The Stock Prohet To Profits camarodan64

China Solar Companies Slowing Production

It looks like LDK Solar or Solarfun or Q-Cells are not mentioned here and there is good reason. I am an Independant SOLAR analyst....I Liked solar since 1982. The main reason for not expanding for JASO,SUNPOWER, TRINA, and YGE is that "The solar business is cut throat, LDK, SOLF and Q-cells of Germany are all linked and quite frankly the product they produce is superior" and Solarfun is now the exclusive supplier of solar sales to the state of California Electric..

The easing of the tight supply to normal supply will increase SOLF's margins and not to mention SOLF's recent currency crossover to US$ funds.

LDK has expanded production to 1.2 GIGAWATTS this quarter and is hiring 1000 people a month.

It is the law in China that solar power be exploited , you know when poly prices were high and supplies tight the media reported lowered margins for solar companies made it sound real bad. Well for all the signed contracts that means profit margins will sky rocket.

And for Jaso and the others, having inventory is business's way of saying that their product is not good enough. Their is a high level of competion in solar LDK , SOLARFUN and Q-CELLS have the winning product.