异动解读 | 阿特斯太阳能盘前大涨7.02%,Q1业绩及Q2展望超预期

异动解读
May 16, 2025

阿特斯太阳能(CSIQ)今日盘前股价大涨7.02%,引起投资者广泛关注。这一显著涨幅主要源于公司发布的第一季度财报及第二季度展望超出市场预期。

根据公司公告,阿特斯太阳能第一季度实现组件出货量6.9吉瓦,收入达12亿美元(约合人民币86.2亿元),毛利率为11.7%。更令人瞩目的是,公司对第二季度业绩持乐观态度,预计总收入将在19亿至21亿美元之间(约合人民币136.4亿至150.8亿元),毛利率有望提升至23%至25%之间。此外,第二季度组件出货量预计将增至7.5至8.0吉瓦之间,显示出强劲的增长势头。

阿特斯太阳能还公布了令人鼓舞的全年展望,预计2025年总收入将达到61亿至71亿美元(约合人民币438.0亿至509.8亿元),全年组件出货量预计在25至30吉瓦之间。这一积极预测反映了公司在太阳能市场的强劲地位和增长潜力,进一步增强了投资者对公司长期发展的信心。阿特斯太阳能的出色业绩和乐观展望不仅推动了股价上涨,也凸显了可再生能源行业的持续增长趋势。

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