德國12月安裝量3GW 中概光伏板塊飆升26.25%
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GS(14)@2012-01-12 22:55:09http://news.imeigu.com/a/1326322298277.html
（i美股訊）北京時間1月12日消息 i美股中概太陽能指數週三飆漲26.25%報收於374.587點。中概光伏個股全線上漲，其中韓華新能源領漲，漲36.8%報收於1.71美元；晶澳太陽能漲34.72%，報收於,1.94美元，位居中概光伏漲幅榜第二名，盤後交易中繼續上漲2.06%；漲幅最小的阿特斯太陽能上漲15.48%，報收於3.58美元。
1月11日有外媒報導基於四季度德國提高組件需求，太陽能供應商未來幾週企業發佈的業績或將有爆炸性增長。此前有報導德國在12月份安裝了超3GW的太陽能組件，而該數字在2011年全年將創紀錄刷新至7.5GW。需求創出高峰有益於穩定組件價格，幫助企業消化過剩庫存。對於多晶硅、硅片和電池供應商，其產品有可能在四季度銷售異常強勁。過去一年由於多晶硅供過於求導致價格下跌，供應商受到衝擊，多家企業在垂直整合自己業務。
報告同時指出，德國可能在2012年削減約15%的進口關稅，這可能會降低對下游企業的需求。另外太陽能公司面臨的風險還來自他們沒有核心技術優勢且沒有具備品牌優勢的模塊製造商。
總體來看，太陽能板塊2011年一路走軟，近期走勢稍顯平緩，以今日i美股中概太陽能指數收盤的374.578點計算，較52周高點1251.87相去甚遠。
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GS(14)@2012-01-12 22:55:32http://www.fool.com/investing/ge ... you-need-to-kn.aspx
So what: Germany installed more than 3 GW of solar in December, according to reports, and reached another annual record of 7.5 GW in 2011. That spike in demand helped module prices stabilize and is eating off the excess inventory in the supply chain. For polysilicon, wafer, and cell suppliers, the higher demand means that sales of their products were likely much strong in the fourth quarter.
Suppliers have been hit especially hard in the past year as manufacturers worked to vertically integrate their own operations and as an oversupply of polysilicon in the market led to falling material prices. We'll know more about the fourth quarter and future demand in the next few weeks as companies begin to announce fourth-quarter earnings.
Now what: This news is positive in the short term, but there are still many unknowns going forward. The incredible level of installation in Germany was because of a feed-in tariff cut that took effect in 2012, and the high level of installations means another 15% cut is likely to come in mid-2012. Those cuts may lead to lower demand in 2012.
These are still four of the riskiest companies in solar because they don't have a major technology advantage and aren't brand-name module manufacturers. I wouldn't buy the bounce today because it's likely that demand will take a dive once German feed-in tariffs are cut. Long term, I think the solar industry has a lot of potential, but for now it looks like a rocky road ahead.