Weidemann hat geschrieben:tja, das ist die Frage.... der Großhandel muss ja auf alle Fälle was verdienen, für all die rumliegende Ware!
22% könnten das ausnahmsweise sein, aber was ist wohl eine "normale" Marge? da gehen wohl auch noch die Frachtkosten weg.

... Spot prices of poly, wafers, and cells all increased on week. ... Spot prices of solar modules also maintained flat; rather than the decreasing trend for weeks.

As our talked with poly-silicon vendors, they were more positive for the coming price trend of poly-silicon. It would be hard to see inventory clearing actions in a near term. Spot price of PV grade poly-silicon remained strong and they would try to maintain current price uptrend....

Spot prices of solar cells also increased after one month lag than solar wafers, which had been rebounded on the very first week of 2012..... It was observed that utilization rates of solar cell manufacturers had been up recently. Most cell manufacturers were more positive for February. Besides, thanks to rebounded Euro, spot prices of solar modules paused to decline....

REC is targeting important cost reduction goals for silane and FBR poly in 2012, with the aim of achieving cash cost of US$13/kg for poly by the fourth quarter of 2012.

REC noted that its FBR poly cost in the fourth quarter was US$26/kg, a 40% drop since the third quarter of 2010. With polysilicon prices hovering in the US$30/kg range, REC is targeting both increased sales volumes and improved margins in poly by the end of 2011. It should be noted that FBR poly is seen as a lower grade material than conventional high-purity Siemens-based poly and therefore sold at a small discount. REC Silicon is targeting polysilicon production of 20,500MT in 2012, up 8% from 2011.

Importantly, REC is tackling the lower graded FBR-produced poly problem and is developing processes under its ‘FBR-B’ program that will enable the production of electronic grade material, although, when this will be in production wasn’t revealed. However, work was said to continue over the next few quarters, while other R&D efforts with Siemens poly technology were focused on increasing production allocated to float zone applications.

Various Tier-1 PV manufacturers have noted in recent quarterly conference calls that due to the long-term pricing trend for poly, the security of plenty of supply is justification for moving away from long-term contracts.