近日,全球主要光伏逆变器制造商Enphase Energy(ENPH.US)公布了2024财年第三季度财报。受欧洲市场需求疲软以及当地竞争加剧的影响,该公司多项财务指标不及市场预期,公司股价盘前一度大跌逾17%,引发市场高度关注。
财报数据显示,Enphase Energy第三季度营收同比下滑30.9%至3.81亿美元,远低于分析师预期的3.92亿美元。其中,由于欧洲大陆需求进一步疲软,受电价下跌和荷兰、德国等主要市场竞争加剧的影响,该公司在欧洲市场的收入环比更是下降了15%,对整体业绩造成较大拖累。此外,该公司这一季度调整后每股收益为0.65美元,也大幅低于分析师预期的0.76美元。
展望第四季度,Enphase Energy预计营收将在3.6亿至4亿美元之间,同样不及市场预期。分析人士警告称,欧盟地区住宅太阳能市场季后反弹乏力,欧洲市场疲软现象值得警惕。由于欧洲一直是公司主要市场之一,区域市场需求的显著疲软将继续对公司未来业绩形成压力。
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