b*****h
发帖数: 3386 | | L****a
发帖数: 572 | 2 Their technology is the same as other Chinese solars: all based on c-Si
technology. But CSIQ is a vertically integrated company, meaning that their
cost structure should be better than non-integrated companies, such as JASO.
Recent runup of CSIQ is because their earnings was significantly
underestimated by analysts. | b*****h
发帖数: 3386 | 3 多谢！ 你觉得他前途如何？ 感觉他比LDK那些中国公司更让我放心些。
their
JASO.
【在 L****a 的大作中提到】
: Their technology is the same as other Chinese solars: all based on c-Si
: technology. But CSIQ is a vertically integrated company, meaning that their
: cost structure should be better than non-integrated companies, such as JASO.
: Recent runup of CSIQ is because their earnings was significantly
: underestimated by analysts.
| L****a
发帖数: 572 | 4 长期前景很难说的了, 因为取觉得与 solar 市场的供求关系. 但是比LDK 好是肯定的.
LDK 虽然也是 solar , 和 CSIQ, STP, YGE, TSL business model 都是两码事.
近期来说, CSIQ 相对其他solar 公司可能稍微便宜一些.
Solar 公司涨了很多了, 还是小心为好.
【在 b*****h 的大作中提到】
: 多谢！ 你觉得他前途如何？ 感觉他比LDK那些中国公司更让我放心些。
:
: their
: JASO.
| b*****h
发帖数: 3386 | 5 好的。多谢。
的.
【在 L****a 的大作中提到】
: 长期前景很难说的了, 因为取觉得与 solar 市场的供求关系. 但是比LDK 好是肯定的.
: LDK 虽然也是 solar , 和 CSIQ, STP, YGE, TSL business model 都是两码事.
: 近期来说, CSIQ 相对其他solar 公司可能稍微便宜一些.
: Solar 公司涨了很多了, 还是小心为好.
|
|
