异动解读 | 业绩超预期,阿特斯太阳能盘中大涨5.05%

异动解读
May 16

阿特斯太阳能(CSIQ)今日盘中大涨5.05%,引发市场广泛关注。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,同比增长9.4%,收入达12亿美元(约合人民币86.2亿元),虽同比下降9.8%,但仍较市场预期高出1亿美元。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),明显高于市场预期的17.6亿美元。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,推动股价大幅上涨。

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