异动解读 | Sunrun股价盘前暴跌43.71%,美众议院通过特朗普税改法案或终止绿色能源补贴

异动解读
May 22, 2025

太阳能公司Sunrun Inc.(股票代码:RUN)今日盘前股价暴跌43.71%,引发市场广泛关注。这一大幅下跌主要源于美国众议院通过的特朗普税改法案,该法案可能对太阳能行业造成重大影响。

据悉,特朗普总统提出的全面税收法案已在美国众议院以微弱优势(215票对214票,1人弃权)通过。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。除Sunrun外,其他太阳能相关股票如SolarEdge、First Solar等也在盘前大幅下跌。投资者担忧这项法案可能会扼杀这个快速增长的行业,从而导致相关股票价格大幅下跌。

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