发布日期：2008年8月22日

摘要

Summary

Global Market Direct’s Canadian Solar Inc. Strategic Analysis Report is the essential source for data, analysis and strategic insight into this company. The report examines the company’s business structure and operations, history and products, and provides an analysis of its key revenue lines. It inspects the company’s strategy, both in terms of its value chain positioning and strategic strengths and weaknesses.

Scope

• Provides all the crucial company information required for business and competitor intelligence needs.
• Covers all the major features of the company, including in depth business descriptions, products and services, revenue breakdowns and key suppliers, clients and competitors.
• Includes detailed strategic analysis covering business strategy, SWOT analysis and value chain analysis.
• A financial and operational overview is supplied, including industry specific ratios, (where available).

Reasons to buy

• Obtain up to date company information.
• Support sales activities by understanding your customers’ businesses better.
• Qualify prospective partners and suppliers.
• Understand and respond to your competitors’ business structure, strategy and prospects.

目录及图表

1 Table of Contents

1.1 List of Tables

1.2 List of Figures

2 Company Snapshot

2.1 Key Information

2.2 Company Overview

2.3 Financial Performance

2.4 SWOT Snapshot

3 Business Description

3.1 Business Overview

3.2 Solar Power Products

3.2.1 Overview

3.2.2 Production

3.2.3 Financials

3.2.4 Capital Expenditure

3.2.5 Market View

3.2.6 Key Strategies

3.3 Major Products and Services

3.3.1 Overview

4 History

5 Business Strategy

5.1 Mission Statement

5.2 Strategy

6 Value Chain Analysis

6.1 Equipment Manufacturing

6.1.1 Overview

6.1.2 Financials, Production and Major Projects

6.2 Project Development

6.2.1 Overview

6.2.2 Financials, Production and Major Projects

7 SWOT Analysis

7.1 Overview

7.2 Canadian Solar Inc. Strengths

7.2.1 Vertically Integrated Operations in China

7.2.2 Focused R&D Initiatives

7.2.3 Silicon Reclamation Program

7.2.4 Increased Revenues

7.3 Canadian Solar Inc. Weaknesses

7.3.1 Significant Revenue Generated from Few Customers

7.3.2 Declining Profit Margins

7.3.3 Negative Capital Returns

7.4 Canadian Solar Inc. Opportunities

7.4.1 Growing PV Market

7.4.2 Expansion into Other Global Markets

7.4.3 Solar Power Development Projects

7.5 Canadian Solar Inc. Threats

7.5.1 Shortage in the Supply of Raw Materials

7.5.2 Changes in Regulations and Policies

7.5.3 Dependence on a Limited Number of Suppliers

7.5.4 Expiration of PRC Government Incentives

8 Competitors

9 Revenue Analysis

9.1 Revenue by Segment

9.2 Revenue by Geography

10 Financial and Operational Review

10.1 Financial Statements

10.2 Financial Ratios

11 Operational Indicators

12 Share Holding Structure

13 Key Employees

14 Key Employee Biographies

15 Locations And Subsidiaries

15.1 Head Office

15.2 Other Locations & Subsidiaries

16 Recent Developments

16.1 New Contracts

16.1.1 Jul 15, 2008: CSI Signs 9 MW Sales Contract With Conergy For e-Modules

16.1.2 Jul 07, 2008: CSI Signs Five Sales Agreements In Italy And Czech Republic

16.1.3 Nov 16, 2007: CSI Signs New Contract With City Solar

16.1.4 Oct 22, 2007: LDK Signs Agreement With CSI For Supply Of Wafers

16.1.5 Oct 02, 2007: CSI Signs Supply Contract With American Capital

16.1.6 Sep 24, 2007: CSI To Build SSDP

16.1.7 Apr 02, 2007: JA Solar Signs Solar Cells Supply Agreement With CSI

16.1.8 Jan 24, 2007: SolarWorld Signs Contract With CSI For Silicon Wafers

16.2 Operations Updates

16.2.1 Jun 11, 2008: CSI Delivers BIPV Modules For 2008 Olympics

16.3 Financial Announcements

16.3.1 Aug 13, 2008: CSI Reports 2Q 2008 Results

16.3.2 Jul 14, 2008: CSI Reports Preliminary 2Q 2008 Results

16.3.3 Jun 17, 2008: CSI Provides 2008 Guidance

16.3.4 May 13, 2008: CSI Declares Q1 2008 Results

16.3.5 Mar 05, 2008: CSI Declares Q4 2007 Results

16.3.6 Nov 14, 2007: CSI Declares Q3 2007 Results

16.3.7 Aug 14, 2007: CSI Declares Q2 2007 Results

16.3.8 May 14, 2007: CSI Declares Q1 2007 Results

16.3.9 Mar 14, 2007: CSI Declares Q4 2006 Results

16.4 Strategy and Business Planning

16.4.1 Apr 29, 2006: CNNC Signs Contract With CSIC

16.5 Other Significant Developments

16.5.1 Jun 30, 2008: CSI Signs Ten-Year Wafer Supply Agreement With LDK

16.5.2 Jun 02, 2008: CSI Signs Five Year Solar Cells Supply Agreement With Neo Solar

16.5.3 Jun 02, 2008: CSI, Timminco Achieve Milestones To Launch e-Module Product

16.5.4 May 12, 2008: CSI Appoints CFO

16.5.5 Feb 27, 2008: CSI Signs Wafer Supply Contracts with Four Wafer Suppliers

16.5.6 Nov 26, 2007: CSI Signs Solar Cell Supply Contract With Gintech

16.5.7 Nov 19, 2007: CSI Enters Into Purchase Agreements With China Sunergy

16.5.8 Sep 25, 2007: CSI Appoints New Directors

16.5.9 Jul 19, 2007: CSI Signs Loan Agreement With ICBC

16.5.10 May 29, 2007: CSI Enters Sales Contract In Germany

16.5.11 Jan 31, 2007: CSI Signs Distribution Contract With Pro Solar

16.5.12 Jan 24, 2007: CSI And Solar World Enters Into EUR180 Million Supply Contract

17 Appendix

17.1 Methodology

17.2 About Global Markets Direct

17.3 Contact Us

17.4 Disclaimer

1.1 List of Tables

Table 1: Canadian Solar Inc.,Key Facts, 2007

Table 2: Canadian Solar Inc., SWOT Analysis , 2007

Table 3: Canadian Solar Inc., Revenue by Segment, USD Absolute, 2003-2007

Table 4: Canadian Solar Inc., Revenue by Geography, USD Absolute, 2003-2007

Table 5: Canadian Solar Inc., Financial Statements, USD Absolute, 2003-2007

Table 6: Canadian Solar Inc., Financial Ratios, USD Absolute, 2003-2007

Table 7: Canadian Solar Inc. Operational Indicators, 2003-2007

Table 8: Canadian Solar Inc., Share Holding Structure

Table 9: Canadian Solar Inc., Key Employees, 2007

Table 10: Canadian Solar Inc., Other Locations

1.2 List of Figures

Figure 1: Canadian Solar Inc., Value Chain Analysis