阿特斯太阳能（CSIQ）今日盘前大跌10.67%，引起市场广泛关注。该公司公布的第二季度财务业绩显著低于分析师预期，同时下调了2025财年的销售指引。
具体来看，阿特斯太阳能第二季度营收同比增长3.7%至17亿美元，低于市场预期的19亿美元。非GAAP每股亏损为0.53美元，远逊于市场预期的每股盈利1.48美元。公司将营收不及预期归因于储能设备发货延迟以及项目销售推迟至下半年。尽管如此，第二季度毛利率达到29.8%，超出公司此前23%至25%的指引范围。第二季度确认为收入的组件总出货量为7.9GW，环比增长14%，但同比下降4%。
展望未来，阿特斯太阳能对第三季度持谨慎态度，预计总收入将在13亿美元至15亿美元之间，确认为收入的总组件出货量预计在5.0GW至5.3GW之间。公司将2025财年的销售指引从此前的61亿至71亿美元下调至56亿至63亿美元，低于市场63.3亿美元的预期。公司CEO瞿晓铧博士表示，下半年仍将充满挑战，太阳能供应链价格上涨以及持续的贸易不确定性可能会影响业务表现。
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