太阳能逆变器制造商Enphase Energy (ENPH)10月22日盘后大跌10.14%,引发市场广泛关注。根据公司最新财报显示,由于部分主要市场如欧洲的需求疲软以及竞争加剧,公司预计第四季度营收将低于华尔街预期。
Enphase Energy表示,受荷兰和德国等欧洲主要市场电价下跌和竞争加剧影响,欧洲住宅太阳能需求恶化。第三季度,公司在欧洲市场的收入环比下降15%。投资银行花旗也警告称,欧盟住宅太阳能市场夏季后反弹乏力,值得关注。
不过,在公司最大的美国市场,Enphase Energy第三季度收入环比增长43%,因为产品库存水平恢复正常。公司预计将在第四季度开始出货由其美国合同制造厂生产的国产化率更高的商用微型逆变器和电池。但显然,欧洲市场的疲弱仍将对Enphase Energy的总体业绩产生较大影响。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.