3.größter Si-Produzent weltweit aus China (A0M61Y)

[Ronaldinho]

GCL Poly Energy im Aufwind

Solarwafer Shortage (http://www.digitimes.com/news/a20101208PD202.html)

Sie sind jetzt nicht nur drittgrößter Siliziumproduzent der Welt (hinter Wacker und Hemlock), sie sind jetzt auch größter chinesischer Solarwaferhersteller mit 3,5 GW und sie betreiben den größten Solarparc Chinas mit 20 MWp. Weitere sind in Planung.


Außerdem gab es noch eine Kaufempfehlung von Goldman Sachs:

Goldman lifts GCL-Poly to 3,6 HKD (http://www.etnet.com.hk/www/tc/news/categorized_news_detail_eng.php?category=research&newsid=ETE201207163)

07/12/2010 17:25
[I-bank focus] Goldman lifts GCL-Poly (03800) TP to HK$3.6

Goldman Sachs lifted its target price for GCL-
Poly (03800) to HK$3.6 from HK$2.7, and maintained its "buy" rating. Its EPS forecasts
for 2010-2012 are Rmb0.20/0.29/0.40.
GCL-Poly is targeting to become the largest wafer manufacturer in the world. The
research house expects GCL to add 10,000 MT more of silicon capacity and 1.5GW wafer
capacity in 2011, which could bring volume growth outlook of 149% yoy.
In addition, continuing prepayment commitments from its major customers should help GCL
secure some source of funding for 2011 capex.
As GCL-Poly aggressively adds more low-cost based poly/wafer capacity, Goldman sees
stronger wafer price competition ahead, especially in 2H11 while more low-cost based
silicon/wafer will be effectively available. (KL)
Related Stocks: ： 03800

Weiterhin vermeinden sie es im hart umkämpften Modul und Zellenmarkt vorzudringen. Dort gibt es die geringsten Margen:

GCL-Poly will not enter solar cell and module production (http://www.digitimes.com/news/a20101207PD211.html)

[Ronaldinho]

http://www.digitimes.com/news/a20101214PD203.html

[Ronaldinho]

http://www.chinaknowledge.com/newswires/News_Detail.aspx?NewsID=39747

GCL-Poly Energy inks supply contract with Solarfun Power

Dec. 22, 2010 (China Knowledge) - GCL-Poly Energy Holdings Ltd<3800 (http://www.chinaknowledge.com/Finance/StockChart.aspx?Type=HKG&StockCode=3800)>, a foreign-owned independent cogeneration plant operator in China, on Dec. 21 said it had signed an agreement with another Chinese photovoltaic product maker Solarfun Power Holdings Co Ltd<SOLF> to supply 2.5 gigawatts of silicon products.

Pursuant to the agreement, the Hong Kong-listed firm will deliver these silicon chips and materials to Solarfun Power from 2011 to 2015.

At present, GCL-Poly Energy has China's largest solar power plant in Xuzhou (http://www.chinaknowledge.com/Business/CityInfo/City.aspx?Region=Coastal&City=Xuzhou), Jiangsu (http://www.chinaknowledge.com/Business/Provincedetails.aspx?subchap=7&content=40) Province with an installed capacity of 20 MW, and some PV modules of the plant were provided by Solarfun Power.

GCL-Poly Energy, which had a silicon chip output capacity of 3.5 GW per year at the end of last month, hopes to have an annual output capacity of 21,000 tons of poly-silicon at the end of this year, sources reported.

[Ronaldinho]

Na Ellen2 , hast du keine Meinung zu der chinesischen Solarparc, Solarworld und WackerChemie in einem? :D

[Ronaldinho]

10 GW an JaSolar und 2,5 GW an Solarfun jeweils bis 2015 verkauft! http://www.ariva.de/forum/smiley/smiley-cool.gif
Dazu noch 350 MW an Neosolar.
GCL-Poly Produziert ca 21.000 Tonnen Silizium und 3,5 GW an Solarwafer pro jahr! Das wären 17,5 Gigawatt bis 2015 und davon
sind bereits 12,85 Gigawatt verkauft! Da rechnene bereits einige Firmen mit einem Siliziumengpass in den nächsten Jahren!


Solarfun
www.azonano.com/news.asp (http://www.azonano.com/news.asp?newsID=21069)

JaSolar
solar.energy-business-review.com/news/ja-solar-signs-wafer-polysilicon-supply-agreement-with-gcl-poly-energy-021210 (http://solar.energy-business-review.com/news/ja-solar-signs-wafer-polysilicon-supply-agreement-with-gcl-poly-energy-021210)

außerdem noch 350 MW an Neosolar bis 2013 verkauft!
www.chinaknowledge.com/newswires/News_Detail.aspx (http://www.chinaknowledge.com/newswires/News_Detail.aspx?NewsID=38128)

[Ronaldinho]

Nächster Vertrag über 5,5 Gigawatt an GCL. Dieses Mal von Time Infrastructure!
Somit geordert bis 2015:
10 GW JaSolar
2,5 GW Solarfun
0,35 GW Neosolar
5,5 GW Time Infrastructure
= 18,35 Gigawatt!
Momentan hat GCL eine jährliche Kapazität von 3,5 Gigawatt, was bedeutet, dass die Produktion bis 2015 mehr als ausverkauft wäre. Sicherlich werden sie die Produktion weiter ausbauen. Silizium wird zum wahren Goldrausch werden, zwar nicht für die Zellen und Modulhersteller, aber für die Siliziumproduzenten!

www.hangseng.com/einvc/eng/getpage.asp (http://www.hangseng.com/einvc/eng/getpage.asp?app=eINVCFundNewsDetails&ID=210106219)
<table border="0" cellpadding="0" cellspacing="0"><tbody><tr><td>Time Infra (00686) buys silicon wafers from GCL-Poly (03800)</td> </tr> <tr> <td> </td> </tr> <tr> <td>2011/01/06 11:21</td> </tr> <tr> <td> </td> </tr> <tr> <td> <ET Net News Agency, 6 January 2011> Time Infrastructure (00686) said its wholly-owned</td> </tr> <tr> <td>subsidiary Goldpoly (Quanzhou) Science & Technology Industry Co. Ltd (GPS&T) has entered</td> </tr> <tr> <td>into a purchase contract with GCL-Poly Energy (03800) as supplier for the purchase of a</td> </tr> <tr> <td>total of about 5.5 gigawatt silicon wafers from the year 2011 to 2015 in increasing</td> </tr> <tr> <td>numbers.</td> </tr> <tr> <td>GPS&T is required to pay GCL-Poly Energy purchase deposits in aggregate amount of Rmb100</td> </tr> <tr> <td>million.</td> </tr> <tr> <td>Time Infrastructure said the contract could stabilize the supply of key raw materials on</td> </tr> <tr> <td>a cost effective basis. A strategic long-term relationship with GCL-Poly will be</td> </tr> <tr> <td>beneficial to Time Infrastructure's growth and expansion. (HL)</td></tr></tbody></table>

[Ronaldinho]

http://www.finanznachrichten.de/nachrichten-2011-01/19043281-trina-solar-signs-supplemental-long-term-wafer-and-polysilicon-supply-agreement-with-gcl-poly-008.htm

7,5 Gigawatt von Trinasolar!
Nächster Vertrag über 7,5 Gigawatt an GCL. Dieses Mal von TrinaSolar
Somit geordert bis 2015:
10 GW JaSolar
2,5 GW Solarfun
0,35 GW Neosolar
5,5 GW Time Infrastructure
7,5 GW TrinaSolar
= 25,85 Gigawatt!
Momentan hat GCL eine jährliche Kapazität von 3,5 Gigawatt, was bedeutet, dass die Produktion bis 2015 mehr als ausverkauft wäre. Sicherlich werden sie die Produktion weiter ausbauen, aber das sind ja schon 8,35 Gigawatt mehr als die Prodution bis 2015 bei derzeitigem Stand hergeben würde!

[Ronaldinho]

Die Aktie läuft wie bekloppt!

Da wird sich Ellen mal wieder ärgern :D

http://bigcharts.marketwatch.com/charts/big.chart?symb=HK%3A3800&compidx=aaaaa%3A0&ma=0&maval=9&uf=0&lf=1&lf2=0&lf3=0&type=2&size=2&state=8&sid=2943127&style=320&time=8&freq=1&nosettings=1&rand=3328&mocktick=1&rand=6701

[Ronaldinho]

Die Umsätze in Deutschland sind heute außergewöhnlich hoch.
Sonst wurde der Kurs eher in HongKong gemacht

Bin mal gespannt was dahinter steckt.

[Ronaldinho]

www.gcl-poly.com.hk/attachment/2011011220313317_en.pdf (http://www.gcl-poly.com.hk/attachment/2011011220313317_en.pdf)



(http://www.gcl-poly.com.hk/attachment/2011011220313317_en.pdf)
GCL-Poly Signed a Long-term Contract with Canadian Solar to
Supply 5,200MW of Wafer and Polysilicon Products

(12 January 2011, Hong Kong) GCL-Poly Energy Holdings Limited (“GCL-Poly”, the
“Company” or the “Group”; stock code: 3800.HK) is pleased to announce that it has
signed a long-term supplementary contract with Canadian Solar Inc., (“Canadian Solar”,
Nasdaq: CSIQ), the largest and world leading vertically-integrated manufacturer of PV
modules, to supply wafer and polysilicon products. The Company will provide Canadian
Solar with a total of 5,200MW of wafer and polysilicon products over the next five years.
Under the supplementary contract signed between CSI Cells Co. Ltd., a subsidiary of
Canadian Solar and GCL (Suzhou) Solar Energy Technology Co., Ltd., a subsidiary of
the Group, the Group will provide a total of 5,200MW of wafer and polysilicon products
from January 2011 to December 2015. A price adjustment mechanism is included in the
contract.
Mr. Shu Hua, the Executive Director and President of GCL-Poly, stated, “We
continuously develop and deepen our long-term strategic partnership with Canadian
Solar, one of the world’s leading solar companies. We will honour our commitment of
supplying high quality wafer and polysilicon products for Canadian Solar to support its
global development strategy, and look forward to achieving a win-win situation with
Canadian Solar in the global solar industry.”

Mr. Xiaohu Wang, Vice President of CSI Cells Co. Ltd., said, “Canadian Solar and
GCL-Poly have maintained long-term and stable cooperation. The signing of the
long-term supplementary supply contract with GCL-Poly further cements the long-term
strategic partnership with each other. It will greatly ensure the rapid development of all
Canadian Solar’s range of businesses in the future and maintain its global competitive
advantage.”
About GCL-Poly Energy Holdings Limited (stock code: 3800. HK)

[Ronaldinho]

Heute morgen wieder in HongKong im Plus, die Konsolidierung müsste damit abgeschlossen sein.

[Ronaldinho]

<table summary="Nachrichten | 3GY: WIEDERAUFNAHME/RESTART" cellpadding="0" cellspacing="0"><tbody><tr><td style="padding-left: 8px; padding-top: 10px; padding-bottom: 10px;">19.01.2011 13:03</td><td> </td></tr><tr><td style="padding-left: 8px; padding-right: 8px;">3GY: WIEDERAUFNAHME/RESTART (http://www.finanznachrichten.de/nachrichten-2011-01/19117265-3gy-wiederaufnahme-restart-029.htm)

</td></tr><tr><td style="padding-left: 8px; padding-right: 8px; padding-bottom: 15px;">http://www.ariva.de/forum/anonymize/http://www.teligo-ads.de/v6/www/delivery/lg.php?bannerid=78&campaignid=15&zoneid=7&loc=1&referer=http%3A%2F%2Fwww.finanznachrichten.de%2Fna chrichten-2011-01%2F19117265-3gy-wiederaufnahme-restart-029.htm&cb=75dd224956

DIE FOLGENDE AKTIE WIRD MIT SOFORTIGER WIRKUNG WIEDER IN DEN HANDEL
AUFGENOMMEN:
THE FOLLOWING SHARE IS RESUMED TRADING WITH IMMEDIATE EFFECT:

INSTRUMENT NAME KUERZEL/SHORTCODE ISIN

GCL POLY ENERGY HLDGS LTD 3GY KYG3774X1088 (http://www.ariva.de/KYG3774X1088)


© 2011 Xetra Newsboard</td></tr></tbody></table>

[Ronaldinho]

http://www.chinesestock.org/show.aspx?id=115135&cid=28


"The Board expects that the profit for the second half of 2010 will be approximately three times of the unaudited profit for the first half of 2010 (HK$787.6 million)."


Also 787,6 Mio HKD im ersten HJ und im zweiten HJ dann 3*787,6 Mio HKD=2362 Mio HKD

Das wären für 2010 ein Gewinn von 3150 Mio HKD gegenüber einem Verlust von 199,7 Mio HKD in 2009

Umgerechnet in Euro wären das bei einem Kurs von 10,6 HKD pro Euro ein Gewinn von 297 Mio Euro gegenüber einem Verlust von 18,8 Mio Euro in 2009.



Bei 15,473 Milliarden Aktien laut Bigcharts wäre das dann ein Gewinn pro Aktie von 0,2 HKD

Bei derzeitigem Kurs von 3,73 HKD wäre das ein KGV von 18,95. Dazu muss man sich das Wachstum bei diesem Unternehmen anschauen und vergleichen.

[Ronaldinho]

TraumChart

http://bigcharts.marketwatch.com/charts/big.chart?symb=HK%3A3800&compidx=aaaaa%3A0&ma=0&maval=9&uf=0&lf=1&lf2=0&lf3=0&type=2&size=2&state=8&sid=2943127&style=320&time=8&freq=1&nosettings=1&rand=2876&mocktick=1&rand=714

[Ronaldinho]

<table class="border" summary="Nachrichten | Wells Fargo Finances Six Solar Power Projects Completed by GCL-Poly" style="margin-top: 4px;" width="760" cellpadding="0" cellspacing="0"><tbody><tr><tr><td class="a" style="padding-left: 8px; padding-top: 10px; padding-bottom: 10px;">04.02.2011 14:30</td></tr><tr><td colspan="2" style="padding-left: 8px; padding-right: 8px;" width="760">Wells Fargo Finances Six Solar Power Projects Completed by GCL-Poly (http://www.finanznachrichten.de/nachrichten-2011-02/19276037-wells-fargo-finances-six-solar-power-projects-completed-by-gcl-poly-004.htm)

</td></tr><tr><td colspan="2" class="a" style="padding-left: 8px; padding-right: 8px; padding-bottom: 15px;" width="760"> <script type="text/javascript"><!--// <![CDATA[ OA_show(7); // ]]> --></script><script src="http://bs.serving-sys.com/BurstingPipe/adServer.bs?cn=rsb&c=28&pli=2191177&PluID=0&w=300&h=250&5353d687a4&ncu=http://www.teligo-ads.de/v6/www/delivery/ck.php?oaparams=2__bannerid=522__zoneid=7__OXLCA=1 __cb=5353d687a4__oadest=&ucm=true"></script><script src="http://ds.serving-sys.com/BurstingCachedScripts//SBTemplates_4_5_18/StdBanner.js?ai=4481253"></script><script>function ebStdBanner0_DoFSCommand(command,args){try{command = command.replace(/FSCommand:/ig,"");if((command.toLowerCase()=="ebinteraction") || (command.toLowerCase()=="ebclickthrough"))gEbStdBanners[0].handleInteraction(args);else if(command.toLowerCase()=="ebversiontrackingimpression")gEbStdBanners[0].ebversiontrackingimpression(args);}catch(e){}}fun ction ebIsFlashExtInterfaceExist(){return true;}</script><embed src="http://ds.serving-sys.com/BurstingRes///Site-2137/Type-2/ac2931a9-f566-4c84-9d73-08ed6a855346.swf" flashvars="ebDomain=www.finanznachrichten.de&ebAdID=4481253&cp=http://ds.serving-sys.com/BurstingCachedScripts//res/ebV54_&clickTag=http%3A//ds.serving-sys.com/BurstingCachedScripts//ReportPage_2_5_1.html%3FebReportURL%3Dhttp%253A//bs.serving-sys.com/BurstingPipe/adServer.bs%253Fcn%253Dbrd%2526Page%253D%2526PluID %253D0%2526Pos%253D151875452%2526EyeblasterID%253D 4481253%2526di%253D0%24%24ebNReportURL%3Dhttp%253A//www.teligo-ads.de/v6/www/delivery/ck.php%253Foaparams%253D2__bannerid%253D522__zonei d%253D7__OXLCA%253D1__cb%253D5353d687a4__oadest%25 3D%24%24ebAReportURL%3D%24%24ebImpressionID%3D1518 75452&clickTAG=http%3A//ds.serving-sys.com/BurstingCachedScripts//ReportPage_2_5_1.html%3FebReportURL%3Dhttp%253A//bs.serving-sys.com/BurstingPipe/adServer.bs%253Fcn%253Dbrd%2526Page%253D%2526PluID %253D0%2526Pos%253D151875452%2526EyeblasterID%253D 4481253%2526di%253D0%24%24ebNReportURL%3Dhttp%253A//www.teligo-ads.de/v6/www/delivery/ck.php%253Foaparams%253D2__bannerid%253D522__zonei d%253D7__OXLCA%253D1__cb%253D5353d687a4__oadest%25 3D%24%24ebAReportURL%3D%24%24ebImpressionID%3D1518 75452&ebIntTime=http://ds.serving-sys.com/BurstingCachedScripts//Res/ebInteractionTimeV62_12.swf&ebFSCmdHandler=ebStdBanner0_DoFSCommand&clickTARGET=_blank" style="width: 300px; height: 250px;" play="true" id="ebStdBanner0" name="ebStdBanner0" quality="high" wmode="opaque" menu="false" type="application/x-shockwave-flash" pluginspage="http://www.macromedia.com/shockwave/download/index.cgi?P1_Prod_Version=ShockwaveFlash" allowscriptaccess="always" title=""> <noscript> http://bs.serving-sys.com/BurstingPipe/adServer.bs?cn=bsr&FlightID=2191177&Page=&PluID=0&Pos=417 (http://www.teligo-ads.de/v6/www/delivery/ck.php?oaparams=2__bannerid=522__zoneid=7__OXLCA=1 __cb=5353d687a4__oadest=http%3A%2F%2Fbs.serving-sys.com%2FBurstingPipe%2FadServer.bs%3Fcn%3Dbrd%26 FlightID%3D2191177%26Page%3D%26PluID%3D0%26Pos%3D4 17) </noscript>http://www.teligo-ads.de/v6/www/delivery/lg.php?bannerid=522&campaignid=268&zoneid=7&OACCAP=1&loc=1&referer=http%3A%2F%2Fwww.finanznachrichten.de%2Fna chrichten-2011-02%2F19276037-wells-fargo-finances-six-solar-power-projects-completed-by-gcl-poly-004.htm&cb=5353d687a4

Projects totaling 6 MW begin operation at University of San Diego, Antelope Valley Joint Union High School District in Southern California
Wells Fargo&Company (http://www.finanznachrichten.de/nachrichten-aktien/wells-fargo.asp) (NYSE:WFC) andGCL-Poly Energy Holdings Limited (3800.HK) today announced tax equity financing is complete for solar photovoltaic (PV) projects with a capacity of 6 MW at the University of San Diego and five high schools in the Antelope Valley Joint Union High School District. The six GCL-Poly sponsored projects were funded by Wells Fargo through a joint program announced in November that will provide over $100 million in funding to solar PV projects by the end of 2011.
The program allows GCL-Poly subsidiary GCL Solar Energy, Inc. to cost-effectively provide a clean and reliable source of electricity to its customers, including schools, municipalities, corporations, and utilities across the U.S. The projects at the University of San Diego and Antelope Valley Joint Union High School District are the first to be completed under the agreement. Both schools will purchase the electricity produced by the systems under long term power purchase agreements (PPAs).
The 1.2 megawatt (MW) system at the University of San Diego will provide approximately 15 percent of the institution's energy needs. Nearly 5,000 solar panels top the roofs of the university's academic buildings, residence halls, parking structure and a pavilion. The system, which is the tenth-largest solar facility on a college campus in the United States, was developed under GCL Solar's partnership with AMSOLAR, a solar developer focused on projects for educational institutions.
The five projects completed last December for the Antelope Valley Joint Union High School District, ranging from 200 kilowatts (kW) to 1.2 MW each, are part of a series of projects at 10 schools in the greater Los Angeles area expected to be completed early in 2011. Once finished by GCL Solar and its strategic development and asset management partner PsomasFMG, these projects will be the largest solar power installation at a single school district in the U.S constructed to date. With more than 41,000 PV panels, the system is projected to save the school district more than $40 million in energy costs over the next 20 years.
To date, Wells Fargo has invested more than $480 million in solar projects and has become a leader in providing capital and support to renewable energy companies. Since making its first project commitment in 2006, Wells Fargo has deployed more than $2.1 billion of tax equity into more than 250 renewable energy projects in the U.S. The projects account for over 4,200 MW of new clean energy capacity across 25 states. Combined, these projects generate approximately 12 terawatt-hours of electricity per year, which is enough clean, renewable energy to power about 1 million American households.
About Wells Fargo
Wells Fargo&Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.3 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs, the Internet (wellsfargo.com and wachovia.com), and other distribution channels across North America and internationally. With approximately 280,000 team members, Wells Fargo serves one in three households in America. Wells Fargo&Company was ranked No. 19 on Fortune's 2009 rankings of America's largest corporations. Wells Fargo's vision is to satisfy all our customers' financial needs and help them succeed financially.
About GCL-Poly Energy Holdings Limited (stock code: 3800.HK)
GCL-Poly Energy Holdings Limited (http://www.finanznachrichten.de/nachrichten-aktien/gcl-poly-energy-holdings-ltd.asp) is China's largest polysilicon producer and one of the world's leading wafer suppliers and also a top green energy enterprise in China. Annual polysilicon production capacity attained 21,000MT at the end of 2010, and the quality of polysilicon products reached electronic grade level. The Group's wafer production capacity already achieved 3.5GW at the end of November 2010. In addition, the Group owns a 20MW solar farm in Xuzhou, Jiangsu province, which is currently the largest solar farm in China. For more information about GCL-Poly, please visit the company's website at www.gcl-poly.com.hk.
http://cts.businesswire.com/ct/CT?id=bwnews&sty=20110204005185r1&sid=4127&distro=ftp
Contacts:
Wells Fargo
Media
Katie Ellis, 415-222-3767
Investors
Jim Rowe, 415-396-8216
or
GCL-Poly Energy Holdings Limited
Mr. Joseph Chow, (852) 3761 3168
Josephchow@gcl-power.com.hk
Mr. Wang Manjian, (852) 3761 3239
Wangmanjian@gcl-power.com.hk
Ms. Jessy Fang, (852) 3761 3281
Jessyfang@gcl-power.com.hk
or
Wonderful Sky Financial Group
Ms. Joanne Chan, (852) 9616 2676
joannechan@wsfg.hk
Ms. Daisy Sun, (852) 9799 4507
daisysun@wsfg.hk
Ms. Echo Hu, (852) 6432 8312
echohu@wsfg.hk


© 2011 Business Wire
</td></tr></tr></tbody></table>

[Ronaldinho]

GCL-Poly to start RMB 2-bln PV project in Yangzhou

Feb. 11, 2011 (China Knowledge) - GCL-Poly Energy Holdings Ltd<3800>, a foreign-owned independent cogeneration plant operator in China, on Feb. 10 signed a strategic cooperation agreement with the Yangzhou government to launch an RMB 2 billion worth of photovoltaic project in Yangzhou Economic Development Zone, Jiangsu Province.

Under the terms of the agreement, the project is designed to have an annual output capacity of 2 gigawatts of silicon chips and is expected to generate more than RMB 10 billion in output value per year.

Reportedly, Yangzhou's PV industrial output value had exceeded RMB 20 billion at the end of last year.

In addition, Hong Kong-listed GCL-Poly Energy said that it has completed investment in six solar power projects in the U.S. Wells Fargo said in November 2010 that it would offer more than US$100 million financing for GCL-Poly Energy's solar photovoltaic power projects, including the six ones.





Copyright © "2011" www.chinaknowledge.com




GCL-Poly Energy Completes Investments In 6 PV Plants


* Thursday 2011-02-10 14:14

February 10 -- The largest domestic producer of polysilicon modules, GCL-Poly Energy Holdings (3800.HK) has completed its investments in six photovoltaic power generation plants in America, reports yicai.com.

Wells Fargo (NYSE:WFC) announced in November 2010 that it will provide a credit line of $100 million to GCL-Poly Energy Holdings by the end of 2011 for the financing of the latter’s photovoltaic power generation business, including the above-mentioned six power generation plants.

GCL-Poly Energy Holdings plans to provide low-cost clean energy for its clients in America, including schools, governments, enterprises and other public utilities.




http://bigcharts.marketwatch.com/charts/big.chart?symb=HK%3A3800&compidx=aaaaa%3A0&ma=0&maval=9&uf=0&lf=1&lf2=0&lf3=0&type=2&size=2&state=8&sid=2943127&style=320&time=8&freq=1&nosettings=1&rand=3382&mocktick=1&rand=1221

[Ronaldinho]

http://www.finanznachrichten.de/nachrichten-2011-02/19382749-gcl-poly-und-sunergy-schliessen-zuliefervertrag-127.htm

Durch den jüngsten Vertrag mit Sunergy über 4,4 Gigawatt ergeben sich jetzt folgende Aufträge für GCL Poly Energy:

Somit geordert bis 2016:

10 GW JaSolar

2,5 GW Solarfun

0,35 GW Neosolar

5,5 GW Time Infrastructure

7,5 GW TrinaSolar

4,4 GW Sunergy

= 30,25 Gigawatt!

Momentan hat GCL eine jährliche Kapazität von 3,5 Gigawatt, was bedeutet, dass die Produktion bis 2016 mehr als ausverkauft wäre. Sicherlich werden sie die Produktion weiter ausbauen, aber das sind ja schon 9,25 Gigawatt mehr als die Prodution bis 2016 bei derzeitigem Stand hergeben würde!
Sehr gut dass es auch in den Verträgen Klauseln gibt, nach denen man den Preis auch noch anheben kann, wenn sich der Siliziummarkt ändert.

[Ronaldinho]

Nomura hat aufgestuft mit Kursziel über 4 HKD :D

Ellen, biste auch investiert?

;)

[Ronaldinho]

Heute mal wieder plus 3% in Hongkong!

[Ronaldinho]

GCL-Poly kicks off construction on LED plant in Jiangsu

Mar. 4, 2011 (China Knowledge) - GCL-Poly Energy Holdings Ltd<3800 (http://www.chinaknowledge.com/Finance/StockChart.aspx?Type=HKG&StockCode=3800)>, a foreign-owned independent cogeneration plant operator in China, recently started construction of an LED production plant in Jiangsu (http:///)Province with an initial investment of US$500 million, sources reported.

The construction of the plant is scheduled to be completed at the end of this year.

The upstream solar material supplier plans to install 100 MOCVD sets by the end of 2011, and parent company GCL Power plans to purchase a total of 400-500 MOCVD sets.

GCL-Poly on Feb. 18 said that it has received approval from its board of directors to invest a total of HK$17.7 billion to increase its output expansion within two years.

The company will increase its annual output capacity of polycrystalline silicon from current 21,000 metric tons to 65,000 metric tons at the middle of 2012, according to a statement filed with the Hong Kong Stock Exchange.






Copyright © "2011" www.chinaknowledge.com (http://www.chinaknowledge.com/)

[Ronaldinho]

GCL Poly Energy mit nachbörslichen Zahlen!

GCL-Poly Posts HK$4 Billion Profit
Thursday, 17 March 2011 18:13 PDF Print E-mail
User Rating: / 0
PoorBest

Theindonesiatoday.com - Solar panel, wafer and poly-silicon producer GCL-Poly Energy Holdings Limited booked net profit of HK$4.02 billion last year against net loss of HK$199.7 million in 2009 on strong sales growth.

GCL-Poly, listed on HK Stock Exchange, reported sales revenue of HK$18.47 billion last year, skyrocketed 273.7% from 2009, while gross profit even higher by 356.9% to HK$6.8 billion.

Solar wafer dominated its sales revenue with HK$9.18 billion, followed by poly-silicon (HK$4.29 billion), electricity, steam, and coal.

GCL-Poly, China's largest polysilicon producer, has further strengthened its position to become the world's largest producer of wafer for solar panel and the leading global manufacturer of silicon materials. By the end of November 2010, GCL-Poly's annual wafer production reached 3.5 GW, while polysilicon capacity reached 21,000 tons per annum.

The total estimated installed capacity of solar farms around the world last year was over 16 GW compared to 7.2 GW in 2009. Germany remains the world's largest photovoltaic market, with an installed capacity of exceeding 8GW. GCL-Poly believes global capacity will exceed 20 GW this year. (Theindonesiatoday.com)


Read more about Solar by theindonesiatoday.com

http://theindonesiatoday.com/energy-headline/8433-gcl-poly-posts-hk4-billion-profit.html

[Ronaldinho]

Zahlen GCL Poly Energy, neues 3-Jahreshoch, momentan +5,5% auf 4,16 HKD

GCL war zu Börsenbeginn in HongKong auf 4,30 HKD und somit auf neuem 3-Jahreshoch!

Es gab neue Kursziele von Goldman Sachs(5), Nomura(5,3) und Citibank(5,2)

Revenue HK$18,471.9 million +273.7%
Gross profit margin -solar business 44.4%
Net profit HK$4,023.6 million
EPS 26.01 HK cents
Dividend 5.1 HK cents

Bald größter Silizium(vor Wacker Chemie) und Solarwaferproduzent(vor Yingli, Suntech und Co) weltweit!



Outlook for Solar Business
Polysilicon
•Ramping up our production capacity to 65,000 MT by mid-2012 and will be the world’s largest manufacturer
•Continuing to reduce production cost
•Benefiting after the PRC government has set out stringent standards for polysiliconcapacity expansion
•Expected production in 2011 to be about 31,000 MT
Wafers
•Ramping up to 6.5 GW of capacity by end of 2011 and will be the world’s largest manufacturer
•Further increase of crucible capacity and slurry recovery
•Use of diamond wire and more efficient use of steel wire
•Expected production in 2011 to be about 5.5 GW
Solar farm
joint venture
•Invest in solar farm opportunities in US, Europe and China, India, South Africa & Australia
•Projects with target IRR of 12-15%
37


*DJ GCL-Poly Energy Target Raised To HK$5.00 Vs HK$4.80 By GS
2011-03-18 08:44:00


*DJ GCL-Poly Energy Target Raised To HK$5.20 Vs HK$4.60 By Citi
2011-03-18 09:24:00

18/03/2011 10:27
[I-bank focus] Nomura raises GCL Poly (03800) TP to HK$5.3


http://bigcharts.marketwatch.com/charts/big.chart?nosettings=1&symb=HK%3a3800&uf=0&type=2&size=2&sid=2943127&style=320&freq=1&time=8&rand=312728784&compidx=&ma=0&maval=9&lf=1&lf2=0&lf3=0&height=335&width=579&mocktick=1