2024年10月29日夜盘交易中,领先的太阳能电池板生产商第一太阳能(FSLR)股价出现大幅下跌,最终收盘大跌7.35%,报收185.99美元。引发该股大跌的主要有两大原因:
一方面,第一太阳能公布的2024年前三季度业绩报告令人失望。尽管公司第三季度净利润实现同比16.6%的增长至3.13亿美元,但净销售额、毛利率等关键财务数据均未能完全达到市场预期。更为重要的是,公司由于面临订单延期交付、熟练劳动力短缺等挑战,下调了2024年全年销售预期,由原先的44亿至46亿美元调低至41亿至42.5亿美元,反映出公司对全年需求前景的担忧。
另一方面,第一太阳能还透露已通过律师函通知阿特斯太阳能、晶澳太阳能、隆基股份、晶科能源以及天合光能等多家竞争对手存在侵犯其领先太阳能技术专利的行为。该公司表示将考虑对相关企业提起诉讼,这无疑将刺激与其他光伏企业的法律纠纷,增加未来运营的不确定性风险,引发市场对公司前景的忧虑。
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