Flash | Expert Estimates PRC Solar Addition of 160GW in 2026E & 180-190GW in 2027E, vs. 317GW in 2025 CITI'S TAKE PRC solar supply chain continues to face downward pressure from oversupply-led ASP cuts. According to industry expert Ms. Peng Peng, General Secretary at China New Energy Generation Investment and Financial Alliance, PRC solar capacity additions are projected to decline to 160GW in 2026E and 180-190GW in 2027E, from 317GW in 2025. PRC solar product prices generally dropped wow this week across d ...

23 June 2026 | 7:10AM CST Equity Research CHINA SOLAR Expert Call takeaway: Expert expects improving curtailment to drive China demand inflection in 2028 We hosted an expert call to discuss China Solar demand outlook on Jun 22. The speaker has specialized in PV policy analysis and industry research since 2017, serving as a consultant for leading Chinese renewable companies and government agencies. Key takeaways include: i) China's solar installations are projected to decrease by 26% YoY in 2026, with a cont ...

股价与近期表现 - 最新收盘价为120.64美元，较前一日下跌6.53% [1] - 当日表现逊于标普500指数（跌1.44%）、道指（跌0.09%）和纳斯达克指数（跌2.22%）[1] - 过去一个月股价下跌1.1%，表现落后于同期标普500指数0.08%的涨幅，但优于其所在的油气能源板块7.14%的跌幅 [1] 近期业绩预期 - 即将公布财报，预计每股收益为1.03美元，同比下降11.21% [2] - 预计季度营收为9.3226亿美元，同比增长7.87% [2] - 过去30天内，市场对其每股收益的一致预期上调了3.02% [6] 全年业绩展望 - 全年每股收益预期为4.6美元，同比增长2.22% [3] - 全年营收预期为42.6亿美元，同比增长19.56% [3] 估值与评级 - 公司当前远期市盈率为28.05，高于其行业平均远期市盈率24.68 [7] - 当前市盈增长比率为2.45，显著高于太阳能行业平均的1.1 [7] - 公司目前的Zacks评级为3（持有） [6] 行业背景 - 公司属于太阳能行业，该行业隶属于油气能源板块 [8] - 太阳能行业当前的Zacks行业排名为160，在所有250多个行业中处于后35% [8] - 研究显示，排名前50%的行业表现优于后50%的行业，优势比约为2比1 [8]