美国太阳能技术公司Enphase Energy(ENPH.US)股价在今日盘中大涨5.01%,报收于82.4美元/股,引发市场广泛关注。分析人士认为,这主要与该公司在美国本土市场表现出色有关。
根据最新财报,Enphase Energy第三季度营收3.81亿美元,净利润4576万美元,每股收益0.34美元。尽管全球微型逆变器出货量同比下滑55%,但该公司在美国市场的营收同比增长43%。作为全球微型逆变器龙头,Enphase Energy主力产品在其最大的美国市场表现依旧强劲。
此外,公司预计将在第四季度开始运送其美国本土工厂生产的商用微型逆变器和电池,这将进一步提高产品的本地市场含量。行业分析师预计,美国市场需求旺盛将成为支撑Enphase Energy长期增长的重要动力。
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