阿特斯太阳能公司昨天更新了2010年第一季度业绩和第二季度业绩，并为2010年下半年的做了一个预算。 本公司第一季度的业绩公布推迟到了3月底，第二个季度的财务业绩在6月2日董事部门的审计委员会进行调查，并通过电话会议进行整合调查结果，虽然这个还在调查之后，公司又重新更新了第一季度业绩财务数字。
调查发起后，公司收到从美国证券和交易委员会的传票，该公司一直是打算与美国证券交易委员会充分合作的。 由于公司想要重新修订09年第四季度的收入数字，所以2010年第一季度和第二季度的销售额都会相应的调整。
阿特色太阳能主席兼首席执行官，瞿晓铧博士评论说：“市场第一季度需求是非常强劲。我们的发货量创造了第一季度记录的新高，我们相信这证明了公司的多元化的销售渠道的成功和强大的品牌知名度。我们的表现也反映了我们垂直一体化模式的灵活性，这使得我们能够快速开拓与我们供应商合作的机会。另一方面，欧元的贬值也使我们的利润下降了。我们已采取了稳定发展我们利润分配战略的措施。这些步骤包括以下内容：
-我们已实施了更强大的外汇套期保值的计划，这能够达到我们对第二季度预期的金额流动数目的90%，进入了第三季度的外汇保值计划进展的很顺利。
-我们正稳步扩大我们现有的内部电池容量,从420MW扩至700MW。
-我们打算于7月1日开始批量生产我们的新电池片，并在9月加快进程;
行动更新
-转换效率： 加强型选择性发射极（ESE）组件在2010年三月份开始生产。目前已经发出了3.0MW的产能，转化效率已经达到了最初生产线的18%。到今年第三季度末预期加强型选择性发射极（ESE）组件生产产能会达到120WM。
-组件产量：从2009年年底820MW的组件生产能力增长到了2010年1.3GW的组件生产能力.
-电池产量：目前加强型选择性发射极（ESE）组件达到420MW。预计到2010年9月加强型选择性发射极（ESE）组件会达到700MW。
Canadian Solar yesterday updated its 1Q 2010 performance and guidance for 2Q 2010 and the second half of 2010. The Company has postponed the release of its full financial results for the first quarter ended March 31, 2010 and its quarterly conference call, scheduled for June 2, as a result of the commencement of an investigation by the Audit Committee of the Company's Board of Directors. While the investigation is ongoing, the Company is updating preliminary first quarter operating results.
The investigation was launched after the Company received a subpoena from the Securities and Exchange Commission ("SEC") requesting documents from the Company relating to, among other things, certain sales transactions in 2009. The Audit Committee has retained outside counsel and independent forensic accountants to assist in reviewing, among other things, the transactions described in the subpoena. The Company has been, and intends to continue, fully cooperating with the SEC.
The Company may revise the 4Q09 net revenues numbers due to the company's intention to recognize sales only after receiving full cash payments from certain customers and due to certain subsequent return of goods after the quarter end. These sales transactions are deferred to Q1 and Q2 of 2010. Full year 2009 net revenues may be revised accordingly.
Dr. Shawn Qu, Chairman and CEO of Canadian Solar, commented: "Market demand was very strong in the first quarter. We reached record-high shipment levels in Q1, which we believe demonstrates the success of our diversified sales channels and our strong brand name recognition. Our performance also reflects the advantage of our flexible vertical integration model, which allowed us to quickly tap our suppliers in order to capture sales opportunities. On the other hand, the unexpected depreciation of the Euro combined with a higher ratio of external purchased cells put pressure on our margins. We have taken steps to stabilize and improve our margin structure. These steps include the following:
-- We have implemented a more robust foreign currency hedging plan, raising our hedging level to more than 90% of our expected Q2 cash flow. We are now hedging well into Q3.-- We are on track to expand our internal cell capacity from the current 420MW to 700MW.
-- We intend to commence ramping up our new cell lines on July 1st and complete the ramping up process in September;
-- We have successfully revamped our ingot and wafer plant and expect it to contribute positively to our P&L in 2Q10; -- We will take advantage of our global market profile and increase sales in non-Euro currencies."
Dr. Qu continued: "Canadian Solar plans to be proactive in our hedging practices as we work to mitigate the impact of continued currency volatility. We have hedged a very large percentage of our expected Euro exposure for 2Q10 and 3Q10. This will improve our earnings visibility and mitigate some of the near term impact of foreign exchange on our financial performance. We had a high customer concentration in Germany in 1Q10 and early 2Q10 in order to help customers to meet their project deadlines as much as possible. However, Canadian Solar has a well-diversified global customer profile and we have now started to shift our focus to non-German customers and conduct U.S. dollar-denominated sales with certain European customers. We expect to realize a higher percentage of our sales in non-Euro currencies starting this June. We are also evaluating other natural hedges, including Euro-denominated purchases of polysilicon and wafers. We expect purchase prices for wafer and cell to be slightly higher in 2Q10 compared with 1Q10, while polysilicon prices appear to be stable. We have increased Euro module prices in 2Q10 slightly to adjust for this."
Operations Update
-- Conversion Efficiency: Began commercial manufacturing of enhanced selective emitter ("ESE") modules in March 2010. Shipped over 3.0 MW of ESE modules to date. Conversion efficiencies have approached 18% in initial production runs. Expects to increase ESE cell production capacity to 120 MW by the end of the third quarter.
-- Module Capacity: Increased our module production capacity from 820 MW at the end of 2009 to 1.3 GW at the end of May 2010.
-- Cell Capacity: Currently has 420 MW of internal solar cell production capacity. Expects to reach 700 MW of internal solar cell production capacity by September 2010.
-- Ingot and Wafer Capacity: Internal ingot and wafer operation stopped incurring losses in 1Q10. The furnaces have been repaired and the plant is expected to contribute to our margins in 2Q10. Produce approximately 30 MW to 35 MW of wafers internally in 2Q10.
-- Ratio of Internal Cell Production: In 1Q10, manufactured approximately 50% of the cells used in the quarter internally. In 2Q10 expects to produce approximately 110 MW of cells internally representing approximately 60% of our 2Q10 shipments. By 4Q10, expects to produce approximately 165 MW of cells internally, representing approximately 70% of expected 4Q10 shipments.
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