周二盘前,普拉格能源(PLUG)股价大涨5.37%,延续了周一的强劲涨势。这一涨势主要受益于美国参议院意外延长清洁氢气生产税收抵免政策的消息。
据悉,美国参议院对重大税收和支出法案进行了最新修订,将45V清洁氢气生产税收抵免延长至2027年底,比该法案之前的版本延长了两年。这一举措由参议员Shelley Moore Capito提出,为许多原本可能因未能在2026年1月1日截止日期前完成而面临取消的清洁氢项目带来了新的希望。这些项目原本有望获得每公斤3美元的补贴。
除普拉格能源外,其他清洁能源相关股票在周一也出现大幅上涨。Bloom Energy上涨7.84%,巴拉德动力系统上涨8.9%,燃料电池能源上涨1.8%。值得注意的是,美国参议院的方案还将保留对非碳能源(包括核能、水电和地热能)项目的税收抵免政策,这些项目需在2033年之前开始建设。同时,方案还将允许可用于炼钢的冶金煤获得关键矿产税收抵免。这些政策变化预计将进一步推动清洁能源行业的发展,为相关公司带来更多机遇。
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