Suntech Power Expects 1Q Revenue Flat Or Slightly Lower Vs 4Q
24 March 2009 - 9:37PM
Dow Jones News
China's Suntech Power Holdings Co. (STP) expects its
first-quarter revenue to be flat or slightly lower than in the
fourth quarter, but forecast revenue in the second and third
quarters will be higher than in the respective preceding quarters,
Suntech Chairman and Chief Executive Zhengrong Shi said
Tuesday.
Suntech Power, the world's largest producer of photovoltaic
panels by revenue, swung to a fourth-quarter loss on plunging
margins and an inventory write-down.
The company posted a net loss of US$65.9 million, or a loss of
42 cents per American Depositary Share, in the fourth quarter,
compared with a net income of US$50.6 million, or 29 cents per ADS,
a year earlier. The latest results include a US$50.7 million
inventory write-down. Excluding the write-down and other items, the
loss was 27 cents per share.
Revenue increased 4.2% from the fourth quarter of 2007 to
US$414.4 million.
"We shouldn't depend solely on the U.S. market for a recovery
(of the industry). That would be a great risk," Shi said on the
sidelines of a two-day cross-strait solar energy forum in
Taipei.
"More importantly, we shouldn't lower our prices (of
polysilicon) irrationally. This will cause confusion to the
industry."
He said prices of polysilicon should be maintained above US$60
per kilogram to be profitable.
The current situation of an oversupply of polysilicon may only
be resolved in 2011, when demand becomes stronger alongside an
expected recovery in the global economy, Shi said.
Relations between China and Taiwan have improved since the
Kuomintang government took office last year, Shi said, adding that
he sees more opportunities to work with Taiwan in the solar energy
industry.
Shi said he doesn't expect Suntech Power to set up factories or
invest in Taiwan in the near future because "the time isn't ripe,"
but added there are other ways to cooperate. For instance, China
could supply Taiwan with polysilicon, a raw material that China has
an abundance of, while Taiwan could sell wafers to China.
-By Wei Yi Lim, Dow Jones Newswires; 88622 502-2557;
weiyi.lim@dowjones.com