Nice closed!

Buy buy buy!

IHS Predicts US Solar Installation Boom To Continue, Growing 60% In 2016
http://cleantechnica.com/2016/02/03/ihs-predict-us-solar-installation-boom-continue-growing-60-2016/?utm_source=dlvr.it&utm_medium=twitter

Uptrend continue. HUAT ar!

Coming quarterly result sure very good if not new investor won't take private placement. Result maybe out this week. Buy or sell. U decide!

【公告】昇陽科 2016年1月合併營收11.12億元 年增34.56%
2016/02/01 17:11 中央社

日期： 2016 年 02 月 01日

上市公司：昇陽科 (3561)

單位：仟元

【公告】昇陽科 2016年1 月合併營收 (單位：仟元)
項目 合併營業收入淨額
本月 1,112,061
去年同期 826,473
增減金額 285,588
增減百分比 34.56
本年累計 1,112,061
去年累計 826,473
增減金額 285,588
增減百分比 34.56
TOP

中國十三五規劃 再生能源投資2.3兆人民幣
中國國家能源局在《可再生能源「十三五」發展規劃徵求意見稿》中指出，未達成2030年非化石能源發電佔總能源消耗量20%的目標，在十三五期間規劃投資2.3兆人民幣（下同），目標在2020年時完成380GW水力發電、160GW太陽能發電、250GW的風力發電設備開發。

除了繼續發展裝機規模外，「十三五」也將致力於降低再生能源的價格，並於2020年爭取光伏發電市電同價。

風、光、水電發展規劃概要

風、光、水是目前全球最主要的再生能源來源，中國也將這三個項目視為再生能源發展的主軸。在風力發電方面，規劃在「三北」地區建設170GW風力發電設備，並開發中東部與南方地區風力資源，預計規模70GW；此外，離岸海上風電設備將搭配綜合示範推廣區建設，目標為10GW，總量250GW。

而最受重視的光伏發電方面，EnergyTrend曾報導，中國「十三五」的《意見稿》規劃在2020年時將太陽能光伏累計安裝量提高到150GW，光熱則來到10GW。而綜合近期中國媒體報導，中國規劃以分散式光伏為全面推廣對象，搭配建設大型光伏電站，目標分別安裝80GW分散式與70GW光伏電站設備。

據了解，中國針對太陽能發展的路線圖主要為：在大型工業園區、經濟開發區等用電價格較高的區域大力推廣屋頂行分散式光伏系統以及建築光伏一體化（BIPV），並在青海、甘肅、內蒙古等地開發商業化、規模化的太陽光熱發電技術示範區。

水力作為發展最為悠久且穩定的再生能源，中國「十三五」計畫以西部地區的四川、雲南、西藏為發展重點地區，並以大型項目為主來推進大型水電能源基地建設，包含：怒江水電規劃、建立西藏水電開發協調機制、藏東南水電基地開發等，開發目標為380GW。

電網消納仍是一大問題

中國仍面臨嚴重的棄風、棄光、棄水問題。據統計中國國家電網統計，2015年棄光率達12.62%、棄風率15.2%。棄水率目前尚無全國完整的統計，但光是在雲南，水電業者因棄水造成的行業虧損已達31%。

這些問題都的主因都是發電與用電有時間與地區上的落差，因此，發展再生能源的同時，必須同時發展相應的配套措施與配電邏輯，才能有效運用所產生的電力。

中國《經濟參考報》指出，「十三五」規劃中，對於再生能源規劃規模較大的地區，也將規畫適當的多樣能源聯合運行基地，並同時探索各種儲能應用，並建立相關標準與檢測體系。此外，先前中國政府也已規劃特高壓電纜，用來輸送電力。國家電網公司則建議裝機規模應以省為基本單位，以確認各地具體的消納能力。

FY2016 target TP RM1.60.
FY2017 target TP RM3.20.

Current price very safe. It won't drop anymore bcos of private placement. Very high chance to go up.

KUALA LUMPUR (Jan 29): Tek Seng Holdings Bhd is proposing a private placement of up to 36 million shares to raise up to RM37.08 million, mainly for its capital expenditure.

In a filing with Bursa Malaysia today, the Penang-based polyvinyl chloride (PVC) product manufacturer, said these new shares, which represent about 10% of its total issued and paid-up share capital, are meant to be issued to independent third party investors to be identified later.

It added that the placement shares will be priced at a discount of not more than 10% to the volume weighted average market price for five market days (5D-WAMP), immediately preceding the price fixing date.

Based on an indicative issue price of RM1.03 apiece, the group expects to raise gross proceeds of RM37.08 million.

According to the group, a total of RM21.08 million was set aside for capital expenditure, which is to partially fund the on-going construction of a new manufacturing plant (RM9.06 million) and the acquisition of two solar cell turnkey line machineries (RM12.02 million).

"We are in the midst of constructing a new three-storey manufacturing plant at the manufacturing premise located at Bukit Minyak Science Park in Penang to accommodate additional turnkey line machineries for the manufacturing of its photovoltaic products.

"The total construction cost for the said plant is approximately RM46 million. As such, the group intends to utilise part of the proceeds to part-finance the on-going construction, which includes amongst others, building construction works and installation of rooftop solar system," it added.

Currently, Tek Seng has four production lines for solar cell products, with a total capacity of 280 megawatt (MW).

"As part of its overall expansion plan to have nine (9) production lines that can achieve a total production capacity of 700 MW by 2016, we intend to utilise part of the proceeds to part-finance the acquisition cost of two additional solar cell turnkey line machineries, carrying a combined production capacity of 140 MW,

"The remaining three additional turnkey line machineries with a combined production capacity of 280 MW, shall be acquired using internally-generated fund," it added.

Tek Seng also allocated RM8 million for working capital and RM7 million to repay bank borrowings, while the remainder of RM1 million has been allocated for expenses.

The group expects the private placement to be completed by first quarter of 2016.

Shares in Tek Seng fell one sen or 0.93% to close at RM2.51 today, bringing it to a market capitalisation of RM288.87 million.

(Note: The Edge Research's fundamental score reflects a company’s profitability and balance sheet strength, calculated based on historical numbers. The valuation score determines if a stock is attractively valued or not, also based on historical numbers. A score of 3 suggests strong fundamentals and attractive valuations.)

If price up, why the price up? Got up and drop is normal.

recently anyone sold tekseng? Haha!!

1 line = 100 million revenue
10 lines = 1 billion revenue

WOW!! “The order book for this year and [the] first quarter of 2017 has been filled up,” Loh said!!

Tek Seng posted a net profit of RM5.04 million in 3QFY15, a 183% jump from RM1.78 million in 3QFY14, while revenue surged 63.5% to RM99.33 million from RM60.75 million.

For the nine-month period, net profit fell 13.74% to RM10.86 million from RM12.59 million a year ago, while revenue rose 29.5% to RM237.16 million from RM183.1 million.

Shares in Tek Seng hit their all-time high of RM1.25 on Jan 11, and have been hovering between RM1.13 and RM1.21 after coming off the peak.

It closed two sen or 1.77% higher at RM1.15 last Friday, valuing it at RM310.72 million. The closing price represented a discount of 82 sen or 41.62% to analysts’ consensus target price of RM1.97.

Loh’s family is the single largest shareholder of Tek Seng, with a collective shareholding of 57.15%.

Tek Seng expands to capitalise on solar demand
By Gho Chee Yuan / The Edge Financial Daily | January 26, 2016 : 9:41 AM MYT
This article first appeared in The Edge Financial Daily, on January 26, 2016.

KUALA LUMPUR: Tek Seng Holdings Bhd ( Valuation: 0.80, Fundamental: 0.60), a Penang-based polyvinyl chloride (PVC) product manufacturer, which is ramping up its solar energy business, expects the segment to drive earnings growth as the world shifts further towards energy efficiency and sustainability.

Interest in solar products should see rising interest after the Paris Climate Conference last month, as nearly 200 countries have agreed to limit temperature rises by cutting down fossil consumption in power generation.

Tek Seng, which derived most of its earnings from PVC flooring and packaging product business, ventured into the solar energy business when it became clear that the segment would not be able to generate double-digit growth in years to come.

“Earlier, we projected that [the] PVC business may continue to post double-digit growth in the next three years, but given the current market situation, we think it is not realistic anymore,” its executive chairman Loh Kok Beng told The Edge Financial Daily in an interview recently.

But it is not all doom and gloom for the group. Its solar segment has started to gain a stronger foothold and reversed its losses in the third quarter ended Sept 30, 2015 (3QFY15).

“Based on the segment’s track record, we expect the revenue contribution of the solar segment to grow to 60% from 40% currently in the current financial year ending Dec 31, 2016 (FY16), while the PVC segment’s contribution may fall to 40% from 60% presently,” Loh said.

With the strong performance of the solar segment, Loh is optimistic that the group is likely to achieve double-digit growth in revenue in FY15 and FY16.

“The order book for this year and [the] first quarter of 2017 has been filled up,” Loh said, expecting more orders to continue to flow in as China, the world’s second-largest economy, plans to increase solar power capacity to reduce environmental pollution.

“Further, we are not bound to the anti-dumping duties and this could further boost our sales,” he added.

Tek Seng’s solar cells are sold mainly to Taiwan, China and Eastern Europe. Taiwan and China accounted for 80% of the total sales.

In view of rising demand, Loh said the group had set aside RM200 million in FY16 to boost its production capacity to capture growth of the multibillion business.

According to him, the funds will be utilised for the installation of four additional new production lines, which would boost its total production capacity to 490mw from 210mw currently.

“One of the new lines is expected to start operation by early next month, while the other three, which will be housed in the new plant, will commence operation in phases towards the end of the year,” he said.

Currently, Tek Seng has three solar production lines at its solar energy plant in Penang, which gives it a total manufacturing capacity of 210mw per annum or 70mw per line.

“According to our internal estimation, each of the production line has the potential to generate about RM100 million in revenue per year, should it run at an average utilisation rate of 97%,” Loh added.

Claiming it as the only solar cell maker in the country, Tek Seng is in the midst of constructing its second solar energy plant, which can house approximately 10 new manufacturing lines, bringing its total production capacity to 680mw.

“The construction work is expected to be completed by [the] third quarter of this year,” Loh said.

Tek Seng’s solar segment swung back to profitability in 3QFY15 with a profit of RM7.53 million from a loss of RM3.65 million in 2QFY15. It registered revenue of RM55.77 million in 3QFY15, accounting for 56% of the group’s total turnover.

On its PVC business, Loh is hopeful that the segment could maintain its performance in FY16 as production costs come down amid low commodity prices.

“Last year, the segment’s orders declined as much as 20%, mainly impacted by a stronger US dollar against all major currencies. But orders normalised after we slashed our prices by about 10%,” he said.

“Our products are mainly exported to emerging countries, such as Indonesia, [the] Middle East and Africa, and a strong [US] dollar will erode our clients’ purchasing power,” he explained.

Although currency volatility has hurt the company’s performance, it has no plan to hedge itself.

Instead, Loh said the group plans to offer various options, for example, a client can choose to pay according to the exchange rate on the invoice date or goods delivery date, whichever deemed best for them.

“We are also considering to bill our clients in other currencies that would benefit them,” he added.

Tek Seng posted a net profit of RM5.04 million in 3QFY15, a 183% jum

《科技》太陽能迎新春，貿易壁壘減少、市場需求續旺
2016/01/26 10:18 時報資訊

【時報記者任珮云台北報導】太陽能近期好消息不少，歐盟委員會日前宣布，解除部分對中國太陽能產業所提出的反傾銷、反補貼（雙反）複審，並維持先前所延續的既有限價限量（MIP）措施及貿易關稅。此外，中國太陽能行業協會於1月21日舉行「太陽能產業2015年回顧與2016年展望研討會」，會中提到，2016年的裝機目標可能會落在20~23GW之間，去年為15GW，也就是有約30~50%的成長。

中國商務部發言人沈丹陽對於歐盟委員會的決定表示，這是中國與歐洲方面多次磋商的結果。歐洲是在2013年8月發起對中國太陽能產品的雙反調查，並於該年12月祭出雙反關稅與MIP限制，以約束中國產品的傾銷。歐盟委員會的文件指出，經過一系列調查後發現，中國產品的平均價格雖然低於國際水準，但這僅反映中國產品價格較低廉的事實；中國產品均價降低的幅度並未高於國際均價降幅，判定現行的價格標準能夠客觀反映全球太陽能產品的價格走勢，符合MIP措施的目的，因此決定解除2015年年底對中國發起的太陽能雙反重審調查。既有的MIP、關稅措施將延續，直到既有的雙反措施即將到期時，再進行必要的「落日審查」。

在台灣的太陽能電廠方面，英業達 (2356) 旗下電池廠英穩達在2015年11月宣布買下模組廠英懋達48.47%的股權，兩家兄弟廠商正式合併。合併後可整合英穩達的950MW電池產能與英懋達約300MW的模組產能，英穩達也宣布將擴增電池產線，今年第一季已有1GW電池產能。

昇陽科 (3561) 去年12月營收月增率達13.1％，也寫下2011年5月來單月新高。昇陽科持有馬來西亞合資廠4成持股，儘管不列入營收，但該廠區的成本與台廠相近，而售價卻是高於台廠1～2成，這部份可望對第四季財報帶來不少貢獻。而展望後市，昇陽科的元月份接單已滿，2、3月也相當暢旺，目前已篤定農曆春節期間將加班趕工。

法欲建一千公里“太阳能公路”
http://m.sohu.com/n/435683972/?_trans_=000115_3w

京瓷再戰水壩！13.7MW漂浮式水上發電站動工
http://pv.energytrend.com.tw/news/20160122-13183.html

Solar energy jobs double in 5 years
http://ofa.bo/f9gx

@BarackObama: Fighting climate change: ✔
Creating jobs: ✔
The solar industry is booming.
https://t.co/8GYjQkeaTU

double bottom today! RM1.50 see ya!

PV Demand Remains Strong in 1Q16; Prices of Multi-Si Wafers and Cells to Peak in February

The general outlook for the 2016 PV market has become more certain as China, the U.S. and the U.K. finalize their respective subsidy policies. “China plans to connect the country’s PV power plants onto the grid before the middle of the year,” said Corrine Lin, analyst for EnergyTrend, a division of TrendForce. “Therefore, major manufacturers of multi-Si wafers, cells and modules will be running at full capacity during the first quarter.”

A major silver powder plant owned by DOWA Hightech had an accident in early January. This event is currently the only variable that could affect the PV supply chain since DOWA Hightech is the leading supplier of silver powder for conductive paste. Cell manufacturers will have difficulty maintaining their high capacity utilization if the silver powder plant does not return to full operation soon.

In the U.S. market, the extension of the solar Investment Tax Credit (ITC) has dampened the industry’s anticipation of an installation rush in the second half of 2016. Lin expects the worldwide boom in PV demand to wind down after the Chinese New Year holidays. Presently, prices across supply chain are almost at their highest and will have difficulty to move up any further.

Decline in polysilicon prices starts to moderate; multi-Si wafers and cells are nearing their peaks

The latest reporting from EnergyTrend reveals oversupply and Chinese trade barriers have caused polysilicon prices to drop sharply this month despite the unusually warm demand. The Chinese polysilicon market remains in a slump with the average dealing price arriving around RMB 104~106/kg. However, most Chinese polysilicon manufacturers and their downstream clients have kept their inventory levels under control to approximately two weeks to a month. While the decline of polysilicon prices will persist, the trend will start to moderate.

The multi-Si wafer market are seeing prices go up rapidly this month on account of demand outstripping supply. On the whole, the capacity increases undertaken by multi-Si wafer manufacturers during 2015 were the most conservative compared with capacity increases in other segments of the PV supply chain. However, TrendForce estimates that there will still be an additional 5GW added to overall multi-Si wafer capacity in 2016. The tight supply situation is therefore expected to get some relief in the near future, and multi-Si wafer prices will peak in February.

The mono-Si wafer market by contrast is experiencing a severe supply glut. According to EnergyTrend, demand for mono-Si products totaled around 9.5GW in 2015, but the entire mono-Si wafer capacity exceeded 15GW for the same year. Moreover, Longi, Zhonghuan and GCL will be expanding their mono-Si capacities over this year. Hence, there will be no relief to the mono-Si oversupply problem in the short term. Mono-Si wafer prices have been kept at US$0.89/pc in the recent period, but later they will fall gradually.

The significant rise in multi-Si wafer prices has not fully reflected in this month’s cell prices, which have only increased slightly. Another factor that is constraining the cell prices is the outlook of the module market at the turn of the year. Installation peak seasons for the U.K., Japan and India have just passed, so module demand and prices in general are expected to weaken. Excluding the possibility of a conductive paste shortage, cell prices will likely peak around the Chinese New Year holidays.

Though first- and second-tier module manufacturers have lately benefitted from the installation rush in China and Japan and reported high capacity utilization, module prices in overseas markets (outside China) have begun their descent. Module orders from major regional markets are also at their highest and are unlikely to rise any further. Module prices are currently maintained in the range of RMB 3.9~4.05/W and will drop a bit after the Chinese New Year holidays.

tekseng-wa force selling just now at 0.8

collecting mode on

JNG8678 thumbs up!

Why post JHM here?

Solar and Wind Just Did the Unthinkable
Cheap oil and gas couldn't stop another record year for renewables, or a turning point for energy investment.
http://bloom.bg/1KeCJz6

Kena hijacked by JHM. loL

Those collect from panic seller HUAT lor!

Those sell today going to regret.

2016/01/18 11:34 時報資訊

【時報記者林資傑台北報導】中國官方推動太陽能設備建置，帶動太陽能需求，中美晶 （5483） 董事長盧明光看好今年產業需求可望年增1成，且新任總統蔡英文推動綠能政策，亦被視為對太陽能業者的利多。太陽能族群今日在買盤敲進帶動下表現強勁，由昱晶 （3514） 漲逾7％領軍，鼎元 （2426） 、茂迪 （6244） 、綠能 （3519） 亦漲逾5％。昇陽科 （3561） 、達能 （3686） 、中美晶盤中漲逾3％，益通 （3452） 、新日光 （3576） 、嘉晶（3106）、元晶 （6443） 亦漲逾2％。

　身兼朋程及中美晶董事長的盧明光昨日出席朋程尾牙，對於今年太陽能產業發展樂觀看待。他預期，中國官方推動太陽能建置，預期6月前仍有獎勵帶動的搶裝需求，矽晶圓價格持續看漲；而受惠美國、日本、中國、印度及新興市場在的太陽能裝置持續增加，今年產業需求仍有成長一成的實力。

　研調機構集邦旗下綠能事業處EnergyTrend分析師林嫣容亦認為，中國目標在2016年年中達成併網，使得今年首季多晶矽晶圓、電池片、模組需求暴增，推升相關供應商稼動率持續滿載，預期矽晶圓端在供不應求的狀況下，2月相關報價可望攀上高峰。

Fall already. Haha!

RM1.50 on the way!

Harvesting solar, 6km in the air.
http://buff.ly/1JMaT2l

JNG9687, I'm waiting for this day. Haha! HUAT together!

太陽能好熱 春節全停休
2016-01-14 02:15
經濟日報 記者鐘惠玲／台北報

太陽能市場供不應求，因應強勁訂單，從最上游矽晶圓龍頭綠能，到中下游的電池與模組廠新日光、茂迪等全數「動起來」，今年農曆年九天假期生產線停休。為拚出貨，業者祭出過年加班薪資至少加倍、除夕夜輪值當天可領三至四倍薪水。

有別於近期其他電子產業受到終端裝置需求不振的影響，業績滑落，太陽能產業近期一枝獨秀，訂單能見度高。業者透露，現階段太陽能需求熱，訂單出貨比（B／B值）大於1，本季絕無傳統淡季效應，整個上半季的營運情況應該都會不錯。


屏東縣佳冬鄉的養水種電。 （聯合報系資料庫，記者許瀚分／攝影）
分享
今年農曆年假期長達九天，原本讓太陽能業老闆「不太開心」，擔心員工返鄉過年，生產線受影響，滿手訂單無法出貨，錯失商機。多家公司內部討論後，決定過年期間生產線不休息，全力趕工出貨。

目前已知，從最上游的綠能、中美晶、國碩、碩禾等材料廠，到中、下游的茂迪、昱晶、昇陽科、元晶等電池與模組業者均決定，農曆過年期間持續生產。

為了讓生產線人員能在農曆春節期間配合加班趕出貨，業者給予雙倍薪資是起跳基準，有些業者在九天年假期間不分前後，都一律給付雙倍薪資；此外，也有廠商從除夕到初三，另有不同程度加碼數倍的紅包。

太陽能業者表示，最近產品拉貨需求強勁，價格走揚，營運展望樂觀。在去年第3季包括茂迪、昱晶、昇陽科、太極等業者陸續單季轉虧為盈後，業者也有信心，去年第4季與今年首季的獲利表現可以更好，毛利率可望站上雙位數。

去年初太陽能市況慘澹時，部分太陽能廠趁著農曆過年期間放員工返鄉過年，生產線調降產出量，節省成本。今年市況熱絡，為因應客戶訂單需求，太陽能廠在農曆新年期間，生產均不中斷，只要各地海關作業時間能配合，均照常出貨。

另外，太陽能廠商從去年下半市況好轉以來，也成為其他產業的人力接收站。太陽能業者指出，先前生產線人員缺口較大，經過這幾個月補充人力之後，目前已無虞。

年終獎金方面，即使去年全年應該還是處於虧錢狀態，但仍會給予員工二個月年終，如果今年營運情況好，會另外發放績效獎金。

LoL. I'm just a small player only.

10 Solar Trends to Watch in 2016
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Texas keeps getting greener: Solar power, like wind a decade ago, is about to soar!
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More People Work In U.S. Solar Industry Than In Oil And Gas Extraction
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Today's drop provide chance to collect more. Haha!

0.5 sen dividend. More to come!

Tongkat ali too strong!

Google translate plz

《德成控股》总裁骆国明　长辈谏言●经商宝典
有故事的人
12/12/201510:55

请骆国明总裁和员工合照，他低调地“躲”在员工群里面，可见他是没有架子的领导人，成功凝聚公司的向心力。

作为上市公司的总裁，骆国明日理万机，他的办公室仍维持简朴风格，就像他踏实不浮华的个性一般。

《德成》子公司《TS Solartech》位在淡汶，主力生产太阳能电池与太阳能板。

当年迁入武吉敏惹工业区工厂的第一台机械，助《德成》一步一脚印迈向上市之途。

请骆国明总裁和员工合照，他低调地“躲”在员工群里面，可见他是没有架子的领导人，成功凝聚公司的向心力。

作为上市公司的总裁，骆国明日理万机，他的办公室仍维持简朴风格，就像他踏实不浮华的个性一般。
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报道：彭可晶
摄影：钟天顺
“父亲留给我最好的遗产，就是一群好朋友。”《德成控股》总裁骆国明，在20出头的年纪就一肩扛下骤逝父亲留下来的贸易公司，凭借父亲的好人缘，与自身诚信与事事拚搏的精神，及拥有与弟弟骆国清的良好关系和信任，在商场上无往不利，15年内小公司扩展成大马最大的PVC塑胶产品生产厂，再一跃为上市公司，2011年更大举进军太阳能电池领域。
无人知晓人生的剧本下一刻怎么写。10余岁就随着父亲经商的骆国明，在父亲巨大温暖的羽翼下，过着幸福小日子。那年23岁的生日还没过，父亲突然倒下，没有多余时间伤春悲秋，他强迫自己一夜长大，一手与弟弟接下父亲留下了的入口塑料贸易公司《德成有限公司》。
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诚恳经商｜累积信用
行事低调无架子的《德成控股》总裁骆国明笑言：“父亲在世时，我只负责业务范围，周末公事包一抛，就可快乐享受人生。”父亲离开后，他全然明了担子都在自己身上了，他平日开着车子全国各地跑业务，周末回到公司，继续埋头管理工作，周日员工休假，他便到货仓“代班”。
他用一年时间和时间赛跑，每天工作时间至少16个小时，每天一睁开眼睛就是工作。“父亲留下客户群给我，可是银行和供应商方面，我还需要再建立起自己的信誉。”用诚恳的经商理念累积了信用，不到一年他就能独当一面运筹帷幄。
1997年，三十而立的骆国明下了一个重大决定。他们原本从事入口贸易，但时局转变，东协自由贸易区《共同有效优惠关税计划》实施，贸易空间停滞不前，他决定转型成为制造商，在武吉丁雅设厂，自行制造聚氯乙烯（PVC（Polyvinyl chloride））相关产品和PP无纺布制品。
倾尽身家｜必须成功
“由父亲的台湾好友协力，我自台湾进口机械，并请来台湾专才来马传授制造技术。因应市场需求，当时我们生产A级与B级产品，B级产品不浪费不丢弃而是以更平实价格出售。”在他开疆辟土下，2000年，《德成》扩大生产线，迁移至武吉敏惹工业区。
“当时附近一片荒芜，我们先盖屋顶而已，就把机械搬来，因为电源没接通，先用发电机运转机械，每每我从外地出差回来，就马上赶到新厂工作直至夜深。”
偌大的厂地里，只有他和守卫的身影，他忘却时间，忘却安危，只想赶快把厂安顿好。“我倾尽全副身家，所以一定要成功。”
《德成》主力在生产PVC地板，还有PVC泡沫垫层、胶布、PVC桌布、汽车脚垫、PP无纺布、人造胶皮革、PVC篷布，2001年他们进军印尼市场，客户是印尼数一数二的塑料进口商。“我们没有签合约，讲的就是信用。”
薄利多销｜度过风暴
隔年《德成》的产品外销亚洲、中东与非洲国家，2000年至2008年，每年营收都维持在双位数成长。2004年《德成控股》在吉隆坡股票交易所次板上市，2006年《德成控股》跃上吉隆坡股票交易所主板。
骆国明坦言，从父亲手中接下担子后，他不骄不矜只想把公司稳住，当时并没有计划上市，后来有商场上的朋友提点我说，其实以当时的规模，公司绝对有上市的资格，《德成》尔后才筹备上市事宜。
叱吒商场多年，骆国明经历过1987年股灾、1997年亚洲金融风暴、2007年至2008年环球金融危机，他在经验中学习如何在风暴中沉稳前进，顺利度过多次险境。“风暴来袭，我选择薄利多销的经营手法，安然度过风暴的冲击。”
他坦言非常相信“听取老人言”的道理，在父亲过世后，他仍与长辈们保持良好关系，长辈的谏言，都是在他经商路上的宝典。“当时候父亲倒下时，很多人不看好我，说我们家生意在一年内一定瓦解。”
咬牙撑过风雨后，自言是保守派冒险家的他，用不凡的毅力，短短十数年即跃为国内顶尖企业人物。
员工有自主权
“我常常和员工说，我们是同一艘船的人，我在前面，你们在后面，我有收益，员工就有收益，我们要一起成长。现在时代不一样了，从前的企业管理员工是用威权，现在则是要和员工打成一片。我也常说，疑人不用，用人不疑，用人就要放手让他们去做。”
他指出，要让员工有自主权，员工有错，主管要指导，而不是用责骂的方式。“我也不是十全十美的人，在公司内，我采纳开放的方式，接纳各方意见，我有错，下属可以反驳我，我才能有进步空间，如果每个人都唯唯诺诺，那我永远都不会发现自己的失误或不足。”
“我常常告诉工作伙伴们，我喜欢有主见的同仁，如此才能让公司的步伐更为稳健，若事事都不敢提意见，最终公司内部将沦为一言堂，前进的步伐也会越来越缓慢。”
太阳能工业大有可为
以塑料制造业起家的《德成控股》，目前重心将转移到太阳能业务。2011年，国家推动绿源工业，《德成控股》在机缘巧合下进军太阳能工业，在2012年开始生产太阳能电池与太阳能板。去年年底，《德成控股》与台湾上市公司升阳科技（Solartech Energy）合资子公司《TS Solartech》，《德成控股》持股68.09%。
在与台资合作后，原本遇到瓶颈的业务在技术有所提升后，今年8月反亏为盈，4条产线运行，把2015年前7个月的亏损都赚回来。“坦白说，太阳能工业一片看好，我们将会重心发展此领域。”
“台资会在我国投资太阳能产业，是因为美国商务部新双反终判出炉，虽然台电池厂的反倾销税降到19.5%，
但此税率对台厂而言也难有获利的空间，台湾相关行业都意识到，他们要出产至美国市场，只有透过第三地的生产才能继续运转，这样的趋势，对大马太阳能行业非常有利。”

Possible ah Seng list TS Solar in bursa? If yes, then HUAT lor! Remember treat me good food! Haha!

Today ah Seng closed at record high! TP1.50 coming soon, RM2.00 on the way.

wow!! JNG9687 good TP!!

《產業分析》黑天鵝風暴，太陽能點燃黑夜明燈
2016/01/08 08:48 時報資訊

【時報記者任珮云台北報導】2016年初始，全球金融市場動盪，如何尋找中長期題材的投資，成了黑天鵝風暴下的重要課題！美系券商奧本海默證券（Oppenheimer ）建議，從政府的政策尋找亮點，在全球緩經濟成長和乾淨能源的倡導下，太陽能產業無疑是黑夜中的明燈，奧本海默證券認為，今年的太陽能產業股價表現可望優於大盤。

據奧本海默證券指出，全球的太陽能發電正持續成長，2015年的需求已經超過了51.3GW，而今年估將突破60.9GW。主要的安裝量將是日本和印度。展望2017-2018年，還是安裝的高成長，包括美國、新與市場和印度等。

在生產和銷售方面，奧本海默證券指出，近期的太陽能模組價格表現持穩，預估今年在需求強勁以及平均成本下降下，模組價格可望更親民，而生產成本也有機會再朝更經濟規模發展。

目前市場大都聚焦在太陽能的發電設備，但電力儲存較少被提及，奧本海默證券認為，電力儲存顯然是一個重點議題。在全球愈來愈多地區採用太陽能發電的趨勢下，電力儲存絕對會愈發顯得舉足輕重。太陽能電力儲存的承包工程自2014年開始萌芽，近期才慢慢趨於成熟，預估今年至明年會進一步的標準化。

以台灣的太陽能業者而言，去年的營收是倒吃甘蔗，也印證市場的需求正在加溫。近一周的太陽能產品報價，矽晶圓部分，多晶矽晶圓大幅漲價，一般高效多晶矽晶圓成交價格大多落在US$0.88~0.90/pc之間。中國多晶矽晶圓報價亦漲幅明顯，雖一線垂直整合大廠仍能享受較優惠的長約價格，但洽談現貨價格的客戶已出現RMB 6.6-6.8/pc的報價，一月漲幅驚人。

電池片部分，受限於先前電池片漲幅已高，電池片廠商一月報價僅小幅上升，且不少廠商認為二月適逢農曆年期間，從過往經驗看來需求都會較淡，故價格已接近頂點，再漲下游模組廠已難以接受。台灣電池片價格約落在US$0.34~0.345/watt，未能完全反映一月多晶矽晶圓之漲幅，然而本周導電漿料廠銀粉原料提供商DOWA發生事故，目前已全面停工，漿料廠、電池廠仍在積極評估替代品之可行性，預估若DOWA仍需時日才能復工，部分電池廠出貨量將受影響。

模組受惠於中國本土電站需求續旺，近期廠商報價仍有上升，但實際成交價格維持在US$0.52/watt左右。預期中國多晶模組價格在農曆年前仍將呈現較為持平的態勢。

至於個別公司方面，昱晶 (3514) 去年12月營收月增18. 2％、達16.39億元，創下近一年半新高；累計去年第4季營收44.21億元 ，比前1季成長2.8％，比前年同期增加10.4％；新日光 (3576) 受惠於旺季效應，加上模組出貨量大增，去年12月營收以26.4億元，創全年度新高和歷史次高，月增率更高達34.6％；國碩 (2406) 在矽晶圓受惠報價提升、多晶矽原料下滑的挹注，去年12月營收衝上20.3億元，月增率3.9％，也是連續第8個月締造歷史新高。太極 (4934) 去年12月除了出貨暢旺外，更有出售太陽能電廠貢獻，營收爆衝至11.59億元、月增率高達52.8％，並創單月歷史新高。而昇陽科 (3561) 去年12月營收月增率也達13.1％，也寫下2011年5月來單月新高。綠能 (3519) 去年12月營收15.31億元，月增9.4％，年增率16.18％，全年度營收155億，年增率1.45％。碩禾 (3691) 在銀價重挫之際仍繳出亮麗成績，去年12月營收17.23億元，月增率為4.9％，連續第9個月改寫歷史新高，年增率高達62.7％，去年第4季營收49.74億元，比第3季的45.08億元成長10.3％；累計去年全年營收158.48億元，比起前年的97.34億元，大幅成長62.8％。