Jinkosolar - hat die niemand auf dem Radar?

Ist Freitag! Da werden die Amis wieder ablegen.. :-(  

expect the unexpected...
Bin seit 15,30 Euro wieder drin...  

Bin ja ganz zufrieden mit meinem Riecher Jinko zu kaufen. Hab gestern nochmal nach dem Intraday turnaround und Schluss über 1850 alles was ich noch zusammenkratzen konnte in canadian eingeschmissen ;-) Bis jetzt scheinst ne gut Idee gewesen zu sein. Hab mich da ganz nach dem alten Buffett Motto verhalten: "be fearful when others are greedy, and greedy when others are fearful". Am ersten Teil der Aussage arbeite ich noch ;-)  

Glückwunsch zu dem goldenen Händchen... :-)

Für die seit dem Absturz drin gebliebenen ist das die Tage erst mal ein Tropfen auf den heißen Stein. Aber ich bin überzeugt das Jinko Management wird uns nicht enttäuschen zu den Zahlen und damit den Kurs hoffentlich wieder dahin befördern wo er hingehört...

VG
Taktueriker  

1GW of Andhra Pradesh projects up for auction in beefed up solar mission

India solar
India solar: The government has increased the target under its JNNSM solar mission to 15GW by 2019 and published details of a 1GW auction in Andhra Pradesh. Image: Tata.
The Indian government has revealed details of an auction of 1GW of solar projects in the state of Andhra Pradesh that will form the first part of a national 15GW roll out of PV between now and 2019.

The Ministry of New and Renewable Energy today published guidelines on the new-look Jawarharlal Nehru National Solar Mission (JNNSM) national mission, which has been overhauled to reflect the solar ambitions of the new Modi government.

Initially, the second batch of the second phase of the JNNSM had been expected to allocate 1,500MW of new PV capacity, but this has been thrown out in favour of a much bigger 15GW target by 2019.

This target will be rolled out in three tranches – of 3,000MW, 5,000MW and 7,000MW.

Under the first tranche, due to run from 2014 to 2017, 3,000MW of solar capacity will be “bundled” with 1,500MW of new coal capacity

The Andhra Pradesh auction forms the first part of this initial tranche and will select companies to build projects totalling 1GW on land in the state’s Kurnool District.

A JV of public sector companies – JNNSM lead body the Solar Energy Corporation of India (SECI), the Non-Conventional Energy Development Corporation of Andhra Pradesh (NEDCAP) and Andhra Pradesh Power Generation Corporation (APGENCO) – will carry out necessary infrastructure works including roads, water, construction power and pooling substations to speed up implementation of the PV projects.

The JV will also select companies to build, own and operate the projects through a tariff-based bidding process. Out of the 1GW on offer, 250MW will be reserved for domestic content requirement (DCR) projects, consistent with other phases of the JNNSM. Individual projects will be no more than 50MW each in size.

Power from the projects will be purchased by NTPC Vidyut Vyapar Nigam (NVVN), a subsidiary of the state-owned power generation company, NTPC, under a 25-year power purchase agreement. NVVN will bundle power from the 1,000MW of PV with 500MW of unallocated power from NTPC coal power stations and sell it on to distribution companies in the state.

Local solar consultancy, Bridge to India, said in a briefing note about the guidelines that they were in places “confusing and self-contradictory”, leaving open the risk of confusion over responsibilities for site development.

“In the past, we have seen that for solar parks in Gujarat and Rajasthan, developers have had to face delays due to a delayed delivery of evacuation infrastructure [getting electricity onto the grid from the systems] and allotment of lands.

“It would be much better if the allocation process would begin only after all the developmental work is completed and the evacuation infrastructure has been created at the solar park. Alternatively, the guidelines must delink the risks of land and transmission infrastructure availability from the developers,” Bridge to India said.

Bridge to India said it expected the allocation process for the 1GW in Andhra Pradesh - confusingly referred to as part I of tranche I of batch II of phase II of the JNNSM - to begin in December.

Details of the remaining 2GW in the first tranche of the beefed up JNNSM or the subsequent two, much larger tranches, have yet to be made public.  

"...Jinko Power Signs 200 MW PV Project Development Agreement with Government of Shicheng County in Jiangxi Province
10/16/14

SHANGHAI, Oct. 16, 2014 /PRNewswire-FirstCall/ -- JinkoSolar Holding Co., Ltd. ("JinkoSolar" or the "Company") (NYSE: JKS), a global leader in the solar PV industry, today announced that JinkoSolar Power Co., Ltd. ("Jinko Power"), a subsidiary of the Company has signed a PV project development agreement with the government of Shicheng County, Ganzhou City, Jiangxi Province to develop 200MW PV power plant. The project will require an aggregate investment amount of approximately RMB1.6 billion.

The project will be built in Zhuokeng and Fengshan villages, Shicheng County, Ganzhou City, Jiangxi Province. The PV power plant will be constructed in four phases over a period of 4 years. The first phase of construction will begin during the first half of 2015. The project is expected to receive the national subsidy of RMB1/kWh as well as provincial level subsidy of RMB0.2/kWh for 20 years. The PV power plant is expected to generate approximately 240 million kWh of electricity annually and RMB288 million of revenue annually while improving the local environment and contributing to economic development.

"We are pleased to sign this significant PV project development agreement with the government of Shicheng County as we further expand our pipeline in Jiangxi Province," commented Mr. Xiande Li, Chairman of JinkoSolar. "We believe this project will be a great success as we leverage the local government's support and willingness to build clean energy infrastructure and our high quality PV products and industry leading capabilities in PV power plant development. This project will enable us to expand our clean energy generation capacities and grow shareholders' value."..."

http://ir.jinkosolar.com/zhen/en/press.php  

Natülich wird Indien Ernst machen, denn Modi ist ein ausgeprochener Freund der Erneuerbaren und wenn Indien endlich mal ihre Energieknappheit in den Griff bekommen will, dann wird das ohne Solar und ohne Wind nicht gehen. Das große Problem in Indien ist die Finanzierung, da die in Indien ganz einfach zu teuer ist und es werden zusätzlich viel zu hohe Sicherheiten verlangt. Wenn Modi dieses Problem in den Griff bekommt, dann wird Indien zu einer Großmacht in Sachen Solar und zwar nicht erst in 3 Jahren sondern spätestens 2016.  

Jinko trotz heute gemeldeten Großauftrag sogar weniger zulegt, als die Konkurrenten.

Nachdem die Solaris nach meiner Meinung einen Boden ausgebildet haben, bin ich seit heute wieder investiert. Aber immer noch nicht in JKS.  

Sind ja "nur" etwa 50 MW im Jahr und wenn Jinko im nächsten Jahr so 2,3 bis 2,5 GW an Modulen verkaufen will, dann sind solche heimischen Aufträge schon mehr als ein Muss.

Viel interessanter finde ich da schon die News, dass Jinko Smarts-Moduls in den europäischen Vertrieb bringen wird. Ist angesichts der EU-Mindestpreise ein sehr gute Strategie.

Der Link dazu:

http://www.solarserver.de/solar-magazin/...n-europaeischen-markt.html

Auch die News über das 52 MW-Projekt in North Carolina halte ich für interessant, denn da werden 72zellige Jinko-Module verbaut. Kommt nicht allzu oft vor, dass Jinko ihre Modulreihe JKM300P-72 and JKM305P-72 verkauft. Dass man einen neuen US-Neuauftrag über 21 MW finde ich auch nicht so uninteressant, denn offenbar kann Jinko trotz der US-Strafzölle noch an größere Aufträge in den USA ran kommen.  

 

gestern mal wieder ein paar Prozente raus, aber der Kurs ist jawohl immernoch ein Witz.
Unter 20 € ist lächerlich, irgendwann muss es ja mal richtig nach oben gehen,
es hat sich ja am operativen Geschäft von JKS nichts geändert, nur am Gesamtmarkt.
 

da fliegen die Gesamtmärkte mal stark nach oben und hier tut sich nix, klasse...  

nur kurz daran erinnern, dass heute bei Jinko verfall ist!
heute sind Kurse von 22-24$ möglich! 24$ war das Hoch vom 10.10.14-ca 19h!

weiter gute Kurse nach Norden!
 

Aber WTI habe ich noch nicht gesehen - könnte positiv werden für solaris  

Austin utility tries to water down solar commitment
17 OCTOBER 2014 APPLICATIONS & INSTALLATIONS, INVESTOR NEWS, MARKETS & TRENDS
BY: MAX HALL
Austin, Texas.Austin's utility wants to water down a renewables commitment imposed on it by the Texan capital's city council.Wikipedia/Wikidiculous
Texan power company wants a 65% renewables target imposed on it by city council reduced to 50%. Austin Energy calling for new gas-fired power plant rather than 600 MW of new solar.

The energy utility for Texan capital, Austin, is trying to water down city council proposals to ramp up solar generation, according to a report in the Texas Tribune newspaper.
Austin City Council made headlines in August when it proposed a renewables generation target of 65% for utility Austin Energy by 2025.
As part of the drive for solar, politicians also demanded the power generator replace a 600 MW ageing natural gas-fired power plant with solar by 2017.
But according to a report yesterday by the Tribune's Neena Sutija, the utility has come up with a counter-proposal of a 50% renewables target and the replacement of the gas-fired plant with a newer, more energy-efficient version, powered by the same fossil fuel, with the conflicting demands set to go to an independent review.
The utility is claiming the big strides it made in renewables have left it hamstrung financially, having signed long-term solar PPAs years ago when solar energy was much more expensive.
A victim of its own success
According to the report, Austin Energy says it needs to balance its costly solar obligations by generating power from cheaper conventional sources and selling at a profit to keep consumer bills affordable.
The city council seems unlikely to bend on the power station question, given it has stated an aim of zero-carbon generation by Austin Energy by 2030.
The utility is already under fire from residential solar system owners in the city for its 'value of solar tariffs' (VOST) scheme, which forces rooftop owners to sell all energy generated to the utility and buy electricity at retail price.
Homeowners with solar rooftops say the increased revenue from being forced to sell their energy – rather than consume it for free – has an impact on their income tax bills and also casts doubt over whether they qualify for the 30% federal income tax credit (ITC) to help fund such installations.
As the U.S. Internal Revenue Service (IRS) prepares a ruling on the two points, homeowners are calling for the introduction of net metering, permitting them to consume their energy and earn credits off their bills for excess power fed into Austin Energy's grid.  

India raises JNNSM target by 75 per cent
17 OCTOBER 2014 GLOBAL PV MARKETS, INDUSTRY & SUPPLIERS, INVESTOR NEWS, MARKETS & TRENDS, TRADE CASES, TOP NEWS
BY: MAX HALL
Part of the entourage for Indian PM Narendra Modi's recent visit the White House.Indian PM Narendra Modi has expanded capacity targets in the latest round of the JNNSM by 75 per cent.Pabak Sarkar/Flickr
Narendra Modi wants 15.75 GW, rather than 9 GW under the second phase of the national solar mission. Developers are meeting in New Delhi today to discuss the proposals.

The Indian government finally confirmed rumors of a hefty expansion of the national Jawaharlal Nehru National Solar Mission (JNNSM) this week by firing the starting gun on a 75% premium on the previously targeted capacity under the current phase of the program.
Solar developers were invited to a consultation meeting in New Delhi today (Friday) to give their feedback on plans to expand the capacity developed under Phase II of the national program, from 9 GW to 15.75 GW.
But with the World Trade Organization complaint by the U.S., among others, against the domestic content aspects of the JNNSM rumbling on, it remains to be seen whether a reduction in the allocation for Indian-made projects, from 50% to 25%, will be enough to satisfy the complainants.
The government's ministry for new and renewable energy (MNRE) on Tuesday publicized its draft guidelines for the impending second batch of Phase II of the scheme, with feedback invited until the end of the month.
With the previous government having targeted 9 GW of new solar under the four-year second phase of the scheme, prime minister Narendra Modi has attempted to live up to his reputation as the darling of the solar sector by expanding the phase by two years and pitching for an extra 6.75 GW.
Modi aims to eclipse previous target
The previous administration developed 750 MW, half of it subject to DCR requirements, under the first batch of phase II projects up to March and now Modi wants to deliver 15 GW – in three overlapping tranches – up to 2019.
The first tranche would deliver 3 GW up to 2017, bundled with 1.5 GW of unallocated coal-fired power generated by the government-owned Vidyut Vyapar Nigam (NVVN) power generation company to keep prices down.
That 3 GW would be delivered through large scale solar parks, starting with a 1 GW park being developed in Andhra Pradesh's (AP) Kurnool district by public entities the national Solar Energy Corporation of India (SECI) and the AP state government-owned New and Renewable Energy Corporation of AP (NEDCAP) and Andhra Pradesh Power Generation Corp. (APGENCO).
Maximum 250 MW per developer
Under the solar parks proposals, developers would bid for a maximum of 250 MW of projects, with each project accounting for 50 MW and a maximum of two India-only, and three open, schemes.
Developers will compete using the established reverse-bidding process to ensure the lowest price tariffs are successful and power will be sold through 25-year PPAs.
The domestic content requirement permits Indian manufacturers to import wafers – or starting substrates for thin film projects – and other 'raw materials' but stipulates cells and modules must be manufactured in India.
That constitutes the government's attempt to achieve the draft policy's stated aim of securing "India as a manufacturing hub in solar PV," and, if the 25% DCR figure is extrapolated across a similar 75% rise in succeeding targets, it would add up to 8.125 GW of Indian-made cells and modules by the completion of the JNNSM.
While 3 GW is being delivered under the first tranche of the 15 GW second batch of Phase II, a second three-year tranche, aiming to generate 5 GW of new solar, will start next year with a third three-year tranche, intended to deliver the remaining 7 GW of the batch, starting in the 2016/17 financial year.  

das geht ja ab wie Schmitts Katze. Das geht mir fast schon zu schnell. Deshalb warte ich noch mit dem Restdrittel.  

hätte ich mehr Performance von den Chinasolaris erwartet. Zumal nach diesem Absturz.  

Hatten wir schon öfter. Die Indizes steigen immer weiter und die Solarwerte geben wieder nach. Es werden jetzt wieder die großen Titel gekauft. Wäre schon zufrieden, wenn wir heute grün bleiben.  

S&P 500 knapp vor der 1.900er Marke (200-Tageslinie bei 1.907) und der Dow kämpft um die 16.400er Marke. Alles ganz entscheidende Marken und wenn es da drüber geht, dann würde es sehr gut aussehen für eine Jahresendrallye. Jedenfalls sieht es deutlich besser aus wie noch vor zwei Tagen, aber über die erwähnten Marken muss es rüber gehen. Wenn nicht heute, dann am Montag.  

ich fass es nicht.  

steigt der Gesamtmark, werden die Solaries auch wieder nach ziehen. War imgrunde genommen klar, dass viele der (kleinen) Einsteiger sofort wieder verkaufen.  

Wie's aussieht folgte dem Fehlausbruch nach oben, der Fehlabsturz nach unten.  

jetzt schon alle im Minus!
 

bei all meinen Solaris auch abk.... wegen dem minus aber es hat was gutes.

ES GIBT DANN KEINE GAP´s ab Montag die es zu schliessen gilt