Canadian Solar Inc. (CSIQ) is slated to report fourth-quarter and full-year 2023 results on Mar 14, before the opening bell.  In the last reported quarter, the company delivered a negative earnings surprise of 64.84%. CSIQ has a trailing four-quarter average earnings surprise of 67.89%.Factors to NoteWeak residential solar demand might have had impacted module shipment for Canadian Solar in the fourth quarter. This might have also led to lower project sales, which, along with lower module price, can be expe ...

Canadian Solar Inc. (CSIQ) recently announced that it has signed a framework agreement with Sol Systems to supply its high-efficiency N-Type TOPCon (Tunnel Oxide Passivated Contact) solar modules to the latter. These modules will be supplied from CSIQ’s Texas factory, wherein ramped-up module production started in December 2023.The agreement is expected to boost Canadian Solar’s module production and procurement in the United States.CSIQ’s Role in the ProjectPer the terms of the deal, Canadian Solar will su ...

GUELPH, ON, March 4, 2024 /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ) and Sol Systems, a leading renewable energy company based in Washington, D.C., announced today a partnership to scale new solar module production and procurement in the United States. Canadian Solar has secured a framework agreement to provide Sol Systems with a significant supply of modules from its newly ramped Texas module factory. Under the partnership, Canadian Solar will supply its latest h ...

太阳能项目融资 - 加拿大太阳能公司的子公司Recurrent Energy最近为其位于墨西哥的119兆瓦Horus太阳能项目获得了价值5100万美元的非追索项目融资[1] - Horus太阳能项目的细节包括项目的联合所有权，Recurrent Energy占项目的49%[3] - 根据墨西哥第三次可再生能源拍卖中获得的购电协议，Horus项目将出售75%的发电量和20年的清洁能源证书，剩余25%将在现货市场出售[4] 墨西哥太阳能市场 - 墨西哥的太阳能市场提供了巨大的增长机会，根据Mordor Intelligence公司的报告，墨西哥太阳能市场在2024-2029年间预计将以8.9%的复合年增长率增长[5] - 加拿大太阳能公司在拉丁美洲地区（包括墨西哥）的收入中有12%来自第三季度2023，截至2023年9月30日，CSIQ在拉丁美洲地区运营着684兆瓦峰值（MWp）的太阳能电站，太阳能开发项目管道总量为5358 MWp[7] 全球太阳能市场 - 全球太阳能市场正在迅速扩张，受到安装活动的推动，太阳能安装价格的下降，政府采取的有利政策以及传统能源的家庭电费稳步增长的影响[8] - 加拿大太阳能公司在全球太阳能行业中拥有强大的存在，遍布30个国家，在亚洲和美洲拥有26多个制造设施[9]

GUELPH, ON, Feb. 29, 2024 /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ) announced today its pivotal role in powering the Super Bowl LVIII that was held at Allegiant Stadium in Las Vegas, Nevada on February 11, 2024. The first-ever Super Bowl to be powered entirely by renewable energy, this historic event sourced electricity from the Arrow Canyon solar and energy storage project in Nevada. Developed, owned, and operated by EDF Renewables, the Arrow Canyon project uses ...

Horus Solar项目融资 - Recurrent Energy宣布已为其位于墨西哥阿瓜斯卡连特斯地区的119兆瓦Horus Solar项目获得了非追索项目融资[1] - 该项目由韩国电力公司（KEPCO）和Sprott分别拥有15%和36%，而Recurrent拥有该项目的49%[1] Horus项目购电协议 - Horus项目在墨西哥第三次可再生能源拍卖中获得了购电协议（PPA），将出售75%的发电量和20年的清洁能源证书，其余25%将在现货市场上出售[3] Recurrent Energy的感谢 - Recurrent Energy的CEO表示Horus项目是公司致力于开发和融资的高价值项目的一个很好的例子，感谢合作伙伴KEXIM和KEB Hana Bank以及项目发起方KEPCO和Sprott的支持[4]

公司背景 - 加拿大太阳能公司（Canadian Solar）是一家总部位于加拿大的公司，自2006年在纳斯达克上市以来，其营收增长了475%，每股收益增长了800%[1] - 公司创始人兼CEO Shawn Qu博士在加拿大接受了物理学和材料科学的教育，并在加拿大开始了他的职业生涯[2] - 加拿大太阳能公司在中国拥有制造基地，但目前已将制造业务扩展到美国等其他国家，包括在德克萨斯州生产5GW的太阳能模块和在印第安纳州生产光伏电池[10] 业务发展 - 加拿大太阳能公司的收入和盈利主要来自太阳能模块销售、电池储能销售和项目开发业务，其中项目开发业务由位于德克萨斯州的Recurrent Energy公司负责[12] - 加拿大太阳能公司在澳大利亚和英国签署了大型电池储能解决方案交付合同[19] - 加拿大太阳能公司与微软合作，在路易斯安那州的一个项目中获得了1.27亿瓦特的太阳能项目融资[20] - 加拿大太阳能公司预计e-STORAGE业务将在2024年保持快速增长，并在全球能源储存领域占据更多市场份额[28] 市场表现 - 加拿大太阳能公司的估值相对较低，市场普遍认为其是一家中国公司，但实际上其业务已经全球化，估值偏低可能是市场对其国别的误解导致的[16] - 加拿大太阳能公司荣获美国顶级光伏奖项，显示了其在全球光伏行业中的可靠性和信任度[23] - 加拿大太阳能公司在2023年第三季度取得了39%的太阳能模块出货量增长，以及26亿美元的e-STORAGE合同积压[25] - 加拿大太阳能公司的估值比First Solar更有吸引力，具有更低的PE、价格销售比、价格现金流比和EV/EBITDA比率[32] - 加拿大太阳能公司被认为是被低估的价值股，预计其股价将回归正常水平，目标股价为50美元[33]

Solar energy stocks have been depressed in the last few quarters. This has translated into several stocks trading at a valuation gap. I believe that the correction presents a good buying opportunity with some of the best solar energy stocks poised for a strong comeback.An important reason for weak numbers from solar companies is macroeconomic headwinds in the U.S. and Europe. Further, with high interest rates, demand for solar projects from retail consumers has been sluggish. However, the key point is that ...

GUELPH, ON, Feb. 15, 2024 /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ) today announced that it has been awarded the "Top Brand PV Award USA 2024" by EUPD Research, a globally renowned authority in market research. This accolade stands as the epitome of recognition and prestige in the global PV industry, symbolizing reliability and trust within target customer groups and among business partners. A trailblazer in the photovoltaic (PV) industry for over two decades, C ...

太阳能行业趋势 - 全球可再生能源容量预计到2030年将增长两倍半，太阳能能源将是这一增长的主要贡献者，风能和太阳能将在2030年占全球电力的33%[2] First Solar (FSLR)股票分析 - First Solar (FSLR)股票在过去12个月中表现低迷，但预计即将迎来强劲的上涨，前瞻市盈率为19.5，且拥有81.8GW的订单积压，为潜在的收入加速奠定了基础[3] Canadian Solar (CSIQ)股票分析 - Canadian Solar (CSIQ)是一家被严重低估的太阳能股票，前瞻市盈率为5.5，其子公司Recurrent Energy获得了项目融资，拥有26GW的太阳能和55GWh的储能全球开发管道[4] SolarEdge Technologies (SEDG)股票分析 - SolarEdge Technologies (SEDG)在过去12个月中经历了75%的大幅调整，但前瞻市盈率为20.5，拥有强大的全球业务和创新投资，预计收入增长将持续健康[5]