View ValuationCSI Solar 将来の成長Future 基準チェック /36CSI Solar利益と収益がそれぞれ年間28.3%と12.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.3% 26.5%なると予測されています。主要情報28.3%収益成長率26.47%EPS成長率Semiconductor 収益成長43.1%収益成長率12.8%将来の株主資本利益率14.34%アナリストカバレッジGood最終更新日23 Jul 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesDeclared Dividend • Jul 11Dividend increased to CN¥0.099Dividend of CN¥0.099 is 5.8% higher than last year. Ex-date: 15th July 2026 Payment date: 15th July 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 26 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 104% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 30CSI Solar Co., Ltd. to Report First Half, 2026 Results on Aug 28, 2026CSI Solar Co., Ltd. announced that they will report first half, 2026 results on Aug 28, 2026Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥10.97, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 59x in the Semiconductor industry in China. Total returns to shareholders of 25% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.70 per share.Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). GM, CEO & Director Yan Zhuang was the last director to join the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • May 08CSI Solar Co., Ltd. (SHSE:688472) announces an Equity Buyback for CNY 600 million worth of its shares.CSI Solar Co., Ltd. (SHSE:688472) announces a share repurchase program. Under the program, the company will repurchase up to CNY 600 million worth of its shares. The repurchase price will not more than CNY 21.15 per Share. The repurchased shares will be used for equity incentives and/or ESOP. The repurchases will be funded using company's own funds or excess funds obtained from IPO. The repurchase period will be not more than 12 months.お知らせ • Apr 28CSI Solar Co., Ltd., Annual General Meeting, May 18, 2026CSI Solar Co., Ltd., Annual General Meeting, May 18, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu Chinaお知らせ • Mar 30CSI Solar Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026CSI Solar Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026お知らせ • Dec 26CSI Solar Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026CSI Solar Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026お知らせ • Sep 30CSI Solar Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025CSI Solar Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 30CSI Solar Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025CSI Solar Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • Jun 03e-STORAGE's SolBank 3.0 Successfully Passes Large-Scale Fire Testing (LSFT)Canadian Solar Inc. announced that e-STORAGE, which is part of the Company's majority-owned subsidiary CSI Solar Co., Ltd. ("CSI Solar"), has successfully completed Large-Scale Fire Testing (LSFT) for its SolBank3.0 energy storage system. The successful test demonstrated that SolBank 3.0 meets key fire safety criteria by containing thermal events within a single enclosure, providing enhanced safety assurance for utility-scale deployments. The test was conducted under the CSA C-800:25 SS9.7 Large-Scale Fire Testing (MSFT) protocol--a rigorous, industry-recognized standard used to evaluate how a fully developed fire condition inside the enclosure of an initiating BESS unit affects propagation risk between adjacent enclosures. During the test, all doors, louvers, and structural elements on target units remained closed and intact throughout the event. The protocol is in compliance with key safety objectives outlined in NFPA 855, such as preventing cascading thermal events and containing fire within a single unit. During the test, e-STORAGE's SolBank 3.0 energy storage system showed no fire propagation to target units and successfully passed the LSFT, confirming the robustness of SolBank 3.0's passive fire containment design. The company is a leading manufacturer of solar photovoltaic modules; provider of solar energy and battery energy storage solutions; and developer, owner, and operator of utility-scale solar power and battery energy storage projects. Over the past 24 years, Canadian Solar has successfully delivered nearly 157 GW of premium-quality, solar photovoltaic modules to customers across the world. Through its subsidiary e-STORAGE, Canadian Solar has shipped over 11 GWh of battery energy storage solutions to global markets as of March 31, 2025, boasting a $3.2 billion contracted backlog as of March 31, 2025. Since entering the project development business in 2010, Canadian Solar has developed, built, and connected approximately 11.6 GWp of solar power projects and 4.5 GWh of battery energy storage projects globally. Its geographically diversified project development pipeline includes 27 GWp of solar and 76 GWh of battery energy storage capacity in various stages of development.お知らせ • Apr 29CSI Solar Co., Ltd., Annual General Meeting, May 28, 2025CSI Solar Co., Ltd., Annual General Meeting, May 28, 2025, at 14:00 China Standard Time.お知らせ • Mar 28CSI Solar Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025CSI Solar Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Jan 04CSI Solar Co., Ltd. (SHSE:688472) announces an Equity Buyback for CNY 1,000 million worth of its shares.CSI Solar Co., Ltd. (SHSE:688472) announces a share repurchase program. Under the program, the company will repurchase up to CNY 1,000 million worth of its shares. The repurchase price will not more than CNY 21.42 per Share. The repurchased shares will be used for employee stock ownership plan or equity incentives. The repurchases will be funded using company's own funds or excess funds obtained from the initial public offering. The repurchase period will be not more than 12 months.お知らせ • Dec 27CSI Solar Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025CSI Solar Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.25 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.19 (down from CN¥0.25 in 3Q 2023). Revenue: CN¥12.2b (down 6.1% from 3Q 2023). Net income: CN¥715.6m (down 22% from 3Q 2023). Profit margin: 5.9% (down from 7.0% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 28%After last week's 28% share price gain to CN¥13.97, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 29x in the Semiconductor industry in China.お知らせ • Sep 30CSI Solar Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024CSI Solar Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024お知らせ • Feb 27CSI Solar Co., Ltd. (SHSE:688472) announces an Equity Buyback for CNY 1,000 million worth of its shares.CSI Solar Co., Ltd. (SHSE:688472) announces a share repurchase program. Under the program, the company will repurchase up to CNY 1,000 million worth of its shares. The repurchase price will not more than CNY 20.12 per Share. The repurchased shares will be used for employee stock ownership plan or equity incentives. The repurchases will be funded using company's own funds or excess funds obtained from the initial public offering. The repurchase period will be not more than 12 months.業績と収益の成長予測XSSC:688472 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202860,4624,502N/A8,014512/31/202750,7523,4018136,587612/31/202641,5482,230-1,6234,43063/31/202638,8001,488-4875,533N/A12/31/202540,2561,0162637,075N/A9/30/202543,2571,281-1,1695,424N/A6/30/202545,2591,739-1,5334,746N/A3/31/202545,1541,716-3,0324,657N/A12/31/202446,1652,247-5,4382,430N/A9/30/202446,3692,018-3,4225,109N/A6/30/202447,1632,220-1229,160N/A3/31/202449,0762,564-2948,324N/A12/31/202351,3102,903318,235N/A9/30/202353,2343,7471,2348,914N/A6/30/202353,8223,624-8175,451N/A3/31/202351,6563,004-6324,634N/A12/31/202247,5362,1571,4405,662N/A12/31/202128,01035-4,508-1,665N/A12/31/202023,2791,6134,1386,742N/A12/31/201921,6801,753N/A5,128N/A12/31/201824,4381,922N/A2,118N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 688472の予測収益成長率 (年間28.3% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 688472の収益 ( 28.3% ) はCN市場 ( 26.6% ) よりも速いペースで成長すると予測されています。高成長収益: 688472の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 688472の収益 ( 12.8% ) CN市場 ( 16.7% ) よりも低い成長が予測されています。高い収益成長: 688472の収益 ( 12.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 688472の 自己資本利益率 は、3年後には低くなると予測されています ( 14.3 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/14 10:22終値2026/08/14 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋CSI Solar Co., Ltd. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Yuqi ShiChina International Capital Corporation LimitedZiyi WuCitic Securities Co., Ltd.Leo LuDaiwa Securities Co. Ltd.7 その他のアナリストを表示
Declared Dividend • Jul 11Dividend increased to CN¥0.099Dividend of CN¥0.099 is 5.8% higher than last year. Ex-date: 15th July 2026 Payment date: 15th July 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 26 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 104% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 30CSI Solar Co., Ltd. to Report First Half, 2026 Results on Aug 28, 2026CSI Solar Co., Ltd. announced that they will report first half, 2026 results on Aug 28, 2026
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥10.97, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 59x in the Semiconductor industry in China. Total returns to shareholders of 25% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.70 per share.
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). GM, CEO & Director Yan Zhuang was the last director to join the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • May 08CSI Solar Co., Ltd. (SHSE:688472) announces an Equity Buyback for CNY 600 million worth of its shares.CSI Solar Co., Ltd. (SHSE:688472) announces a share repurchase program. Under the program, the company will repurchase up to CNY 600 million worth of its shares. The repurchase price will not more than CNY 21.15 per Share. The repurchased shares will be used for equity incentives and/or ESOP. The repurchases will be funded using company's own funds or excess funds obtained from IPO. The repurchase period will be not more than 12 months.
お知らせ • Apr 28CSI Solar Co., Ltd., Annual General Meeting, May 18, 2026CSI Solar Co., Ltd., Annual General Meeting, May 18, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu China
お知らせ • Mar 30CSI Solar Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026CSI Solar Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
お知らせ • Dec 26CSI Solar Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026CSI Solar Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026
お知らせ • Sep 30CSI Solar Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025CSI Solar Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30CSI Solar Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025CSI Solar Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • Jun 03e-STORAGE's SolBank 3.0 Successfully Passes Large-Scale Fire Testing (LSFT)Canadian Solar Inc. announced that e-STORAGE, which is part of the Company's majority-owned subsidiary CSI Solar Co., Ltd. ("CSI Solar"), has successfully completed Large-Scale Fire Testing (LSFT) for its SolBank3.0 energy storage system. The successful test demonstrated that SolBank 3.0 meets key fire safety criteria by containing thermal events within a single enclosure, providing enhanced safety assurance for utility-scale deployments. The test was conducted under the CSA C-800:25 SS9.7 Large-Scale Fire Testing (MSFT) protocol--a rigorous, industry-recognized standard used to evaluate how a fully developed fire condition inside the enclosure of an initiating BESS unit affects propagation risk between adjacent enclosures. During the test, all doors, louvers, and structural elements on target units remained closed and intact throughout the event. The protocol is in compliance with key safety objectives outlined in NFPA 855, such as preventing cascading thermal events and containing fire within a single unit. During the test, e-STORAGE's SolBank 3.0 energy storage system showed no fire propagation to target units and successfully passed the LSFT, confirming the robustness of SolBank 3.0's passive fire containment design. The company is a leading manufacturer of solar photovoltaic modules; provider of solar energy and battery energy storage solutions; and developer, owner, and operator of utility-scale solar power and battery energy storage projects. Over the past 24 years, Canadian Solar has successfully delivered nearly 157 GW of premium-quality, solar photovoltaic modules to customers across the world. Through its subsidiary e-STORAGE, Canadian Solar has shipped over 11 GWh of battery energy storage solutions to global markets as of March 31, 2025, boasting a $3.2 billion contracted backlog as of March 31, 2025. Since entering the project development business in 2010, Canadian Solar has developed, built, and connected approximately 11.6 GWp of solar power projects and 4.5 GWh of battery energy storage projects globally. Its geographically diversified project development pipeline includes 27 GWp of solar and 76 GWh of battery energy storage capacity in various stages of development.
お知らせ • Apr 29CSI Solar Co., Ltd., Annual General Meeting, May 28, 2025CSI Solar Co., Ltd., Annual General Meeting, May 28, 2025, at 14:00 China Standard Time.
お知らせ • Mar 28CSI Solar Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025CSI Solar Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Jan 04CSI Solar Co., Ltd. (SHSE:688472) announces an Equity Buyback for CNY 1,000 million worth of its shares.CSI Solar Co., Ltd. (SHSE:688472) announces a share repurchase program. Under the program, the company will repurchase up to CNY 1,000 million worth of its shares. The repurchase price will not more than CNY 21.42 per Share. The repurchased shares will be used for employee stock ownership plan or equity incentives. The repurchases will be funded using company's own funds or excess funds obtained from the initial public offering. The repurchase period will be not more than 12 months.
お知らせ • Dec 27CSI Solar Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025CSI Solar Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.25 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.19 (down from CN¥0.25 in 3Q 2023). Revenue: CN¥12.2b (down 6.1% from 3Q 2023). Net income: CN¥715.6m (down 22% from 3Q 2023). Profit margin: 5.9% (down from 7.0% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 28%After last week's 28% share price gain to CN¥13.97, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 29x in the Semiconductor industry in China.
お知らせ • Sep 30CSI Solar Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024CSI Solar Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
お知らせ • Feb 27CSI Solar Co., Ltd. (SHSE:688472) announces an Equity Buyback for CNY 1,000 million worth of its shares.CSI Solar Co., Ltd. (SHSE:688472) announces a share repurchase program. Under the program, the company will repurchase up to CNY 1,000 million worth of its shares. The repurchase price will not more than CNY 20.12 per Share. The repurchased shares will be used for employee stock ownership plan or equity incentives. The repurchases will be funded using company's own funds or excess funds obtained from the initial public offering. The repurchase period will be not more than 12 months.