大全新能源ADR目前涨7.6%，SolarEdge涨4.2%，清洁能源ETF QCLN涨2.4%，阿特斯太阳能ADR涨 1.6%。 First Solar（FSLR）股价涨幅收窄至4.5%。 据新浪报道，美国太阳能制造商对三个亚洲国家（印度、印尼和老挝）提起反倾销和反补贴申诉。 ...

94 MW Solar Facility Holds Power Purchase Agreement with ConstellationKITCHENER, ON, July 17, 2025 /PRNewswire/ -- Recurrent Energy, a subsidiary of Canadian Solar Inc. ("Canadian Solar") (NASDAQ: CSIQ) and a global developer, owner, and operator of solar and energy storage assets, announced today it has closed project financing and tax equity for Blue Moon Solar. U.S. Bank, through its subsidiary U.S. Bancorp Impact Finance, is providing both tax equity and construction financing for the project, totaling ...

About Canadian Solar Inc. Canadian Solar is one of the world's largest solar technology and renewable energy companies. Founded in 2001 and headquartered in Kitchener, Ontario, the Company is a leading manufacturer of solar photovoltaic modules; provider of solar energy and battery energy storage solutions; and developer, owner, and operator of utility-scale solar power and battery energy storage projects. Over the past 24 years, Canadian Solar has successfully delivered nearly 157 GW of premium-quality, so ...

KITCHENER, ON, June 20, 2025 /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ) today announced that it held its Annual Meeting of Shareholders on June 20, 2025. Each of the proposals submitted for shareholder approval was approved. Specifically, the shareholders approved: The election of Shawn (Xiaohua) Qu, Yan Zhuang, Harry E. Ruda, Andrew (Luen Cheung) Wong, Lauren C. Templeton, Leslie Li Hsien Chang, and Yuan Yuan Zhang Qu each as a director of the Company until the n ...

Group 1: Market Performance - Solar stocks generally rose, with Array up 7.64%, Canadian Solar ADR up 5.62%, Sunrun up 4.96%, First Solar up 4.32%, SolarEdge up 3.23%, and JinkoSolar ADR up 2.72% [1][2] - The S&P 500 index is currently down 0.45%, the Dow Jones is down 104 points (0.49%), while the Nasdaq is up 13 points (0.31%) [1] Group 2: Regulatory Environment - The U.S. believes that imports of solar products from Southeast Asia harm the domestic industry, laying the groundwork for tariffs on these imports [1]

Canadian Solar, Inc. (CSIQ) reported a first-quarter 2025 loss of $1.07 per share, narrower than the Zacks Consensus Estimate of a loss of $1.50 per share. The figure, however, deteriorated from the year-ago quarter’s earnings of 19 cents per share. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)CSIQ’s RevenuesCanadian Solar reported revenues of $1.20 billion, which beat the Zacks Consensus Estimate of $1.09 billion by 9.9%. However, the top line declined 10% from the year-ago quar ...

Financial Data and Key Metrics Changes - Module shipments reached 6.9 gigawatts, slightly above guidance [9] - Revenue totaled $1,200,000,000, at the high end of the range, with a gross margin of 11.7% [10][31] - Net loss to shareholders was $34,000,000 or $0.69 per diluted share [10][33] - Operating expenses decreased by 4% year over year, driven by lower shipping costs [32] Business Line Data and Key Metrics Changes - CSI Solar's module shipments increased by 9.4% year over year to 6.9 gigawatts, with storage deliveries totaling 849 megawatt hours [17] - Revenue for Recurrent Energy was $125,000,000 with a gross margin of 18.6% [24] - Energy storage projects accounted for one-third of the energy storage business expected for the year [21] Market Data and Key Metrics Changes - Structural overcapacity in the solar supply chain has prolonged the market downturn, impacting module pricing [11] - Demand for energy storage is stronger than ever globally, with a record pipeline of 91 gigawatt hours [22] Company Strategy and Development Direction - The company is maintaining a profit-focused approach, managing volumes in less profitable markets and leveraging a blended supply chain strategy [11] - Continued investment in R&D and innovation is emphasized as a key strategy to navigate market challenges [13] - The company is exploring options for project development in various regions, including potential opportunities in Ethiopia [87] Management's Comments on Operating Environment and Future Outlook - Management acknowledges near-term headwinds but remains confident in long-term opportunities [10] - The rise of AI and energy-intensive applications is widening the energy gap, which solar power can help address [13] - The company expects a much stronger second quarter for energy storage despite ongoing U.S.-China tariff negotiations [19] Other Important Information - The company has announced new products, including innovative solar technologies and enhancements to energy storage solutions [14][15] - The total project pipeline now stands at 27 gigawatts of solar and 76 gigawatt hours of energy storage [29] Q&A Session Summary Question: Impact of FEOC provisions on U.S. capacity investment - Management indicated that the new draft of the FEOC was only recently released and is expected to change before finalization [41][42] Question: Balance sheet and long-term debt increase - Management stated that leverage will increase slightly as the company transitions from project developer to IPP [43] Question: Revenue guidance despite lower module and battery shipments - Management explained that the reduction in module volumes reflects a strategic decision to reduce exposure to less profitable markets [48] Question: Expectations for storage margins - Management indicated that storage margins are expected to be above 20% for Q2, with higher volumes anticipated [57] Question: Tariff assumptions embedded in guidance - Management confirmed that the guidance includes various uncertainties related to tariffs and trade negotiations [66] Question: Shipment growth expectations in China - Management noted that demand for storage in China is expected to grow once policy clarifications are made [70][72] Question: Clarification on U.S. policies and potential impacts - Management expressed that the current draft language could impact their facilities, but they are prepared to adjust ownership structures if necessary [80][81] Question: CapEx guidance and project timelines - Management confirmed that they are continuing with construction while being cautious about future spending until clarity on regulations is achieved [99]

Canadian Solar (CSIQ) Q1 2025 Earnings Call May 15, 2025 08:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by. Welcome to Canadian Solar's First Quarter twenty twenty five Earnings Call. My name is Sherry, and I will be your operator for today. At this time, all participants are in a listen only mode. Later, we will conduct a question and answer session. As a reminder, this conference is being recorded for replay purposes. I would now like to turn the call over to Weina Hong, Head of Investo ...

Core Viewpoint - Canadian Solar reported a quarterly loss of $1.07 per share, which was better than the Zacks Consensus Estimate of a loss of $1.50, indicating an earnings surprise of 28.67% [1][2] Financial Performance - The company posted revenues of $1.2 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 9.92%, although this was a decrease from $1.33 billion in the same quarter last year [2] - Over the last four quarters, Canadian Solar has exceeded consensus EPS estimates three times [2] Stock Performance and Outlook - Canadian Solar shares have declined approximately 9.1% since the beginning of the year, contrasting with the S&P 500's gain of 0.2% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.37 on revenues of $1.76 billion, and for the current fiscal year, it is -$0.72 on revenues of $7.4 billion [7] Industry Context - The solar industry, to which Canadian Solar belongs, is currently ranked in the bottom 30% of over 250 Zacks industries, which may negatively impact stock performance [8] - Sunnova Energy, another company in the same industry, is expected to report a quarterly loss of $0.74 per share, reflecting a year-over-year change of -29.8% [9]

This presentation has been prepared by the Company solely to facilitate the understanding of the Company's business model and growth strategy. The information contained in this presentation has not been independently verified. No representation, warranty or undertaking, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or the opinions contained herein. None of the Company or any of its affiliates, advisers or repres ...