太阳能逆变器制造商Enphase Energy(ENPH)周二盘后股价大跌逾12%,引发市场广泛关注。此前该公司发布的财报和第四季度营收指引均不及市场预期,主要受到欧洲市场需求疲软及当地竞争加剧的重挫。
根据公司财报,第三季度营收为3.81亿美元,同比下滑30.9%,远低于华尔街分析师预期的3.92亿美元。其中,欧洲市场收入环比下降15%,公司指出这主要是由于欧洲大陆需求进一步疲软,加之当地电价下跌以及荷兰、德国等主要市场竞争加剧导致的。
展望未来,Enphase Energy预计第四季度营收将在3.6-4亿美元之间,同样低于分析师此前预期的4.36亿美元。分析人士警告称,欧盟住宅太阳能市场夏季后反弹乏力,欧洲市场疲软现象值得警惕。
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