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Yingli Green Energy Holding Co. Ltd. Message Board

  • bigstephane bigstephane Apr 24, 2010 6:15 PM Flag

    New here. I read the CC transc. and now I have ?s...


    I read the CC transcript and now I have questions..

    1-Mono-crystalline versus polysilicon. What are the differences between the 2 technologies . Which one is the future ? what are the market shares?

    2-It is my understanding that YGE is manufacturing their polysilicon ( or will be manufacturing ?) and will expand the plan, but they are outsourcing the mono-crystalline from overseas suppliers. Am I right? Can't they manufacture it ?

    3-What does OpEx means ? or means to YGE?

    4-Is the poly plant still scheduled and ontime for the second half of this year?

    5-What is the difference between their standard lines versus their new Panda line?

    6-And is the new Panda capacity expansion still scheduled and ontime for Q3?

    7-So far I have read good things for the company. how come the stock has not appreciate ? please list a few problems with this company you foresee...

    Thanks for your help !


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