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研報掘金丨中信建投:阿特斯Q3組件北美出貨維持高增長,在手現金充足

中信建投證券研報指出,阿特斯(688472.SH)24Q3歸母淨利潤為7.16億元,同比下降21.99%,環比增長8.34%。報吿期內公司組件北美出貨維持高增長,儘管受到201關税影響單W 盈利階段性下降,但本土工廠產能釋放後預計單位盈利重回高位。Q3儲能出貨量、單Wh盈利創歷史新高,Q3單季度出貨1.8GWh,超出中報1.4-1.7GWh指引。公司穩健經營、在手現金充足。

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