chickmonk

chickmonk | Joined since 2013-10-21

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Stock

2015-12-15 15:55 | Report Abuse

Got picture for the expansion factory?

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2015-12-15 15:45 | Report Abuse

If today tekseng can't stand above 0.9. It's going to bearish.

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2015-12-15 14:52 | Report Abuse

Buy at your own risk.

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2015-12-15 12:10 | Report Abuse

Broke already. RM1.20 coming.

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2015-12-15 11:55 | Report Abuse

Once broke 0.9 , going to skyrocket.

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2015-12-09 13:57 | Report Abuse

It is possible tekseng going to list solartech in bursa to unlock the value. HUAT ar!!!!

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2015-12-08 15:48 | Report Abuse

Very hot person at this forum.

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2015-12-08 14:54 | Report Abuse

KYY buying this stock?

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2015-12-06 23:04 | Report Abuse

瘦田无人耕 耕开有人争!

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2015-12-06 23:01 | Report Abuse

(中央社記者張建中新竹6日電)美國及中國大陸掀起搶裝熱潮,帶動太陽能市場需求火熱,不少業者接單已達滿載水位,廠商更預期這波市場熱度可望延續到明年上半年,堪稱是景氣能見度最高的產業。

隨著減稅優惠即將到期,及政策補貼將調降,美國及中國大陸掀起一波太陽能搶裝潮,帶動全球太陽能市場需求急遽升溫。

包括矽晶圓廠綠能及太陽能電池廠茂迪、新日光和昇陽科產能都已達滿載水位,後續接單並持續暢旺。

昇陽科即表示,至明年1月產能都可望維持滿載水位。太陽能電池廠新日光更預期,太陽能電池將供不應求達半年之久,將缺貨到明年中。

在市場供應吃緊下,太陽能矽晶圓與電池產品價格不斷攀高,市調機構集邦科技預期,產品價格可望一路攀升到明年初。不少業者更預期,明年上半年產品價格依然看漲。

綠能即預期,明年第1季矽晶圓價格有機會延續上揚走勢。

在產品價格上漲趨勢明確下,下游太陽能模組及電廠業者已紛紛提前備料,或爭取簽訂長約,如安集10月進貨金額即達新台幣1.65億元,較9月激增94.59%,也較去年同期增加96.65%。

達能指出,太陽能電池廠客戶除接受漲價外,並紛紛探詢簽訂長期供應合約的可能,部分客戶甚至有意願提供預付款包下產能,預期市場熱度可望延續到明年上半年。

茂迪也表示,部分客戶有意爭取簽訂長達1年的長約,以確保料源無虞。

除了產業景氣能見度高,廠商中短期營運看俏外,聯合國氣候峰會11月30日在法國巴黎登場,法國與印度籌組國際太陽能聯盟,將共同發展太陽能技術,並推動在世界各地安裝大型且能夠負擔的太陽能系統,將為太陽能產業長期發展注入新動能。

在市場需求強勁,景氣能見度高,政策利多不斷,太陽能股成為市場追逐焦點,激勵上週太陽能股股價連袂大漲,其中,達能表現最強,股價大漲近3成,綠能股價也大漲21.61%。

其餘碩禾、國碩、中美晶、新日光、益通、昱晶及元晶股價也同步大漲超過1成水準。

碩禾上週市值大增40.18億元,新日光市值增加36億元,中美晶市值增加28.71億元;太陽能股上週市值合計增加約204億元。1041206

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2015-12-04 08:57 | Report Abuse

(中央社記者張建中新竹3日電)太陽能矽晶圓與電池片現貨價持續攀高,據市調機構集邦科技調查,第4季來台灣多晶太陽能電池價格已上漲5.7%,預期第4季價格漲幅可望達7.7%。

中國大陸及美國搶裝需求強勁,帶動太陽能矽晶圓與電池片現貨價延續攀升走勢;集邦科技調查指出,本週高效多晶矽晶圓現貨均價漲0.47%,第4季來漲幅約2.9%。

高效多晶太陽能電池現貨均價漲約0.3%,第4季來漲幅約4.7%;台灣多晶太陽能電池現貨均價本週漲約0.91%,第4季來漲幅約5.7%。

中國大陸多晶太陽能電池現貨均價本週漲幅約0.63%,第4季來漲幅高達11.9%。

在市場需求依然熱絡下,集邦科技看好太陽能矽晶圓與電池價格後續價格仍將延續攀升走勢,預期第4季多晶矽晶圓價格可望上漲約4.1%,高效多晶電池價格將漲6%。

集邦科技預期,台灣多晶電池第4季價格將漲7.7%,中國大陸多晶電池價格也將漲12%。隨著產品價格走揚,太陽能廠營運可望受惠。1041203

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2015-12-03 09:05 | Report Abuse

India’s plans for increasing solar power capacity are among the world’s most ambitious. Now, India is using the Paris climate conference to lay out a vision for the world to follow it into a solar future. The only problem will be whether India’s simultaneously planned expansion into coal will wipe out not only the benefits of its own solar industry, but that of other countries as well.
Speaking at the opening of the COP21 climate conference yesterday, prime minister Narendra Modi promoted his idea of a “solar alliance” of 120 countries. These participants, mostly in Latin America and Africa but also including the US, China, and France, would work together to increase solar capacity across emerging markets. The idea chimes with a conference theme: rich nations helping poorer nations expand their clean energy sectors through investment and technology sharing.
The scheme also fits into India’s new push into solar. Over the next seven years, the country plans to ramp up its domestic solar energy production capacity from 4 gigawatts (achieved in June 2015) to 100 gigawatts by 2022. One gigawatt is enough power for between 700,000 and 750,000 Western homes, so 100 gigawatts could fulfil the power needs of 75 million Indian households.
India’s domestic commitment to solar is “significant,” said Bob Ward, policy director at the Grantham Research Institute on Climate Change and the Environment at London School of Economics, to Quartz. “[Solar] is far cheaper and easier than building a centralized grid powered by fossil fuels,” as a way to bring electricity to the between 3 and 4 million people in India who don’t yet have it, he said.
But India is planning on the fossil-fuel grid as well. India’s emissions projections are based on a yearly 8.6% growth rate (pdf, p.27) and India is set to become the world’s biggest source of coal demand growth, according to the International Energy Agency.
The IEA also projects how much solar is likely to grow, globally. While the possible increase is large, the organization notes that we’re not currently on course for such a significant increase:

The current trends are based on nothing changing from the midpoint of the year in which the projection was made. The new policy scenario is based on what countries have so far said they’ll do. And the “450 Scenario” is a comprehensive look at what collective action would be needed to keep global warming to below the 2°C level—which is the aim of the COP21 talks.
With this in mind, Modi’s solar alliance—for which he’s hoping to source $400 million and for which India has pledged $30 million (to build the alliance headquarters in New Delhi) is a step in the right direction—but a small one.
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Stock

2015-12-02 09:31 | Report Abuse

Whole world solar companies in uptrend mode.

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2015-12-02 09:16 | Report Abuse

https://tw.stock.yahoo.com/q/ta?s=3561
Solartech energy keep going up these few days.

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2015-12-01 17:53 | Report Abuse

Taiwan company reported revenue increase in Oct and Nov. Next quarter result sure very nice!

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2015-12-01 17:51 | Report Abuse

【公告】昇陽科 2015年11月合併營收10.92億元 年增21.23%
2015/12/01 17:11 中央社

日期: 2015 年 12 月 01日

上市公司:昇陽科 (3561)

單位:仟元

【公告】昇陽科 2015年11 月合併營收 (單位:仟元)
項目 合併營業收入淨額
本月 1,092,124
去年同期 900,885
增減金額 191,239
增減百分比 21.23
本年累計 9,248,895
去年累計 8,862,355
增減金額 386,540
增減百分比 4.36
TOP

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2015-12-01 14:15 | Report Abuse

【財訊快報/王宜弘報導】巴黎氣候峰會週一(30日)召開,全球各國致力減碳救地球,激勵週二(12/1)國內太陽能族群股價全面大漲,除了茂迪( 6244 )之外,包括股王碩禾( 3691 )、新日光( 3576 )、昇陽科( 3561 )、昱晶( 3514 )、益通( 3452 )、綠能( 3519 )、中美晶( 5483 )與國碩( 2406 )等全面創下波段新高,新日光與國碩一度亮燈漲停。

太陽能產業5月以來就有復甦跡象,下半年以來更是利多不斷,國內多家電池大廠第三季實現單季轉盈,碩禾更是以一季賺逾1.5個股本的優異成績,刷新歷史紀錄,因此,以股王碩禾領軍的太陽能族群,至今呈現大漲小回的姿態,碩禾母公司國碩更因擁有金雞母而獲得市場青睞,近期成為盤面最強勢的太陽能股,短短半個月飆漲55%。

除了市場秩序漸趨穩定,加上整體需求持續攀升,帶動這一波太陽能電池產業量價俱揚,包括中、美與新興國家市場都是刺激需求大幅躍升的因素。業者預估,今年全球太陽能電池裝置量將達58-60GW之間,明年預計還有2成以上的成長空間,上探70GW。

而巴黎氣候峰會無懼ISIS恐攻威脅,週一正式召開,這次巴黎峰會全然意識到地球暖化的危機已迫在眉睫,因此各界認為在美、中兩大排碳量最大的國家都有共識之下,成功的機率相當高。而減碳的措施箭在弦上,潔淨能源的需求將更為殷切,這也激勵週二台太陽能股全面反映此一題材而大漲創高,族群整體的多頭走勢相當明確。

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2015-11-27 16:24 | Report Abuse

faster sell...i'm waiting
在昇陽科合資的馬來西亞廠部分,昇陽科持股比例40%,主要市場為美國以及東南亞,因售價比台灣價格高近1-2成,且在量產後,目前已調整到成本與台灣廠幾乎差不多,所以獲利率於第四季可望顯著提升,目前已有3條產線就緒,並持續在購買設備擴產中。

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2015-11-27 16:24 | Report Abuse

昇陽科11月營收再創新高;PERC高價品出貨提升

全文網址: http://www.moneydj.com/KMDJ/News/NewsViewer.aspx?a=b20f7054-c99a-4bb8-9f41-b7a125391e84#ixzz3sg7O5GtN
MoneyDJ 財經知識庫

MoneyDJ新聞 2015-11-27 12:46:07 記者 萬惠雯 報導
昇陽科營運展望
1.11月營收將再創新高
2.高價PERC產品比重拉高 有利營收獲利
3.12月訂單已接滿
4.能見度可達明年Q1無虞
5.馬來西亞廠獲利大增 擬持續擴產

太陽能電池廠商昇陽科(3561)10月營收再返逾10億元的水準,11月在委外加持以及高價PERC(背鈍化,Passivated Emitter Rear Cell)產品出貨比重拉升下,營收可望再創新高,目前12月訂單已接滿,能見度可達明年Q1無虞,至於與合作夥伴合資的馬來西亞廠,因自量產後生產調整順利、成本降至與台廠相當水準,獲利率大幅提升,擬持續擴產。
在市場面部分,昇陽科中國占比重3-4成,日本占比重1-2成,歐洲占比重3成。目前看來,需求是各個市場都有提升,包括大陸、歐洲以及中東和美國市場。
在近期營運上,在海運問題遞延出貨效應下,昇陽科10月營收已回到約當2011年8月來的新高水準〈今年來營收最高為8月份的10.647億元〉,即使本身產能已緊繃,但由於昇陽科仍透過轉賣以及將訂單轉到高價PERC產品,使11月仍有機會再創新高。
PERC太陽能電池為透過增加幾道製程,就可有效提升太陽能電池轉換效率的技術,為性價比高的高效太陽能電池生產技術。在PERC的發展上,目前昇陽科單、多晶產品都有,以多晶產品來說,PERC多晶平均轉換效率可達19.3%,因效率高,價格可較一般品高1-2美分,目前昇陽科已有4台PERC機台,約占總產能3成,產線看客戶需求可以與一般單、多晶產品調配,目標未來4台可以全開。
而在訂單能見度上,除了11月營收可再創新高,12月訂單也已接滿,能見度可達明年Q1,但因過去產業大起大落的波動,仍會謹慎看待景氣。
在昇陽科合資的馬來西亞廠部分,昇陽科持股比例40%,主要市場為美國以及東南亞,因售價比台灣價格高近1-2成,且在量產後,目前已調整到成本與台灣廠幾乎差不多,所以獲利率於第四季可望顯著提升,目前已有3條產線就緒,並持續在購買設備擴產中。


全文網址: http://www.moneydj.com/KMDJ/News/NewsViewer.aspx?a=b20f7054-c99a-4bb8-9f41-b7a125391e84#ixzz3sg7SxWkw
MoneyDJ 財經知識庫

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2015-11-24 08:41 | Report Abuse

Solar demand very high. Taiwan solar stock all went up. Tekseng will follow. Haha!

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2015-11-23 16:17 | Report Abuse

http://udn.com/news/story/7250/1332252-%E5%A4%AA%E9%99%BD%E8%83%BD-%E5%8F%B0%E8%82%A1%E4%B8%80%E6%8A%8A%E7%81%AB
太陽能類股今日紅光滿面,量價齊揚,相關類股今日盤中上游到下游股價一片紅,由太極(4934)領軍,太極盤中爆大量,一度攻上漲停,激勵其他太陽能個股也光芒四射,如中美晶(5483)、元晶(6443)、昱晶(3514)、茂迪(6244)、新日光(3576)、昇陽科(3561)等,今日盤中漲幅皆在3.27%至7.85%間,相對大盤亮眼許多。

受惠各國政策跟需求加持,如中國太陽能電廠需求持續開出,外加美國、日本、新興國家需求未減,相關需求面帶動下,近期太陽能電池、模組報價持續走揚,也激勵太陽能類股近日大漲,挑戰前波高點,今日成為台股盤面最亮的群組之一。

太極今日盤中漲勢最為明顯,收盤站上20元,成交量能也倍增至4.2萬張,股價超越周線及月線等指標。太極受惠於太陽能相關產品價格持續調漲,與新台幣貶值等利多加持,第3季也順利由虧為盈,太極目前台灣電池產能約500MW,第3季開始移轉200MW到越南廠,越南廠將新增約200MW的產能,最快將在今年底、明年初時全部到位並開始放量,太極指出,展望第4季,11月及12月狀況都還不錯,訂單皆已滿載。

太陽能市場需求依然熱絡,茂迪、新日光、元晶、昇陽科等大廠,本季訂單能見度佳,部分廠商訂單能見度已到明年第1季末。昇陽科指出,受惠於訂單需求不減,現階段產能全滿,產品價格持續微幅上漲,目前訂單能見度高,且持續明朗化,整體太陽能產業目前看起來都算樂觀。

新日光表示,目前市場需求暢旺,太陽能電池平均銷售價格可望持續逐步走揚,後市樂觀,預期公司第4季營運表現將更為好轉。

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2015-11-23 12:32 | Report Abuse

http://www.appledaily.com.tw/realtimenews/article/new/20151123/738207/
太陽能淡季不淡,在訂單暢旺,類股續漲,太極(4934)、國碩(2406)在買盤持續追價下,股價大漲,太極漲幅逾8%,而國碩漲幅也在6%之上。

太極早盤成交量放大到逾1.7萬張,股價拉1根長紅棒,突破20元關卡,並站上5日均線。

國碩在金雞母的挹注下,今年可望小賺,而本業Wafer也可望在2017年虧轉盈,吸引外資買盤進場,在外資連9買下,股價從25.1元,一路往上攻,今持續開高走揚,股價也突破30元大關,最高來到31.1元。

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2015-11-22 22:28 | Report Abuse

@Greenpeace: The global market for #solar is set to boom next year! Good news for #renewableenergy. https://t.co/NZFJc0XsVr https://t.co/eeTMJFtE4Y

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2015-11-22 09:05 | Report Abuse

昇陽科訂單 看到下季
分享分享分享留言
2015-11-21 01:34
經濟日報 記者鐘惠玲/台北報導


太陽能市況熱,包括昇陽科(3561)等電池廠,11月業績有望更上層樓,到今年底訂單無虞,明年首季能見度也高,第4季獲利有機會超越第3季。

昇陽科目前產能全滿,產品價格持續微幅上漲,法人估計,該公司11月營收可能比10月成長。至於12月的情況,因供不應求,客戶即使想下單,也不一定可趕在當月交貨,產品價格應會繼續走揚。昇陽科在第3季順利轉盈後,本季表現會更好。

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2015-11-20 11:27 | Report Abuse

Where is the bear?

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2015-11-20 09:19 | Report Abuse

I'm waiting to collect. Please drop more.

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2015-11-19 10:06 | Report Abuse

Yeah faster sell. I'm waiting to collect.

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2015-11-18 16:19 | Report Abuse

Panic selling. Haha

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2015-11-18 11:34 | Report Abuse

Means faster sell. Haha

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2015-11-16 16:47 | Report Abuse

Next year RM3.00

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2015-11-16 16:25 | Report Abuse

RM1.20 on the way.

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2015-11-13 17:04 | Report Abuse

Everyday up bit by bit. Very soon will reach RM1.20

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2015-11-12 10:19 | Report Abuse

finally drop now. Haha!!

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2015-11-11 18:36 | Report Abuse

borrow from bank for expansion!!

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2015-11-11 11:12 | Report Abuse

Maybe taiwan going to invest more in tekseng. Huat ar!!!!

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2015-11-11 11:11 | Report Abuse

太陽能電池廠昇陽科(3561)昨(10)日宣布與銀行團簽署五年期36億元聯貸案,由於太陽能市況大好,該公司規劃擴產,最快明年4、5月,新產能即可投產。

台灣多家電池廠已於第3季轉盈,昇陽科雖尚未公布第3季財報,預期也將單季轉盈。法人估,由於昇陽科產能滿載,產品價格持續提升,昇陽科第4季表現有機會比上季更好。

昇陽科目前電池產能已近1GW(10億瓦),預計透過製程設備與技術提升,加上小幅擴產,明年產能可達1.2GW。由於不需新蓋廠房與其他工程,昇陽科規劃擴充二條新的生產線,預計需5億元資金購置機器設備。

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2015-11-11 10:33 | Report Abuse

Bear market still can up sure someone collecting it. Next target RM1.20!

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2015-11-09 11:44 | Report Abuse

Engine started. Can't stop already.

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2015-11-09 11:42 | Report Abuse

WA slowly catching up with mother price. Premium still negative. BUY!

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2015-11-09 11:29 | Report Abuse

Fast buy. They going to push higher and higher until you dare not to buy like dsonic.

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2015-11-09 11:24 | Report Abuse

Tekseng gonna follow old dsonic path.