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Emeren Group (SOL) 주식 개요
에메렌 그룹은 자회사와 함께 태양광 발전 프로젝트를 개발, 건설 및 판매합니다. 자세히 보기
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Analyst Price Targets
Emeren Group Ltd 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$1.94 |
| 52주 최고가 | US$2.30 |
| 52주 최저가 | US$1.04 |
| 베타 | 1.07 |
| 1개월 변동 | 4.30% |
| 3개월 변동 | 2.65% |
| 1년 변동 | 2.11% |
| 3년 변동 | -56.89% |
| 5년 변동 | -79.58% |
| IPO 이후 변동 | -97.01% |
최근 뉴스 및 업데이트
Recent updates
내러티브 업데이트 • Sep 11
Battery Storage Projects Will Open Markets In Europe And China
The sharp upward revision in Emeren Group's price target reflects a substantial improvement in projected net profit margin and accelerated consensus revenue growth, lifting the fair value estimate from $4.50 to $7.00. What's in the News Special/Extraordinary Shareholders Meeting scheduled in Raleigh, NC.새로운 내러티브 • May 10
Battery Storage Projects Will Open Markets In Europe And China
Expansion into China's merchant power market and strategic energy storage initiatives are expected to boost revenue and enhance profitability through high-margin opportunities.분석 기사 • Mar 15
Emeren Group Ltd's (NYSE:SOL) 29% Share Price Plunge Could Signal Some Risk
The Emeren Group Ltd ( NYSE:SOL ) share price has fared very poorly over the last month, falling by a substantial 29...분석 기사 • Nov 20
Market Cool On Emeren Group Ltd's (NYSE:SOL) Revenues Pushing Shares 27% Lower
Emeren Group Ltd ( NYSE:SOL ) shares have had a horrible month, losing 27% after a relatively good period beforehand...분석 기사 • Nov 16
Is Emeren Group (NYSE:SOL) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...분석 기사 • Mar 07
Investors Still Aren't Entirely Convinced By Emeren Group Ltd's (NYSE:SOL) Revenues Despite 27% Price Jump
Those holding Emeren Group Ltd ( NYSE:SOL ) shares would be relieved that the share price has rebounded 27% in the last...분석 기사 • Dec 23
Emeren Group Ltd's (NYSE:SOL) P/S Is Still On The Mark Following 26% Share Price Bounce
Those holding Emeren Group Ltd ( NYSE:SOL ) shares would be relieved that the share price has rebounded 26% in the last...Seeking Alpha • Oct 28
Emeren Group: From Debt-Laden To Renewable Upstart
Summary Emeren Group, formerly known as ReneSola, has undergone a successful restructuring and is now focused on the design and construction of photovoltaic systems. The company has shifted its focus to the European market, which offers favorable policies and high margins, and has also entered the energy storage market. Emeren's financials have improved, with a significant reduction in debt and the potential for growth in revenue and net income. The company's valuation is attractive compared to its fundamentals and future prospects. Read the full article on Seeking Alpha분석 기사 • Oct 03
Capital Allocation Trends At Emeren Group (NYSE:SOL) Aren't Ideal
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Seeking Alpha • Aug 18
The Bottom Fishing Club: Emeren Group
Summary ReneSola is in the middle of a restructuring, including Chinese asset divestments, changing its name to Emeren Group Ltd. Emeren's stock is very undervalued today, with a price to tangible book value ratio discount, making it an attractive investment opportunity. Using management guidance and Wall Street projections, a more regular revenue outlook with consistent profitability should be rewarded with a far higher stock quote into 2024. Read the full article on Seeking Alpha분석 기사 • Jun 14
Is Emeren Group (NYSE:SOL) Using Debt Sensibly?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Jan 04
ReneSola announces buyback of ADSs from its Singaporean unit
ReneSola (NYSE:SOL) said Wednesday it would buyback 3 million ADSs from ReneSola Singapore at a price of $4.4 per ADS, totaling US$13.2 million in a private transaction. The company also said that Shah Capital will purchase the remaining 2.05 million ADSs owned by ReneSola Singapore at $4.4 per ADS, for proceeds totaling $9.02 million, through a privately negotiated transaction.Seeking Alpha • Oct 11
ReneSola Power expands into Italy and other European countries though Emeren acquisition
ReneSola (NYSE:SOL) has announced the acquisition of Emeren, a United Kingdom-based utility-scale solar power and battery projects developer in Europe. The acquisition transaction was completed on October 10 through an all-cash deal with an earn-out provision. Emeren has over 2.5 GW of pipeline under development (at different development stages) including over 2 GW of solar projects and over 500 MW of storage projects. Mr. Yumin Liu, ReneSola Power Chief Executive Officer, said, "The timing of this acquisition is excellent as it increases our project pipeline in Europe at a time when solar power purchase agreement prices have increased dramatically due to a supply shortage and favorable regulatory conditions. The acquisition is expected to generate healthy EBITDA immediately." Source: Press ReleaseSeeking Alpha • Sep 26
ReneSola: Needs To Fast-Track Solar Development Projects
Summary ReneSola collects its revenue mainly through developing solar power projects, contracting engineering & procurement (E&P) services, and selling electricity. In the US, it has been more than 5 years since ReneSola's power projects were commenced and the company is yet to hit monetization. An increase in natural gas prices has shifted demand to solar energy in the EU where ReneSola has its presence. The second quarter of 2022 saw ReneSola (SOL) miss its earnings per share ((EPS)) target by $0.03 at -$0.01 on revenue of $8.21 million. According to the Q2 2022 earnings report, the revenue miss was due to delays in the closure of the U.S product sales. Consequently, the earnings growth of 134.29% (QoQ) was primarily d riven by the energy production from China's IPP assets. There has been a stark difference between the U.S and China as far as inflation is concerned. In August 2022, China's producer price inflation fell to an 18-month low of 2.3% (YoY) while in the US, inflation is at a peak of 8.3%. Consensus estimates indicate that it could last well into 2023 if not longer. Thesis ReneSola may find it hard to close the year 2022 at 3 GW of energy production despite indicating an improved renewable energy policy from both the US and Europe. The company is targeting its mid-to-late stage pipeline to grow to 5 GWs before the end of 2024 but it has not reached 1 GW in any of its projects. It is true that there has been a surge in demand for renewable energy in parts of Europe despite the tight supply situation and the high PPA prices. ReneSola hopes to capitalize on this increase to augment revenue and create shareholder value. However, despite having a cash balance above $200 million, ReneSola has been incurring net losses since the quarter ending on December 2021. ReneSola's share price has shrunk 26% (YoY) following the negative trend of the S&P 500 at -16.99% (YoY). Seeking Alpha ReneSola's cash position has declined to 27.31% (YoY) from the quarter ending on June 30, 2021, to the quarter ending on June 30, 2022. The company hopes that the cash balance will stagnate at around $200 million if it does not carry out mergers & acquisitions (M&A) or share repurchase programs. Also, while there was a 134% increase in revenue (QoQ), ReneSola's sales have declined since the quarter ending on December 31, 2021, where it stood at $22.5 million. It hit its peak as of Q4 2019 at $26.5 million and it has been unable to replicate this figure again. We can understand that this increase occurred during pre-Covid times when there were no lockdowns, especially in China. However, gross profit was highest in the quarter ending on June 30, 2021, at $11.3 million with revenues at $18.5 million indicating market resilience and the success of post-Covid economic recovery interventions. I believe that the management needs to rework its investment strategy to lower costs of revenues while increasing overall earnings. Segments of Operations ReneSola collects its revenue mainly through developing solar power projects, contracting engineering & procurement (E&P) services, and selling electricity. It has operations in the U.S, Poland, China, Germany, Italy, France; Hungary, and in the U.K. Despite having solar projects in the U.S since 2015, it is yet to fully monetize its project portfolios- especially the utility-scale and community solar projects. ReneSola Q2 2022 Earnings Results According to ReneSola's U.S solar utility-scale project portfolio list, up to 653 MW worth of power is yet to be commercialized. Up to 316 MW has notice of commercialization by the end of 2022. However, it has been more than 5 years since the projects were commenced and the company is yet to begin monetization. In Poland, ReneSola stated that it had sold 175 MW of solar projects awarded through auctions. The company recorded sales from auctions conducted from 2016 through 2021. The number of MW sold is less than the expected projects still under development. Up to 705 MW of power is still under development with the contractual period for commercialization expected as late as 2024 (considering the projects will only be ground-mounted). In the UK, ReneSola has sold 127 MW of solar power. It has successfully developed 16 portfolios while operating 4.3 MW. Still, up to 235 MW is under development with the expected RTB sale set between 2023 and 2024. However, ReneSola will need more than 1,800 acres in the UK to establish this development. Data from Solar Energy UK indicates that approximately 6 acres are needed for every megawatt ((MW)) of power intended for production. Further, the current ground-mounted solar projects cover an estimated 230 square meters of land in the UK, which is less than 0.06 acres, or below 0.1% of the UK land. It is essential to note that the UK's planned 235 MW solar power production is the fourth largest mid-to-late stage project pipeline by ReneSola. This pipeline totals 2,404 MW against the company's current operating assets (in China and the U.S) which stand at 186 MW. In my view, the operating assets fall below the required output level needed to sustain solar power production to the tune of 1 GW by the end of 2023. Likely, the company will not have attained the 3 GW output even by the end of 2023. In further consideration of these apparent low production levels, Covid19-related challenges including the shutdowns made ReneSola lower its initial target concerning China's independent power plants. In its Q2 2022 earnings call, the company explained that its earlier target of 100 MW was untenable and a target of 50 to 70 MW was also out of reach. In H1 2022, the company did 6 MW and is hoping to add 30 MW by the end of 2022. Ultimately, the development in China will determine the speed with which the company will add power supply. Overall, the company is targeting a range of 30 to 40 MW in China by end of H2 2022 depending on the demand levels. By the end of August 2022, about 12% of China's total GDP was affected by Covid19 controls with millions of people placed under lockdowns. Planned factory maintenance coupled with the lockdowns will affect China's energy demand level into 2023. These curbs will thus affect power production including ReneSola's planned target output by end of H2 2022. Risks to the Upside Russia's war in Ukraine has seen power costs soar since Q1 2022, especially natural gas prices in countries such as Germany. In September 2022, Russia slowed down its supply of natural gas on the Nord Stream 1 pipeline in what analysts believe to be a retaliation against the West's support for Ukraine. Among other interventions made by Germany was to increase its supply of renewable energy to avert the crisis. About 12.2% of the European Union's electricity was generated from solar power in this summer period. This power saved the EU about€29 billion since it did not come from natural-gas burning plants. Further, this summer alone has seen solar generation rise 28% to 99.4 terawatt hours from 77.4 terawatt hours in the EU.분석 기사 • Sep 10
US$10.67: That's What Analysts Think ReneSola Ltd (NYSE:SOL) Is Worth After Its Latest Results
It's been a good week for ReneSola Ltd ( NYSE:SOL ) shareholders, because the company has just released its latest...Seeking Alpha • Sep 07
ReneSola Non-GAAP EPS of -$0.01 misses by $0.03, revenue of $8.21M misses by $6.19M
ReneSola press release (NYSE:SOL): Q2 Non-GAAP EPS of -$0.01 misses by $0.03. Revenue of $8.21M (-55.7% Y/Y) misses by $6.19M. For the 2nd half of 2022, we anticipate project sales will accelerate throughout the remainder of the year. We are reiterating our expectation for full year revenue to be in the range of $100 to $120 million ($107.20M consensus). For full year gross margin, we continue to expect it will be 20 to 25%. For full year net profit, we continue to target $9 to $10 million, which is in line with our prior guidance of at least 30% growth.Seeking Alpha • Jun 14
ReneSola Encounters Headwinds But Looks Better Positioned Than Most
ReneSola has encountered recent headwinds due to Covid-related lockdowns in China and withdrawal from a major U.S. project. Company looks better positioned than peers from other industries due to accelerating focus on renewable power construction in the west. ReneSola may be in a bearish state right now, but it still looks far better positioned than companies from many other sectors.분석 기사 • Jun 09
The Return Trends At ReneSola (NYSE:SOL) Look Promising
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Seeking Alpha • Mar 28
ReneSola: Not Enough Margin Of Safety, Even With Its Strong Balance Sheet
ReneSola's guidance for 2022 leaves too much to be desired and points towards a volatile year ahead. Of late, investors have turned their focus to a ''show-me'' story. Further, with Q1 2022 expected to see its revenues meaningfully contract, investors are right to be worried. Ultimately, it's difficult to argue that this business carries enough margin of safety.Seeking Alpha • Feb 06
ReneSola Selling For Less Than Liquidation Value
ReneSola's stock price has succumbed to a list of macro-industry bearish developments since January 2021, none of them immediately affecting its underlying business growth. The business is now ridiculously undervalued, following a wave of selling on Wall Street in all technology names since November. After subtracting high levels of cash and current assets with few liabilities, smart investors can now buy ReneSola's solar infrastructure business for next to nothing.주주 수익률
| SOL | US Construction | US 시장 | |
|---|---|---|---|
| 7D | 8.4% | -8.9% | -0.8% |
| 1Y | 2.1% | 104.6% | 27.1% |
수익률 대 산업: SOL은 지난 1년 동안 104.6%의 수익을 기록한 US Construction 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: SOL은 지난 1년 동안 27.1%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| SOL volatility | |
|---|---|
| SOL Average Weekly Movement | 2.8% |
| Construction Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: SOL는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: SOL의 주간 변동성은 지난 1년간 8%에서 3%로 감소했습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2005 | n/a | Julia Xu | emeren.com |
에메렌 그룹은 자회사와 함께 태양광 발전 프로젝트를 개발, 건설 및 판매합니다. 3GW 규모의 프로젝트 파이프라인과 독립 발전소 자산을 소유 및 운영하고 있으며, 10GWh 규모의 저장 파이프라인을 보유하고 있습니다. 이 회사는 커뮤니티 태양열 정원을 개발하고 프로젝트 권리를 판매합니다.
Emeren Group Ltd 기초 지표 요약
| SOL 기초 통계 | |
|---|---|
| 시가총액 | US$99.56m |
| 순이익 (TTM) | -US$9.13m |
| 매출 (TTM) | US$71.23m |
1.4x
주가매출비율(P/S)-10.9x
주가수익비율(P/E)SOL는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| SOL 손익계산서 (TTM) | |
|---|---|
| 매출 | US$71.23m |
| 매출원가 | US$47.05m |
| 총이익 | US$24.18m |
| 기타 비용 | US$33.31m |
| 순이익 | -US$9.13m |
최근 보고된 실적
Sep 30, 2025
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -0.18 |
| 총이익률 | 33.95% |
| 순이익률 | -12.82% |
| 부채/자본 비율 | 15.3% |
SOL의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2025/12/15 09:36 |
| 종가 | 2025/12/12 00:00 |
| 수익 | 2025/09/30 |
| 연간 수익 | 2024/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Emeren Group Ltd는 11명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Vishal Shah | Barclays |
| Yu Zhang | China International Capital Corporation Limited |
| Eric Cheng | Deutsche Bank |