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Interesting. This implies that 561MW of modules would garner revenue in Q4. I am very hopeful for others as this indicates huge domestic sales, nothing I have seen thus far in exports. However December could be the big one. Nothing moves with any regularity. I am optimistic now. In less than 3 weeks we should be able to see rest of the quarter. This is really good regardless.

Very good news as YGE hasn't tracked great on the exports data. Some have been much worse, but some have been tracking ahead of guidance as well.

YGE has had the bulk of China wins. So does that mean that funding for those wins has come through and China is going all out to building those plants (which would mean other winners as well), or is that demand coming from both China and abroad?

It suggests that China has been HUGE in Q4. Yge has not been exporting enough in October and November to meet guidance based on how much it was expected to ship to China. Still they'll beat guidance. If they are not exporting like crazy in December this means the China market has been much bigger than YGE expected and they've diverted shipment to it. Their guidance means they'll ship around 600 mw in Q4, which is at capacity, so they probably had to reduce exports to fill China requirements. JASO, JKS and LDK has also planned to ship a lot to China, but their exports have been even lower than can be expected from that. I'm now thinking that those that have focused a lot on the Chinese market have had more to fill there than they expected and have thus reduced exports. Others like Trina have also had very low exports. I think this makes odyd more positive on them, since it probably means that Trina's ambition to double shipments to China in Q4 were exceeded, that's why exports have been lower than expected.

The shift in name ranking we've seen in the exports data, might reflect more who's going heavily domestic and who's going international than whos able to sell most.

WSJ reported today that China targets 10GW new installs this year. This is just going to soak up so much of that Chinese capacity that would otherwise compete on international markets. Looks like the China boom is happening and the magnitude can pull the whole global industry up this year.

I don't mean to get carried away, but I do feel something finally brewing here.

It seems so. I have a simplistic question. Is there a dramatic difference in ASP's for China like there was say a year ago? Any thoughts?

Quoted from "spiritcraft"

Any thoughts?

A lot

I continued my thoughts on this here:

WSJ China plans to add 10GW solar 2013