文章核心观点 加拿大太阳能公司将在2024年6月19 - 21日德国慕尼黑国际太阳能展上展示新款三相EP Cube和EP Cube Twin Peak，以扩大其成功的EP Cube住宅储能产品线，增强欧洲家庭储能应用 [1] 产品信息 - 三相EP Cube最大输出功率12 kVa，可确保停电时高功率电器持续运行 [2] - EP Cube Twin Peak加入后，EP Cube产品线容量从10 kWh到60 kWh可扩展定制，兼容改造和新装光伏系统 [2] - EP Cube配备混合逆变器，支持最大功率24 kWp的高规格太阳能板和最多4个MPPT输入，提高太阳能存储效率 [2] - EP Cube采用磷酸铁锂电池，热稳定性和化学稳定性好，电池系统通过IEC认证，外壳防护等级为IP67 [3] - 可在加拿大太阳能展位体验EP Cube在极端条件下的性能展示 [3] 市场情况 - EP Cube已在欧洲完成众多安装，通过可靠经销商网络在德国、西班牙、意大利和英国向客户供货 [3] 公司介绍 - 加拿大太阳能2001年在加拿大成立，是全球最大太阳能技术和可再生能源公司之一 [5] - 过去23年向全球客户交付超125 GW优质太阳能光伏组件 [5] - 2010年进入项目开发业务后，在全球开发、建设并并网超10 GWp太阳能发电项目和3.3 GWh电池储能项目 [5] - 目前公司有超1.2 GWp太阳能发电项目运营，6.5 GWp项目在建或待建，另有19.8 GWp项目处于前期和后期开发阶段 [5] - 公司有600 MWh电池储能项目运营，电池储能项目开发总规模约56 GWh，其中约4.3 GWh在建或待建，另有51.6 GWh处于前期和后期开发阶段 [5] - 公司自2006年在纳斯达克上市，是太阳能和可再生能源行业最具信誉的公司之一 [5] 参观指引 - 可前往加拿大太阳能展位A2.380探索EP Cube家庭储能系统及光伏应用产品 [4]

文章核心观点 - 加拿大太阳能公司宣布日本首批上网溢价（FIP）光伏项目于2024年6月1日开始商业运营，并与丰田通商签订20年购电协议，标志着其支持日本企业满足清洁能源需求承诺的开始 [1][2][3] 项目情况 - 已投入商业运营的项目包括茨城县筑波市1.2兆瓦项目和鸟取县大山町1.9兆瓦项目，均采用CS7N660W双面组件 [1] - 项目最初在2020年拍卖中获得上网电价（FIT），后因可再生能源需求上升转为FIP，FIP项目将通过非化石能源证书（NFCs）产生额外收入 [1] 购电协议 - 丰田通商与公司签订20年购电协议，获得项目产生的100%光伏电力及NFCs，并将电力和NFCs提供给其企业客户 [2] 公司业务进展 - 自2012年开展日本光伏开发业务以来，公司此前专注于FIT，如今企业对清洁能源需求增加，截至2024年3月31日，日本项目开发业务太阳能和储能分别达240兆瓦和1.675吉瓦时 [3] 公司概况 - 加拿大太阳能2001年在加拿大成立，是全球最大太阳能技术和可再生能源公司之一，是领先的太阳能光伏组件制造商、太阳能和电池储能解决方案提供商及公用事业规模太阳能和电池储能项目开发商 [4] - 过去23年，公司向全球客户交付超125吉瓦优质太阳能光伏组件；自2010年进入项目开发业务，已在全球开发、建设并并网超10吉瓦太阳能项目和3.3吉瓦时电池储能项目 [4] - 目前，公司有超1.2吉瓦太阳能项目运营、6.5吉瓦项目在建或积压、19.8吉瓦项目处于前期和后期开发阶段；有600兆瓦时电池储能项目运营，电池储能项目开发管道约56吉瓦时，包括约4.3吉瓦时在建或积压、51.6吉瓦时处于前期和后期开发阶段 [4]

行业情况 - 太阳能行业未来将持续稳定增长，到2030年风能和太阳能预计将提供全球超三分之一的电力，太阳能将占新增发电容量的一半以上 [1] - 过去两年高利率和GDP增长缓慢影响行业情绪，但这是暂时因素，为投资优质太阳能股票提供机会 [1] 公司情况 第一太阳能（First Solar） - 过去一个月股价大幅上涨51%，远期市盈率22.2倍，估值有吸引力，积极势头有望持续 [2] - 截至2024年第一季度，订单积压量78.3GW，潜在订单机会72.8GW，未来有望持续强劲增长 [2] - 计划到2026年底在美国实现14GW太阳能产能，国际上实现11GW产能 [2] 加拿大太阳能（Canadian Solar） - 过去12个月股价下跌50%，远期市盈率8.9倍，被严重低估，若业务发展良好有望获高回报 [5] - 持有CSI Solar 62%股权，后者去年太阳能出货量30.7GWh，电池储能业务合同积压额25亿美元 [5] - 持有Recurrent Energy 80%股权，太阳能业务项目储备26GWp，电池储能业务储备56GWh，有望加速增长 [5] - 2024年第一季度出货显示公司地理布局多元化，可确保订单积压持续增加 [6] 阵列技术（Array Technologies） - 提供公用事业规模太阳能跟踪器技术，远期市盈率11.9倍，值得关注 [7] - 2024年第一季度收入降至1.534亿美元，但订单量在过去两个季度增加，截至第一季度订单额21亿美元，若趋势持续营收有望增长 [7] - 2024年第一季度自由现金流4510万美元，年自由现金流可见性为1.8亿美元，将投资5000万美元在墨西哥建设太阳能制造园区以支持未来增长 [7]

GUELPH, ON, June 13, 2024 /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ) announced today that it has entered into an agreement with U.S. homebuilder D.R. Horton to offer its solar and energy storage products across communities in California. Under the agreement, Canadian Solar will provide a total home energy battery back-up solution, which includes both its high-efficiency solar panels and fully integrated residential energy storage system, EP Cube. This solution all ...

GUELPH, ON, June 10, 2024 /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 the inauguration of the 446 MWp / 360 MWac Marangatu Solar Complex in Brasileira, Brazil. SPIC owns 70% of the project, while Recurrent Energy owns the remaining 30%.Developed by Recurrent Energy, Marangatu Solar Complex was fully energized in April 2024 after 14 months of construction ...

A high-growth fintech superstar and a deeply discounted global solar giant.In this video, Motley Fool contributors Jason Hall and Tyler Crowe explain why Canadian Solar (CSIQ -3.32%) and SoFi Technologies (SOFI 2.46%) are appealing stocks to buy on the dip at recent prices.*Stock prices used were from the afternoon of June 2, 2024. The video was published on June 7, 2024. ...

NEW YORK and GUELPH, ON, June 3, 2024 /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 the initial closing and funding of an investment in Recurrent Energy's platform by BlackRock through a fund managed by its Climate Infrastructure business ("BlackRock"). The initial closing of the transaction, first announced in January 2024, was contingent on requisite reg ...

GUELPH, ON, May 31, 2024 /PRNewswire/ -- Canadian Solar Inc. (the "Company", or "Canadian Solar") (NASDAQ: CSIQ) today announced the release of its 2023 Sustainability Report. This report showcases the Company's ongoing progress and achievements in its environmental, social, and governance (ESG) initiatives.The sustainability disclosures in this report are aligned with global standards set by the SASB (the Sustainability Accounting Standards Board) and the Global Reporting Initiative (GRI), with reference t ...

The revolving credit facility will provide flexible financing for the construction of solar and battery energy storage projects across Spain, Italy, the United Kingdom, the Netherlands, France, and GermanyGUELPH, ON, May 23, 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, today announced that it has secured a landmark multi-currency revolving credit facility valued at up to €1.3 ...

Canadian Solar, Inc. (CSIQ) reported first-quarter 2024 earnings of 19 cents per share, which surpassed the Zacks Consensus Estimate of a loss of 34 cents. However, the bottom line declined 84% from the first-quarter 2023 reported figure of $1.19 per share.RevenuesCanadian Solar reported revenues of $1.33 billion in the first quarter, which surpassed the Zacks Consensus Estimate by 4.2%. However, the top line declined 21.9% from the year-ago quarter’s figure of $1.70 billion. This decrease was primarily due ...