!!!!
a larger profit for the first quarter as it shifted to thinner silicon wafers for its cells, which boosted profitability. 原帖由 雨下走好路 于 2006-5-18 11:05 发表算了,先不卖,再看一下!
xd不是看空都 sell了么
怎么还有不卖的啊
Suntech Power Reports First Quarter 2006 Financial Results
Thursday May 18, 8:00 am ETNY-- First quarter net revenue exceeds guidance, up 133.5% year-over-year to $89.9 million -- Net income attributable to holders of ordinary shares up 97.7% to $19.3 million from fourth quarter 2005 -- Gross margin increases sequentially to 30.1% driven by higher PV module prices and conversion efficiency improvements -- Production capacity reaches 180MW
Breakdown of First Quarter 2006 Net Revenues
Breakdown of First Quarter 2006 Net RevenuesQ1 2006 % of Q1 Growth Growth
2006 Net vs. Q1 vs. Q4
Revenues 2005 2005
PV Cells $40.6 45.1 % +688 % +28 %
million
PV Modules $49.3 54.9 % +48 % (13%)
million
PV System $0.03 -- +128 % (95%)
Integration million
Total $89.9 100.0 % +134 % +1 %
million WUXI, China, May 18 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., Ltd. (NYSE: STP - News), one of the world's leading manufacturers of photovoltaic (PV) cells, today announced first quarter 2006 total net revenues of $89.9 million and net income attributable to holders of ordinary shares of $19.3 million, or $0.12 per diluted American Depository Share (ADS).
"During the quarter we continued to improve our solar cell conversion efficiency rates while shifting more production to use thinner 210 micron wafers. This helped us to improve profitability even while silicon wafer prices continued to rise," said Dr. Zhengrong Shi, Suntech's chairman and CEO. "We intend to continue to achieve profitable growth by lowering cost per watt through our R&D efforts, increasing production capacity and expanding our markets as more and more governments worldwide launch initiatives promoting the use of solar energy."
First Quarter 2006 Results
Total net revenues for the first quarter of 2006 were $89.9 million, an increase of 1.0% sequentially and 133.5% year-over-year. The modest sequential growth rate reflected seasonality in production as there was approximately one fewer working week during the first quarter compared to other quarters due to the Chinese New Year holidays.
Breakdown of First Quarter 2006 Net Revenues
Q1 2006 % of Q1 Growth Growth
2006 Net vs. Q1 vs. Q4
Revenues 2005 2005
PV Cells $40.6 45.1 % +688 % +28 %
million
PV Modules $49.3 54.9 % +48 % (13%)
million
PV System $0.03 -- +128 % (95%)
Integration million
Total $89.9 100.0 % +134 % +1 %
million
During the first quarter of 2006, Suntech shipped total output of 26.8MW and increased its annualized capacity from 150MW to 180MW. Average sales prices of PV cells and PV modules were $3.05 and $3.65 per watt, respectively, compared to $3.12 and $3.49 per watt, respectively, in the fourth quarter of 2005, and $2.63 and $3.29 per watt, respectively, in the first quarter of 2005.
Gross profit for the first quarter of 2006 was $27.1 million, representing an increase of 14.7% over the fourth quarter of 2005 and 102.6% over the first quarter of 2005. Gross margin for the first quarter of 2006 was 30.1% compared to 26.5% in the fourth quarter of 2005 and 34.7% in the first quarter of 2005. Sequentially, gross margins increased due to a rise in the price of PV modules and improved conversion efficiencies. The year-over-year gross margin decrease was primarily due to increases in the cost of raw materials as well as share based compensation.
Operating expenses in the first quarter of 2006 were $7.0 million compared to $11.0 million in the fourth quarter of 2005 and $2.0 million in the first quarter of 2005. The sequential decrease in operating expenses were primarily due to a decline in share based compensation to $2.3 million in the first quarter of 2006 from $5.8 million in the fourth quarter of 2005, as well as fourth quarter operating expenses including certain internal expenses associated with Suntech's restructuring and December 2005 initial public offering. The year-over-year increase in operating expenses reflected growth in the business needed to support the Company's revenue growth as well as share based compensation expenses.
Income from operations for the first quarter of 2006 was $20.1 million, representing a sequential increase of 59.9% and a year-over-year increase of 76.9%. Operating margin was 22.3% compared to 14.1% in the fourth quarter of 2005 and 29.5% in the first quarter of 2005. Q1 2006 % of Q1 Growth Growth
2006 Net vs. Q1 vs. Q4
Revenues 2005 2005
PV Cells $40.6 45.1 % +688 % +28 %
million
PV Modules $49.3 54.9 % +48 % (13%)
million
PV System $0.03 -- +128 % (95%)
Integration million
Total $89.9 100.0 % +134 % +1 %
million
成长性果然很高啊！
[ 本帖最后由 小散户1 于 2006-5-18 21:53 编辑 ] 我只是偶尔买过一次小仓的天威，但很关注这个帖子，我觉得qin兄，shine，卡布里和以前的一些都对这个论坛付出很多，我在这里对你们表示敬意！同时期望论坛回到原来的氛围~还有我佩服qin兄的水平，心态也很好 8:06AM Suntech Power beats, guides Q2 revs above consensus (STP) 27.40 : Reports Q1 (Mar) earnings of $0.12 per share ($0.14 excluding share-based compensation), $0.03 better than the Reuters Estimates consensus of $0.09; revenues rose 133.5% year/year to $89.9 mln vs the $78.5 mln consensus. Co issues upside guidance for Q2, sees Q2 revs of $110-117 mln vs. $104.89 mln consensus. "During the quarter we continued to improve our solar cell conversion efficiency rates while shifting more production to use thinner 210 micron wafers. This helped us to improve profitability even while silicon wafer prices continued to rise..."
请大家注意:STP称"During the quarter we continued to improve our solar cell conversion efficiency rates while shifting more production to use thinner 210 micron wafers. This helped us to improve profitability even while silicon wafer prices continued to rise..."
无锡尚德 (NYSE:STP) 刚刚跳空开盘,大涨10.65%!!!
无锡尚德 (NYSE:STP)最近交易价: 30.31
交易时间: 下午9:30
涨跌:2.91 (10.62%)
昨日收盘: 27.40
开盘: 30.35 "During the quarter we continued to improve our solar cell conversion efficiency rates while shifting more production to use thinner 210 micron wafers. This helped us to improve profitability even while silicon wafer prices continued to rise..."
这一点对天威英利应该是从侧面的肯定啊
感谢Byrron 兄提供宝贵资料！
太阳能的威力出来了!!
原帖由 Byrron 于 2006-5-18 21:51 发表8:06AM Suntech Power beats, guides Q2 revs above consensus (STP) 27.40 : Reports Q1 (Mar) earnings of $0.12 per share ($0.14 excluding share-based compensation), $0.03 better than the Reuters Estim ...
尚德借此重大利好,今日跳空高开近3美元!! ( 30.35)
现在继续强劲上扬!!
现价31.02大涨 13%
天威明日上扬的外部环境非常良好!
加上明日大盘必大涨.-------------------------------万事具备,只看庄家了!!1 550在迈着自己的脚步前进,下周突破30元,
STP 大涨
UP +19.7% 加上一、"心中无股真豪杰"提供的
关于茂迪列入摩根追蹤名單,对PV行业未来2年40%增长的预期；
二、“小散户1“提供的
G综超高价定向增发6亿元，对550定向增发定价的参考作用。
三、有色的期货铜等在10日均线得到支持，很可能展开反弹的情况下，国内有色
板块失去短线下跌动力，而很可能反弹的情况。这样一来，大盘失去了最大的做空动力，加上明日为5。19 ，很可能会展开强劲反弹。
希望我们大家的天威能借此良机，重现往日雄风！！！！
在此，由衷感谢shine2008\qin\top\yjg\心中。。。。等几大高手深入而及时的研究成果，感谢你们无私的奉献。
尚德32。4！！！大涨18。36%
G天威
呵呵,不知道手握170亿巨资的广发策略会不会买G天威? 有一点不明白请大家指点：
这种定向增发
对流通股的开盘价如何补偿？
是否还是原先的自动除权呢？
如果是自动除权
那么流通股东岂不是白白遭受损失？
如果不除权
那么市场自动除权怎么办？
还有就是决定定向增发的对象是什么原则呢？
是不是谁有钱就定谁？
那岂不是失去市场公平？
而且流通股东会答应这样做吗？
这些因素应该会影响市场短期股价的波动
为什么没有人深入探讨一下呢？ 最近有關新能源上市公司的調研已經是各大機構的熱衷
外行的研報也變的很搶手，有的甚至要研究員密集補課，
看來國內基金，券商已經明白醒悟了，anyway , 0151 也算是個“另類”的例子
非你莫屬的0550，作為新能源股的旗幟，更值得期待 "During the quarter we continued to improve our solar cell conversion efficiency rates while shifting more production to use thinner 210 micron wafers. This helped us to improve profitability even while silicon wafer prices continued to rise," said Dr. Zhengrong Shi, Suntech's chairman and CEO. "We intend to continue to achieve profitable growth by lowering cost per watt through our R&D efforts, increasing production capacity and expanding our markets as more and more governments worldwide launch initiatives promoting the use of solar energy."--以上摘自尚德061Q季报发布会施的讲话。
正如我们最近强调垂直产业链的优势和成本优势，施的讲话也提到了使用更薄的硅片有助于赢利率提高。尚德1Q报告是210um，054Q是240um，英利现在是200um。尚德062Q可能也有一条200um的生产线投产。以前提过的REC Solar，其054Q毛利率提高也和使用更薄的硅片有关。
此外，尚德061Q净利比先前机构如路透的预测提高了30％（即3美分EPS）。
[ 本帖最后由 shine2008 于 2006-5-18 22:54 编辑 ] 6151也许真如我以前引用一位业内人士的话，是国内机构集体Lost6550的一种市场纠正机制的反应。不管怎么样，最近那些忽悠6151的报告已经对PV毫不客气地使用40倍以上PER，也算是一种曲线认错的表现吧，anyway。。 请高手分析！这个是4-18日的帖子
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作者：[涨10倍股票] 日期：2006-4-18 22:53:05
天威只得让位航天机电控股新光硅业.600151航天机电将直奔20元而去,最后将远远超过天威.
天威迫于四川省委书记和航天局压力,只得让位航天机电控股新光硅业.600151航天机电将直奔20元而去,最后将远远超过天威.
国家航天局局长与四川省委书记谈了三次.确定航天机电将控股新光硅业,天威保变的丁强迫于四川省委书记和航天局的双重压力,在新一波增资中,只得让位航天机电控股新光硅业.
这个消息是封闭的,只不过我提前通知大家,600151航天机电在新光硅业的12亿增资中将控股,为这事航天局局长与四川省委书记谈了三次.确定航天机电将控股新光硅业.
不日将公告,600151航天机电将直奔20元而去,最后将远远超过天威.
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这个是5月12日的
G航天上涨与新光硅业无关
最近600151无疑是市场的明星,其上涨最大的传闻是其将成为新光硅业的大股东,这是重大的虚假信息,
1.600151是上海新能源公司的二股东,如果收购新光硅业,也是其子公司,但其第一大股东600642为何没有大的反应
2.600151上涨的主要原因是其接到上海市六万辆新能源汽车的动力订单
3.其10送6的含权也是其中上涨的动力
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这些人的消息难道这么灵通！到底是怎么回事？晕倒！