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LDK剛簽一個新的$10億定單... LDK長期看好...

(2008-03-05 11:56:25) 下一個
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...

台灣太陽能電池製造商新日光能源科技公司最近簽署了一項協議,將在自2008年起的今後三年內,為歐洲太陽能電池組件製造商Scheuten Solar供應價值近50億元新台幣(按33元新台幣兌1美元的匯率,計1.51億美元)的電池。

Scheuten成立於1950年,總部在荷蘭,是歐洲曆史最悠久的太陽能公司。10月9日,公司董事長Jacques Scheuten和首席執行官(CEO)Leon Giesen分別訪問了新日光的董事長和首席執行官,祝賀新日光首次公開募股,並簽署合約。

目前,Scheuten分別在德國、比利時、西班牙、意大利、法國和韓國設立了分部。

台灣行業觀察者指出,新日光贏得這項合約,表明其技術與生產能力已得到Scheuten的信任。新日光的生產水平被公認為一流,與德國一線製造商Q-Cells不相上下。最近,新日光推出了一種名為"超級電池"("Super Cell")的高性能技術。這種電池的光電轉換率在16%以上。目前,多晶電池的平均轉換率為15.4%。

新日光於去年開始投入量產,其中一條生產線的電池年產量達30兆瓦。為供應更多訂單,公司正安裝第二條生產線,並定於下月開始投入大規模生產。此外,公司還計劃在今年年底前安裝一條生產線,並於明年年初投入商業化生產。待這兩條生產線均投入生產後,公司產量將增加兩倍。

這家太陽能電池製造商計劃在明年年底將產量擴大至210兆瓦,並到2011年將產量進一步提高至570兆瓦以上,躋身全球三大太陽能電池製造商的行列。

新日光自去年第四季度開始投入量產以來,在全球太陽能電池行業創造了諸多新記錄。例如,新日光在開始投入量產後的最短時間內,實現了滿負載生產。此外,公司還於第一個運營季度取得了盈利。

主要得益於客戶的後續訂單,新日光9月份產能利用率高達120%。公司僅第三季度創收10億元新台幣(3000萬美元),收益急劇增長。今年前三個季度,公司每股淨收入達3.5元新台幣,總收入達23億元新台幣(6900萬美元),使今年全年實現NT$5。

資料來源及版權所有:CENS

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