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協鑫升至10天線呈爭持 券商看法參差 @ 2011-10-07T17: Back Hot News
Keyword:保利協鑫
Concept:
此次協議包括太極能源特別規劃采購保利協鑫所生產的鑫單晶矽片。鑫單晶是保利協鑫在今年PV Taiwan 2011太陽能光電展會同期發布的藍海戰略系列新產品之一,其具備優質的高轉換效能(接近傳統單晶矽片)和極具競爭力的成本優勢,光衰率遠優於傳統單晶矽片,采用「鑫單晶」的高功率電池和組件,將可大幅降低太陽能發電成本10%以上,且提升後續元件產品的競爭力。
本周台灣市場除9月營收陸續公告,焦點仍在於規模創歷史新高、帶動商機122億元的PV Taiwan展會,投資人關注173場采購會成果,且在歐債陰影揮之不去的情況下,中國大陸兩大重量級矽晶圓廠保利協鑫(GCL)(3800-HK)與昱輝陽光(Renesola)(SOL-US)積極來台固單,並分別釋出與台灣相關業者合作訊息,保利協鑫與鴻海集團合作山西太陽能電站年內將啟動、並將於展會期間與台灣太極能源等至少3家業者簽訂5-7年「合作備忘錄」,昱輝陽光並將於年內在台灣北部設立據點,同時與既有客戶新訂新合作方針展、開發新客戶。

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