for Chinese manufacturers in December 2014. It was thought that some may opt to export Chinese-only modules and except the 2012 duties rather than the 2014 rates.
06.01.15 01:55
#622
Uggarropp
Löschung
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07.01.15 09:04
#623
SolarworldKaufen.
Löschung
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04.03.15 20:00
#624
Kicky
TRINA +4% 4.Quartal besser als erwartet strong
Guidance
Trina (NYSE:TSL) shipped 1.098GW of solar modules in Q4, up from 1.064GW in Q3 and 770MW a year earlier, and above guidance of 1.045GW-1.095GW. Rising shipments to Europe, China, and the rest of Asia drove the Q/Q growth. Only 28MW of shipments were for Trina's downstream solar projects.
Trina expects only 840MW-870MW of module shipments in seasonally weak Q1, but a healthy 4.4GW-4.6GW for the whole of 2015 (up from 2014's 3.66GW and good for 20%-26% growth). The 2015 revenue growth consensus (assumes module ASP declines) is at 15.9%.
The company plans to add 500MW-800MW of module capacity in 2015, partly via low-cost non-Chinese plants. 700MW-750MW of downstream projects are expected to go live.
Pressuring Q4 EPS: Gross margin fell to 15.7% from Q3's 16.7%, though it was still up from 15.1% a year ago. Trina blames the Q/Q drop on a mix shift towards China and other lower-ASP Asian markets relative to higher-ASP Japan, as well as "a general decline in ASPs in some other key markets."
Operating expenses were up 35.7% Y/Y and made up 11.4% of revenue vs. 10.9% in Q3 and 11.3% a year ago. Trina ended Q4 with $539.8M in cash and $842.7M in bank borrowings.
http://seekingalpha.com/news/...nt-after-q4-beat-strong-2015-guidance
Trina (NYSE:TSL) shipped 1.098GW of solar modules in Q4, up from 1.064GW in Q3 and 770MW a year earlier, and above guidance of 1.045GW-1.095GW. Rising shipments to Europe, China, and the rest of Asia drove the Q/Q growth. Only 28MW of shipments were for Trina's downstream solar projects.
Trina expects only 840MW-870MW of module shipments in seasonally weak Q1, but a healthy 4.4GW-4.6GW for the whole of 2015 (up from 2014's 3.66GW and good for 20%-26% growth). The 2015 revenue growth consensus (assumes module ASP declines) is at 15.9%.
The company plans to add 500MW-800MW of module capacity in 2015, partly via low-cost non-Chinese plants. 700MW-750MW of downstream projects are expected to go live.
Pressuring Q4 EPS: Gross margin fell to 15.7% from Q3's 16.7%, though it was still up from 15.1% a year ago. Trina blames the Q/Q drop on a mix shift towards China and other lower-ASP Asian markets relative to higher-ASP Japan, as well as "a general decline in ASPs in some other key markets."
Operating expenses were up 35.7% Y/Y and made up 11.4% of revenue vs. 10.9% in Q3 and 11.3% a year ago. Trina ended Q4 with $539.8M in cash and $842.7M in bank borrowings.
http://seekingalpha.com/news/...nt-after-q4-beat-strong-2015-guidance