异动解读 | 花旗下调评级致阿特斯太阳能股价大跌5%

异动解读
23 Oct 2024

阿特斯太阳能(CSIQ)今日盘前大跌5.07%,引发市场广泛关注。消息面上,花旗银行将阿特斯太阳能的评级从"中性"下调至"卖出",成为导致其股价下跌的主要原因。

花旗银行指出,阿特斯太阳能在美国光伏组件业务存在不确定性,而美国是其光伏组件业务唯一的盈利市场。一旦美国市场受到影响,必将给公司的业绩带来巨大压力。

此外,如果特朗普在今年大选中当选总统,并对中国光伏产品征收更高关税,阿特斯太阳能在华业务也将面临更大挑战。鉴于阿特斯太阳能的主要生产基地位于中国,更高的关税无疑会加大其成本压力。

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