Allen Lau's questions to Canadian Solar Inc (CSIQ) leadership • Q2 2025
Question
Allen Lau from Jefferies asked about Canadian Solar's participation in a recent meeting with China's Ministry of Industry and Information Technology, whether expected price hikes in China would translate globally, and the company's view on U.S. solar demand following recent political commentary.
Answer
Chairman and CEO Dr. Sean Hsu confirmed a company representative attended the meeting, viewing it as a positive government effort to balance supply and demand. Yan Zhong, President of CSI Solar, added that while there is no top-down price mandate, voluntary industry discipline is increasing. However, he expects module price increases to lag the rising costs of upstream materials like polysilicon and wafers. Dr. Hsu declined to comment on U.S. political speeches or speculate on demand impacts.