Enphase, SolarEdge, Sunrun Eye Double-Digit Growth As Solar Market Rebounds On Kamala Harris Election Odds
Enphase, SolarEdge, Sunrun Eye Double-Digit Growth As Solar Market Rebounds On Kamala Harris Election Odds
Invesco Solar is down 28.94% for the past year, and about 24% year-to-date. But demand is improving, with industry leaders expecting double-digit growth by 2025.As Vice President Kamala Harris' odds improve ahead of the 2024 presidential election, observers expect a promising rebound in the U.S. residential solar market.
随着副总统卡玛拉·哈里斯在2024年总统选举前的赔率改善，观察人士预计美国住宅太阳能市场将出现有希望的复苏。
The Invesco Solar ETF (NYSE:TAN), a barometer of the solar energy market, gained over 3% in pre-market trading, following the consensus that Harris won Tuesday's debate against Republican nominee Donald Trump.
太阳能ETF（NYSE:TAN）作为太阳能能源市场的一个晴雨表，在盘前交易中上涨了3%以上，人们普遍认为哈里斯赢得了周二与共和党总统候选人唐纳德·特朗普的辩论。
Roughly 27.67% of the TAN portfolio is comprised of three stocks: Enphase Energy Inc (NASDAQ:ENPH), SolarEdge Technologies Inc (NASDAQ:SEDG), and Sunrun Inc (NASDAQ:RUN).
TAN组合大约有27.67%是由三家股票组成：Enphase Energy Inc（NASDAQ：ENPH），SolarEdge Technologies Inc（NASDAQ：SEDG）和sunrun股票（NASDAQ：RUN）。
Invesco Solar is down 28.94% for the past year, and about 24% year-to-date. But demand is improving, with industry leaders expecting double-digit growth by 2025.
Invesco Solar 在过去一年下跌了28.94%，而今年迄今为止下跌了24%左右。但需求正在改善，行业领导者预计到2025年将实现两位数增长。
Solar Stocks Rise On Kamala Harris' Winning Odds
卡玛拉·哈里斯胜选的希望推动太阳能股票上涨。
Under the Biden administration, U.S. oil production rose to new all-time highs. Clean energy stocks also thrived, partially due to the Inflation Reduction Act, which provides crucial tax credits for the sector.
在拜登政府的领导下，美国的石油产量创下历史新高。清洁能源股票也因为《通胀削减法案》而蓬勃发展，该法案为该行业提供了关键的税收抵免。
With Harris being a strong supporter of clean energy, the current odds are a positive catalyst for the sector.
由于哈里斯是清洁能源的坚定支持者，当前的赔率对该行业是一个积极的催化剂。
Moreover, insights from JPMorgan's Mark Strouse, following the RE+ renewables industry conference, point to potential strong growth—though global challenges persist.
此外，根据摩根大通的马克·斯特劳斯的见解，在RE+可再生能源行业会议之后，存在潜在的强劲增长，尽管全球面临挑战。
US Solar Demand Rebounds, Europe Struggles
美国太阳能需求反弹，欧洲陷入困境
The solar giants are optimistic about the U.S. market's recovery, driven by stable utility pricing, lower interest rates, and increased capacity eligible for domestic content tax credits.
太阳能巨头对美国市场的复苏持乐观态度，原因是稳定的公用事业定价、较低的利率和符合国内内容税收抵免资格的增加产能。
According to Strouse, "Each company expressed optimism regarding double-digit U.S. market growth in 2025."
斯特劳斯表示：“每个公司都对2025年美国市场的两位数增长持乐观态度。”
However, Europe continues to lag, particularly in the Netherlands, where demand has dropped by 70-80% year-over-year due to uncertainty around net metering policies, he said.
然而，欧洲继续落后，尤其是荷兰，由于围绕净计量政策的不确定性，需求同比下降了70-80%。”他说
Tax Incentives Boost Enphase, SolarEdge
税收激励助推Enphase SolarEdge
Strouse also noted that Enphase and SolarEdge received a significant boost as their microinverters and inverters now qualify for a 36% domestic content ITC adder.
斯特劳斯还指出，由于Enphase和SolarEdge的微逆变器和逆变器现在符合36%的国内内容ITC加码条件，它们受到了显著推动。
Enphase expects this to improve margins, while SolarEdge anticipates a neutral impact. Both companies, he said, are optimistic about upcoming storage solutions, despite increased competition from Tesla Inc's (NASDAQ:TSLA) Powerwall 3.
Enphase预计这将改善利润率，而SolarEdge预计影响将是中立的。他说，尽管来自特斯拉（纳斯达克股票代码：TSLA）Powerwall 3的竞争加剧，但这两家公司对即将推出的储能解决方案持乐观态度。
Read Also: Tesla Energy Highlights Texas Battery Power Milestone: Could Powerwall Have Moment In Spotlight?
阅读更多：特斯拉能源强调德克萨斯州电池电力里程碑：Powerwall能否成为关注焦点？
Sunrun, Sunnova Face Financing Shifts
sunrun、sunnova面临融资转变
Meanwhile, Strouse also notes that Sunrun and Sunnova Energy International Inc (NYSE:NOVA) are keeping an eye on financing spreads, which may widen after SunPower Corp's (OTCEM: SPWRQ) recent bankruptcy filing.
同时，斯特劳斯还指出，sunrun和sunnova energy international inc（nyse:nova）正在关注融资差距，在sunpower corp（otcem:spwrq）最近的破产申请后可能会扩大。
Nevertheless, with declining base rates, the overall cost of debt for industry leaders is expected to improve over time.
然而，随着基础利率下降，行业领先者的债务总成本有望随时间的推移而改善。
As Europe lags, U.S. solar demand is poised to rise, with Enphase, SolarEdge, and Sunrun leading the charge in a recovering market.
由于欧洲滞后，美国太阳能需求有望增长，enphase、solaredge和sunrun在复苏市场中领先。
- What's Going On With FTC Solar Stock?
- 关于FTC太阳能股票的近况是什么？
