I opened 1 lot(s) $CSIQ 20250620 9.0 PUT$  ,Opened another lot with yesterday's drop in price to another low

$阿特斯太阳能(CSIQ)$  关税阴影让其跌到0.2pb，今天10刀建仓。

我开仓了$CSIQ 20260116 18.0 CALL$ ,来看看我最新分享的订单！

近日，阿特斯太阳能（688472.SH)发布了 2024 年初步财报。这份未经审计的财报数据显示，公司在营收、利润等关键财务指标上出现下滑，但在资产规模和储能业务方面有一定亮点。这一成绩的背后，是复杂的行业环境与公司战略调整的共同作用，彰显出 $阿特斯太阳能(CSIQ)$ 在行业浪潮中的发展态势。 从财务数据看，阿特斯太阳能面临不小的压力。2024 年公司营业收入为 461.61 亿元，同比下降 10.03%；营业利润 25.44 亿元，同比下降 26.13%；归属于上市公司股东的净利润 22.91 亿元，同比下降 21.09% 。基本每股收益从 0.85 元降至 0.63 元，加权平均净资产收益率也从 17.20% 降至 10.32%。这些数据表明，公司盈利能力有所减弱。造成这一局面的主要原因是光伏行业整体环境不佳，组件价格大幅下跌，挤压了利润空间。再加上海外地缘政治带来的关税问题，以及公司对部分存货和落后产能计提减值，进一步影响了利润表现。 在市场层面，阿特斯太阳能的光伏产品市场表现受价格竞争冲击明显。据国际能源署数据，近年来全球光伏产业迅速扩张，产能过剩问题逐渐凸显，导致市场竞争激烈，产品价格持续走低。阿特斯太阳能虽作为行业内的重要企业，但也难以独善其身。不过，公司在海外储能业务上却展现出强劲的增长潜力。2024 年，公司电池储能出货量达到 6.5GWh，同比增长 505.28%，预计 2025 年将进一步增长至 11 - 13GWh。这得益于公司在全球储能市场的先发优势，其充分利用行业领先的国际能力和全球品牌渠道，在北美、欧洲和澳大利亚等市场获得了大量高利润订单。中信建投证券研报指出，全球储能市场正处于快速增长阶段，阿特斯太阳能有望借此东风，在储能领域实现业务的持续扩张。 尽管面临诸多挑

我开仓了$CSIQ 20260116 18.0 CALL$ ,来看看我最新分享的订单！

I opened $CSIQ 20260116 10.0 PUT$  ,Decided to sell 1 lot way down the road since the stock price is so severely depressed. Might be wrong again but will still take the risk 😉

$阿特斯太阳能(CSIQ)$  下跌的逻辑是什么

$Canadian Solar(CSIQ)$  super early assignment by counter party for 2 lots of Apr 25 options :(

$阿特斯太阳能(CSIQ)$  明天看行情考虑是否从新建仓.

我开仓了$阿特斯太阳能(CSIQ)$ ,来看看我最新分享的订单！

I closed $CSIQ 20241115 24.0 CALL$  ,3 lots call option poof, lost 400+ on this trade. Guess I was too optimistic 😅 The stock that continues to baffle me with new lows even though there are worse competitors.. 

我开仓了$阿特斯太阳能(CSIQ)$ ,来看看我最新分享的订单！

我开仓了$阿特斯太阳能(CSIQ)$ ,来看看我最新分享的订单！

I opened $Canadian Solar(CSIQ)$  ,Got assigned another lot, luckily 2 lots were moved further down till next year. Will have to hold for quite a while at least

I closed $CSIQ 20241115 19.0 PUT$  ,Got assigned another 100 shares one week earlier. Luckily I moved 2 lots further down the road

我开仓了$阿特斯太阳能(CSIQ)$ ,来看看我最新分享的订单！

我开仓了$阿特斯太阳能(CSIQ)$ ,来看看我最新分享的订单！

I closed 1.0 unit(s) $CSIQ CALENDAR 241115/250417 PUT 19.0/PUT 19.0$  ,Rolled forward the put option in order not to take delivery of the shares in 2 weeks time. Took a loss on the options but it has to be done to cut down on leverage. Keeping 1 lot still to see what goes on next week before I decide what to do

I closed 1.0 unit(s) $CSIQ CALENDAR 241115/250417 PUT 19.0/PUT 19.0$  ,Rolled forward the put option in order not to take delivery of the shares in 2 weeks time. Took a loss on the options but it has to be done to cut down on leverage. Keeping 1 lot still to see what goes on next week before I decide what to do