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LDK刚签一个新的$10亿定单... LDK长期看好...

(2008-03-05 11:56:25) 下一个
LDK Solar Signs a 10-Year Agreement for the Supply of Wafers to Neo Solar

Xinyu City, China and Sunnyvale, CA, January 17, 2008 — LDK Solar Co., Ltd. (NYSE: LDK), a leading manufacturer of multicrystalline solar wafers, announced today that it has signed a ten-year contract to supply multicrystalline solar wafers to Taiwan-based Neo Solar Power Corp.(NSP).

Under the terms of the agreement, LDK will receive a cash deposit from NSP and pricing will befixed for the entire contract period. During this period, LDK Solar will deliver approximately 500MW multicrystalline solar wafers to NSP with delivery commencing in 2009.

“We are very pleased to expand our partnership with NSP through this additional wafer supplycontract,” stated Xiaofeng Peng, Chairman and CEO. “As a key supplier to NSP, LDK Solar is proud to contribute to their manufacturing of high-quality solar cells.”


“We are excited to further develop our working relationship with LDK,” commented Dr. Quincy Lin,Vice Chairman and CEO of NSP. “As NSP continues to grow, establishing longer term silicon supply agreements is important to the company, and we are pleased to work with LDK Solar, an industry leader.”


About Neo Solar Power Corporation

Neo Solar Power (NSP) is a Taiwan based company specializing in research, development, andmanufacturing of high quality solar cells. NSP’s solar cells are known for high efficiency and lowlamination power loss. NSP is a member of Powerchip Group, Taiwan. Key investors of NSP includePowerchip Semiconductor Company (largest DRAM company in Taiwan with US$3B in revenue in 2006),leading venture capital firms, and the management team. NSP’s management team consists ofinter-disciplinary experts in high-tech management, semiconductors, silicon materials, solar cellprocessing, and solar energy systems engineering.

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500MW is equal to 2008 production and shoul be worth $1Bn, this is a fixed price 10-year contract...

台湾太阳能电池制造商新日光能源科技公司最近签署了一项协议,将在自2008年起的今后三年内,为欧洲太阳能电池组件制造商Scheuten Solar供应价值近50亿元新台币(按33元新台币兑1美元的汇率,计1.51亿美元)的电池。

Scheuten成立于1950年,总部在荷兰,是欧洲历史最悠久的太阳能公司。10月9日,公司董事长Jacques Scheuten和首席执行官(CEO)Leon Giesen分别访问了新日光的董事长和首席执行官,祝贺新日光首次公开募股,并签署合约。

目前,Scheuten分别在德国、比利时、西班牙、意大利、法国和韩国设立了分部。

台湾行业观察者指出,新日光赢得这项合约,表明其技术与生产能力已得到Scheuten的信任。新日光的生产水平被公认为一流,与德国一线制造商Q-Cells不相上下。最近,新日光推出了一种名为"超级电池"("Super Cell")的高性能技术。这种电池的光电转换率在16%以上。目前,多晶电池的平均转换率为15.4%。

新日光于去年开始投入量产,其中一条生产线的电池年产量达30兆瓦。为供应更多订单,公司正安装第二条生产线,并定于下月开始投入大规模生产。此外,公司还计划在今年年底前安装一条生产线,并于明年年初投入商业化生产。待这两条生产线均投入生产后,公司产量将增加两倍。

这家太阳能电池制造商计划在明年年底将产量扩大至210兆瓦,并到2011年将产量进一步提高至570兆瓦以上,跻身全球三大太阳能电池制造商的行列。

新日光自去年第四季度开始投入量产以来,在全球太阳能电池行业创造了诸多新记录。例如,新日光在开始投入量产后的最短时间内,实现了满负载生产。此外,公司还于第一个运营季度取得了盈利。

主要得益于客户的后续订单,新日光9月份产能利用率高达120%。公司仅第三季度创收10亿元新台币(3000万美元),收益急剧增长。今年前三个季度,公司每股净收入达3.5元新台币,总收入达23亿元新台币(6900万美元),使今年全年实现NT$5。

资料来源及版权所有:CENS

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