阿特斯(CSIQ)
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Recurrent Energy Secures €110 Million Multi-Currency, Green Loan Facility from Investec Energy and Infrastructure Finance UK
Prnewswire· 2024-04-03 19:00
GUELPH, ON, April 3, 2024 /PRNewswire/ -- Recurrent Energy, a subsidiary of Canadian Solar Inc. ("Canadian Solar") (NASDAQ: CSIQ) and a global developer and owner of solar and energy storage assets, today announced that it has secured a multi-currency facility of up to €110 million ($120 million) from a group of international banks led by Investec Bank Plc. The facility consists of a €55 million term loan and a €55 million revolving credit facility with a total duration of three years. The funding will supp ...
3 Overlooked Solar Stocks to Buy Before They Surge
InvestorPlace· 2024-04-02 02:45
Solar stocks have been negatively impacted in the recent past due to macroeconomic headwinds. Further, industry competition has impacted margins, and there are overcapacity fears in countries like China. As a result, investor interest in the sector has declined. I, however, believe it’s the best time to consider exposure to the sector. There are several overlooked solar stocks to buy that trade at undervalued levels.Once the near-term headwinds are navigated, the sector will create immense value. It’s worth ...
Canadian Solar's (CSIQ) Arm Buys Solar Portfolio in Spain
Zacks Investment Research· 2024-03-21 21:46
Canadian Solar Inc.’s (CSIQ) subsidiary, Recurrent Energy, recently completed the acquisition of a solar photovoltaic (PV) portfolio in the south of Spain. The portfolio has a generation capacity of more than 420 megawatt peak (MWp).This buyout will put Recurrent Energy a step ahead in completing its projection to start construction on more than 1 GW of solar projects in Spain in 2024.Details of the ProjectThe acquired portfolio, located in Carmona, a municipality in Seville, is currently under construction ...
Time to Buy These Top-Rated Solar Industry Stocks for a Rebound
Zacks Investment Research· 2024-03-21 03:56
The use of solar energy in power grids is still a strong component concerning the future of alternative energy. Although the concept of solar energy has been around for centuries, technological advancements to make this renewable energy form more affordable in mass production remain in its early stages.Naturally, a more stable inflationary environment is critical for solar industry stocks and many of these equities look poised for an extended rebound with potential rate cuts looming this year.Nextracker Inc ...
Recurrent Energy Expands Solar Pipeline in Spain with the Acquisition of a Portfolio exceeding 420 MWp
Prnewswire· 2024-03-20 19:00
GUELPH, ON, March 20, 2024 /PRNewswire/ -- Recurrent Energy, a subsidiary of Canadian Solar Inc. ("Canadian Solar") (NASDAQ: CSIQ) and a global developer and owner of solar and energy storage assets, announced today the acquisition of a solar PV portfolio in the south of Spain with a capacity of more than 420 MWp. Recurrent Energy currently has projects in various stages of development in Spain and expects to start construction on more than 1 GW of solar projects in the country in 2024. The recently acquire ...
Canadian Solar (CSIQ) Q4 Earnings Beat, Revenues Fall Y/Y
Zacks Investment Research· 2024-03-15 22:41
公司财务表现 - 2023年第四季度,Canadian Solar Inc.每股亏损2美分,远远小于Zacks Consensus Estimate的每股亏损13美分[1] - 公司2023年每股收益为3.87美元,高于2022年的3.44美元[2] - 2023年第四季度总收入为17.2亿美元,超过Zacks Consensus Estimate的16.5亿美元[3] - 太阳能电池制造商的总收入在2023年达到了76.1亿美元,高于2022年的74.7亿美元[3] 生产与销售情况 - 2023年第四季度太阳能模块出货量为8.2千兆瓦时,同比增长26%[4] - Canadian Solar的毛利率为12.5%,低于14-16%的指导范围[5] 资产状况 - 截至2023年12月31日,Canadian Solar的现金及现金等价物总额为19.4亿美元,长期借款为12.7亿美元[7] 未来展望 - 2024年第一季度,Canadian Solar预计总模块出货量在6.1-6.4千兆瓦时的范围内[8] - 预计2024年总模块出货量在42-47千兆瓦时,电池储能出货量在6-6.5千兆瓦时的范围内[11]
Solar(CSIQ) - 2023 Q4 - Earnings Call Transcript
2024-03-15 00:41
业绩总结 - CSI Solar 2023年太阳能模块出货量达到30.7吉瓦特,同比增长45%[13] - CSI Solar 2023年全年营收达到历史最高的76亿美元[13] - CSI Solar 2023年全年净利润为2.74亿美元,每股摊薄收益为3.87美元,创下历史新高[13] - Recurrent Energy 2023年全年毛利率同比翻倍至41.1%[40] 未来展望 - CSI Solar 预计2024年总太阳能模块出货量将在42-47吉瓦范围内,太阳能电池储能出货量预计在6-6.4吉瓦时至6.5吉瓦时之间[57] - CSI Solar 预计未来将获得一些制造信贷,TOPCon的扩张也将有助于利润率[104] - Recurrent Energy 计划保留大部分美国和欧洲项目,未来将开始看到来自Recurrent的强劲收入贡献[117] 新产品和新技术研发 - CSI Solar N型TOPCon太阳能电池容量占总容量的一半以上,预计年底将达到80%[27] - CSI Solar e-STORAGE业务的合同 backlog 截至2024年1月31日达到26亿美元[25] 市场扩张和并购 - CSI Solar 签署了重要合同,包括首次进入澳大利亚市场和在英国签署最大的国家最佳项目[31] - CSI Solar 预计2024年模块出货量将呈上升趋势,尤其是在一些市场需求强劲的情况下,如巴基斯坦[80]
Solar(CSIQ) - 2023 Q4 - Earnings Call Presentation
2024-03-15 00:40
业绩总结 - FY2023总收入为76亿美元,同比增长16.8%[5] - FY2023净利润为2.74亿美元[5] - 每股摊薄收益为3.87美元[6] - FY23总收入为76.1亿美元,毛利率为16.8%,EBITDA为7.93亿美元[7] - CSI Solar FY2023年度收入达到72亿美元,同比增长18.5%[10] 用户数据 - 太阳能模块出货量为42-47GW,占总收入的31%[5] - CSI Solar的毛利为7.12亿美元,占总收入的9%[5] - CSI Solar的累计出货量超过118GW,合同积压额约为26亿美元[7] - CSI Solar FY2023年度光伏模块出货量为30.7 GW,同比增长23.5%[10] 未来展望 - AI驱动的谷歌搜索和数据中心需求将推动清洁能源需求增长[8] - 2024年第一季度预计太阳能模块出货量为6.1-6.4 GW,电池储能出货量约1 GWh[21] 新产品和新技术研发 - N型TOPCon太阳能电池将占总电池产能的近80%[11] 市场扩张和并购 - 公司在美国市场具备强大的长期投资和领先品牌优势[9] - BlackRock投资5亿美元推动业务模式转型[13] 负面信息 - 2023年第四季度净收入同比下降14%,为17.02亿美元[18] - 2023年第四季度总债务为364.8亿美元,净债务为170.9亿美元[20]
Canadian Solar (CSIQ) Reports Q4 Loss, Tops Revenue Estimates
Zacks Investment Research· 2024-03-14 20:21
Canadian Solar (CSIQ) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to earnings of $1.11 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 84.62%. A quarter ago, it was expected that this solar wafers manufacturer would post earnings of $0.91 per share when it actually produced earnings of $0.32, delivering a surprise of -64.84%.Over the last four quarters ...
Solar(CSIQ) - 2024 Q1 - Quarterly Report
2024-03-14 00:00
Exhibit 99.1 Canadian Solar Reports Fourth Quarter and Full Year 2023 Results Guelph, Ontario, March 14, 2024 – Canadian Solar Inc. ("Canadian Solar" or the "Company") (NASDAQ: CSIQ) today announced financial results for the fourth quarter and full year ended December 31, 2023. Fourth Quarter and Full Year 2023 Highlights · 26% increase in solar module shipments year-over-year ("yoy") to 8.2 GW, above guidance range of 7.6 GW to 8.1 GW. · Record full year solar module shipments of 30.7 GW by CSI Solar, a 45 ...