CSI Solar(SH:688472) Xin Lang Cai Jing·2026-02-03 05:17Core Viewpoint - The stock of Canadian Solar Inc. (阿特斯) experienced a 5.18% increase, reaching a price of 15.64 CNY per share, with a trading volume of 689 million CNY and a turnover rate of 3.34%, resulting in a total market capitalization of 56.979 billion CNY [1] Company Overview - Canadian Solar Inc. is a major global manufacturer of photovoltaic (PV) modules, established on July 7, 2009, and listed on June 9, 2023. The company focuses on the research, production, and sales of crystalline silicon PV modules, aiming to provide reliable, technologically advanced, and cost-effective products. Its business extends into PV application solutions, including PV system business, large-scale energy storage systems, and EPC services for PV power plants [2] - The revenue composition of the company includes: 68.22% from PV module products, 21.04% from energy storage systems, 6.05% from PV system products, 2.57% from construction contracts, and 2.12% from other sources [2] Shareholder Insights - Among the top circulating shareholders, one fund from GF Fund Management holds a significant position. The GF High-end Manufacturing Stock A fund (004997) entered the top ten circulating shareholders in Q3, holding 20.6317 million shares, which is 1.48% of the circulating shares. The estimated floating profit for today is approximately 15.8864 million CNY [3] - The GF High-end Manufacturing Stock A fund was established on September 1, 2017, with a current size of 4.067 billion CNY. Year-to-date, it has incurred a loss of 3.51%, ranking 5385 out of 5562 in its category, while achieving a 15.5% return over the past year, ranking 3486 out of 4285 [3] Fund Holdings - The GF Zhongzheng Photovoltaic Leaders 30 ETF (560980) has increased its holdings in Canadian Solar by 41,900 shares in Q4, now holding 1.0782 million shares, which constitutes 3.34% of the fund's net value. The estimated floating profit for today is around 830,200 CNY [5] - The GF Zhongzheng Photovoltaic Leaders 30 ETF was established on November 16, 2022, with a current size of 481 million CNY. It has achieved a 12.82% return year-to-date, ranking 123 out of 5562, and a 68.92% return over the past year, ranking 324 out of 4285 [5]