证券研究报告 | 2024年03月28日 第一太阳能(FIRST SOLAR)（FSLR.O） 增持 美光伏协会呼吁保护本土制造能力，利好在美有产能布局的头部组件公司  公司研究·公司快评  电力设备·光伏设备  投资评级：增持（维持评级） 证券分析师： 王蔚祺 010-88005313 wangweiqi2@guosen.com.cn 执证编码：S0980520080003 证券分析师： 陈抒扬 0755-81982965 chenshuyang@guosen.com.cn 执证编码：S0980523010001 事项： 近日，由美国太阳能制造商联盟（SEMA）委托咨询公司Guidehouse Insights撰写的报告发布，呼吁美国 政府加大对本土光伏制造业的支持力度，并提出针对性的政策建议，包括：1）在政府采购方面更加倾向 美国本土产能；2）倡导提高硅片和多晶硅本土产能投资；3）建议重视薄膜电池、叠层电池等技术路线。 国信电新观点：1）美国光伏产业链严重依赖进口，从晶硅产业链角度来看，硅片产能短板尤为突出，2024 年产能仅占当年需求量的12%，短期不具备在美实现全产业链覆盖的基础，进口组件与薄膜 ...

The latest trading session saw First Solar (FSLR) ending at $153.31, denoting a +0.41% adjustment from its last day's close. The stock outperformed the S&P 500, which registered a daily loss of 0.14%. At the same time, the Dow lost 0.77%, and the tech-heavy Nasdaq gained 0.17%. The largest U.S. solar company's shares have seen an increase of 5.49% over the last month, surpassing the Oils-Energy sector's gain of 4.9% and the S&P 500's gain of 5.34%. The investment community will be paying close attention to ...

First Solar (FSLR) closed at $152.68 in the latest trading session, marking a +1.1% move from the prior day. This change outpaced the S&P 500's 0.32% gain on the day. Meanwhile, the Dow experienced a rise of 0.68%, and the technology-dominated Nasdaq saw an increase of 0.2%. Coming into today, shares of the largest U.S. solar company had gained 0.66% in the past month. In that same time, the Oils-Energy sector gained 6.39%, while the S&P 500 gained 5.11%. The investment community will be closely monitoring ...

绿色技术和可持续市场 - 绿色技术和可持续市场正在迅速增长，2023年价值165亿美元，预计到2030年将增长到619.2亿美元，年复合增长率为20.8%[1] 投资环境友好的股票 - 投资环境友好的股票是一个不错的选择，可以支持具有相似使命和价值观的公司[2] Linde（LIN） - Linde（LIN）是一家德国公司，在氢能源领域处于领先地位，拥有巨大的效率潜力[3] - Linde的财务状况也很吸引人，最近的利润率为18.59%，同比增长10%，公司价值超过2200亿美元[4] Stellanis（STLA） - Stellanis（STLA）是一家汽车公司，生产Jeep、Ram、Chrysler和Dodge，同时也生产电动汽车（EVs）[5] - Stellanis是生产EVs的最大汽车公司之一，其车型具有许多竞争优势，如长续航里程、豪华设计和实惠的价格[6] - Stellanis的财务状况也很不错，盈利率为8.42%，P/E比率仅为4.3，远低于行业平均水平，表明现在是一个购买的好时机[7] First Solar（FSLR） - First Solar（FSLR）是太阳能领域的行业领导者，具有国际化的业务，不断降低成本并提高效率[8] - First Solar最近的财务报表显示公司一直盈利，最近一个季度盈利率为30.14%，公司的收入翻了一番，利润增加了八倍，P/E比率仅为11.69，表明股票目前被低估[9]

成长投资 - 具有高于平均财务增长的股票吸引了成长投资者的关注，有助于实现稳健回报[1] - Zacks Growth Style Score系统可以帮助找到前沿成长股，分析公司的真实增长前景[3] - First Solar是Zacks推荐的股票之一，具有有利的增长评分和顶级的Zacks排名[4] - First Solar的盈利增长预期为75%，远超行业平均水平，显示出强劲的增长前景[7] - First Solar的现金流增长率为404.9%，高于同行，表现优异[9] - First Solar的年化现金流增长率为32.9%，超过行业平均水平，显示出稳健的财务表现[10] - First Solar的当年盈利预期已经上调，Zacks对当年的盈利预期上涨了2.2%[12] - First Solar凭借多个因素获得A级的增长评分，因盈利预期的积极修订而获得Zacks排名2[13]

First Solar (FSLR) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. The pow ...

First Solar (FSLR) closed the last trading session at $159.38, gaining 4.6% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $222.36 indicates a 39.5% upside potential. The average comprises 24 short-term price targets ranging from a low of $157.56 to a high of $330, with a standard deviation of $39. While the lowest estimate indicates a decline of 1.1% from the current price level, ...

经纪推荐 - 投资者在做出股票买入、卖出或持有决策之前通常会参考华尔街分析师的推荐[1] - First Solar目前的平均经纪推荐（ABR）为1.48，介于1到5之间，相当于强烈买入和买入之间[2] - 经纪推荐中有20个强烈买入和一个买入，强烈买入和买入分别占所有推荐的74.1%和3.7%[3] - 经纪推荐虽然建议购买First Solar，但仅凭此信息做出投资决策可能不明智[4]

Investing in solar stocks has been a rollercoaster ride lately. Economic uncertainties and tight monetary policies have cast a shadow over the solar energy sector, leading to a downturn in stock prices. However, amidst the gloom, there’s a glimmer of hope for investors looking to capitalize on the future of renewable energy. As such, let’s delve into the potential of solar stocks and uncover the top contender poised to shine in 2024. The current landscape: Why are solar stocks down? Solar stocks have been d ...

Key Points First Solar is a leading thin-film solar module manufacturer, which closed 2023 with a record backlog. First Solar reported a Q4 2023 EPS beat by 11 cents as revenues rose 15.5% YoY. The company expects to grow its capacity to 25 MW worldwide by 2026. 5 stocks we like better than First Solar First Solar Inc. NASDAQ: FSLR is a leading thin-film photovoltaic (PV) solar panel manufacturer. Solar energy stocks had a rocky 2023 but will heat up again in 2024. The Invesco Solar ETF NYSEARCA: TAN is dow ...