CSI Solar(SH:688472) Xin Lang Cai Jing·2026-02-04 05:44Core Viewpoint - The stock of Canadian Solar Inc. (阿特斯) has seen a 5.03% increase, reaching a price of 16.51 CNY per share, with a trading volume of 1.176 billion CNY and a turnover rate of 5.45%, resulting in a total market capitalization of 60.148 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 [2] - The company's business extends into PV application solutions, including PV system business, large-scale energy storage systems, and EPC services for PV power plants. The PV system business primarily involves the production and sales of distributed PV system products and components, including distributed energy storage systems [2] - As of the end of 2021, the revenue composition of the company was as follows: PV module product revenue accounted for 68.22%, energy storage system product revenue for 21.04%, PV system product revenue for 6.05%, construction contract revenue for 2.57%, and other revenue for 2.12% [2] Shareholder Insights - Among the top circulating shareholders of Canadian Solar, one fund from GF Fund Management, the GF High-end Manufacturing Stock A (广发高端制造股票A), entered the top ten shareholders in the third quarter, holding 20.6317 million shares, which is 1.48% of the circulating shares. The estimated floating profit for today is approximately 16.2991 million CNY [3] - The GF High-end Manufacturing Stock A was established on September 1, 2017, with a current scale of 4.067 billion CNY. Year-to-date, it has experienced a loss of 1.2%, ranking 5113 out of 5562 in its category, while its one-year return is 18.26%, ranking 3413 out of 4285 [3] Fund Performance - The GF Zhongzheng Photovoltaic Leader 30 ETF (广发中证光伏龙头30ETF) has increased its holdings in Canadian Solar by 419,000 shares, totaling 1.0782 million shares, which represents 3.34% of the fund's net value. The estimated floating profit for today is around 851,800 CNY [5] - This ETF was established on November 16, 2022, with a current scale of 481 million CNY. Year-to-date, it has achieved a return of 18.26%, ranking 71 out of 5562, while its one-year return is 77.07%, ranking 258 out of 4285 [5]