不管大盘怎么样，天威还是那个天威！

这次从中国的PV制造商和polysilicon供应商的联姻开始说起，俗话说：拥硅为王。
1、无锡尚德+MEMC(中国+美国模式,协议+股权模式)
2006年7月6日，MEMC Electronics Materials, a manufacturer of semiconductors, said Thursday that it signed a non-binding letter of intent with solar energy company Suntech Power (STP) for supply of solar-grade silicon wafers.
Under the terms of the LOI, MEMC will supply solar wafers to Suntech over a 10-year period, with pre-determined pricing on a take-or-pay basis beginning in the first quarter of 2007.
The St. Peters, Mo.-based MEMC expects the sale of wafers to generate revenue of $5 billion to $6 billion over the 10-year period.
Suntech will advance funds to MEMC in the form of an interest-free loan or security deposit which will be used by MEMC for expansion of its manufacturing capacity.
In addition, MEMC said that it will receive a warrant to purchase up to a 4.99% equity stake in Suntech.
"The solar market is growing at an impressive pace at over 30% per year, and MEMC is well positioned to capitalize on the opportunities available in this marketplace. We have been a leader in wafer manufacturing for over 40 years, and are excited about the opportunity to complete our expansion into this fast-growing adjacent space, while staying focused on our core competency of making wafers," the company said.
无锡尚德太阳能电力有限公司耗资60亿美元与全球领先多晶硅供应商MEMC达成10年期的供货协议，根据协议，MEMC将以预定价格向尚德供应solar wafer，期限为10年，从2007年第一季度开始。根据这份10年的合约，将给MEMC带来50-60亿美元的晶圆销售额。尚德则以无息贷款或者押金的方式向MEMC预付资金，以用于扩大MEMC的产能。此外，MEMC最多还可购买无锡尚德4.99%的股权。双方商定的预定价格将以往年价格作为基准参数，预计将逐年下降。
2、天合光能+DDC(中国+韩国模式,协议模式)
2007年2月1日，Trina Solar Limited Signs Long-Term Supply Agreement with DC,it has signed a long-term supply agreement for polysilicon with DC Chemical, one of the leading chemical companies in Korea "DCC").
DCC has agreed to supply polysilicon to Trina Solar over a seven-year period with a total contract value estimated at over US$120M and with shipments expected to begin in 2009.
"Trina Solar is very excited to have contracted a long-term supply agreement with DC Chemical and to be able to support an emerging leader in the polysilicon industry," remarked Mr. Jifan Gao, Trina Solar‘s Chairman and Chief Executive Officer. "DCC‘s solid background and experience with high purity chemicals should contribute to the uccess of this project."
This long-term supply agreement is an important step for Trina Solar in its quest to becoming a leading fully integrated supplier of PV solar modules in the world. In July 2006, DCC announced its intention to enter the manufacturing of polysilicon and has already started the construction of its new plant, which is expected to be completed by 2008. DCC enjoys strong financial backing and has secured a number of customers for this project.
常州天合光能公司耗资1.2亿美元与全球领先多晶硅供应商韩国DCC达成7年期的供货协议，根据协议，2009年开始，DCC开始向天合光能供货。2006年6月份，DCC开始制造多晶硅，2008投产。
3、天威英利+新光硅业(兄弟合作模式！同是天威集团下属子公司。管理层希望这种合作的模式能够打造全球最完整的PV产业链，给YL的IPO，带来至少30美元以上估值。参考价：无锡尚德的股价为37元，天合光能的股价为30元。)
二月份需要我们做什么：
静待新光硅业的点火，
静待550再次入股新光二期工程，
静待天威英利与新光硅业签订至少20年以上的供货合同，
静待天威英利的IPO，
之后，过个快乐祥和的春节！