台湾所乐太阳能:营收超出预期;2025年第二季度指引高于一致预期

海通国际
08 May

我们预计市场将把所乐太阳能科技2025 年第一季度业绩视作利好。公司录得经调净亏损6600 万美元(一致预期为亏损7500 万美元),这主要得益于超预期的营收表现和稳健的成本管控。公司2025 年第二季度的营收指引高于一致预期。点评2025 年第二季度指引超预期:公司预计2025 年第二季度营收将达到2.65 亿-2.85 亿美元(一致预期为2.46 亿美元),非通用会计准则下的毛利率为8%-...

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