Global Solar Technology - Solar energy market will grow 43% Y-o-Y in 2010, but oversupply is likely, says Pike Research

Global Solar Technology - Solar energy market will grow 43% Y-o-Y in 2010, but oversupply is likely, says Pike Research
+1 生產過剩警示文, 不過裡面有提到接下來比較有機會勝出的廠商須有下列優勢:
(1) low cost per watt,
(2) module efficiency, and
(3) moving down the supply chain to provide “one-stop shopping.”

台灣好像只有茂迪看起來比較像, 這兩天法人大砍 但融資還是降不下來. 一旦融資突然大幅下殺應該就告一段落了.