Hanergy Solar WKN: A0RDSG Der Gewinner
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Have a Vision, for 10 Workers or 10,000
Q. Do you think you were born to be a leader?
A. Yes. When I was a young child, maybe 7 years old, I liked to lead the neighborhood kids. Then when I was a sophomore at Beijing Jiaotong University, I organized over 30 classmates to sell rolls of films outside the school’s cafeteria. What I did was to allocate different work to different classmates based on their character and strength. Some classmates were in charge of purchasing the films, some were in charge of sales, and some others were in charge of cash.
When I look back at this simple experience, I think it involved some basic rules in team management, for example, setting up a common target, knowing what a team member is good at and allocating the right work, managing the process and sharing the results. What touched me the most was it is never easy to make money, but I also realized the power of teamwork.
Then when I was about 26 years old, I founded my company and there were only about seven people, but most were my classmates so we were all the same age. I don’t know why they followed me, but I think maybe they believed in me and the mission.
Q. Did the fact that you were the same age and had known each other in school make managing them and the business easier?
A. Managing people requires strong vision and having the confidence to stand by that vision. In some sense starting a company and working with my classmates made this easier because we all knew each other and had a certain level of trust and understanding. But, with that said, I had to be firm and set high expectations for everyone, starting with myself.
Q. What do you remember of those early days?
A. There were a lot of difficulties during the early years, for example in strategic direction and capital. I think the latter is probably one of the biggest challenges for most start-up teams. It took us eight years to construct the Jin’anqiao Hydropower Station, which is the world’s largest hydropower station built by a private firm. At peak times, the daily cash inflow needed was as much as 10 million renminbi [about $1.6 million], which was really a heavy burden for me. It was a challenge beyond the capital itself, actually. It was also about perseverance and whether you made the right decision about the company’s strategy. But in the end, by sticking to our long-term vision and dedicating ourselves to the clean-energy sector, we have been able to weather these challenges and achieve success.
Q. What makes a leader, in your view?
A. What’s very important is belief in what you’re doing. I have plenty of money to live on and I could just retire and play golf, but I’m fighting for what I believe in, which is to change the world with clean power. And when you have faith in a common cause you can unite everybody around you, which is exciting.
I think what differentiates Hanergy from some other companies is that common goal. We are neither thinking about making money nor making a name for ourselves, we focus on the ultimate solution of energy use and ensure a better way of life through safer, more convenient and cost-effective access to energy. That’s why we chose thin film over other solar technologies five years ago. A lot of people in the solar-power sector doubted our choice. But we believe the industry in general is moving in our direction.
Q. What do you do as a leader to inspire your employees?
A. Your team members need to believe in you; if they do not, you will fail. But to gain that you have to prove to them that you are trustworthy. In Chinese philosophy, the highest form of belief is implicit belief: You don’t have to defend or explain yourself. In a way, people are in awe of you and trust you. But it’s not just about your employees; your clients and customers also have to believe in you and in your belief and confidence in yourself.
Q. When you started as an entrepreneur, China was very different. How difficult was it in those early days?
A. Actually, 25 years ago it was easier because there were no competitors. China was just coming out of its reform and opening up, and the idea of entrepreneurship and private business was new and exciting. In those days, there was a sense of excitement and opportunity, as everyone was rushing to get rich. But starting a business is never an easy task. It requires vision, and long-term vision, not short-term treasure seeking. By focusing on China’s transition away from fossil fuels, I’ve been able to form a long-term plan that is sustainable and impactful.
Q. What would you say is the secret to success in business?
A. People, people, people; how you motivate the people, for them to work, is very important.
Q. How do you do that?
A. I think people believe in what we’re doing and I also give them opportunities. I can’t say I’m very hands-on, I think it’s more about giving the overall vision, but not micromanaging. I have to trust the people working with me. Obviously it’s very important to identify the right people that work for you, and I guess that’s what I’m good at.
Q. How do you identify the right executives?
A. Everybody has a different definition of success. For me it’s not about making a lot of money, but whether you’re making a difference. I think the reason we have a lot of great talent coming to us is because we have a vision and people believe in what we’re doing. Based on this common vision, our employees are self-motivators and very passionate about Hanergy’s business. It is also the reason Hanergy is able to retain talented people.
Q. Now you have over 10,000 people working for you. How has your view on leadership changed?
A. I don’t think I’ve actually changed in any fundamental way; my sense of mission remains, as well as perseverance.
Q. What would be your advice to a young entrepreneur?
A. Persevere. Stick to one thing more than 10 years or as long as necessary. I think we often overestimate what can happen in one to two years and underestimate what can happen in five to 10 years. And if you stick to your plan in my business, over the long course, you could be amazed by what you achieve. Obviously you have to find the right thing to do [laughs].
Q. If you could talk to your young self, what would you say?
A. When you are 50, you will not regret all the hard work!
Quelle: http://www.nytimes.com/2015/01/19/business/...kers-or-10000.html?_r=0
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natürlich und weckten Hoffnung. Und da ich nun mal einer bin, der mehr aus dem Bauchgefühl "handelt" als Charts zu analysieren, bin ich da ziemlich "naiv" und mit einem grösseren Betrag rein, habe es bis heute nicht bereut!!!!!
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http://www.aastocks.com/EN/LTP/RTQuote.aspx?symbol=00566
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http://www.boerse.de/chartanalyse/...oup-ueber-20-Tage-Linie/10424049
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Das Angebot wird ab nächstem Frühling auf weitere Ikea Einrichtungshäuser in der Deutschschweiz ausgeweitet und ist ab April auch in der italienischen Schweiz sowie ab Mai in der französischen Schweiz erhältlich. Mit einem originellen Video macht Ikea auf das neue Angebot aufmerksam.
Quelle: http://www.ee-news.ch/de/solar/article/30422/...ofort-solaranlagen-an
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(Bloomberg) -- Hanergy Thin Film Power Group Ltd. fell the most in 3 1/2 weeks in Hong Kong after the Financial Times newspaper reported “unconventional practices” with the solar-equipment maker’s accounting.
Shares closed down 3.5 percent at HK$3.60, the biggest drop since Jan. 2. The Hang Seng Index rose 0.2 percent.
Hanergy Thin Film’s decline snapped a seven-day rally of 37 percent that lifted the shares to a record high on Tuesday. The stock has more than tripled in the past year.
The FT reported that much of the company’s revenue consisted of equipment sales to its Beijing-based parent, Hanergy Holding Group. Hanergy Thin Film Chief Executive Officer Frank Dai Mingfang told the newspaper the concerns are a result of misunderstanding Hanergy’s product line.
“Investors aren’t confident about the company’s financial status as its biggest customer is the parent,” Kenny Tang, general manager of AMTD Financial Planning Ltd., an asset management company based in Hong Kong, said by phone.
The situation is getting better as the parent has tried to pay the unit’s receivables and the unit has attracted other customers, he said.
Five calls to Chen Yonghong, a vice president for communications at Hanergy Holding Group, went unanswered today. An e-mail to the investor relations department of Hanergy Thin Film wasn’t immediately answered.
To contact the reporter on this story: Feifei Shen in Beijing at fshen11@bloomberg.net
To contact the editors responsible for this story: Reed Landberg at landberg@bloomberg.net Iain Wilson, Abhay Singh
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Nun zum Bericht, dieser konstatiert nichts, was schon nicht allseits bekannt ist. Die Hanergy Thin Film Power Group hat momentan, was die Solarpanel Produktion und Verkaufszahlen angeht, keine bewundernswerten Zahlen vorzuzeigen. Gegenwärtig ist auch der Mutterkonzern die Hanergy Group der Hauptabnehmer. In dem Bericht wird aber auch erwähnt was das Ziel dieses Unternehmens ist und zwar die Firma Apple der Photovoltaik Branche zu werden.
Es werden gegenwärtig wie auch in dem Bericht steht in ganz China Produktionsstätten aufgezogen, um nach der Aneignung des Know-hows durch Übernahme verschiedener Firmen in die Massenproduktion zu gehen. Das Ziel ist auch nicht ausschließlich die Industrie, sondern der Konsum der privaten Haushalte. Weiterhin ist, wie die Autoren des Artikels auch schreiben, das Ziel Pkw und gebäudeintegrierte Solarlösungen zu entwickeln. Die ersten Tests mit Aston Martin verliefen ja wie von beiden Seiten bekannt gegeben worden ist positiv, was die Zukunftsaussichten dieser Vorhaben in einem positiven Licht stehen lässt.
In Bezug auf Li Hejun dem Kopf hinter der ganzen Sache kann nur darauf verwiesen werden wie tief dieser integriert ist, in das politische und wirtschaftliche Systems Chinas. Er scheint ein Visionär zu sein, wie auch seine neueste Publikation "Chinas neue Energie Revolution" beweist, der die Hanergy Thin Film und die Dünnschichttechnologie allgemein nicht nur als ein Mediengag aufzieht.
Was die Praktiken der Hanergy angeht gibt es sicherlich einiges zu kritisieren aber welches Unternehmen das im Kapitalismus wirtschaftet und das Ziel Profitmaximierung hat, kann von Kritik freigesprochen werden? Schlussendlich kann konstatiert werden das sich auch nach diesem Artikel an den Zukunftsaussichten der Hanergy nichts verändert hat.
Die Hanergy Thin Film hat gute Aussichten wie auch in dem Artikel steht den Dünnschichtmarkt mittelfristig zu dominieren bzw. ein Big Player in diesem Segment zu werden.
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The installations are expected to generate approximately 19 GWh of electricity per year, which will be used to power the Guangzhou Honda Automobile Co’s ZengCheng plant in Guangzhou city. The solar output will be enough to prevent 17,500 tonnes of carbon emissions annually.
Hanergy developed and constructed the photovoltaic (PV) systems and will also be in charge of their operation and maintenance (O&M). The project is touted as the largest distributed PV system in the Chinese auto industry to date.
Apart from providing sustainable energy to the factory, Honda explained that the panels will also help preserve the polyvinyl chloride (PVC) membrane of the roof. In addition, having solar panels on the roof means that the plant’s temperature has been reduced, which will lead to lower air conditioning usage.
Based in Hong Kong, Hanergy Thin Film, a unit of Hanergy Holding, makes equipment and turnkey production lines for amorphous silicon thin-film PV modules and also develops solar projects using thin-films in China, the US and Africa.
Quelle: http://renewables.seenews.com/news/...distributed-pv-for-honda-460717
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29. Januar 2015 | Markt & Trends, Top News, Finanz & Recht | Von: Jonathan Gifford
Der führende Finanz Veröffentlichung hat eine Untersuchung durchgeführt Hanergy Schluss, dass schnelle Wachstum des Unternehmens "wirft Fragen auf."
Ein Hanergy Zeremonie in China.
Die Fragen sind so zu Hanergy die Montage "unkonventionelle Methoden."
Hanergy
Da platzt auf die Solarszene im Jahr 2009 hat Dünnschicht Aspirant Hanergy war geschickt im Schlagzeilen. Es wurden jedoch nicht ganz so geschickt an der Erstellung oder dem Vertrieb von Solarmodulen, jetzt scheint es.
Financial Times (FT) Zeitung in Großbritannien veröffentlichte gestern einen Bericht, in dem sie zu dem Schluss, dass es aufgedeckt "einige unkonventionelle Praktiken hinter steigenden Geschicke Hanergy Group."
Der FT hat sich in den Hanergy Dünnschicht Power (HTF) Abschluss der Gruppe gegeben und festgestellt, dass "ein Großteil des Wachstums kommt von innen." Die FT zeigt, dass die überwiegende Mehrheit der HTF der einen Umsatz seit 2010 aus den Verkäufen an Hanergy Gruppe kommen, die selbst besitzt 73% der HTF-Aktien.
HTF vertreibt PV-Fertigungsanlagen zu Hanergy Group. Die Ausstattung Komponente ihres Geschäfts ist angeblich, dass der Apollo Energie, die der Lieferant aus amorphem Silizium (a-Si) Ausrüstung Hanergy Gruppe unter dessen ursprüngliche Plan, viele GWs von a-Si Fertigungskapazitäten in neun Fabriken in China zu installieren war. Hanergy Gruppe erworben Apollo im Jahr 2009.
Trotz dieser "unkonventionellen Praktiken" Vermögen HTF die sind hoch reiten auf solar Aktienindizes. In der aktuellen Bloomberg Solar Energy Index, stellen Sie in der Februar-Ausgabe des pv magazine veröffentlicht werden HTF-Aktie gezeigt, dass 44% MoM gewachsen sind ", aufgrund seiner diversifizierten Geschäftsmodell", sagt der Trout Group Adam Kropp.
HTF-Konten für eine satte 11,79% des Index - welche Pläne die führenden 25 Solartitel, direkt gegenüber der solaren Wertschöpfungskette. Im Gegensatz dazu macht Solarcity bei 5,75%, 5,51% First Solar, GCL-Poly Energy Holdings 4,75%, 4,16% und SunPower SunEdison 3,28%.
Fertigungsstrategie
Hanergy Gruppe schwenkbar aus seiner a-Si-Produktionsstrategie im Jahr 2012, als es begann zu erwerben gescheitert CIGS Geschäftsbereiche und Technologien. In relativ kurzer Zeit Hanergy erworben in Deutschland Solibro und MiaSolé, Global Solar und Alta Devices aus den USA Die Akquisitionen wurden zu niedrigen Kosten hergestellt, nachdem die US-Unternehmen vor allem habe es versäumt, ihre vielversprechende Dünnschicht-Technologien zu vermarkten.
Zu der Zeit, die Abkehr von a-Si schien offensichtlich viele, da die Wettbewerbsfähigkeit der Technologie rapide schrumpfen angesichts der sinkenden c-Si-Modul Kosten und Preise.
Die FT berichtet, dass die Finanz HTF zeigen, dass "fast alle" seiner HK $ 14800000000 (US $ 1910000000) in Vertrieb seit 2010 haben auf die Hanergy Gruppe gewesen. Von den Vertrieb, die FT findet, nur 35% dieser Verträge beglichen, mit dem restlichen Gesamt als Forderungen gehalten werden.
Hanergy reagiert
Die FT ist es gelungen, Antworten von HTF über den Stand der Dinge neugierig zu erhalten. Angeblich HTF CEO Frank Dai Mingfang "wischte alle Sorgen", sagte, dass es Missverständnisse bezüglich Hanergy Produktangebote.
"Niemand sonst tun können, was wir tun, mit Solarstrom in Glasfenster eingebettet ist," Herr Dai sagte der FT. OPV-Entwicklern und die Macher von halbtransparenten CdTe oder auch Glas / Glas-c-Si-Produkte kann ich anderer Meinung.
Im Vertrieb hat die FT aufgedeckt, dass in neun Fabriken Hanergy Gruppe gibt es "eine große Lücke zwischen den berichteten Umsatz bis 2012 und das Geld die Fabriken verbracht Kauf von Geräten aus HTF." Neuere Dokumente nicht zur Verfügung standen.
HTF von Herrn Dai sagte, dass 2014 und 2014 sollte eine Verbesserung von Umsatz zeigen.
Verbringung von Hanergy Produkt haben schwer zu verfolgen. Im Gespräch mit pv magazine Ende letzten Jahres, sagte der IHS-Analyst, dass es "extrem schwierig für Personen außerhalb des Unternehmens, um vorherzusagen, was Hanergy als nächstes tun wird."
"Solibro Produkt ist lieferbar ständig gehen zurück zu den Tagen des Eigentums unter Q Cells", so de Haan. "So Solibro hat sich nicht geändert, es ist nur jetzt ist es als Hanergy Solibro Produkt kommt im Gegensatz zu einem Q-Cells Solibro Produkt."
Sehr wahrscheinlich die Verbesserung von Umsatz, der Herr Dai weist auf könnte tatsächlich sein Produktion von Hanergy Akquisitionen, die Betriebs irgendwo in der Nähe von Skala wurden wie Solibro und MiaSolé ausgeht.
Die FT ist eine "bemerkenswerte Verkauf" der nachgeschalteten Solarprodukte von HTF, ein 180 MW-Megawattbereich PV-Projekt im Westen von China verfolgt wird, die Registrierung eines Rmb777.6 Mio. (124,50 Millionen Euro) Gewinn. Tiefer in den Verkauf wurde das FT aufgedeckt, dass der Käufer, Hongsheng wurde einge nur 13 Tage vor der Deal bekannt wurde. Hongsheng Management selbst hat familiäre Verbindungen mit einem ehemaligen Vorstandsmitglied HTF.
Als Reaktion auf diese Herr Dai sagte, dass es keine Regeln für in Hongkong notierten Unternehmen zu durchbrechen.
"Eigentlich haben wir uns bei Ihnen bedanken," Herr Dai sagte der FT. "Erst nachdem wir Ihre Fragen zu erhalten haben wir dies zu realisieren."
Der FT-Bericht kann ein Zeichen, dass HTF und der Hanergy Gruppe kann nicht fortgesetzt werden, um seine starke öffentliches Profil und stellaren Kursentwicklung, keine Registrierung notwendig echte Ergebnisse zu halten. Bisher war es geschickt im Management der öffentlichen Bild erschien. Es ist wiederholt gesunken seit 2012 mit pv magazine sprechen.
Bild in der Öffentlichkeit Hanergy hat eine schwere von hochkarätigen Partnerschaften, beispielsweise mit Aston Martin Formula One Team durch Produktplatzierung in Holywood Filme wie Transformers III und Transzendenz gepflegt, mit Tesla ausrollen Solarladestationen in China und.
Hanergy hat hochkarätige Partnerschaften mit Distributoren wie Ikea in Großbritannien hergestellt, nur für diese Firma der in einer merkwürdigen Art und Weise entsorgt werden. Es ist CIGS Akquisitionen brachten große Hoffnung für die Technologie und für viel Spaß beim Lesen für Investoren gemacht, es ist jedoch schwierig, Beweise für Werkzeugaufträge oder Modul Sendungen finden. Seit der Übernahme seine Dünnschicht Flotte von Technologien hat HTF das Eigentum an den Vermögenswerten unter Tochtergesellschaften gemischt.
Bestrebungen Hanergy Gruppe zu einem 10 GW PV-Produktion innerhalb von fünf Jahren wurde mit Überraschung und Freude von einigen Branchenbeobachter erfüllt, aber es wird immer deutlicher, dass nur wenige greifbare Ergebnisse haben eventuated.
HTF von Herrn Dai sagte der FT, dass der Solarmarkt war "anders als andere Branchen". Auf der Rückseite dieser aufstrebenden Riss in seiner Rüstung, wird es interessant sein zu sehen, ob dies noch der Fall zu sein.
pv magazine hat Hanergy für eine Stellungnahme kontaktiert.
Weiterlesen:http://www.pv-magazine.com/news/details/beitrag/...979/#ixzz3QDfL4zF7
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Financial Times lifts lid on Hanergy
29. January 2015 | Market & Trends, Top News, Financial & Legal Affairs | By: Jonathan Gifford
The leading financial publication has conducted an investigation into Hanergy, concluding that the company's rapid growth "raises questions."
A Hanergy ceremony in China.
Questions are mounting as to Hanergy's "unconventional practices."
Hanergy
Since bursting on to the solar scene in 2009, thin film aspirant Hanergy has been adept at making headlines. It hasn’t however been quite as adept at making or selling solar modules, it now appears.
The UK’s Financial Times (FT) newspaper published a report yesterday in which it concludes that it has uncovered “some unconventional practices behind Hanergy Group’s soaring fortunes.”
The FT has poured over the Hanergy Thin Film Power (HTF) Group’s financial statements and found that “much of the growth comes from within.” The FT reveals that the vast majority of HTF’s reported revenue since 2010 has come from sales to Hanergy Group, which itself owns 73% of HTF’s shares.
HTF sells PV manufacturing equipment to Hanergy Group. The equipment component of its business is ostensibly that of Apollo Energy, which was the supplier of amorphous silicon (a-Si) equipment to Hanergy Group under the latter's initial plan to install many GWs of a-Si manufacturing capacity across nine factories in China. Hanergy Group acquired Apollo in 2009.
Despite these “unconventional practices” HTF’s fortunes are riding high on solar stock indexes. In the latest Bloomberg Solar Energy Index, set to be published in the February edition of pv magazine, HTF’s shares are shown to have grown 44% MoM, “due to its diversified business model,” notes the Trout Group’s Adam Kropp.
HTF accounts for a whopping 11.79% of Index – which charts the leading 25 solar stocks, right across the solar value chain. By contrast, SolarCity accounts for 5.75%, First Solar 5.51%, GCL-Poly Energy Holdings 4.75%, SunPower 4.16% and SunEdison 3.28%.
Manufacturing strategy
Hanergy Group pivoted from its a-Si production strategy in 2012, when it began acquiring failed CIGS operations and technologies. In a relatively short space of time Hanergy acquired Germany’s Solibro, and MiaSolé, Global Solar and Alta Devices from the U.S. The acquisitions were made at low cost, after the U.S. companies in particular had failed to commercialize their promising thin film technologies.
At the time the move away from a-Si seemed obvious to many, as the competitiveness of the technology was rapidly receding in the face of falling c-Si module costs and prices.
The FT reports that HTF’s financials indicate that “nearly all” of its HK$14.8 billion (US$1.91 billion) in sales since 2010 have been to the Hanergy Group. Of those sales, the FT finds, only 35% of those contracts have been settled, with the remaining total held as receivables.
Hanergy responds
The FT has managed to obtain responses from HTF about the curious state of affairs. Reportedly HTF CEO Frank Dai Mingfang “brushed off all worries” saying that there were misunderstandings regarding Hanergy’s product offerings.
“No one else can do what we do with solar power embedded in glass windows,” Mr Dai told the FT. OPV developers and the makers of semi-transparent CdTe or even glass/glass c-Si products may beg to differ.
On the sales front, the FT has uncovered that at Hanergy Group’s nine factories there is “a large gap between the reported revenues up to 2012 and the money the factories spent buying equipment from HTF.” More recent documents were not available.
HTF’s Mr Dai said that 2014 and 2014 should show an improvement in sales.
Shipments of Hanergy product have been difficult to track. Speaking to pv magazine late last year, the IHS analyst said that it is “extremely difficult for anyone outside of the company to predict what Hanergy will do next.”
“Solibro product has been shipping constantly going back to the days of ownership under Q Cells,” said de Haan. “So Solibro has not changed, it’s just now it is coming as a Hanergy Solibro product as opposed to a Q Cells Solibro product.”
Very likely the improvement in sales that Mr Dai points to could actually be production emanating from Hanergy's acquisitions that were operating somewhere close to scale, such as Solibro and MiaSolé.
The FT has tracked one “notable sale” of downstream solar products by HTF, a 180 MW utility scale PV project in far western China, registering a Rmb777.6 million ($124.50 million) profit. Digging deeper into the sale, the FT has uncovered that the purchaser, Hongsheng, was incorporated only 13 days before the deal became public. Hongsheng’s management itself has familial connections with a former HTF board member.
Responding to this Mr Dai said it did not breach any rules for Hong Kong-listed companies.
“Actually we have to thank you,” Mr Dai told the FT. “Only after we received your questions did we realize this.”
The FT report may be a sign that HTF and the Hanergy Group cannot continue to maintain its strong public profile and stellar stock performance without registering genuine results. Until now it has appeared adept at managing its public image. It has repeatedly declined to speak with pv magazine since 2012.
Hanergy’s public image has been maintained through a serious of high profile partnerships, such as with Aston Martin Formula One team, with Tesla to roll out solar charging stations in China, and through product placement in Holywood films such as Transformers III and Transcendence.
Hanergy has made high profile partnerships with distributors such as Ikea in the U.K., only for that business to be disposed of in a curious fashion. It’s CIGS acquisitions brought great hope for the technology and made for happy reading for investors, however it is difficult to find evidence of tool orders or module shipments. Since acquiring its thin film fleet of technologies, HTF has shuffled the ownership of the assets amongst subsidiaries.
Hanergy Group’s aspirations to become a 10 GW PV manufacture within five years was met with surprise and some delight by industry observers, however it is becoming increasingly clear that few tangible results have eventuated.
HTF’s Mr Dai told the FT that the solar market was “different than other industries”. On the back of this emerging chink in its armor, it will be intriguing to see whether this remains to be the case.
pv magazine has contacted Hanergy for comment.
Related News:
Read more: http://www.pv-magazine.com/news/details/beitrag/...979/#ixzz3QDhlK1Fc
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