28 Feb '12, 7pm

China's latest solar financials reveal ups and downs in 4Q11-1Q12: The latest quarterly financial updates now c...

Final numbers won't be ready until mid-March, but JA Solar says shipments in 4Q11 were around 390-410MW, far higher than its previous guidance of 310-330 megawatts (MW). That will put shipments for all of 2011 at 1.68-1.70 gigawatts (GW), vs. expectations of 1.6GW. Analysts' take: What analysts seem to be picking up from JASO's update is the lack of any clarity on sales and particularly margins. Jesse Pichel from Jefferies calls it "another profitless prosperity" and lowers his gross margin expectations on the basis of pricing pressures and anticipating some inventory writedowns as its peers have been doing. The 80MW upside in 4Q11 shipments, he says, is mainly from projects in the US and China, with some upside from Germany. Aaron Chew of Maxim doesn't cover JASO, but agrees that the story is more about margins and profits rather than hiking shipments. "It shouldn't be lo...

Full article: http://www.renewableenergyworld.com/rea/news/article/2012...

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