SPVI Blog

SolarPVInvestor Blog

16
April
2012

CNOOC bid for CSIQ for $300 mln

Oil company wants to get into PV

China National Offshore Oil Corp (CNOOC) just announced that it intended to buy Canadian Solar (CSIQ) for $300 mln. But CSIQ is likely to reject the deal and wants a higher price.

Written by: Pierce Lee Categories: China PV Corner

15
April
2012

Some PV demand forecast for 2012 China

Junfeng Li: 5-7 GW and Ray Lian: ~5 GW, with possibility going 6 GW

Recently, Junfeng Li, a former CDRC official and influential figure in energy policy said China's 2012 demand is likely to be 5-7GW. Ray Lian, an analyst from Solarbuzz saw a demand of 5GW with possibility going to 6GW.

Written by: Pierce Lee Categories: China PV Corner

10
April
2012

Some updates on LDK's layoff

from China's 21th Century Economics Report

Two rounds of layoff - rumor has it up to "a few thousands". LDK offcials have not yet responded to the alleged number.

Written by: Pierce Lee Categories: China PV Corner

10
April
2012

Cost competition between FSLR's CdTe module and c-Si modules from China

c-Si module cost may not be as low as Merrill claimed

Merrill downgraded FSLR Monday by saying c-Si module cost will reach $0.65/w next year. Yet one needs to look at the big picture there.

Written by: Pierce Lee Categories: China PV Corner

10
April
2012

GCL plans layoff, targeting wafer plants at Yangzhou

Wafer capacity needs to go down

Poly and wafer giant GCL also decided to cut back on its wafer division, let go workers at its Yangzhou wafer plant in April.

Written by: Pierce Lee Categories: China PV Corner

09
April
2012

LDK plans lay off

Number of employees affected not known yet

LDK confirmed it planned to lay off some workers at a few plants.

Written by: Pierce Lee Categories: China PV Corner

07
April
2012

ET solar shut down its wafer division

also laying off workers in the division

ET solar decided to close its wafer division, let go workers. ET is primarily a solar developer based in Nanjing, China.

Written by: Pierce Lee Categories: China PV Corner

03
April
2012

SOL CEO optimistic on 2H demand

solar panels may be in short supply in Q3

CEO Li Xianshou insisted 7GW forecast for China in 2012

Written by: Pierce Lee Categories: China PV Corner

03
April
2012

LDK poly group liquidity tight

wafer and module should be similar

It is said LDK's polysilicon group is in liquidity crunch - cannot pay suppliers with cash

Written by: Pierce Lee Categories: China PV Corner

29
March
2012

10 hyped technologies - by SOL CEO

10 hyped technologies - by SOL CEO

SOL CEO put up a list of 10 hyped solar technologies on 3/27/2012.

Written by: Pierce Lee Categories: China PV Corner