nach Resplit 5:1 bergauf?
Resplit 5:1
Ankündigung der chinesischen Regierung zur Unterstützung von Solarzubau
Schlusskurs Nasdaq 4,08 $ (+19,45%), enspricht Wert im Euro vor Resplit von 0,63€ ý zuletzt vor ca. 3 Monaten gesehen :)
Vielleicht geht´s endlich wieder up?!?!
selten einen wert gesehen der so viel verbrannt hat.
der split dient doch nur um die braut schöner zu machen als sie ist.
einen aufwärtstrend ssehe ich für die nächste zukunft hier auf keinen fall.
dazu müsste amerika viel mehr auf erneubare energien setzen.
dazu haben sie aber noch viel zu viele andere resourcen.
umweltschutz kostet doch in amerika nichts,warum dann in so etwas investieren.
nachdem nun Warren Buffett ebenfalls in Solar macht, befinden wir uns mittlerweile bei
5,18 USD - und das bei sehr hohem Volumen.(18:15 Uhr MEZ @ Nasdaq.com)
ohne Resplit wäre dieses ein Wert von ca. 0,8 Euro gewesen, was seid dem Resplit ein Kursgewinn von 45% bedeutet.
dann weisst du auch das es nur ein winziger tropfen auf den heissen stein ist was den derzeitigen anstieg betrifft.
jemals den höstand zu erreichen,fällt mir sehr schwer.
aber wunder gibt es immer wieder.
bei mäßigem Volumen, das 6 Monatshoch ist übrigens überschritten.
In US-Währung innerhalb eines Monats ein Anstieg von 67%....
kennt jemand die short quote?
schlusskurs gestern 9,56 $ - after markt sogar 10,1 $
immerhin knappe 250% seid threadbeginn - und das in 6 monaten :-)
weiter so
vergesst nicht den tatsächlichen kurs vor den ke.
weiß jemand warum der kurs überhaupt so steigt?
Frage mich allerdings ob dieser trend nun anhält. ying li heute auch gute 20% Plus
Verlust zwar immer noch - aber ordentlich reduziert.
Gibt's auf der HP unter IR
von was?
selten einen solchen wert gesehen.
alles steigt irgendwie,nur ja solar bleibt wo sie hergekommen sind.
solche ausschläge nach oben oder unten,kaum zu fassen.
weiß jemand was genaues????
GlobeNewswirePress Release: JA Solar Holdings Co., Ltd. – 1 hour 7 minutes ago
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JASO 7.96
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SHANGHAI, China, Aug. 29, 2013 (GLOBE NEWSWIRE) -- JA Solar Holdings Co., Ltd. (JASO) ("JA Solar" or the "Company"), one of the world's largest manufacturers of high-performance solar power products, today announced its unaudited financial results for its second quarter ended June 30, 2013.
Second Quarter 2013 Highlights
Shipments were 463.7 MW, consisting of 253.9 MW of modules and module tolling, and 209.8 MW of cells and cell tolling, above the high end of the Company's previous guidance of 430 MW and an increase of 4.7% from the first quarter of 2013
Net revenue was RMB 1.6 billion ($258.1 million), compared to RMB 1.7 billion ($273.3 million) in the first quarter of 2013
Gross margin was 8.1%, compared to gross margin of 6.0% in the first quarter of 2013
Operating loss was RMB 33.3 million ($5.4 million), compared to an operating loss of RMB 85.2 million ($13.9 million) in the first quarter of 2013
Net loss was RMB 132.4 million ($21.6 million) and loss per diluted ADS was RMB 3.58 ($0.58), compared to loss per diluted ADS of RMB 5.29 ($0.86) in the first quarter of 2013
Cash, cash equivalents and restricted cash at the end of the quarter were RMB 2.2 billion ($354.8 million), compared to RMB 3.1 billion ($499.3 million) at the end of the first quarter of 2013
Operating cash flow was positive RMB 503.5 million ($82.0 million), compared to negative RMB 8.4 million ($1.4 million) in the first quarter of 2013
Mr. Baofang Jin, executive chairman and CEO of JA Solar, commented, "We were encouraged by our performance in the second quarter, with shipments exceeding the high end of our guidance despite the regulatory uncertainty in Europe. Our gross margin once again improved, benefiting from a combination of sustained cost reduction efforts and a more stable pricing environment. We also continued to exercise prudent management of our balance sheet, and posted strong operating cash flow."
Mr. Jin continued, "We were especially pleased by the continued success of our geographic diversification strategy. In the second quarter, Europe accounted for about 20% and the Americas accounted for about 8% of our total shipments. Going forward, with clarity about the regulatory environment in both markets, we're confident we can consolidate our position further. In particular, we're excited about the long-term opportunity to increase our market share in the U.S., where we have established a bankable brand.
"Japan was once again a key revenue driver for us, and customers there continue to respond well to our high-efficiency product offering in spite of increased competition. We expect to benefit from further growth in the Chinese market, where the government recently increased its target to 35 GW of cumulative solar installations by 2015. We also made significant progress in accessing new markets such as Thailand and Australia.
"With a stabilized pricing environment across key solar markets, we will continue to focus on cost reduction and efficient working capital management," Mr. Jin added. "JA Solar's well-established bankability and high-efficiency product offering have enabled us to serve the needs of an increasingly demanding market. Alongside our core manufacturing business, we are also exploring further opportunities in project development, which we hope will play an increasing role in our revenue mix in the coming years."
Second Quarter 2013 Financial Results
Total shipments in the second quarter of 2013 were 463.7 MW, above the high end of the Company's previously provided guidance of 410 MW to 430 MW. This represents a 4.7% increase from 442.7 MW in the first quarter of 2013 and an 11.0% increase from 417.8 MW in the second quarter of 2012.
Shipment breakdown by product (MW)
(MW) 2013Q2 2013Q1 2012Q2 QoQ% YoY%
Modules and module tolling 253.9 251.5 230.1 1.0% 10.3%
Cells and cell tolling 209.8 191.2 187.7 9.7% 11.8%
Total 463.7 442.7 417.8 4.7% 11.0%
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Shipment breakdown by region (percentage)
§2013Q2 2013Q1 2012Q2 QoQ(pp) YoY(pp)
China 37.8% 39.0% 39.3% -1.2pp -1.5pp
APAC ex-China 34.2% 29.3% 13.6% 4.9pp 20.6pp
Europe 19.7% 26.8% 42.5% -6.9pp -22.8pp
Americas 7.9% 0.6% 4.6% 7.3pp 3.3pp
Others 0.4% 4.3% 0.0% -3.9pp 0.4pp
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Net revenue in the second quarter of 2013 was RMB 1.6 billion ($258.1 million), a decrease of 5.5% from RMB 1.7 billion ($273.3 million) in the first quarter of 2013 and a decrease of 12.3% from RMB 1.8 billion ($294.4 million) in the second quarter of 2012. The sequential decrease in net revenue in spite of the sequential increase in shipments was mainly due to an increase in the proportion of total shipments accounted for by module and cell tolling.
Gross profit in the second quarter of 2013 was RMB 128.7 million ($21.0 million), compared with a gross profit of RMB 99.9 million ($16.3 million) in the first quarter of 2013 and gross profit of RMB 86.1 million ($14.0 million) in the second quarter of 2012. Gross margin was 8.1% in the second quarter of 2013, compared with 6.0% in the first quarter of 2013 and 4.8% in the second quarter of 2012.
Total operating expenses in the second quarter of 2013 were RMB 161.9 million ($26.4 million), compared with RMB 185.2 million ($30.2 million) in the first quarter of 2013 and RMB 242.0 million ($39.4 million) in the second quarter of 2012. The sequential decrease in operating expenses was mainly due to more stringent control of expenses.
Operating loss in the second quarter of 2013 was RMB 33.3 million ($5.4 million), compared with an operating loss of RMB 85.2 million ($13.9 million) in the first quarter of 2013 and an operating loss of RMB 155.9 million ($25.4 million) in the second quarter of 2012. Operating margin was negative 2.1% in the second quarter of 2013, compared with negative 5.1% in the first quarter of 2013 and negative 8.6% in the second quarter of 2012.
Other loss in the second quarter of 2013 was RMB 8.3 million ($1.3 million), compared with other loss of RMB 17.5 million ($2.9 million) in the first quarter of 2013 and other loss of RMB 48.4 million ($7.9 million) in the second quarter of 2012.
Loss per diluted ADS in the second quarter of 2013 was RMB 3.58 ($0.58), compared with loss per diluted ADS of RMB 5.29 ($0.86) in the first quarter of 2013 and loss per diluted ADS of RMB 11.69 ($1.91) in the second quarter of 2012.
In the second quarter of 2013, the Company generated positive operating cash flow of RMB 503.5 million ($82.0 million).
Liquidity
As of June 30, 2013, the Company had cash, cash equivalents and restricted cash of RMB 2.2 billion ($354.8 million), compared with RMB 3.1 billion ($499.3 million) as of March 31, 2013. The sequential decrease in cash, cash equivalents and restricted cash balance was mainly due to the repayment at maturity of $119.2 million of the Company's senior convertible notes and accrued interest in May 2013, as well as the repayment of certain bank loans that were not renewed at maturity.
As of June 30, 2013, total working capital was RMB 684.6 million ($111.5 million), compared with RMB 278.4 million ($45.4 million) as of March 31, 2013. The sequential increase in working capital was mainly due to the reclassification of the Company's outstanding entrustment loan (as described below), which resulted in a smaller current portion of long-term debt as of June 30, 2013.
As of June 30, 2013, total short-term bank borrowings were RMB 672.4 million ($109.6 million), compared to RMB 949.6 million ($154.2 million) as of March 31, 2013.
As of June 30, 2013, total long-term bank borrowings were RMB 3.5 billion ($576.8 million), of which RMB 2.0 billion ($328.0 million) were due in one year. This compares to total long-term bank borrowings as of March 31, 2013 of RMB 3.9 billion ($630.7 million), of which RMB 2.8 billion ($456.8 million) were due in one year.
Recent Business Developments
On August 5, 2013, the Company extended the terms of its outstanding entrustment loan (the "Hefei Loan") with Hefei High-tech Development Park Management Committee in the amount of RMB 1.44 billion ($234.6 million), which was initially entered into in June 2011. Under the new terms, RMB 288.0 million ($46.9 million) of the Hefei Loan and accrued interest on the balance of the loan principal will be due on January 20, 2014, RMB 432.0 million ($70.4 million) and accrued interest on the balance of the loan principal will be due on January 20, 2015, and the remainder and accrued interest on the balance of the loan principal will be due on January 20, 2016. As a result of the extension of the Hefei Loan, JA Solar reclassified the portion of the Hefei Loan previously classified as a current portion of long-term debt in the amount of RMB 962.0 million ($156.7 million) as a long-term liability, thus reducing the Company's current liabilities and improving its working capital levels as of June 30, 2013.
On August 14, 2013, the Company announced that it has entered into a Securities Purchase Agreement with a single institutional investor to issue securities in a registered direct offering (the "Offering") that will result in gross proceeds to the Company of up to $96.0 million, before deducting the placement agent fees and estimated offering expenses. On August 16, 2013, a sale under the Offering was successfully closed with 3,045,685 American Depositary Shares issued at a price of $7.88 per ADS, and gross proceeds to the Company of $24.0 million.
Solar Projects Update
JA Solar has been actively exploring solar project development opportunities since early 2012, and is currently engaged in a number of projects at various stages of development.
The Company obtained permits for two 50 MW projects in Dunhuang from the Gansu Provincial Development and Reform Commission. Construction of the first 50 MW project has already commenced.
On August 27, 2013, the Company announced that it plans to develop three solar power projects totaling 300 MW in Xingtai City in China's Hebei Province. The projects are located in Xingtai City's Lincheng, Neiqiu and Xingtai counties, and each has a capacity of 100 MW. The Company has obtained approval from the Hebei Provincial Development and Reform Commission to develop the first 50 MW phase of the Lincheng County project. The Company has also signed framework agreements with local authorities pertaining to the projects in Neiqiu and Xingtai counties, and expects to receive rights to develop such projects by the end of this year.
Business Outlook
For the third quarter of 2013, the Company expects total cell and module shipments to be between 450 MW and 470 MW. The Company's full year guidance of 1.7 GW to 1.9 GW remains unchanged.
Investor Conference Call / Webcast Details
A conference call has been scheduled for today, Thursday, August 29, 2013, at 8:00 a.m. U.S. Eastern Time (8:00 p.m. Beijing/Hong Kong Time). The call may be accessed by dialing +65-6723-9381 (international), +1-845-675-0437 (U.S.), or +852-2475-0994 (Hong Kong). The passcode is JA Solar. A live webcast of the conference call will be available on the Company's website at www.jasolar.com. A replay of the call will be available beginning two hours after the live call and will be accessible by dialing +61-2-8199-0299 (international) or +1-855-452-5696 (U.S.). The passcode for the replay is 34600028.
Currency Convenience Translation
The conversion of Renminbi into U.S. dollars in this release, made solely for the convenience of the reader, is based on the noon buying rate in the city of New York for cable transfers of Renminbi as certified for customs purposes by the Federal Reserve Bank of New York as of June 28, 2013, which was RMB 6.1374 to $1.0. No representation is intended to imply that the Renminbi amounts could have been, or could be, converted, realized or settled into U.S. dollars at that rate on June 28, 2013, or at any other date. The percentages stated in this press release are calculated based on Renminbi.
Forward-looking Statements
This press release contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by words such as "may," "expect," "anticipate," "aim," "intend," "plan," "believe," "estimate," "potential," "continue," and other similar statements. Statements other than statements of historical facts in this announcement are forward-looking statements, including but not limited to, the Company's expectations regarding the expansion of its manufacturing capacities, its future business development, and its beliefs regarding its production output and production outlook. These forward-looking statements involve known and unknown risks and uncertainties and are based on current expectations, assumptions, estimates and projections about the Company and the industry. Further information regarding these and other risks is included in Form 20-F and other documents filed with the Securities and Exchange Commission. The Company undertakes no obligation to update forward-looking statements, except as may be required by law. Although the Company believes that the expectations expressed in these forward-looking statements are reasonable, it cannot assure you that its expectations will turn out to be correct, and investors are cautioned that actual results may differ materially from the anticipated results.
rauf und runter?????
stellt sich wirklich letzendlich die frage warum der wert nicht schon andere höhen erreicht hat.
Bin auf die Reaktion der Märkte gespannt.
Vielleicht kann ja auch endlich Ja Solar etwas vom Solar hype profitieren!
Es sind dramatische Folgen des rasanten Wachstums: Im Reich der Mitte gerät die eilig hochgepäppelte Solarindustrie ins Schlingern. Viele Unternehmen gelten als hoch verschuldet. Jetzt eilen die Wirtschaftslenker der Partei der Branche zu Hilfe.
China will die hoch verschuldeten Solarfirmen des Landes mit großzügigen Steuererleichterungen vor dem Absturz bewahren. Die Hersteller von Solaranlagen erhielten die Hälfte der Mehrwertsteuern erstattet, teilte das Finanzministerium in Peking mit. Erst Ende August hatte die nationale Entwicklungs- und Reformkommission umfangreiche Subventionen für Solarkraftwerke bereitgestellt.
Chinas Staatsbanken droht ein großer Crash wie den US-Investmentbanken vor fünf Jahren. 15.09.13 Lehren aus der Lehman-Pleite Warum die nächste Finanzkrise aus China kommt
Unerlaubte Staatshilfen?: EU knickt im Solarstreit ein 07.08.13 Unerlaubte Staatshilfen? EU knickt im Solarstreit ein
Pilotprojekt in Sichtweite der A20: Deutschlands größte Versuchsanlage zum "Aufbewahren" von Windstrom in Wasserstoff. 19.09.13 Ingenieurstechnische Speicherträume Windpark erzeugt Wasserstoff
Neue Probleme für die deutsche Solarindustrie?: China will Solarleistung verfünffachen 15.07.13 Neue Probleme für die deutsche Solarindustrie? China will Solarleistung verfünffachen
Chinas Solarbranche leidet unter Überkapazitäten und einer hohen Verschuldung. Die amtliche Nachrichtenagentur Xinhua zitierte die chinesische Gesellschaft für Erneuerbare Energie, wonach die zehn führenden Unternehmen der Branche mit bis zu 100 Milliarden Yuan (gut zwölf Milliarden Euro) verschuldet sind.
Staatlich geförderte Solar-Blase?
Die Regierung in Peking hat zwar angekündigt, die Konsolidierung in dem Sektor vorantreiben zu wollen. Doch zugleich genießen die Unternehmen besonders auf kommunaler Ebene Schutz, weil sie häufig wichtige Arbeitgeber vor Ort darstellen und damit für lokale Parteigrößen als wichtiger Garant für Stabilität und Zufriedenheit in der Bevölkerung gelten.
Erst in den vergangenen Monaten hatten die Europäische Union und China einen Streit über Dumping bei Solarmodulen beigelegt. China ist nach einer staatlich gesteuerten Aufholjagd mittlerweile der weltweit führende Produzent von Solarmodulen. Die starke Förderung durch staatliche Stellen hatte den Konkurrenzdruck auf internationaler Ebene enorm verschärft. In Europa und den USA waren daraufhin zahlreiche Unternehmen der jungen Branche in Schwierigkeiten geraten.
Quelle: n-tv.de , mmo/rts
Sehr schön - hoffentlich kommt die Tea-Party auch noch zur Vernunft
Per the deal, JA Solar will supply 96 megawatt (MW) of solar modules to CPI Huanghe Hydropower, which are likely to be utilized in two solar projects in China's Qinghai Province. The company has already started deliveries of the modules and expects to wrap it up by the end of this month.
Read more: http://www.nasdaq.com/article/...-analyst-blog-cm274675#ixzz2gYGxNu6g
und hier der Grund warum sie gestern um 8% stiegen
JA Solar Supplies 5 MW of Modules to Ralco Energy in Israel
(JASO) ("JA Solar" or the "Company"), one of the world's largest manufacturers of high-performance solar power products, today announced that it has supplied 5 MW of its high-efficiency 270 W monocrystalline solar modules to Ralco Energy, Ltd., a subsidiary of Ralco Group, one of Israel's largest companies. The modules will be used in a ground-mounted solar project in Israel......
http://finance.yahoo.com/news/ja-solar-supplies-5-mw-100000231.html
Another technical analysis report hit my mailbox this morning. Zev Spiro at Orips Research thinks JA Solar (JASO) can move beyond $20 if this stock can break $11.25:
A trigger of the pattern would indicate an uptrend with a minimum expected price objective in the $20 area. All portfolios may initiate with a confirmed move above the neckline, [in the $11.25 area].
JA Solar is now trading at $10.7.
via http://blogs.barrons.com/emergingmarketsdaily/...pile-into-the-rally/