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002006 在国内还是有竞争对手的，中电48所也在打开国内市场，据说目前已经有四家在用，而且用户评价质量还稳定，从以下资料看，一个是与002006的JJL240主力品种直接竞争的东东；另外一个是与GT竞争的450级别的，不过早先有消息指GT的450级别设备质量也不是特别稳定（是否与化工行业装备类似，上一个当量级别的难度以几何级数倍增）。002006如果在JJL500级别能够试制成功，或者JJL240能够量产，都是股价的催化剂，目前也只构成短炒理由。不过，JJL240的毛利率可以达到60至70%，与GT差不多，进入量产后就是印钞机。
中电48所生产的多晶硅铸锭炉
DSC07677.JPG (2.14 MB)
2008-6-25 15:21您可以和中电48所联系,
联系电话:0731-6930690 13973166037
中国电子科技集团公司第四十八研究所（简称四十八所）是中国最大的光伏设备制造商，产品遍及全国25个省市、出口欧亚。1970年开始从事太阳电池制造设备的研制开发，从2001年开始向市场大量提供光伏产业链整线的关键设备，广泛应用于国内几乎所有大生产线上，并提供电池线整线交钥匙工程服务,主要产品有：
（一）单晶炉
（二）多晶硅铸锭炉
坩埚喷涂/烧结设备
（三）高温扩散炉
（四）等离子体刻蚀机
（五）等离子体增强化学气相淀积设备(PECVD)
（六）低温烘干炉和高温烧结炉
（八）一次（制绒）清洗机
（九）二次（去PSG）清洗机
（十）石英管清洗机
（十一）PECVD电极清洗机
R系列多晶硅铸锭炉(中电四十八所产)
多晶硅铸锭炉主要用于太阳能级多晶硅锭的大生产，它采用先进的多晶硅定向凝固技术，将硅料高温熔融后通过特殊工艺冷凝结晶，使其形成晶向一致的硅锭，从而达到太阳能电池生产用多晶硅品质的要求。是一种适用于长时间连续工作，高精度、高可靠性、自动化程度高的智能化大型控制设备。
R系列多晶硅铸锭炉包括两种规格：R13240-1/UM型适用于240kg～270 kg（每批次）太阳能级多晶硅的生产；R13450-1/UM型适用于400kg～450 kg（每批次）太阳能级多晶硅的生产。先进的控制技术和精密的结构加工，以其系统化、集成化、智能化保证了高品质多晶硅的生产。
n
New Roman ">设备主要特点
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先进的工艺过程全自动控制技术、精密的传动机构与精准的运动控制系统、独特的压力闭环自动控制、先进的热场设计与精确的温度智能控制、精密的结构加工与高气密性，以其系统化、集成化、智能化保证了高品质多晶硅的生产;
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独有生长期维持副泵设计，降低真空系统能耗，延长主泵寿命，减少使用维护成本；
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采用固化碳毡错位连接设计，减少热损耗、节能，工艺室隔热性能好，能耗低；
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采用多重防硅液泄漏的安全防护技术，确保防止意外的发生；
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整机模块化、标准化设计，安装快捷，设备拓展方便，可维修性好，快捷方便的本土技术服务，充足的零备件供应。
您可以和中电48所联系,
联系电话:0731-6930690 13973166037
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GT Solar hopes sun will come out next week
Fri Jul 18, 2008 2:50pm EDT
NEW YORK (Reuters) - GT Solar International Inc's initial public offering, expected to be the largest ever by a U.S. solar company, is facing a surprisingly cloudy outlook.
Despite red-hot industry growth, as the price of competing energy sources soars, investors have not shown a sunny disposition toward solar energy stocks lately.
The stocks of industry leaders Suntech Power Holdings Co Ltd (STP.N: Quote, Profile, Research, Stock Buzz) and Applied Materials Inc (AMAT.O: Quote, Profile, Research, Stock Buzz), among others, have been cooling from March rally levels since late May. Suntech is down about 18 percent from its high in spring, while Applied Materials is down about 9 percent.
Those declines could cast a pall over GT Solar, a Merrimack, New Hampshire-based maker of the manufacturing equipment used by solar energy companies, whose IPO is scheduled for next week.
"It'll hurt that solar stocks have been volatile," said Samuel Snyder, a senior research analyst with Greenwich, Connecticut-based advisory firm Renaissance Capital. "But investors will see unique aspects that make GT Solar attractive."
One of those advantages is GT Solar's position as one of only a few makers of the manufacturing equipment used by the solar companies, analysts say.
"It's a less fragmented arena," said Pavel Molchanov, an alternative energy analyst with Raymond James & Associates. "The landscape is not quite as competitive."
GT Solar's regulatory filings also reveal a compound annual growth rate of 128 percent in the past two years that should comfort investors, with revenues of $244 million for the year ended in March.
That growth rate explains why GT Solar would trade at 66 times 2008 earnings if the IPO priced at the midpoint of its forecast range, a high multiple compared with those of other solar stocks, said Scott Sweet, an analyst with IPO Boutique.
GT Solar's IPO is forecast to price in a range of $15.50 to $17.50, with a midpoint of $16.50 a share.
"Their growth is astronomical and they have a backlog, so it will support a higher price earnings ratio," said Sweet. In its filing, the company said it has an order backlog of $1.3 billion.
Other solar companies have widely varying multiples based on 2007 earnings, from a price/earnings ratio of nearly 36 for Suntech and 15 for Applied Technologies. First Solar Inc (FSLR.O: Quote, Profile, Research, Stock Buzz), one of the few solar stocks doing well lately, is trading at a multiple of nearly 200, while SunPower Corp's (SPWR.O: Quote, Profile, Research, Stock Buzz) multiple is 60 and LDK Solar Co Ltd's (LDK.N: Quote, Profile, Research, Stock Buzz) is 26.
SKITTISH INVESTORS
Investors are skittish about cutbacks to subsidies in Spain, a major market, and the uncertainty during an election year around the renewal of a U.S. federal tax credit set to expire in December and that has spurred industry growth.
The tight market for silicon, a key component in the process of turning sunlight into power, might hurt solar energy's economics, as could a sustained fall in oil prices.
While oil doesn't have a direct correlation to demand for solar power, since most electricity in the United States is generated from coal or natural gas, higher crude oil prices generally help boost investor interest in renewable energy.
Last year saw a spate of solar IPO's in the U.S., including Chinese manufacturers LDK Solar and Yingli Green Energy Holding Co Ltd (YGE.N: Quote, Profile, Research, Stock Buzz). In 2008, there has been only one solar IPO so far, Real Goods Solar Inc's (RSOL.O: Quote, Profile, Research, Stock Buzz) modest $55 million debut in May.
THE REAL DEAL
Even if solar subsidies were scaled back, the market has reached a maturity and viability that should reassure investors, analysts say.
"There is a disconnect between the fundamentals of the industry and how stocks are trading," said Pavel Molchanov, an alternative energy analyst with Raymond James & Associates.
"Solar adoption rates are still barely scratching the surface," he said, pointing to solar energy's 0.1 percent share of the U.S. electric power market, and the 3 percent share in Germany, by far the world's largest market.
According to data from research firm Global Markets Direct, solar energy was an $18 billion global industry in 2007, growing at a pace of about 35 percent per year in the last three years. In the United States, the $1.4 billion market is growing even more quickly, at a clip of 60 percent per year.
Ultimately, of course, how GT Solar performs at its debut may hinge on how the capricious markets are feeling that day, said Sal Morreale, who tracks IPOs for financial services firm Cantor Fitzgerald.
"In an environment like this, an IPO like GT Solar is day to day," he said.
http://www.reuters.com/article/m ... rtualBrandChannel=0
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