Enphase能源显露美国太阳能需求复苏迹象——市场快讯

投资观察
Feb 04

太阳能设备制造商Enphase Energy公布第四季度业绩,其营收和利润双双超预期,并上调第一季度营收指引,股价随之飙升40%。Susquehanna分析师指出,随着美国太阳能需求回暖,Enphase的经营状况正迎来转折点。

分析师认为,新产品发布、公用事业费率上涨及预付租赁模式普及等多重利好因素,将推动公司业绩于今年下半年开始复苏,第一季度或成为业绩低谷的拐点。他们进一步强调,公用事业费率上升将提升太阳能的性价比优势,而预付租赁模式的推广有望抵消去年住宅太阳能税收抵免政策结束带来的负面影响。

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