异动解读 | 业绩强劲增长叠加全年指引上调,Enlight Renewable盘前大涨9.29%

异动解读
Aug 04

Enlight Renewable Energy Ltd.(ENLT)今日盘前股价大涨9.29%,引发市场广泛关注。

消息面上,公司公布了2026年第二季度及上半年财务报告,业绩表现强劲。财报显示,公司第二季度净利润由去年同期的600万美元攀升至3100万美元,调整后EBITDA录得1.6亿美元。营收及综合收益达2.1亿美元,同比大涨55%,季度经营现金流8400万美元,同比提升37%。上半年维度,营收与综合收益达4.09亿美元,同样同比增长55%,经营现金流1.85亿美元,同比增长48%。

基于上半年的强劲表现,Enlight上调了2026年全年业绩指引,将全年营收及综合收益目标上调至7.9至8.2亿美元,调整后EBITDA目标上调至5.65至5.85亿美元。此外,公司上半年合计完成约37亿美元新增融资,其中亚利桑那州COBar综合项目落实26亿美元项目融资,为公司史上最大一笔融资交易。管理层表示将持续推进风光储能项目落地,预计2026年内将启动合计2.7FGW规模项目建设,目标到2028年末成熟项目组合实现年化营收规模22至23亿美元。这些积极因素共同推动了盘前股价的显著上涨。

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