nach Resplit 5:1 bergauf?
sieht sehr vielversprechend aus. hab gestern die gunst der ruhe genutzt um einzusteigen. viel glück allen anderen beteiligten und danke für den informativen stil hier im board.
Weiter so! Mit der Rückerstattung der VAT in China könnte der chinesische Markt locker für 14% Bruttomarge bei JASO in Q4 beitragen!
http://www.nasdaq.com/symbol/jaso/premarket
http://www.thestreet.com/_nasdaq/story/12053794/1/...ual-volume.html?
JA Solar
JA Solar (JASO) designs, manufactures and markets high-performance solar cells made from specially processed silicon wafers. This stock closed up 2.9% at $10.17 in Monday's trading session.
Monday's Volume: 5.84 million
Three-Month Average Volume: 2.29 million
Volume % Change: 175%
From a technical perspective, JASO trended higher here and broke out above some near-term overhead resistance levels at $9.88 to $9.91 with above-average volume. This stock has been uptrending strong for the last month, with shares soaring higher from its low of $7 to its intraday high of $10.64. During that uptrend, shares of JASO have been consistently making higher lows and higher highs, which is bullish technical price action.
Traders should now look for long-biased trades in JASO as long as it's trending above Monday's low of $9.41 or above its 50-day at $8.59 and then once it sustains a move or close above Monday's high of $10.64 with volume that's near or above 2.29 million shares. If we get that move soon, then JASO will set up to re-test or possibly take out its 52-week high at $11.40. Any high-volume move above $11.40 will then put its next major overhead resistance levels at $11.70 to $12.85 into range for shares of JASO.
was wir als langzeitinvestierte hier erlebt haben,läßt nicht unbedingt den schluss zu das hier die post abgeht.
aber du bist ja glücklicherweise villeicht zum richtigem Zeitpunkt eingestiegen.
heute sind es die US-amerikanischen First Solar und Sun Power mit mehr als 4% plus .zacks.com pusht die ganz schön
Mit anderen Worten, Jaso sollte bei einer prognostizierten Installation in China von 10 GW in 2013 allein 800 MW an China ausliefern. In 2014 sollten es bei 14 GW, schon 1,2 GW sein!
Somit lastet der chinesische Markt Jaso zu 50-60% aus!
dass JASO die 11 USD gehalten hätte, wenn nicht auf einmal fast alle Solaris ins Minus gerutscht wären. Die > 11 USD sind in den nächsten Tagen/Wochen drin!
Viel Glück!
Renesola wurde auf Strong buy gestuft, daher der gestrige Anstieg,
Hanwha hat Ihre Bondzahlung von Seiten des Hanwha Konzerns um 1 Jahr verlängert bekommen...daher auch hier der Anstieg
Suntech...mal wieder Spekulation....aber die sind eigentlich tot.
Von den Solaris hat sich Ja Solar am Ende aber noch besser als der Markt entwickelt und auch gestern wurde wieder eine weitere kleine Kaufempfehlung eingestellt. Lest Bloomberg.
Die Call Put Ration ist mit weit größer 1 seid Tagen im grünen Bereich....
Hier sollte es in Kürze zum Ausbruch kommen.
Sofern die 11,40 geknackt werden, sind schnelle 15 US $ drin!
Keep cool
Ja Solar today announced that it will supply 96 MW of solar modules to CPI Huanghe Hydropower Development Co., Ltd., a wholly-owned subsidiary of China Power Investment Corporation ("CPI"), for use on two solar projects in China's Qinghai Province. Delivery of the modules has already commenced and will be completed later this month.
The two projects are located in Gonghe County in Qinghai's Hainan Autonomous Prefecture, and have a capacity of 320 MW and 200 MW, respectively. The 320 MW project is a hybrid hydro-solar power station that will work in conjunction with the existing Longyangxia Hydro Power Station to increase and smooth energy generation. Upon completion, the hybrid hydro-solar power station will become the largest of its kind in the world.
The extreme temperatures in the region mean it is among the world's most challenging environments for solar installations. The projects are expected to commence commercial operations by October this year.
http://investors.jasolar.com/...Article&ID=1853360&highlight=
und zur Erinnerung:
Aug 27, 2013 JA Solar Holdings Co. (JASO), the largest photovoltaic-cell provider by capacity, agreed to develop three 100-megawatt projects in eastern China’s Hebei province.
JA Solar has approval for the first 50 megawatts of a project in Lincheng County and expects to receive development rights in Neiqiu and Xingtai counties by the end of the year, according to a statement today from the Shanghai-based company.
“These projects are a major step forward as we look to increase the role project development plays in our overall revenue mix,” Chief Executive Officer Jin Baofang said in the statement.
China expects to double its generating capacity by 2030, with half of all new plants powered by renewable sources.
http://www.bloomberg.com/news/2013-08-27/...cts-in-eastern-china.html
Solarbuzz notes that while silicon prices have fallen the most, prices are falling along the value chain.
Solarbuzz notes that while silicon prices have fallen the most, prices are falling along the value chain.
NPD Solarbuzz Inc. (Santa Clara, California, U.S.) reports that fourteen top-tier Chinese solar photovoltaic (PV) manufacturers increased their market share to 50% of global sales in the third quarter of 2013, up from 40% at the start of 2011.
NPD Solarbuzz Senior Analyst Michael Barker says that while there are several factors behind this shift, cost reduction by these manufacturers is a primary factor in shipment growth. He also notes that a nearly 75% fall in polysilicon prices in the last 2 ½ years has contributed to price declines.
“Strong cost reduction roadmaps continue to be guided by Tier 1 firms,” states Michael Barker. “If achieved, these cost reductions would continue to improve production margins as global module ASPs are beginning to stabilize due to improving industry supply/demand balancing.”
Non-silicon costs also falling
NPD Solarbuzz states that non-silicon cost reduction has also been important, noting that costs throughout the c-Si value chain have declined from 30%-60%. The company also notes that flexible in-house/outsourcing is decreasing the requirement to have best-in-class manufacturing across the value chain, allowing top-tier companies to further reduce costs.
However, it warns that as global demand moves above 45 GW annually, there will be a larger need to fully utilize in-house production lines rather than rely on outsourcing.
Unbuilt PV projects in Japan could have FIT certification withdrawn
10. October 2013 | Investor news, Markets & Trends, Global PV markets, Applications & Installations, Top News | By: Ian Clover
An investigation has been launched by Japan's Ministry of Economy, Trade and Industry (METI) into why only one-in-ten approved PV projects in Japan has been built. Possible sanctions for deliberate delays could include withdrawal of FIT certification.
Delayed PV projects of 400 kW or more are to be investigated by Japan's METI amid rumors of deliberate deliberation.
Q.Cells
Approved PV projects in Japan that are yet to be connected to the grid are being investigated by METI to determine what the delay is – with tough sanctions being considered for those projects found to be stalling deliberately.
METI launched its investigation in late September to ascertain why only one-in-ten PV projects of 400 kW or more have been connected to Japan's grid. Their fact-finding mission is expected to run until October 18, during which time no official announcement from METI will be made, nor will any punitive action be taken.
pv magazine has learned that METI is concerned that some solar developers are deliberately delaying their projects in the hope that module prices will fall, thus delivering improved profit margins. However, METI cannot be sure that this is always the case (delivery times for some equipment varies throughout Japan, so there may well be legitimate reasons why grid connection has been slow), so have commenced an investigation in order to glean accurate first-party feedback, RTS Corporation’s Izumi Kaizuka said by telephone from Tokyo.
"Before December 10, 2012, projects could often be approved without developers securing or fulfilling land lease agreements," said Kaizuka, adding that METI’s investigation will carry out stringent checks to ensure developers can prove land ownership or an agreed land lease.
FIT for punishment
The proposed sanctions for non-compliance with the investigation could include a fine or the cancellation of FIT certification. Kaizuka stressed, however, that METI will follow a seven-step plan before taking any action.
Step one is to ask developers to report the status of their operation. For step two, METI will enquire about each developer's willingness to give up their project without further sanctions.
If the developer refuses to do so, they then must fulfil steps three, four and five: confirm when construction began; provide documents that prove components have been ordered, and provide proof of land purchase/leasing. If steps four and five cannot be satisfied, then the developer has to schedule a date for when these documents can be provided (step six), and provide a valid reason for the delay, such as financing or grid connection negotiations (step seven).
If a developer refuses to comply at any stage, stated Kaizuka, then METI could issue a fine of up to JPY 300,000 (approximately $3,100). METI would not directly force developers to cancel their projects, but they would consider revoking the project’s FIT certification if the developer was thought to be behaving mendaciously.
Kaizuka added that METI believes that while it is possible many PV developers have simply run into financial difficulties or lack the required paperwork to see their projects through to completion, a proportion are in fact deliberately stalling in the hope that module costs will fall further.
The full outcome of the survey is not expected until later this month, after which point METI are likely to issue an official announcement detailing their findings and further – if any – actions.
Read more: http://www.pv-magazine.com/news/details/beitrag/...003/#ixzz2hK1EwAJx
Obwohl das FIT-Gesetz in Japan die Elektrizitätswerke verpflichtet,die Elektrizität abzunehmen,können diese das ablehnen .Japan hat 10 Überlandnetze,die nicht miteinander verbunden sind.So kommt es ,dass 20% der Solarstromerzeuger derzeit eine Ablehnung erhielten und 37% die Mitteilung erhielten,es gebe Grenzen für den Umfang.
Zudem wollen die Atomkraftwerke wieder zurück ans Netz.Softbank,die 5 Werke mit erneuerbarer Energie betreiben und 9 weitere in Japan plant,musste auf Hokkaido 3 grosse geplante Solarkraftwerke mit 180000 Kilowatt stoppen,weil Hokkaido Electric Power nicht sagen konnte ,welches davon ans Netz angeschlossen werden könne .Der CEO von Softbank hat dies öffentlich kritisiert.
Ausserdem haben Experten auf die scharfe Diskrepanz zwischen genehmigten Solarkraftwerken und tatsächlich gebauten verwiesen.Bis Februar waren von genehmigten 11 Millionen Kilowatt nur 4% gebaut,
http://news.nationalgeographic.com/news/energy/...r-energy-incentive/
http://www.bloomberg.com/news/2013-05-20/...t-on-demand-in-japan.html
1) Ja Solar hat einen chin. Marktanteil von 8%.
2) Ja Solar veräußert Ihre Zellen an viele Tier 1 und Tier2 Hersteller, vor allem chin. Anbieter
Zu Asien:
Ja Solar hat neben Japan und China (haben schon 70% Anteil in Q2) Thailand und Australien verstärkt bearbeitet.
Ich bin gespannt....es müsste eigentlich langsam auch mal Ja Solar anspringen, nicht nur Trina, Jinko und Canadian...Letztere wird zwar immer so toll dargestellt (ist sie ja auch!) aber sie wird stark unter den Währungsprobleme leiden. Der US$ wird immer stärker!
Denke....wir sollten noch etwas warten...vielleicht steigt Ja Solar ja nochmals an einem Tag um 50% :-) Wäre ein Traum!
Bist mir da zuvor gekommen: Hatte mich auch schon ein wenig gefragt, warum unsere JASO ein wenig schleppend unterwegs ist. Hätte doch eigentlich gestern in USA noch der Kommunikation des neuen Großauftrages durchaus etwas dynamischer gehen können...Auf jeden Fall hat die Aktie im Vgl. zu den anderen, mittlerweile ja etwas heiß gelaufenen Werten wie Trina und Yingli noch Nachholpotential, der Widerstand bei > 11 USD scheint in der Tat aber recht hartnäckig. Müssen wir uns wohl noch gedulden - wenn sie dann anspringt, kannn es in der Tat m.E, schnell gehen.