Microsoft, ννμ루μ
κ³Ό 2.5GW λͺ¨λ κ³μ½. λ―Έκ΅ κ³΅μ₯μμ μμ°λλ μ ν
https://www.datacenterdynamics.com/en/news/microsoft-teams-with-south-koreas-qcells-to-source-up-to-25gw-of-solar-panels-in-the-us/
https://www.datacenterdynamics.com/en/news/microsoft-teams-with-south-koreas-qcells-to-source-up-to-25gw-of-solar-panels-in-the-us/
Datacenterdynamics
Microsoft teams with South Korea's Qcells to source up to 2.5GW of solar panels in the US
Ensuring a supply chain for Microsoft power purchase agreements, and meeting Biden's goals for solar manufacturing
γμλΌμ£μ§(SEDG.US); 2023λ
μλ μ λ½ μ£Όνμ© νμκ΄ μ±μ₯γ
κΈλ‘λ²μ£Όμν ν¨νλ β 02-3772-4452
- 4Q22 Re. μλ μ΅λ ν맀λ κΈ°λ‘
- λ―Έκ΅ μ£Όνμ© μμ λΆνμ€μ± vs. λ―Έκ΅ κ³΅μ₯ ν¬μ
- 2023λ μ λ½ νμκ΄+BESS μμ₯ 본격ν
β» μλ¬Έ νμΈ: http://bbs2.shinhaninvest.com/board/message/file.do?attachmentId=312708
μ λ΄μ©μ 2023λ 2μ 15μΌ 7μ 40λΆ νμ¬ μ‘°μ¬λΆμμλ£ κ³΅ν μΉμΈμ΄ μ΄λ€μ§ λ΄μ©μ λλ€.
κΈλ‘λ²μ£Όμν ν¨νλ β 02-3772-4452
- 4Q22 Re. μλ μ΅λ ν맀λ κΈ°λ‘
- λ―Έκ΅ μ£Όνμ© μμ λΆνμ€μ± vs. λ―Έκ΅ κ³΅μ₯ ν¬μ
- 2023λ μ λ½ νμκ΄+BESS μμ₯ 본격ν
β» μλ¬Έ νμΈ: http://bbs2.shinhaninvest.com/board/message/file.do?attachmentId=312708
μ λ΄μ©μ 2023λ 2μ 15μΌ 7μ 40λΆ νμ¬ μ‘°μ¬λΆμμλ£ κ³΅ν μΉμΈμ΄ μ΄λ€μ§ λ΄μ©μ λλ€.
(μ½μ€λ₯)μ 룑μ κΈ° - λ¨μΌν맀γ곡κΈκ³μ½μ²΄κ²° http://dart.fss.or.kr/api/link.jsp?rcpNo=20230220900335
2023-02-20
2023-02-20
γTPIμ»΄ν¬μ§μΈ (TPIC.US); λ―Έκ΅ νλ ₯ λΈλ μ΄λ 곡μ₯ μ¬κ°λ μλ°γ
κΈλ‘λ²μ£Όμν ν¨νλ β 02-3772-4452
- 4Q22 Re. μ νλ―Ήμ€ κ°μ μΌλ‘ ASP μμΉ
- GEμ λ―Έκ΅ μμ΄μ€μ 곡μ₯ μ¬κ°λ μλ°
- μ΄μ μλ 곡μ₯ ν¬μ, 2023λ λ―Έκ΅ μμ£Ό ν΄μ΄λΌμ΄λ μ λ§
β» μλ¬Έ νμΈ: http://bbs2.shinhaninvest.com/board/message/file.do?attachmentId=313001
μ λ΄μ©μ 2023λ 2μ 24μΌ 7μ 40λΆ νμ¬ μ‘°μ¬λΆμμλ£ κ³΅ν μΉμΈμ΄ μ΄λ€μ§ λ΄μ©μ λλ€.
κΈλ‘λ²μ£Όμν ν¨νλ β 02-3772-4452
- 4Q22 Re. μ νλ―Ήμ€ κ°μ μΌλ‘ ASP μμΉ
- GEμ λ―Έκ΅ μμ΄μ€μ 곡μ₯ μ¬κ°λ μλ°
- μ΄μ μλ 곡μ₯ ν¬μ, 2023λ λ―Έκ΅ μμ£Ό ν΄μ΄λΌμ΄λ μ λ§
β» μλ¬Έ νμΈ: http://bbs2.shinhaninvest.com/board/message/file.do?attachmentId=313001
μ λ΄μ©μ 2023λ 2μ 24μΌ 7μ 40λΆ νμ¬ μ‘°μ¬λΆμμλ£ κ³΅ν μΉμΈμ΄ μ΄λ€μ§ λ΄μ©μ λλ€.
λ² μ€νμ€ νκ΅ ν΄μνλ ₯ 600mw. 15mwν°λΉ 40κ° κ³΅κΈ λ° 20λ
μ μ§λ³΄μ κ³μ½
https://news.cision.com/vestas-wind-systems-a-s/r/vestas-selected-as-preferred-supplier-for-the-600-mw-wando-geumil-offshore-wind-project-in-south-kor,c3725747
https://news.cision.com/vestas-wind-systems-a-s/r/vestas-selected-as-preferred-supplier-for-the-600-mw-wando-geumil-offshore-wind-project-in-south-kor,c3725747
News Powered by Cision
Vestas selected as preferred supplier for the 600 MW Wando Geumil offshore wind project in South Korea
News release from Vestas Asia Pacific
Singapore, 1 March 2023
The offshore wind industry
Singapore, 1 March 2023
The offshore wind industry
γνΌμ€νΈμλΌ(FSLR.US); IRA λ³΄μ‘°κΈ ν¨κ³Ό 2Q23λΆν° νμΈ κ°λ₯γ
κΈλ‘λ²μ£Όμν ν¨νλ β 02-3772-4452
- 4Q22 Re. ASP νλ½μΌλ‘ μ΄μ΅ μ»¨μΌ νν
- IRA λ³΄μ‘°κΈ ν¨κ³Ό 2Q23 μ΄μ΅μμ νμΈ κ°λ₯
- κΈλ‘λ² λͺ¨λ κ°κ²© νλ¦κ³Ό λ€λ₯΄κ² νΌμ€νΈμλΌλ§ κ°κ²© μΈμ μ€
β» μλ¬Έ νμΈ: http://bbs2.shinhaninvest.com/board/message/file.do?attachmentId=313171
μ λ΄μ©μ 2023λ 3μ 3μΌ 07μ 31λΆ νμ¬ μ‘°μ¬λΆμμλ£ κ³΅ν μΉμΈμ΄ μ΄λ€μ§ λ΄μ©μ λλ€.
κΈλ‘λ²μ£Όμν ν¨νλ β 02-3772-4452
- 4Q22 Re. ASP νλ½μΌλ‘ μ΄μ΅ μ»¨μΌ νν
- IRA λ³΄μ‘°κΈ ν¨κ³Ό 2Q23 μ΄μ΅μμ νμΈ κ°λ₯
- κΈλ‘λ² λͺ¨λ κ°κ²© νλ¦κ³Ό λ€λ₯΄κ² νΌμ€νΈμλΌλ§ κ°κ²© μΈμ μ€
β» μλ¬Έ νμΈ: http://bbs2.shinhaninvest.com/board/message/file.do?attachmentId=313171
μ λ΄μ©μ 2023λ 3μ 3μΌ 07μ 31λΆ νμ¬ μ‘°μ¬λΆμμλ£ κ³΅ν μΉμΈμ΄ μ΄λ€μ§ λ΄μ©μ λλ€.
Broadwind(BWEN.US) - λ―Έκ΅ νλ ₯νμ μ
체
2023λ 맀μΆμ‘ κ°μ΄λμ€ vs. 컨μΌ
200~220 vs. 206.5λ°±λ§λ¬λ¬
맀μΆμ‘ κ°μ΄λμ€λ νλ ₯νμ곡μ₯ κ°λλ₯ 50% κ°μ
4λΆκΈ°μ λ°μ νλ ₯νμ 175λ°±λ§λ¬λ¬ μμ£Όλ λ¨μΌ μμ£Ό μ€ μλ μ΅λ κ·λͺ¨
2023~2024λ λ©ν, μ°κ° νλ ₯νμ Capaμ 50%
νλ ₯ν°λΉμ΄ ν¬ν¨λ μ¬μ λΆμ μμ£Όμκ³ λ 240λ°±λ§λ¬λ¬. κ°μ΄λμ€ μν κ°λ₯μ± λμ
μ 체 μ κ·μμ£Ό / μμ£Όμκ³ (λ°±λ§λ¬λ¬)
2020λ 149 / 93
2021λ 159 / 106
2022λ 368 / 297
μμ£Όμκ³ μλ μ΅λμΉμΈ 2013λ 311 μμ€
2023λ 맀μΆμ‘ κ°μ΄λμ€ vs. 컨μΌ
200~220 vs. 206.5λ°±λ§λ¬λ¬
맀μΆμ‘ κ°μ΄λμ€λ νλ ₯νμ곡μ₯ κ°λλ₯ 50% κ°μ
4λΆκΈ°μ λ°μ νλ ₯νμ 175λ°±λ§λ¬λ¬ μμ£Όλ λ¨μΌ μμ£Ό μ€ μλ μ΅λ κ·λͺ¨
2023~2024λ λ©ν, μ°κ° νλ ₯νμ Capaμ 50%
νλ ₯ν°λΉμ΄ ν¬ν¨λ μ¬μ λΆμ μμ£Όμκ³ λ 240λ°±λ§λ¬λ¬. κ°μ΄λμ€ μν κ°λ₯μ± λμ
μ 체 μ κ·μμ£Ό / μμ£Όμκ³ (λ°±λ§λ¬λ¬)
2020λ 149 / 93
2021λ 159 / 106
2022λ 368 / 297
μμ£Όμκ³ μλ μ΅λμΉμΈ 2013λ 311 μμ€
Canadian Solar GAAP EPS of $1.11 beats by $0.14, revenue of $1.97B in-line https://seekingalpha.com/news/3949337-canadian-solar-gaap-eps-of-1_11-beats-0_14-revenue-of-1_97b-in-line
Seeking Alpha
Canadian Solar GAAP EPS of $1.11 beats by $0.14, revenue of $1.97B in-line
Canadian Solar press release (CSIQ): Q4 GAAP EPS of $1.11 beats by $0.14.Revenue of $1.97B (+28.8% Y/Y) in-line.68% increase in solar module shipments year-over-year to 6.4 GW,...