2007年7月18日 星期三

By going into the sale of silicone raw materials

Ferrari Hsiao

By going into the sale of silicone raw materials, Gintech昱晶 (3514 - TW orders) in June -- double the revenues of violence, first breakthrough 1 billion mark, showing an upturn in trading, but long Guopanchen Finance said that by the high proportion of the cash, Q2 profit no less than the first quarter, and contract expected until the second half started supply, Gross margin end of the year is likely to break the 30%. Guo Yan Chen noted that the second half of MEMC and other materials for long after the start, first half of the 7% share of the cash will be greatly reduced to 3%, the third quarter of this year, the proportion of the contract can be expected breakthrough 7%. cost will significantly cut the end of the year, a chance to explore gross profit margin 30%. Ac output rapidly, funding came quite rapidly, Guo Yan Chen said that, following the May run at 1.5 billion by now, Today also received 4.5 billion joint loan funds, expected fourth quarter of this year replenishment of the listing of new shares could raise two billion yuan of funds, so, liabilities ratio will remain at 60% of reasonable limits. At present, the permeability of cell conversion rate of about 15.7%, the chairman GUO Jun-xiong said that in order to improve the conversion rate, the company also engaged a consultant to the German Agency for Technical Research, the end is expected to improve to 16% yields are from the current 97%. up to 99%, but subject to the source material, mainly still polycrystalline ratio higher than 90%. Recently, manufacturers of solar energy integration moves frequently, GUO Jun-xiong but in the old gods. says will focus on the solar cell industry output, and the tendency of raw materials to large mutual investment, even Convertible way strategic alliance in order to achieve a stable source of material, but not consider merger 2-3 now with the manufacturers to conduct negotiations. As for the attention of the market by the film solar cell area, GUO Jun-xiong candor, As the film field with the traditional silicon solar cells entirely different, with the focus on building technologies, it is still not cut into consideration; Vertical integration in the future if it will be the top priority into the system-rather than profit was compressed module. In addition, the permeability of the high-tech industry for a speech last week, the Industrial Development Bureau has been agreed that the scheduled July 10 pieces sent to the Stock Exchange, scheduled for October this year listed, it is interesting, green energy綠能 (3519 - TW) will be on the same day sent pieces then who can grab the first Hong Kong, Taiwan became the first listed solar companies, the market will wait and see.

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