5月13日周二，太阳能电力平衡系统解决方案供应商Shoals Technologies Group（股票代码：SHLS）股价在盘中出现显著上涨，涨幅高达19.68%。这一强劲涨势主要受到美国立法者提出的清洁能源法案提案的积极影响。
据报道，美国立法者提出了一项关于逐步取消气候措施的提案草案，其内容被清洁能源倡导者认为"好于预期"。这一提案包括对风能、太阳能和其他清洁能源的"技术中立"45Y税收抵免政策进行逐步削减。具体而言，从2029年开始，税收抵免额度将从80%逐步降低至2030年的60%、2031年的40%，之后归零。这一逐步削减的时间表比业内此前预期的更为缓和。
投资银行Rothschild & Co表示，"分阶段削减的结果好于预期，这对公用事业级太阳能领域是一个整体利好。"这一消息不仅推动了Shoals Technologies Group的股价上涨，整个太阳能行业也出现了普遍上涨。例如，First Solar和Array Technologies的股价均上涨超过21%，而Sunrun和Nextracker的股价也分别上涨17.6%和11.9%。这一行业性上涨趋势反映了投资者对太阳能行业前景的乐观情绪，尤其是考虑到新提案可能为行业带来的长期利好。
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