Canadian Solar- eine der grössten Solarfirmen
Q2 von der Marge her über den Erwartungen.
Die Aussicht auf Q3 gefällt mir aber nicht unbedingt.
Ich muss mich nun aber erstmal tiefer einlesen.
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Industry executives and analysts said solar panels from at least three Chinese companies have been targeted in recent weeks, and a Customs and Border Protection spokesman confirmed by email that the agency has “made a number of detentions” of products under the import ban.
Hoshine had been linked by The Washington Post and human rights researchers to coercive state labor programs targeting Uyghurs and other minorities.
Solar industry’s ties to China’s Xinjiang region raise specter of forced labor
Chinese companies dominate global production of solar panels, with many using raw materials from Hoshine, the world’s largest producer of metallurgical-grade silicon.
Solar is the fastest-growing source of new electricity generation in the United States, according to the Biden administration, which is aiming to boost it from 3 percent of electricity generation today to more than 40 percent by 2035.
The ban brings to the fore the tension between the administration’s human rights agenda and its efforts to address the climate crisis.
“We want to rapidly transition our fuels to solar and wind and other renewables,” said Mark Z. Jacobson, a renewable-energy expert and engineering professor at Stanford University. “Any slowdown of this transition creates a loss of life,” he added, noting that the burning of fossil fuels is the main driver of air pollution that causes 78,000 deaths per year in the United States and 7 million globally.
Homeland Security Secretary Alejandro Mayorkas, who oversees CBP, has said the administration remains committed to renewable energy. “But, and this is very important, we’re going to root out forced labor wherever it exists, and we’ll look for alternative products to achieve the environmental impacts that are a critical goal of this administration,” he said when he announced the import ban in June.
The CBP enforcement actions have “had a real significant disruption to a lot of planned projects and their ability to complete them this year. It’s going to be very challenging, very difficult,” said Mark Widmar, chief executive of First Solar, a U.S.-headquartered panel manufacturer that doesn’t use Chinese materials.
Widmar said he’s been contacted by some customers looking for alternative suppliers because they’ve had panels detained. First Solar is building new factories in Ohio and India but has limited capacity to fulfill new orders in the coming months, he said.
Philip Shen, a solar-industry analyst with Roth Capital Partners, said his discussions with power utilities and other panel buyers indicate that JinkoSolar, based in Shanghai, has been among the hardest-hit manufacturers, with CBP detaining panels capable of generating about 100 megawatts worth of electricity. That’s enough to power about 29,000 homes a year, Stanford’s Jacobson said.
Canadian Solar, an Ontario-headquartered company with manufacturing facilities in China, and Trina Solar, based in Changzhou, China, also appear to have had panels detained by CBP, Shen said in a research report.
The companies did not respond to requests for comment. Hoshine has declined to comment on the forced-labor allegations.
Biden administration bars imports of solar panels linked to forced labor in China’s Xinjiang region
The CBP enforcement measures are just one obstacle facing Chinese solar-panel manufacturers as tensions between the United States and China rise. As Congress debates big infrastructure spending bills, some lawmakers are pushing to prohibit the funds from being spent on Chinese materials.
An amendment incorporated into the $3.5 trillion budget resolution passed by the Senate this month would block Chinese components from federally funded renewable-energy projects. The Senate adopted the amendment by a vote of 90 to 9.
Chinese companies dominate solar manufacturing in part because of the country’s cheap coal-fired electricity. Low-cost and forced laborers have also helped Chinese suppliers lower their production costs and prices, human rights researchers say.
From its three factories in Xinjiang, Hoshine produces metallurgical-grade silicon that other manufacturers refine into polysilicon, a key ingredient used to make the panels. Hoshine has supplied at least eight of the world’s largest polysilicon manufacturers, according to the company’s public statements and annual reports.
CBP officials said an agency investigation found two indicators of forced labor in Hoshine’s production process: intimidation and threats toward workers, and restriction of their movement.
The Post in June showed how public documents, including Chinese government propaganda and company statements, detailed Hoshine’s participation in state-sponsored employment programs aimed at putting minorities in Xinjiang into factory jobs — measures that researchers and former residents say are a form of forced labor, with workers having little choice but to accept the jobs.
Hoshine has described its hiring of minority workers in Xinjiang as contributing to “ethnic unity” and “stability maintenance.” Recruits hired through state-organized labor fairs were put through patriotism training and political assessments.
Western governments and human rights groups accuse China of conducting a broad campaign of repression against the Muslim Uyghur population of Xinjiang, including mass detention in camps.
Solar panel use heats up as installation costs fall
Importers of the detained panels have 90 days to seek their release by presenting evidence to CBP that no forced labor was used in their production, but one trade lawyer and former CBP official said their likelihood of success is “very low.”
“Customs has set a very high bar for the amount of evidence that it wants, and my experience says that it’s almost never enough,” Elise Shibles of Sandler, Travis & Rosenberg said during a recent webinar about the detentions.
The U.S.-based Solar Energy Industries Association said it fully supports the Biden administration’s efforts to address forced labor, which it called “reprehensible.”
“There is no place for it in our industry. There is also a legitimate concern that enforcement, if overly broad, will unnecessarily disrupt supply chains and make it harder to tackle the climate crisis and create jobs,” the industry association said in a statement Friday.
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https://finance.yahoo.com/news/...m-0NBd-HwFJAlNRtPABiZJZfUXyICKXo4Jd
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https://www.ariva.de/jinkosolar_holdings_company_limited-aktie
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https://seekingalpha.com/amp/news/...-cooperation-framework-agreement
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Nur noch Frage von Wochen bis das Zweitlisting kommt
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Die Frage, die sich mir stellt ist, wann muss man eigentlich die Reissleine ziehen?
Wie macht ihr das? Bei -10, -20, -50, -70%?
Was ist da euer Limit?
Es ist natürlich schwer zu entscheiden, denn die Infos über die Fa. sind spärlich.
Liegt Insolvenzgefahr vor? Ist das Unternehmen bei über 60 Dollar exorbitant überbewertet gewesen? Sind noch risikohafte Klagen ausstehend? Oder wie ist ein derartiger, nahezu täglicher Kursverfall eigentlich erklärbar?
Schaut man sich diese Seite an:
https://finance.yahoo.com/quote/CSIQ?p=CSIQ&.tsrc=fin-srch
liegen die Zahlen, bis auf ein Quartal immer über den Erwartungen. Wie ist dann ein Kursverfall von über 50% in einem Jahr, in einer Branche der immer wieder Zuzkunft nachgesagt wird erklärbar?
Any answers, any ideas?
Der wichtigste Faktor des Privatanlegers ist mE Zeit.
Mit den Großrechnern, Algorithmen etc. können wir eh nicht Schritt halten.
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Aber ist ja noch nicht insolvent.... Könnte Wirecard also noch schlagen.
Zögere aber noch mit dem Verkauf.
Überlege noch die nächsten Geschäftszahlen abzuwarten.
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Verlust somit hier nicht ganz so hoch.
Insgesamt circa minus 5%, dennoch ärgerlich, zumal die jüngste Kursentwicklung nichts Gutes vermuten lässt.
Allen gute Nerven hier.
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doch sowas kann sich auch wieder ändern. zumindest die preise beim polysilicium werden ab herbst massiv sinken, weil viel neue kapazität auf den markt kommt.
die frage ist wirklich, was tun als anleger.
ich hab mich entschieden, ich werds aussitzen. weder zukaufen noch verkaufen.
ich denke, ab frühsommer könnts drehen.
...aber was weiss ich schon...
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Naja hier ist Hopfen und Malz verloren.
Gehen hier schon die Lichter aus oder warum kackt die Solar-Bude so ab.
https://www.canadiansolar.com/aboutus/
Die Frage ist: Warum "kackt" sie so überdurchschnittlich ab.
Ich beobachte sie seit geraumer Zeit zusammen mit der "Peer Group": First, Jinko, SunPower, ReneSola und SolarEdge, sowie Daqo.
https://de.finance.yahoo.com/quote/CSIQ?p=CSIQ&.tsrc=fin-srch (unter "beobachtet werden auch" zu finden).
In den allermeisten Fällen gehört CS zu den schwächsten Performern und zwar seit 1 Jahr! Warum?
Das ist der eine Grund der andere was ich nachlesen konnte ist der, das Canadian hinsichtlich der Patentrechtsklagen der Börsenaufsicht des Star Market in China noch Fragen und Unterlagen auch über die evtl. Hohe dessen beibringen muss.