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Enphase Energy Announces New Safe Harbor Agreement with a Leading TPO Provider
Globenewswire· 2025-11-20 13:00
FREMONT, Calif., Nov. 20, 2025 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company and the world's leading supplier of microinverter-based solar and battery systems, today announced a new safe harbor agreement with a leading solar and battery financing company that offers third-party ownership (TPO) agreements to homeowners, including leases and power purchase agreements (PPAs). This is the third safe harbor agreement for Enphase since the new U.S. federal budget bill ...
安泰科:下游需求偏弱 本周硅片承压运行
智通财经网· 2025-11-20 12:09
"--"表示本周 P 型硅片未成交 本周参与价格统计企业名单: 智通财经APP获悉,据安泰科统计,本周硅片价格承压运行。其中,N型G10L单晶硅片 (182*183.75mm/130μm)成交均价在1.25元/片,环比上周下跌2.34%;N型G12R单晶硅片 (182*210mm/130μm)成交均价在1.25元/片,环比上周下跌0.79%;N型G12单晶硅片(210*210 mm/130μm)成 交均价在1.58元/片,环比上周下跌1.25%。据调研了解,本周下游电池价格较上周小幅下跌,组件价格较 上周持稳运行,其中电池片主流价格0.27-0.29元/W,环比上周下跌0.01元/W,组件主流价格0.66-0.68 元/W,环比上周持平。 本周硅片价格延续下滑,但跌幅有所收窄。具体来看,供应端:部分硅片企业在亏损压力下,已启动减产 计划,行业供应有望下降。需求端:国内终端装机不及预期,叠加海外需求疲软,对硅片采购意愿较低, 硅片企业出货节奏缓慢。目前,一线头部企业仍在挺价,但二三线企业为缓解库存压力低价出货,硅片整 体成交氛围冷清,市场博弈仍在持续。据调研了解,本周行业整体开工率小幅下降,其中两家一线企业开 ...
TAN: The New Solar Cycle Has Started - Here's Why I'm Buying
Seeking Alpha· 2025-11-20 12:03
Core Insights - The solar sector experienced significant growth during the Biden administration but has since faced a decline, losing approximately 60% of its value since its peak in early 2021 [1]. Group 1: Market Performance - The solar sector, along with other alternative energy sources, saw strong market growth during the Biden era [1]. - Since the peak in early 2021, the sector has experienced a long decline, losing about 60% of its value [1]. Group 2: Investment Strategy - The focus is on identifying mispriced opportunities through a combination of top-down macro analysis, bottom-up stock selection, and real-time positioning [1]. - Key areas of focus include earnings, technological disruption, policy shifts, and capital flows [1].
Renewable power: STMicroelectronics and TSE sign 15-Year PPA to power French sites with solar energy
Globenewswire· 2025-11-20 07:30
Core Points - STMicroelectronics and TSE have signed a 15-year Power Purchase Agreement (PPA) to supply renewable electricity from solar parks to STMicroelectronics' sites in France starting in 2027 [1][2][3] - The contract involves the supply of approximately 780 GWh of renewable electricity generated from three solar parks with a total capacity of 43 MW [3][4] - This agreement is part of STMicroelectronics' strategy to achieve carbon neutrality in its operations by 2027, including sourcing 100% renewable electricity [4][5] Company Overview - STMicroelectronics is a global semiconductor leader with a workforce of 50,000, focusing on sustainable technology solutions and aiming for carbon neutrality in all direct and indirect emissions by 2027 [5] - TSE, founded in 2016, is an independent French solar developer and producer, fully integrated across the value chain, and has a significant operating portfolio supplying electricity equivalent to the consumption of approximately 241,000 people [7] - TSE has raised €160 million in equity in 2023 and €230 million in 2024 to accelerate growth and industrialization, positioning itself as a key player in the renewable energy sector in France [7]
JA Solar en la COP30: Cuatro años consecutivos de liderazgo en la acción climática
Prnewswire· 2025-11-20 04:33
Group 1 - The 30th United Nations Climate Change Conference (COP30) is being held in Belém, Brazil, from November 10 to 21, 2025, with JA Solar participating for the fourth consecutive year, highlighting its leadership in climate action [1][2]. - JA Solar's CEO, Aiqing Yang, delivered a video speech at the China Pavilion, discussing the latest practices and perspectives of solar companies in combating climate change [1][3]. - JA Solar launched its environmental and climate strategy "4F (Faster, Drive, Fairer, Further)" during COP30, marking the tenth anniversary of the Paris Agreement and the twentieth anniversary of the company [3]. Group 2 - JA Solar has shipped over 317 GW of products to 180 countries and regions, and in 2024, it avoided the emission of more than 50 million metric tons of CO2 equivalent, achieving a green electricity consumption index of 34% [3]. - The company is intensifying its sustainable practices and collaborating with global stakeholders to promote responsible supply chains and a circular economy [3][4]. - JA Solar actively participated in various events during COP30, including energy sector roundtables and bilateral meetings with the Science Based Targets initiative (SBTi) to discuss decarbonization strategies [4][5].
Enphase Energy's Options: A Look at What the Big Money is Thinking - Enphase Energy (NASDAQ:ENPH)
Benzinga· 2025-11-19 18:02
Deep-pocketed investors have adopted a bearish approach towards Enphase Energy (NASDAQ:ENPH), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in ENPH usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 13 extraordinary options activities for En ...
Looking At Canadian Solar's Recent Unusual Options Activity - Canadian Solar (NASDAQ:CSIQ)
Benzinga· 2025-11-19 18:02
Whales with a lot of money to spend have taken a noticeably bearish stance on Canadian Solar.Looking at options history for Canadian Solar (NASDAQ:CSIQ) we detected 17 trades.If we consider the specifics of each trade, it is accurate to state that 23% of the investors opened trades with bullish expectations and 41% with bearish.From the overall spotted trades, 2 are puts, for a total amount of $80,300 and 15, calls, for a total amount of $767,818.Expected Price MovementsBased on the trading activity, it app ...
Why Fast-paced Mover Canadian Solar (CSIQ) Is a Great Choice for Value Investors
ZACKS· 2025-11-19 14:56
Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point for fast-moving stocks, which can lead to limited upside or potential losses [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify suitable candidates [3] Group 2: Canadian Solar (CSIQ) Analysis - Canadian Solar (CSIQ) has shown significant recent price momentum, with a four-week price change of 75.4%, indicating strong investor interest [4] - Over the past 12 weeks, CSIQ's stock has gained 132%, with a beta of 1.35, suggesting it moves 35% more than the market [5] - CSIQ has a Momentum Score of B, indicating a favorable time to invest based on its momentum characteristics [6] Group 3: Earnings Estimates and Valuation - CSIQ has received upward revisions in earnings estimates, earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - The stock is currently trading at a Price-to-Sales ratio of 0.30, suggesting it is undervalued, as investors pay only 30 cents for each dollar of sales [7] Group 4: Additional Investment Opportunities - Besides CSIQ, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting additional investment opportunities [8] - The Zacks Premium Screens offer over 45 different strategies to help identify potential winning stocks based on various investing styles [9]
PowerBank and Smartlink AI ("Orbit AI") to Launch the First "Orbital Cloud" for AI Infrastructure into Space
Prnewswire· 2025-11-19 12:30
Accessibility StatementSkip Navigation TORONTO, Nov. 19, 2025 /PRNewswire/ - PowerBank Corporation (NASDAQ: SUUN) (Cboe CA: SUNN) (FSE: 103) ("PowerBank" or the "Company), a leader in distributed solar energy, battery storage, and clean energy infrastructure across North America, is collaborating with Orbit AI in the launch of a revolutionary space initiative known as the Orbital Cloud — where communications, compute, and verification converge in LEO powered by Solar energy. The mission leverages cutting-e ...
First Solar (FSLR) Rallied Following the Earnings Beat and Improved Guidance
Yahoo Finance· 2025-11-19 12:01
Ariel Investments, an investment management company, released its “Ariel Global Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equities rallied in the third quarter, driven by AI enthusiasm, resilient corporate earnings, the first U.S. rate cut of the year, and targeted policy easing across key regions. Against this backdrop, the Ariel Global fund traded +4.99% higher in the quarter, compared to the +7.62% return of the MSCI ACWI Index and +6.13% return of the ...