-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：FSLR公佈2026年第一季營收達10.4億美元（年增24%，與市場預期一致），創歷史新高，模組出貨量達3.8吉瓦，毛利率提升至46.5%（上調570個基點），稀釋後每股收益為3.22美元，高於市場預期的2.83美元。調整後EBITDA達5.198億美元（年增37%，高於市場預期12%），毛利率提升至49.8%（調高500個基點），展現強勁的營運槓桿效應。積壓訂單環比下降至47.9吉瓦，低於上一季的50.1吉瓦，這一趨勢令人擔憂，需要密切關注，因為銷售額持續超過新訂單量。管理層預測第二季組件銷量為3.4-4.0吉瓦，可獲得3.3-4億美元的45X條款稅收抵免。我們預計，隨著開發商爭相趕在2026年7月4日稅收抵免資格截止日期前完成項目，商業太陽能項目活動可能會在年中加速，這有望推動第二季度和第三季度訂單量出現拐點。全年45X條款稅收抵免預計為21.5億美元，FSLR的一體化製造模式使其在利用IRA支援方面佔據有利地位。
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