据报道,全球微型逆变器龙头企业Enphase Energy(ENPH.US)股价于今日盘前大幅下挫逾17%,引发市场广泛关注。业绩疲软、市场需求不振和悲观预期是导致该股暴跌的主因。
财报数据显示,Enphase Energy 2024年第三季度调整后每股收益(EPS)为0.65美元,不仅远低于去年同期水平,也大幅低于分析师预期的0.76美元。营收方面,该公司三季度实现3.81亿美元营收,同比下滑30.9%,远低于华尔街预期的3.92亿美元。
受欧洲大陆需求进一步疲软以及荷兰、德国等主要市场竞争加剧的影响,Enphase Energy第三季度欧洲市场收入更是环比下降15%,拖累了整体业绩表现。值得注意的是,公司对第四季度营收指引3.6亿至4亿美元,同样不及市场预期。分析师警告称,欧盟住宅太阳能市场反弹乏力,欧洲市场疲软现象值得警惕。
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