{"id":2814629,"date":"2026-04-16T16:35:38","date_gmt":"2026-04-16T16:35:38","guid":{"rendered":"https:\/\/www.wacoca.com\/news\/2814629\/"},"modified":"2026-04-16T16:35:38","modified_gmt":"2026-04-16T16:35:38","slug":"first-solar-stock-jumps-on-reports-china-may-limit-solar-equipment-exports","status":"publish","type":"post","link":"https:\/\/www.wacoca.com\/news\/2814629\/","title":{"rendered":"First Solar Stock Jumps On Reports China May Limit Solar Equipment Exports"},"content":{"rendered":"<p>FirstSolar\u306e\u4e3b\u8981\u7d71\u8a08<\/p>\n<p>First Solar\u682a\u306eYTD\u4fa1\u683c\u5909\u5316\uff1a-30<\/p>\n<p>4\u670815\u65e5\u73fe\u5728\u306e\u682a\u4fa1\uff1a$FSLR:$195<\/p>\n<p>52\u9031\u9ad8\u5024\uff1a286\u30c9\u30eb<\/p>\n<p>FSLR\u306e\u76ee\u6a19\u682a\u4fa1:  249\u30c9\u30eb<\/p>\n<p>\u73fe\u5728\u30e9\u30a4\u30d6\u4e2d\uff1aTIKR\u306e\u65b0\u3057\u3044\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u30fb\u30e2\u30c7\u30eb\u3092\u4f7f\u3063\u3066\u3001\u3042\u306a\u305f\u306e\u304a\u6c17\u306b\u5165\u308a\u306e\u9298\u67c4\u304c\u3069\u308c\u3060\u3051\u4e0a\u6607\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u304b\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\uff08\u7121\u6599\u3067\u3059\uff09\u3002&gt;&gt;&gt;<\/p>\n<p>\u4f55\u304c\u8d77\u304d\u305f\u306e\u304b\uff1f<\/p>\n<p>\u30d5\u30a1\u30fc\u30b9\u30c8\u30fb\u30bd\u30fc\u30e9\u30fc\uff08FSLR\uff09\u306e\u682a\u4fa1\u306f\u3001\u4e2d\u56fd\u304c\u5148\u9032\u7684\u306a\u592a\u967d\u5149\u767a\u96fb\u88fd\u9020\u88c5\u7f6e\u306e\u7c73\u56fd\u3078\u306e\u8f38\u51fa\u3092\u5236\u9650\u3059\u308b\u3053\u3068\u3092\u691c\u8a0e\u3057\u3066\u3044\u308b\u3068\u30ed\u30a4\u30bf\u30fc\u304c\u5831\u3058\u305f\u5f8c\u3001\u6c34\u66dc\u65e5\u306b\u6025\u4e0a\u6607\u3057\u305f\u3002<\/p>\n<p>\u5354\u8b70\u306f\u307e\u3060\u521d\u671f\u6bb5\u968e\u3002\u30eb\u30fc\u30eb\u306f\u78ba\u5b9a\u3057\u3066\u3044\u306a\u3044\u3002\u3057\u304b\u3057\u3001\u3053\u306e\u30b7\u30b0\u30ca\u30eb\u3060\u3051\u3067\u3082\u5e02\u5834\u306f\u52d5\u3044\u3066\u3044\u308b\u3002 <\/p>\n<p>\u4e2d\u56fd\u306f\u4e16\u754c\u306e\u30bd\u30fc\u30e9\u30fc\u30d1\u30cd\u30eb\u90e8\u54c1\u306e80\uff05\u4ee5\u4e0a\u3092\u652f\u914d\u3057\u3066\u304a\u308a\u3001\u4e16\u754c\u30c8\u30c3\u30d7\u306e\u30bd\u30fc\u30e9\u30fc\u6a5f\u5668\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u304c\u5b58\u5728\u3059\u308b\u3002 <\/p>\n<p>\u3053\u308c\u3089\u306e\u8f38\u51fa\u304c\u5236\u9650\u3055\u308c\u308c\u3070\u3001\u7c73\u56fd\u306e\u7af6\u5408\u4ed6\u793e\u304c\u56fd\u5185\u306e\u592a\u967d\u96fb\u6c60\u88fd\u9020\u3092\u62e1\u5927\u3059\u308b\u3053\u3068\u306f\u8457\u3057\u304f\u96e3\u3057\u304f\u306a\u308b\u3002<\/p>\n<p><img loading=\"lazy\" width=\"2560\" height=\"1707\" data-public-id=\"images\/TIKR.com_FSLR-First-Solar-Inc_1017495237c\/TIKR.com_FSLR-First-Solar-Inc_1017495237c.webp\" decoding=\"async\" src=\"https:\/\/www.wacoca.com\/news\/wp-content\/uploads\/2026\/04\/TIKR.com_FSLR-First-Solar-Inc_1017495237c.webp\" alt=\"\" class=\"wp-post-101727 wp-image-101749\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1776343676\" data-seo=\"1\"\/>FSLR\u682a\u306e\u53ce\u76ca\u3001EBIT\u3001\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u4e88\u60f3\uff08\u5358\u4f4d\uff1a\u5104\u7c73\u30c9\u30eb\uff09 (TIKR)<\/p>\n<p>\u4e2d\u56fd\u306e\u8a2d\u5099\u3092\u8abf\u9054\u3057\u3088\u3046\u3068\u3059\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u306f\u60aa\u3044\u30cb\u30e5\u30fc\u30b9\u3060\u3002\u30d5\u30a1\u30fc\u30b9\u30c8\u30fb\u30bd\u30fc\u30e9\u30fc\u682a\u306b\u3068\u3063\u3066\u306f\u6717\u5831\u3060\u3002<\/p>\n<p>\u30d5\u30a1\u30fc\u30b9\u30c8\u30fb\u30bd\u30fc\u30e9\u30fc\u682a\u306b\u95a2\u3059\u308b\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u6210\u9577\u4e88\u6e2c\u3068\u76ee\u6a19\u682a\u4fa1\u3092\u898b\u308b\uff08\u7121\u6599\uff09 &gt;&gt;&gt; \uff08\u82f1\u8a9e\u306e\u307f<\/p>\n<p>\u30d5\u30a1\u30fc\u30b9\u30c8\u30fb\u30bd\u30fc\u30e9\u30fc\u682a\u306b\u3064\u3044\u3066\u5e02\u5834\u304c\u4f1d\u3048\u3066\u3044\u308b\u3053\u3068<\/p>\n<p>\u30d5\u30a1\u30fc\u30b9\u30c8\u30fb\u30bd\u30fc\u30e9\u30fc\u306f\u7c73\u56fd\u3067\u552f\u4e00\u306e\u5927\u898f\u6a21\u8584\u819c\u592a\u967d\u96fb\u6c60\u30e1\u30fc\u30ab\u30fc\u3060\u3002\u7d50\u6676\u30b7\u30ea\u30b3\u30f3\u30e1\u30fc\u30ab\u30fc\u306e\u3088\u3046\u306b\u4e2d\u56fd\u306e\u8a2d\u5099\u3084\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306b\u4f9d\u5b58\u3057\u3066\u3044\u306a\u3044\u3002 <\/p>\n<p>\u305d\u306e\u305f\u3081\u3001\u4e2d\u56fd\u306e\u592a\u967d\u96fb\u6c60\u6280\u8853\u3092\u3081\u3050\u308b\u8cbf\u6613\u653f\u7b56\u304c\u5f37\u5316\u3055\u308c\u308c\u3070\u3001\u3044\u3064\u3067\u3082\u76f4\u63a5\u7684\u306a\u53d7\u76ca\u8005\u3068\u306a\u308b\u3002<\/p>\n<p>\u5831\u544a\u66f8\u3067\u306f\u3001\u30c6\u30b9\u30e9\u304c\u4e2d\u56fd\u306e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u304b\u3089\u7d0429\u5104\u30c9\u30eb\u306e\u592a\u967d\u5149\u88fd\u9020\u88c5\u7f6e\u3092\u8cfc\u5165\u3059\u308b\u8a08\u753b\u306b\u3064\u3044\u3066\u7279\u306b\u8a00\u53ca\u3057\u3066\u3044\u308b\u3002 <\/p>\n<p>\u3082\u3057\u4e2d\u56fd\u304c\u3053\u308c\u3089\u306e\u8f38\u51fa\u3092\u5236\u9650\u3059\u308c\u3070\u3001\u30c6\u30b9\u30e9\u306e\u592a\u967d\u5149\u767a\u96fb\u306e\u91ce\u671b\u306f\u5927\u304d\u306a\u5f8c\u9000\u306b\u76f4\u9762\u3059\u308b\u3002 <\/p>\n<p>\u30a4\u30fc\u30ed\u30f3\u30fb\u30de\u30b9\u30af\u306f\u30012028\u5e74\u307e\u3067\u306b\u7c73\u56fd\u3067100\u30ae\u30ac\u30ef\u30c3\u30c8\u306e\u592a\u967d\u5149\u767a\u96fb\u3092\u88fd\u9020\u3059\u308b\u3053\u3068\u3092\u516c\u306e\u76ee\u6a19\u3068\u3057\u3066\u3044\u308b\u3002 <\/p>\n<p>\u4e2d\u56fd\u306e\u8a2d\u5099\u304c\u306a\u3051\u308c\u3070\u3001\u3053\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306f\u304b\u306a\u308a\u96e3\u3057\u304f\u306a\u308b\u3002<\/p>\n<p>\u30d5\u30a1\u30fc\u30b9\u30c8\u30fb\u30bd\u30fc\u30e9\u30fc\u306e\u682a\u4fa1\u306f\u3001\u3053\u306e\u30cb\u30e5\u30fc\u30b9\u306b\u5411\u3051\u3066\u3059\u3067\u306b\u597d\u4f4d\u7f6e\u306b\u3064\u3051\u3066\u3044\u305f\u3002 <\/p>\n<p>\u540c\u793e\u306f2025\u5e74\u306b17.5\u30ae\u30ac\u30ef\u30c3\u30c8\u3068\u3044\u3046\u8a18\u9332\u7684\u306a\u30e2\u30b8\u30e5\u30fc\u30eb\u58f2\u4e0a\u3092\u5831\u544a\u3057\u3066\u3044\u308b\u3002 <\/p>\n<p>2026\u5e74\u306e\u58f2\u4e0a\u9ad8\u306f49\u5104\u30c9\u30eb\u304b\u308952\u5104\u30c9\u30eb\u3002 <\/p>\n<p>\u540c\u793e\u306e\u7c73\u56fd\u5de5\u5834\u306f\u3001\u4eca\u5e74\u5ea6\u306e\u914d\u5206\u304c\u5b8c\u4e86\u3057\u3066\u3044\u308b\u3002 <\/p>\n<p>\u6700\u8fd1\u3001\u30eb\u30a4\u30b8\u30a2\u30ca\u5dde\u306b\u7c73\u56fd\u30675\u756a\u76ee\u306e\u5de5\u5834\u3092\u958b\u8a2d\u3057\u3001\u30b5\u30a6\u30b9\u30ab\u30ed\u30e9\u30a4\u30ca\u5dde\u306b6\u756a\u76ee\u306e\u4ed5\u4e0a\u3052\u65bd\u8a2d\u3092\u5efa\u8a2d\u4e2d\u3067\u3042\u308b\u3002<\/p>\n<p>\u540c\u793e\u306f\u307e\u305f\u30012025\u5e74\u3060\u3051\u3067\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306b16\u5104\u30c9\u30eb\u3092\u8ffd\u52a0\u3057\u305f\u7b2c45X\u6761\u88fd\u9020\u696d\u7a0e\u984d\u63a7\u9664\u306e\u6069\u6075\u3082\u53d7\u3051\u3066\u3044\u308b\u3002\u3053\u308c\u306f\u3001\u4e2d\u56fd\u8cc7\u672c\u306e\u7af6\u5408\u4f01\u696d\u306b\u306f\u306a\u3044\u69cb\u9020\u7684\u512a\u4f4d\u6027\u3060\u3002<\/p>\n<p><img loading=\"lazy\" width=\"2233\" height=\"2560\" data-public-id=\"images\/FSLR_valuation_model_1017505206c\/FSLR_valuation_model_1017505206c.webp\" decoding=\"async\" src=\"https:\/\/www.wacoca.com\/news\/wp-content\/uploads\/2026\/04\/FSLR_valuation_model_1017505206c.webp\" alt=\"\" class=\"wp-post-101727 wp-image-101750\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1776343718\" data-seo=\"1\"\/>FSLR\u682a\u4fa1\u8a55\u4fa1\u30e2\u30c7\u30eb\uff08TIKR\uff09<\/p>\n<p>\u30d5\u30a1\u30fc\u30b9\u30c8\u30fb\u30bd\u30fc\u30e9\u30fc\u306e\u682a\u4fa1\u306f\u4eca\u5e74\u306b\u5165\u308a\u5727\u529b\u3092\u53d7\u3051\u3066\u304a\u308a\u3001\u5e74\u521d\u6765\u3067\u7d0429\uff05\u4e0b\u843d\u3057\u3066\u3044\u308b\u3002\u4e3b\u306b\u56fd\u969b\u7684\u306a\u751f\u7523\u80fd\u529b\u554f\u984c\u3068\u95a2\u7a0e\u306e\u9006\u98a8\u304c\u539f\u56e0\u3060\u3002 <\/p>\n<p>\u3057\u304b\u3057\u3001\u4e2d\u6838\u3068\u306a\u308b\u7c73\u56fd\u4e8b\u696d\u306f\u5f15\u304d\u7d9a\u304d\u597d\u8abf\u3067\u3042\u308a\u3001\u4eca\u65e5\u306e\u30cb\u30e5\u30fc\u30b9\u306f\u3001\u4e2d\u56fd\u3078\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u304c\u306a\u3044\u7c73\u56fd\u88fd\u30e2\u30b8\u30e5\u30fc\u30eb\u306b\u9867\u5ba2\u304c\u30d7\u30ec\u30df\u30a2\u30e0\u3092\u652f\u6255\u3046\u7406\u7531\u3092\u6b63\u78ba\u306b\u88dc\u5f37\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u4e2d\u56fd\u304c\u8f38\u51fa\u898f\u5236\u3092\u9032\u3081\u308c\u3070\u3001\u7c73\u56fd\u306e\u592a\u967d\u96fb\u6c60\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u304c\u56fd\u5185\u30e1\u30fc\u30ab\u30fc\u3078\u306e\u4f9d\u5b58\u5ea6\u3092\u3055\u3089\u306b\u9ad8\u3081\u308b\u305f\u3081\u3001\u30d5\u30a1\u30fc\u30b9\u30c8\u30fb\u30bd\u30fc\u30e9\u30fc\u306e\u682a\u4fa1\u306f\u6301\u7d9a\u7684\u306b\u4e0a\u6607\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002<\/p>\n<p>\u4f01\u696d\u306e\u516c\u6b63\u4fa1\u5024\u3092\u5373\u5ea7\u306b\u898b\u7a4d\u3082\u308b\uff08TIKR\u3092\u4f7f\u3048\u3070\u7121\u6599\uff09 &gt;&gt;<\/p>\n<p>\u30d5\u30a1\u30fc\u30b9\u30c8\u30fb\u30bd\u30fc\u30e9\u30fc\u682a\u306e\u4e0a\u6607\u7387\u306f\uff1f<\/p>\n<p>TIKR\u306e\u65b0\u3057\u3044\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u30fb\u30e2\u30c7\u30eb\u30fb\u30c4\u30fc\u30eb\u3092\u4f7f\u3048\u3070\u30011\u5206\u4ee5\u5185\u306b\u305d\u306e\u9298\u67c4\u306e\u6f5c\u5728\u682a\u4fa1\u3092\u898b\u7a4d\u3082\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n<p>\u5fc5\u8981\u306a\u306e\u306f3\u3064\u306e\u7c21\u5358\u306a\u5165\u529b\u3060\u3051\u3067\u3059\uff1a<\/p>\n<p>\u53ce\u76ca\u6210\u9577\u7387<\/p>\n<p>\u55b6\u696d\u5229\u76ca\u7387<\/p>\n<p>\u51fa\u53e3PER\u500d\u7387<\/p>\n<p>\u4f55\u3092\u5165\u529b\u3059\u308c\u3070\u3088\u3044\u304b\u5206\u304b\u3089\u306a\u3044\u5834\u5408\u3001TIKR\u306f\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u4e88\u60f3\u3092\u4f7f\u3063\u3066\u5404\u5165\u529b\u3092\u81ea\u52d5\u7684\u306b\u5165\u529b\u3057\u3001\u8fc5\u901f\u3067\u4fe1\u983c\u3067\u304d\u308b\u51fa\u767a\u70b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/p>\n<p>\u305d\u3053\u304b\u3089\u3001TIKR\u306f\u30d6\u30eb\u3001\u30d9\u30fc\u30b9\u3001\u30d9\u30a2 \u30b7\u30ca\u30ea\u30aa\u306e\u4e0b\u3067\u306e\u6f5c\u5728\u7684\u306a\u682a\u4fa1\u3068\u30c8\u30fc\u30bf\u30eb\u30ea\u30bf\u30fc\u30f3\u3092\u8a08\u7b97\u3057\u307e\u3059\u306e\u3067\u3001\u9298\u67c4\u304c\u5272\u5b89\u306b\u898b\u3048\u308b\u304b\u5272\u9ad8\u306b\u898b\u3048\u308b\u304b\u3092\u7d20\u65e9\u304f\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n<p>60\u79d2\u4ee5\u5185\u306b\u9298\u67c4\u306e\u771f\u306e\u4fa1\u5024\u3092\u898b\u308b\uff08TIKR\u3092\u4f7f\u3048\u3070\u7121\u6599\uff09 &gt;&gt;<\/p>\n<p>\u65b0\u3057\u3044\u30c1\u30e3\u30f3\u30b9\u3092\u304a\u63a2\u3057\u3067\u3059\u304b\uff1f<\/p>\n<p>\u514d\u8cac\u4e8b\u9805<\/p>\n<p>TIKR\u306b\u63b2\u8f09\u3055\u308c\u3066\u3044\u308b\u8a18\u4e8b\u306f\u3001TIKR\u3084\u30b3\u30f3\u30c6\u30f3\u30c4\u30c1\u30fc\u30e0\u306b\u3088\u308b\u6295\u8cc7\u3084\u8ca1\u52d9\u306e\u30a2\u30c9\u30d0\u30a4\u30b9\u3001\u307e\u305f\u9298\u67c4\u306e\u58f2\u8cb7\u3092\u63a8\u5968\u3059\u308b\u3082\u306e\u3067\u306f\u306a\u3044\u3053\u3068\u306b\u3054\u6ce8\u610f\u304f\u3060\u3055\u3044\u3002\u5f0a\u793e\u306f\u3001TIKR\u30bf\u30fc\u30df\u30ca\u30eb\u306e\u6295\u8cc7\u30c7\u30fc\u30bf\u304a\u3088\u3073\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u6e2c\u306b\u57fa\u3065\u3044\u3066\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u4f5c\u6210\u3057\u3066\u3044\u307e\u3059\u3002\u5f0a\u793e\u306e\u5206\u6790\u306b\u306f\u3001\u6700\u8fd1\u306e\u4f01\u696d\u30cb\u30e5\u30fc\u30b9\u3084\u91cd\u8981\u306a\u6700\u65b0\u60c5\u5831\u304c\u542b\u307e\u308c\u3066\u3044\u306a\u3044\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002TIKR\u306f\u3044\u304b\u306a\u308b\u9298\u67c4\u306b\u3082\u6295\u8cc7\u3057\u3066\u304a\u308a\u307e\u305b\u3093\u3002\u304a\u8aad\u307f\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\uff01<\/p>\n","protected":false},"excerpt":{"rendered":"<p>FirstSolar\u306e\u4e3b\u8981\u7d71\u8a08 First Solar\u682a\u306eYTD\u4fa1\u683c\u5909\u5316\uff1a-30 4\u670815\u65e5\u73fe\u5728\u306e\u682a\u4fa1\uff1a$FSLR:$195 52\u9031\u9ad8\u5024\uff1a286\u30c9\u30eb FSLR\u306e\u76ee\u6a19\u682a\u4fa1: 249\u30c9\u30eb \u73fe\u5728\u30e9\u30a4\u30d6\u4e2d\uff1aTIKR\u306e\u65b0\u3057\u3044\u30d0\u30ea\u30e5<\/p>\n","protected":false},"author":2,"featured_media":2814630,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[785167],"tags":[207231,14857],"class_list":{"0":"post-2814629","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-china","8":"tag-207231","9":"tag-china"},"share_on_mastodon":{"url":"https:\/\/wakoka.com\/@news\/116415360289492100","error":""},"_links":{"self":[{"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/posts\/2814629","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/comments?post=2814629"}],"version-history":[{"count":0,"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/posts\/2814629\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/media\/2814630"}],"wp:attachment":[{"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/media?parent=2814629"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/categories?post=2814629"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/tags?post=2814629"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}