View ValuationCSI Solar 향후 성장Future 기준 점검 3/6CSI Solar (는) 각각 연간 28.3% 및 12.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 26.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.3% 로 예상됩니다.핵심 정보28.3%이익 성장률26.74%EPS 성장률Semiconductor 이익 성장48.3%매출 성장률12.8%향후 자기자본이익률14.34%애널리스트 커버리지Good마지막 업데이트16 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent 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.공고 • 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.공고 • 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.공고 • 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 China공고 • 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, 2026공고 • 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, 2026공고 • 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, 2025공고 • 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, 2025공고 • 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.공고 • 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.공고 • 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, 2025공고 • 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.공고 • 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.공고 • 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, 2024공고 • 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.이익 및 매출 성장 예측XSSC:688472 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202860,4624,502N/A8,014512/31/202750,7523,4018136,587612/31/202641,5482,229-1,6234,43063/31/202638,8001,488-4875,533N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 688472 의 연간 예상 수익 증가율(28.3%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 688472 의 연간 수익(28.3%)이 CN 시장(26.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 688472 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 688472 의 수익(연간 12.8%)이 CN 시장(연간 16.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 688472 의 수익(연간 12.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 688472의 자본 수익률은 3년 후 14.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/23 00:45종가2026/07/23 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스CSI Solar Co., Ltd.는 10명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yuqi ShiChina International Capital Corporation LimitedZiyi WuCitic Securities Co., Ltd.Leo LuDaiwa Securities Co. Ltd.7명의 분석가 더 보기
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.
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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
공고 • 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
공고 • 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
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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.