6月30日 - ** 加拿大皇家银行资本市场(RBC Capital Markets)认为,美国参议院通过更新后的 "美丽大法案 "对太阳能相关清洁能源股票的影响好坏参半。
** 经纪公司称,参议院的最终版本对太阳能需求有负面影响,因为对投资税收抵免((ITC))和生产税收抵免((PTC)的 "投入使用 "要求限制性更强。)
** 补充说,限制住宅太阳能租赁安排抵免的语言已被删除,这对Enphase Energy ENPH.O、SunRun RUN.O和SolarEdge Technologies SEDG.O具有积极影响。
** 券商认为,投资者的预期偏向于可能取消太阳能租赁限制,而不是改变最初提案中的逐步取消时间安排
** 鉴于强劲的能源需求和太阳能的相对成本竞争力,我们继续认为公用事业级太阳能(Array Technologies ARRY.O、Fluence Energy FLNC.O、First Solar FSLR.O、Nextracker NXT.O和Shoals Technologies SHLS.O),受到的影响相对较小。
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