The local state-owned assets to save solar companies

Following the shot Jiangxi State-owned shares solar giant LDK local state-owned shot "rescued" beleaguered solar grid tie inverter energy companies. Yesterday deep debt crisis, the Japanese sun (002,506, stock it) announcement that January 15, the controlling shareholder of the Company Nikai Lu and his daughter Ni Na Qinghai Muli Coal Industry Development Group Co., Ltd. (referred to as Muli Coal ) signed a letter of intent for equity transfer. This time the transfer is completed, Muli Coal will become the largest shareholder of the company.

It is reported that, Muli Coal is approved by the People's Government of Qinghai Province, Qinghai Province, the State-owned Assets Investment Management Co., Ltd. (hereinafter referred to Qinghai SDIC) set up wholly-owned limited liability company. According to the announcement, of Ni Kailu and Ni Na intend to transfer not less than 35% of the 43.89% stake held by the Ultra-day sun to Muli Coal ensure Muli Coal's largest shareholder status of the Ultra-day sun, equity transfer price is not higher than 3.65 yuan / share.

Starting today, the Ultra-day sun to resume trading, but the stock short day sun "was changed to" ST super day.

Although the solar industry last year due to the price of the supply chain all the way down, revenues failed with the output of a new high. However, in polysilicon prices are expected stabilization driven the industry for this year's outlook than positive output and revenue is expected to have flat performance.

Solar January revenue be released, especially Shuo Wo (3691) breakthrough the history new monthly high sharpest to bring good start for the solar market in 2013.

According to research institutions DRAMeXchange that, despite the solar panel energy industry in 2012 after hard years, but the scale and the continued expansion of the station battery factory shipments of approximately 5500MW (megawatts), the many industry shipments climbed to a new high.

Just last year, the price of the supply chain, such as slides like a decline in industry revenue failed to catch higher, more profitable one struggling.

However, the outlook this year, the U.S. grain (5483), chairman Lu Mingguang that the continent will foreign polysilicon taxable price of polysilicon is expected to move up to the standard of 20 yuan per kilogram.

The polysilicon prices steady, prices of related downstream supply chain are also expected not down shock, the solar inverter industry this year is better than last year.

DRAMeXchange expect battery shipments in Taiwan in 2013 is expected to be another record high, on the one hand, Europe and the United States?? Chinese resorted to double anti-(anti-dumping, anti-subsidy) punishment, on the one hand, the rise of the Japanese market, gave Taiwan factory opportunities for cooperation in the Japanese factory OEM manufacturers ratio may be pulled up, revenue contribution and output will likely show a flat state.