re JA Solar Holdings (JASO) : Feb IPO
A Chinese manufacturer of high-performance solar cells
ipohome.com
Quotes for JASO & its Competitors (per Yahoo):
finance.yahoo.com
5 day comparison chart:
finance.yahoo.com
Industry Center > Semiconductor - Specialized
biz.yahoo.com
Level2: JASO (may need to manually refresh webpage)
siliconinvestor.com
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02/07/07: Chinese solar cell manufacturer JA Solar prices above the range at $15
ipohome.com
123jump's IPO report on JASO (with two chili rating ie Value Gap)
Competitors: BP Solar International Inc. (privately held) ; Solarfun ; Mitsubishi Electric Corporation
123jump.com.
Includes, but not limited to:
..."Company currently produces only monocrystalline solar cells because all its silicon wafer supplies are monocrystalline. Monocrystalline cells are generally more efficient than multicrystalline cells, but costs of monocrystalline wafers are generally higher than multicrystalline wafers.
The Company sells its products to solar module manufacturers who assemble and integrate its solar cells into modules and systems that convert sunlight into electricity. The Company currently sells its products to customers primarily in China, and it has sold its products to customers in Germany, Sweden, Spain, South Korea and the United States.
The Company has technical expertise for solar cell production, established supplier relationships and scalable low-cost manufacturing capabilities. The Company’s monocrystalline solar cells have generally achieved conversion efficiency rates in the range of 16.0% to 16.5%, and the highest conversion efficiency rate achieved by its monocrystalline solar cells to date was 17.47%, as tested by the Photovoltaic and Wind Power System Quality Test Center of the Chinese Academy of Science.
The Company was established in May 2005 and commenced commercial operations in April 2006 with the opening of its first solar cell manufacturing line located in Hebei province which has a rated manufacturing capacity of 25 MW per annum.
The Company plans to construct four additional manufacturing lines in its planned new facilities in Shanghai to increase its total rated manufacturing capacity to 175 MW per annum by the end of the third quarter of 2007.
Since commencement of commercial operations, the Company’s monthly production output has grown from approximately 0.6 MW in April 2006 to approximately 4.5 MW in September 2006, and the Company manufactured approximately 5.6 MW, 5.0 MW and 6.4 MW in October, November and December 2006, respectively."...
JASO's silicon material supply :
jasolar.com
..."In the photovoltaic manufacturing industry, silicon material supply can have a substantial effect on the strength and longevity of a PV company. JA has solidified its supply chain through long-term relationships and vertical integration"...
Jing Long group is mother company of JA Solar:
..."Jing Long Group is the largest mono-crystalline silicon wafer and ingot manufacturer in the world. As the mother company of JA Solar the Jing Long group has a vested interest in the success of JA Solar and supplies JA with a steady supply of silicon wafers"....
Hemlock ( US based company ) & JL Group : raw silicon
..."A US based company with the world's largest supply of raw silicon, Hemlock has an exclusive agreement to acquire canonical poly-silicon resources in China . JL Group is the world's second largest customer of Hemlock. Hemlock and JingLong have a long-term history as mutual beneficiaries. Within the Chinese PV market there is no other manufacturer who can demonstrate comparable raw silicon material support."...
SeekingAlpha blog entry: "How The Polysilicon Shortage Affects Solar Energy Stocks"
The blog entry does not include JASO, but does look at the supply issue, etc.
energy.seekingalpha.com
JA Solar Sees Tripling in 2007 Revenue
biz.yahoo.com
Investor Relations:
investors.jasolar.com
Recent News includes
04/02/07: JA Solar and Canadian Solar Sign Solar Cell Supply Agreement --
...supply agreement valued at approximately US$50 million to US$60 million from April to December 2007. Under the agreement, JA Solar will supply solar cells to CSI for use in CSI's solar modules. Initial deliveries will start immediately....
Jinglong Group Industrial Park, Jinglong Street
Ningjin, Hebei Province, China
+(86-319) 580-0760
jasolar.com
SEC filings
sec.gov |
