阵列技术:减值影响 2025财年盈利预测略低于市场预期

海通国际
28 Feb

事件我们预计 Array 第四季度的业绩的市场反应为负面, 公司报告调整后的 EBITDA 略低于预期,并报告了 2022 年与其 STI交易相关的减值导致的净亏损。该公司提供了 2025 财年指引,EBITDA 低于预期,收入基本与预期一致。该公司仍认为美国太阳能市场存在阻力,尽管有所稳定。该公司预计欧洲将出现温和增长,但由于货币贬值、利率波动和对太阳能组件征收新关税,巴西的增长将受到影响。点评...

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