A-Power Energy: China-Aktie im Aufwind
neue infos:
UND wenn man jetzt wie es der aktionär gerade macht, mitspekuliert, wo sorros einsteigen könnte, dann gäbe es für a-power jedenfalls ne gewisse chance.
hier der aktionär:
Seit Multimilliardär George Soros vor wenigen Tagen angekündigt hat, eine Milliarde Dollar in erneuerbare Energien zu investieren, wird eifrig spekuliert, welche Firmen mögliche Kaufkandidaten sein könnten. DER AKTIONÄR spekuliert mit.
Die lebende Investmentlegende George Soros will eine Milliarde Dollar in erneuerbare Energien investieren - und damit einen Beitrag zur Bekämpfung des Klimawandels leisten. Aber neben diesem ehrenwerten Ziel will Soros natürlich auch Geld verdienen.
Buffett hat es vorgemacht
An welche Branchen oder Einzeltitel Soros denkt, ließ er offen. Sein ?Kollege" Warren Buffett hat sich bekanntlich bereits vor einem Jahr mit zehn Prozent am chinesischen Batteriehersteller BYD beteiligt. Das Investment hat sich gelohnt, das eingesetzte Kapital hat sich bis heute mehr als verachtfacht!
China im Blick?
Man darf gespannt sein, ob George Soros ein ähnlich gutes Gespür aufweist. Nicht auszuschließen, dass auch Soros in China investiert, etwa in eine der zahlreichen börsennotierten Solarunternehmen, etwa Suntech Power oder Yingli Green Energy. Auch ein Investment in die Windbranche ist denkbar. Mögliche börsennotierte Kandidaten hier: Der chinesische Entwickler von Windturbinen A-Power und American Superconductor, mit einem Umsatzanteil von über 90 Prozent einer der führenden Zulieferer elektrischer Bauteile für Windanlagen in China. Neuesten Gerüchten zufolge soll auch die Schweizer ABB Interesse an American Superconductor haben.
grüße
clearence
_alle menschlichen fehler sind ungeduld. _franz kafka
Over the past two years, the China Wind Power has become the most important event in China. As the follow up event to Windpower Shanghai 2007 and Global WindPower 2008, China Wind Power is the only conference and exhibition that attracts the wind industry’s global leaders because it is the only event supported by the industry associations.
Based on the success of last year’s event, China Wind Power is sure to be the most important event in China in 2009.
In 2008, over 12,000 professional visitors toured the only exhibition in China where all of the world’s leading turbine manufacturers displayed their technology. Other exhibitors included over 200 component suppliers covering the whole supply chain; from turbines, blades, bearings, gearboxes, hubs, towers, to yawing system, controlling systems, transmission systems and monitoring systems. Such a meeting place for the entire industry in China is important so that technology can be shared and sales can be made.
Quelle und mehr Infos: http://www.chinawind.org.cn/index_en.htm
Übersetzungshilfe: http://translate.google.de/#
A-Power prifitiert schon jetzt davon und ist bereits ein Joint Venture mit General Electric zur Produktion von Windturbinen eingegangen.
Mein persönliches Kursziel: vorerst 15 €
Quelle und mehr Infos: http://www.chinawind.org.cn/index_en.htm
Übersetzungshilfe: http://translate.google.de/#
ich bin sehr ueberzeugt von A-Power. saemtliche indikatoren stehen auf gruen-gruener geht nicht...
yosemite
Mindestens 15 € sind drin. Meine persönliche Meinung und auch die vieler Analysten !
Nun mal ehrlich... die Bewertung ist im Vergleich zu anderen eher spärlich.
Woran liegt´s ?
M.E. fehlt den Investoren ein gesicherter Ausblick. Die nächsten Zahlen sollten Aufschluss geben.
Ich denke nicht der gesamt Markt ist heute sehr sehr gut unterwegs.
Ich denk das es in naher Zukunft noch höher aber auch an manchen tagen tiefer geht.
Aber eins ist auch klar wer auf Zukunft setzt der ist hier richtig.
China-US Wind Farm JV Plan Calls for 240 Units of 2.5MW Turbines to be
Purchased from A-Power
SHENYANG, China, Oct. 29 /PRNewswire-Asia-FirstCall/ -- A-Power Energy Generation Systems Ltd. ("A-Power" or the "Company"), a leading provider of distributed power generation ("DG") systems in China and a fast-growing manufacturer of wind turbines, announced today that the Company has been designated to supply wind turbines to a China-U.S. joint venture project ("JV Project") to develop a 600MW wind farm in West Texas.
At a joint press conference held today at 12 p.m. EDT, at the National Press Club of Washington, D.C., it was announced that Shenyang Power Group ("SPG"), the U.S. Renewable Energy Group ("US-REG") and Cielo Wind Power LP ("Cielo Wind"), signed a joint venture framework agreement ("JV Agreement") setting forth plans for developing the 600MW wind farm. The terms of the JV Agreement include the JV Project's plans to sign a definitive purchase agreement with A-Power related to the purchase of up to 240 units of 2.5MW wind turbines. The JV Agreement includes a delivery schedule starting in March 2010, subject to SPG securing third-party financing, among other conditions. A-Power currently has an annual production capacity for 1.1GW of wind turbines at its 320,000-square-foot facilities in Shenyang. A-Power is a shareholder of SPG.
The JV Project, which when established will be 49% owned by SPG, with the rest of the equity ownership held by US-REG and Cielo Wind jointly, is expected to be one of the largest wind farms in the United States. Upon completion, it is anticipated to generate enough electricity for 180,000 homes in America. The JV Project is expected to cost in total approximately $1.5 billion, a portion of which is designated for wind turbine purchases, and its establishment is subject to, among other things, further due diligence by the parties, the securing of financing from commercial banks in China, and other project development conditions.
"A-Power welcomes the opportunity of participating in this high-profile wind power project in the United States," said Mr. Jinxiang Lu, Chairman and CEO of A-Power and CEO of SPG. "As both a supplier to the JV Project and an equity-owner of SPG, A-Power will be able to export its wind turbines for the first time and reduce its exposure to the intrinsic risks associated with such a large-scale project. We like the tremendous opportunities in the United States, which is the world's largest wind power country. We are cognizant of the recent policy push by the Obama Administration in the renewable energy sector, and a stabilizing financing environment for renewable energy projects. And we are attracted to the track record of Cielo Wind, the largest privately held wind power project development company in the Southwest United States, with a 16% market share for wind power installation in Texas. In this JV Project, and the sales we expect to make to the joint venture, all of A-Power's previous investments -- in production scale, in foreign technology licenses, and in alliance with other power plant service companies -- are expected to come to fruition, and we look forward to entering into a sales agreement with the JV Project and moving ahead with the production schedule as set forth in today's JV Agreement."
About A-Power
A-Power Energy Generation Systems Ltd. ("A-Power"), through its China-based operating subsidiaries, is the largest provider of distributed power generation systems in China, focusing on energy-efficient and environmentally friendly projects of 25MW to 400MW. In 2008, A-Power entered the wind energy market and has built China's largest wind turbine manufacturing facility, located in Shenyang, Liaoning Province, with technologies licensed from German FUHRL?NDER AG and Denmark-based Norwin, and a total annual production capacity of 1,125MW. In March 2009, A-Power entered into an agreement to establish a Joint Venture partnership with GE Drivetrain Technologies to produce wind turbine gearboxes in Shenyang. A-Power also has strategic relationships with Tsinghua University in Beijing and the China Academy of Sciences in Guangzhou to develop and commercialize other renewable energy technologies. For more information, please visit http://www.apowerenergy.com/ .
Safe Harbor Statement
This press release may contain forward-looking statements. Any such statement is made within the 'safe harbor' provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates," "future," "intends," "plans," "believes," "estimates," and other similar statements. Statements that are not historical facts, including statements relating to anticipated future earnings, margins, and other operating results, future growth, construction plans and anticipated capacities, production schedules and entry into expanded markets are forward-looking statements. Such forward-looking statements, based upon the current beliefs and expectations of our management, are subject to risks and uncertainties, which could cause actual results to differ materially from the forward-looking statements, including but not limited to, the risk that: inclement weather conditions could adversely affect our operating results in particular quarters and/or fiscal years; our limited operating history and recent entrance into new markets may make it difficult for you to evaluate our business and future prospects; the expected benefits of supply and partnership agreements may not materialize to the extent expected or at all; we have yet to sign a definitive purchase agreement with the JV Project and no assurance can be given that we will sign such agreement; the establishment of the joint venture and JV Project under the joint venture agreement between SPG, US-REG and Cielo Wind is subject to various conditions, including further due diligence and securing financing from third-parties, which due diligence may not be completed satisfactorily, or which financing may not be successfully obtained, and the parties to the JV Agreement may not proceed with establishing the joint venture or with the JV Project; SPG may not be able to secure financing for the JV Project; various government approvals may not be obtained to commence the JV Project; we started manufacturing wind turbines in 2009 and our limited history in this sector may make it difficult to meet delivery schedules under any sales contracts we enter into with the JV Project; we may not be able to source components to manufacturing the wind turbines, resulting in our inability to deliver the expected amount of units called for by the joint venture agreement; we may not be able to obtain proper customs approvals for the export from China and import into the United States of our wind turbines; as well as other relevant risks detailed in our filings with the Securities and Exchange Commission, including those set forth in our annual report filed on Form 20-F for the fiscal year ended December 31, 2009. The information set forth herein should be read in light of such risks. We assume no obligation to update the information contained in this press release, except as required under applicable law.
For more information, please contact:
Mr. John S. Lin
Chief Operating Officer
A-Power Energy Generation Systems
Email: john@apowerenergy.com
Mr. Valentine Ding / Mr. Dixon Chen
Investor Relations
Grayling
Tel: +1-646-284-9412
Email: valentine.ding@us.grayling.com
dixon.chen@us.grayling.com §
§A-Power Energy Generation Systems Ltd.
CONTACT: Mr. John S. Lin, Chief Operating Officer of A-Power Energy
Generation Systems, john@apowerenergy.com; or Mr. Valentine Ding or Mr. Dixon
Chen, Investor Relations of Grayling, +1-646-284-9412, or
valentine.ding@us.grayling.com or dixon.chen@us.grayling.com, for APWR
Web Site: http://www.apowerenergy.com/
The 36,000-acre development in West Texas would receive $1.5 billion in financing through Export-Import Bank of China. Shenyang Power Group, a five-month-old alliance, would supply the project with 240 of its 2.5-megawatt wind turbines, among the biggest made in the world.
Quelle + Volltext: http://online.wsj.com/article/...832677216475.html?mod=googlenews_wsj
Übersetzungshilfe: http://translate.google.de/#
Quelle + Volltext: http://www.dailyfinance.com/2009/10/30/...logy-to-power-us-wind-farm/
Übersetzungshilfe: http://translate.google.de/#
Thursday, a report said Democrat Senator Schumer called to restrict the stimulus funds to be used in the 600MW wind farm joint venture in Texas, which is made up of A-Power Energy Generation (APWR), U.S. Renewable Energy Group and Cielo. A-Power owns 49% of the JV. The project is expected to get funding from the Commercial Bank of China (around $1.05B) and $450M from the US stimulus package. So Sen Schumer is supporting President Obama's policy to develop renewable energy, but assails the $450M being taken from stimulus. His reason is simple: the $450M will be used to create jobs in China, not in the US. Well, it looks that way, however, he ignores that $1.05B will be from China. China is financing the major part of the project! Let me list a few facts that prove Sen Schumer is not seeing the full picture here.
1. A-Power formed a joint venture with General Electric (GE) to develop wind turbines earlier this year. According to the announcement, GE owns a majority stake in the business that will serve as GE Drivetrain Technologies' Southeast Asia manufacturing center starting in mid-2010. Now it is clear that turbine shipped from A-Power is at least 50% owned by GE. In other words, China's $1.05B investment in the 600MW project is going to create jobs associated with GE.
2. Open your eyes wider Mr. Schumer and you'll see an even bigger picture as China recently granted First Solar (FSLR) a 2GW solar farm project when Chairman Wu Bangguo of the Standing Committee of the National People's Congress of China visited the company. The four-phase 2GW solar power plant will receive total RMB$10B(~US$1.6B) from China's commercial bank according to a report. So again China is financing the project, and it's benefiting First Solar (creating jobs in the US).
3. It's all about free trade. If you restrict $450M to the wind farm project in Texas, why would China give this 2GW project to First Solar? China has better solar PV technology than the US. Companies such as Suntech (STP), Solarfun (SOLF), Trina Solar (TSL), JA Solar (JASO) and Yingli Green (YGE) all are capable of doing as good a job as FSLR. I do praise China for 9taking the first step to cooperate on renewable energy between the two nations. There is no reason the US should say no to A-Power's wind farm, especially when President Obama has been diligently promoting a renewable energy policy since he took office.
Intressanter Beitrag .