太阳能板块重挫,Sunrun暴跌40%,特朗普税收法案将终止行业补贴

老虎资讯综合
May 22

周四,太阳能概念股普跌。截至发稿,Sunrun跌超40%,SolarEdge跌超26%,Enphase Energy跌超16%,阿特斯太阳能跌超5%,第一太阳能跌近5%,晶科能源跌1.6%。消息面上,当地时间周四上午,美国总统特朗普签署的税收法案在众议院以微弱优势通过(215票对214票,一人弃权)。该法案将终止多项绿色能源补贴,其中包括取消为安装屋顶太阳能系统的纳税人提供的30%联邦税收抵免。这一补贴曾是支撑太阳能行业增长的重要因素。

业内人士表示,如果该法案最终获得通过,将对整个太阳能行业造成沉重打击。过去十年,美国太阳能行业增长了10倍,目前雇佣超过10万名员工。取消补贴可能会严重影响行业发展,导致就业岗位流失。

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