日前,第一太阳能公司(FSLR)股价在盘前交易中大幅下挫近9%,引发投资者广泛关注。主要原因有以下几点:
首先,第一太阳能公布的2024年第三季度财报数据喜忧参半。一方面,公司净利润同比实现16.6%的增长,达到3.13亿美元;但另一方面,营收、毛利率等关键财务指标则未能达到市场预期。更令投资者失望的是,公司下调了2024全年销售指引,由原先预期的44亿至46亿美元调低至41亿至42.5亿美元,反映了公司对全年需求前景的担忧。
此外,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公司领先太阳能技术专利的行为,并表示将考虑对相关企业提起诉讼。这增加了公司未来运营的不确定风险,也加剧了市场对公司前景的担忧情绪。
同时值得关注的是,第一太阳能还面临住宅安装量大幅下降、公用事业规模项目并网等待时间过长以及熟练劳动力短缺等诸多挑战,这些因素也对公司预期业绩的实现带来了一定不利影响。
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