尚德第一季度业绩

来源:Solarbe 编译发布时间:2010-06-04 11:27:52

    尚德第一季度盈利猛增,中国太阳能电池板在美国和全球市场所占据的份额也越来越大。
    公司调升2010年出货量从预测的50兆瓦到1300兆瓦,发送美国的存托股票上涨3.1%。
    据报道,尚德的利润达到2070万美元,每股美国存托11美分,高于之前的180万美元,每股美国存托1美分。
    尚德表示,其收入飙升86%至5.88亿美元,比之前分析师预计的要高。
    在最近一段时期,尚德有2450万美元的外汇损失,它表示已经制订了第二季度的套期保值方案。
    尚德的出货量增长了近两倍,毛利率从17.8%升到19.5%。
    尚德目前仍在努力发展北美市场,扩张其在美国的销售网络,预计销售额会增长三倍,占据美国市场的20%。而且该公司全球战略发展良好,新兴市场占了第一季度销售额的21%。
    德国作为世界上最大的太阳能市场需求仍在增长,没有受补贴削减传闻的影响,与此同时,太阳能公司正在扩大在美国和亚洲的业务,以满足这些市场日益增长的需求。欧洲太阳能补贴政策仍然是光伏行业发展的动力,分析师预计美国和中国要成为未来几年最大的太阳能市场。

NEW YORK (Dow Jones)--Suntech Power Holdings Co.'s (STP) first-quarter earnings soared as the Chinese solar-panel maker reported a sharp rebound in demand globally and a growing share of the U.S. market.

The company also raised its 2010 shipments forecast 50 megawatts to 1.3 gigawatts, sending American Depositary Shares up 3.1% to $10.03 in pre-market trading. Still, the stock is down 41% this year as concerns have grown about the effect of upcoming cuts to some government subsidies and a weak European economy.

The solar sector has been posting stronger results in the latest quarter, with many companies stepping up production even though prices remain low. In Germany, the world's largest solar market, demand has grown in a rush to beat coming subsidy cuts. Meanwhile, solar companies are expanding operations in the U.S. and Asia to meet growing demand in these markets.

"We are completely sold out," Chairman and Chief Executive of Zhengrong Shi said, describing the demand environment for this year during a conference call to discuss the quarterly results.

The company has plans to further expand its production in China, while halting production of its thin-film line of solar panels. The majority of Suntech's panels are traditional crystalline-silicon panels, and Shi said that the lower efficiency of thin-film panels offers no obvious competitive advantage in the current market.

Suntech remains focused on expanding in North America, and has added to its dealer network in the U.S. Shi said the company expects to triple sales in the region this year, and is on track to reach its goal of grabbing 20% of the U.S. market. Meanwhile, Suntech is growing sales globally, with emerging markets representing nearly 21% of first-quarter sales.

Suntech reported a profit of $20.7 million, or 11 cents per ADS, up from $1.8 million, or 1 cent per ADS, a year earlier. Analysts polled by Thomson Reuters most recently forecast earnings of 11 cents.

Suntech said its revenue soared 86% to $588 million. Last month, the company forecast revenue of $580 million to $590 million, more than analysts' estimates at the time.

Subsidies in Europe remain the primary driver of solar demand, but analysts expect the U.S. and China to become the largest solar markets in the years ahead. Sales outside of Europe have been important recently as well, as the declining euro has weighed on profits.

In the latest period, Suntech's results included a foreign-exchange loss of $24.5 million. Suntech said it has increased its hedging program for the second quarter.

Shipments nearly tripled from a year earlier and were up 11% sequentially, more than Suntech's March estimates for 5% to 10% growth from the fourth quarter.

Gross margin rose to 19.5% from 17.8%.

索比光伏网 https://news.solarbe.com/201006/04/11047.html

责任编辑:shine magazine 光能杂志&胡娜辉
索比光伏网&碳索光伏版权声明:

本站标注来源为“索比光伏网”、“碳索光伏"、"索比咨询”的内容,均属www.solarbe.com合法享有版权或已获授权的内容。未经书面许可,任何单位或个人不得以转载、复制、传播等方式使用。

经授权使用者,请严格在授权范围内使用,并在显著位置标注来源,未经允许不得修改内容。违规者将依据《著作权法》追究法律责任,本站保留进一步追偿权利。谢谢支持与配合!

推荐新闻
光伏卖铲人,正忙着为客户“买单”来源:索比光伏网 发布时间:2025-04-30 15:41:17

好日子快到头的光伏卖铲人,在忙着为客户“买单”的同时,也瞄准了新赛道。好日子要到头了2024年,光伏卖铲人依旧很赚钱,尤其是那些聚焦于N型电池设备的企业。只是,即使是最赚钱的卖铲人,也笑不起来了。在众多企

光伏警示录:“莽夫”的丧钟来源:索比光伏网 发布时间:2025-04-15 17:18:16

当年那些因跨界光伏而风光无限的“莽夫”们,如今却被光伏这朵带刺的玫瑰,伤的体无完肤。还记得2022年的A股光伏板块有多疯狂吗?彼时,年初受美联储加息、公共卫生事件等因素影响而暴跌的光伏板块,随着重磅政策利好

周期之路:隆基的沉默与回归来源:索比光伏网 发布时间:2025-04-11 17:54:35

谁终将声震人间,必长久深自缄默。隆基总裁李振国的办公室曾经挂着一幅地图,上面标记着一个梦想:通过光伏发电,将西南部流入印度洋的雪水倒灌,改造西部干旱地带。这件事在笔者数年前《离群索居者:隆基的野性与神

阳光下的博弈:一个小城“70后”的光伏风云来源:中国网 发布时间:2024-10-18 15:12:12

中国光伏业正在经历一场产能过剩带来的严冬。尽管这个行业对产能周期并不陌生,甚至有“五年一周期”之说,但这次低谷仍然来得过于陡峭。从2023年下半年至今,产业链上的各个主要环节的市场价格跌跌不休,已经全部击穿成本线,导致全行业普遍亏损,严峻程度前所未见。

无锡尚德商票大量预期,通灵股份下修2023年业绩预告来源:索比光伏网 发布时间:2024-04-15 20:19:25

4月15日,通灵股份(SZ:301168)发布2023年度业绩预告修正公告,公司归母净利润由1.90-2.15亿元,同比增长64.21%-85.81%,下修至1.62-1.85亿元,同比增长40.01%-59.89%;归母扣非净利润由1.73-1.98亿元,同比增长77.52%-103.18%,下修至1.45-1.70亿元,同比增长48.79%-74.44%。

泽润新能成功过会!来源:索比光伏网 发布时间:2024-02-01 18:31:07

2月1日,深圳证券交易所发布公告,经深交所上市委审议,江苏泽润新能科技股份有限公司(首发)符合发行条件、上市条件和信息披露要求。

唐骏:自诩人间第二流来源:索比光伏网 发布时间:2023-08-16 07:15:13

二十年来,光伏行业大量造富,无数人怀揣“须知少时拏云志,曾许人间第一流。”的理想进军光伏,但唐骏却从未想过创业,“二流人才”是这位亿晶光电总裁的自我定义。

中国光伏组件企业2023上半年出货量榜单Top20公布!来源:索比光伏网 发布时间:2023-07-25 08:28:51

中国光伏行业协会发布的数据显示,今年上半年,多晶硅产量超过60万吨,硅片产量超过250GW上,电池、组件产量分别超过220GW、200GW。预计今年国内新增装机120-140GW,全球光伏新增装机305-350GW。

光伏深陷“囚徒困境”:淘汰赛已经开始来源:能源严究院 发布时间:2023-07-06 10:21:03

“光伏到底有没有产能过剩?”不久前,一位投资界人士询问说。他的疑惑是目前光伏行业深陷“囚徒困境”的一个缩影。

包装公司跨界光伏!上海艾录就组件供应与尚德电力达成战略合作来源:索比光伏网 发布时间:2023-07-05 21:09:51

7月5日,上海艾录(SZ:301062)发布公告,公司控股子公司艾录新能源与无锡尚德太阳能电力有限公司签署《战略合作意向书》,艾录新能源将于2023年9月1日至2026年8月30日期间向尚德电力供应光伏组件产品。资料显示,上

上市首日大涨70%!又一光伏企业成功上市来源:索比光伏网 发布时间:2023-06-29 10:05:31

6月29日,常州时创能源股份有限公司(证券简称:“时创能源”,证券代码:“688429”)在上海证券交易所正式上市交易。公司发行价为,19.20元/股,发行市盈率为28.92倍。截至发稿,公司股价报33元/股,总市值达到132亿元!