GUELPH, ON, March 20, 2024 /PRNewswire/ -- Recurrent Energy, a subsidiary of Canadian Solar Inc. ("Canadian Solar") (NASDAQ: CSIQ) and a global developer and owner of solar and energy storage assets, announced today the acquisition of a solar PV portfolio in the south of Spain with a capacity of more than 420 MWp. Recurrent Energy currently has projects in various stages of development in Spain and expects to start construction on more than 1 GW of solar projects in the country in 2024. The recently acquire ...

公司财务表现 - 2023年第四季度，Canadian Solar Inc.每股亏损2美分，远远小于Zacks Consensus Estimate的每股亏损13美分[1] - 公司2023年每股收益为3.87美元，高于2022年的3.44美元[2] - 2023年第四季度总收入为17.2亿美元，超过Zacks Consensus Estimate的16.5亿美元[3] - 太阳能电池制造商的总收入在2023年达到了76.1亿美元，高于2022年的74.7亿美元[3] 生产与销售情况 - 2023年第四季度太阳能模块出货量为8.2千兆瓦时，同比增长26%[4] - Canadian Solar的毛利率为12.5%，低于14-16%的指导范围[5] 资产状况 - 截至2023年12月31日，Canadian Solar的现金及现金等价物总额为19.4亿美元，长期借款为12.7亿美元[7] 未来展望 - 2024年第一季度，Canadian Solar预计总模块出货量在6.1-6.4千兆瓦时的范围内[8] - 预计2024年总模块出货量在42-47千兆瓦时，电池储能出货量在6-6.5千兆瓦时的范围内[11]

业绩总结 - CSI Solar 2023年太阳能模块出货量达到30.7吉瓦特，同比增长45%[13] - CSI Solar 2023年全年营收达到历史最高的76亿美元[13] - CSI Solar 2023年全年净利润为2.74亿美元，每股摊薄收益为3.87美元，创下历史新高[13] - Recurrent Energy 2023年全年毛利率同比翻倍至41.1%[40] 未来展望 - CSI Solar 预计2024年总太阳能模块出货量将在42-47吉瓦范围内，太阳能电池储能出货量预计在6-6.4吉瓦时至6.5吉瓦时之间[57] - CSI Solar 预计未来将获得一些制造信贷，TOPCon的扩张也将有助于利润率[104] - Recurrent Energy 计划保留大部分美国和欧洲项目，未来将开始看到来自Recurrent的强劲收入贡献[117] 新产品和新技术研发 - CSI Solar N型TOPCon太阳能电池容量占总容量的一半以上，预计年底将达到80%[27] - CSI Solar e-STORAGE业务的合同 backlog 截至2024年1月31日达到26亿美元[25] 市场扩张和并购 - CSI Solar 签署了重要合同，包括首次进入澳大利亚市场和在英国签署最大的国家最佳项目[31] - CSI Solar 预计2024年模块出货量将呈上升趋势，尤其是在一些市场需求强劲的情况下，如巴基斯坦[80]

业绩总结 - FY2023总收入为76亿美元，同比增长16.8%[5] - FY2023净利润为2.74亿美元[5] - 每股摊薄收益为3.87美元[6] - FY23总收入为76.1亿美元，毛利率为16.8%，EBITDA为7.93亿美元[7] - CSI Solar FY2023年度收入达到72亿美元，同比增长18.5%[10] 用户数据 - 太阳能模块出货量为42-47GW，占总收入的31%[5] - CSI Solar的毛利为7.12亿美元，占总收入的9%[5] - CSI Solar的累计出货量超过118GW，合同积压额约为26亿美元[7] - CSI Solar FY2023年度光伏模块出货量为30.7 GW，同比增长23.5%[10] 未来展望 - AI驱动的谷歌搜索和数据中心需求将推动清洁能源需求增长[8] - 2024年第一季度预计太阳能模块出货量为6.1-6.4 GW，电池储能出货量约1 GWh[21] 新产品和新技术研发 - N型TOPCon太阳能电池将占总电池产能的近80%[11] 市场扩张和并购 - 公司在美国市场具备强大的长期投资和领先品牌优势[9] - BlackRock投资5亿美元推动业务模式转型[13] 负面信息 - 2023年第四季度净收入同比下降14%，为17.02亿美元[18] - 2023年第四季度总债务为364.8亿美元，净债务为170.9亿美元[20]

Canadian Solar (CSIQ) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to earnings of $1.11 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 84.62%. A quarter ago, it was expected that this solar wafers manufacturer would post earnings of $0.91 per share when it actually produced earnings of $0.32, delivering a surprise of -64.84%.Over the last four quarters ...

Exhibit 99.1 Canadian Solar Reports Fourth Quarter and Full Year 2023 Results Guelph, Ontario, March 14, 2024 – Canadian Solar Inc. ("Canadian Solar" or the "Company") (NASDAQ: CSIQ) today announced financial results for the fourth quarter and full year ended December 31, 2023. Fourth Quarter and Full Year 2023 Highlights · 26% increase in solar module shipments year-over-year ("yoy") to 8.2 GW, above guidance range of 7.6 GW to 8.1 GW. · Record full year solar module shipments of 30.7 GW by CSI Solar, a 45 ...

Canadian Solar Inc. (CSIQ) is slated to report fourth-quarter and full-year 2023 results on Mar 14, before the opening bell.  In the last reported quarter, the company delivered a negative earnings surprise of 64.84%. CSIQ has a trailing four-quarter average earnings surprise of 67.89%.Factors to NoteWeak residential solar demand might have had impacted module shipment for Canadian Solar in the fourth quarter. This might have also led to lower project sales, which, along with lower module price, can be expe ...

Canadian Solar Inc. (CSIQ) recently announced that it has signed a framework agreement with Sol Systems to supply its high-efficiency N-Type TOPCon (Tunnel Oxide Passivated Contact) solar modules to the latter. These modules will be supplied from CSIQ’s Texas factory, wherein ramped-up module production started in December 2023.The agreement is expected to boost Canadian Solar’s module production and procurement in the United States.CSIQ’s Role in the ProjectPer the terms of the deal, Canadian Solar will su ...

GUELPH, ON, March 4, 2024 /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ) and Sol Systems, a leading renewable energy company based in Washington, D.C., announced today a partnership to scale new solar module production and procurement in the United States. Canadian Solar has secured a framework agreement to provide Sol Systems with a significant supply of modules from its newly ramped Texas module factory. Under the partnership, Canadian Solar will supply its latest h ...

太阳能项目融资 - 加拿大太阳能公司的子公司Recurrent Energy最近为其位于墨西哥的119兆瓦Horus太阳能项目获得了价值5100万美元的非追索项目融资[1] - Horus太阳能项目的细节包括项目的联合所有权，Recurrent Energy占项目的49%[3] - 根据墨西哥第三次可再生能源拍卖中获得的购电协议，Horus项目将出售75%的发电量和20年的清洁能源证书，剩余25%将在现货市场出售[4] 墨西哥太阳能市场 - 墨西哥的太阳能市场提供了巨大的增长机会，根据Mordor Intelligence公司的报告，墨西哥太阳能市场在2024-2029年间预计将以8.9%的复合年增长率增长[5] - 加拿大太阳能公司在拉丁美洲地区（包括墨西哥）的收入中有12%来自第三季度2023，截至2023年9月30日，CSIQ在拉丁美洲地区运营着684兆瓦峰值（MWp）的太阳能电站，太阳能开发项目管道总量为5358 MWp[7] 全球太阳能市场 - 全球太阳能市场正在迅速扩张，受到安装活动的推动，太阳能安装价格的下降，政府采取的有利政策以及传统能源的家庭电费稳步增长的影响[8] - 加拿大太阳能公司在全球太阳能行业中拥有强大的存在，遍布30个国家，在亚洲和美洲拥有26多个制造设施[9]