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
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.
隨着副總統卡馬拉·賀錦麗在2024年總統大選前幾率的提高，觀察人士預計美國住宅太陽能市場將出現令人鼓舞的反彈。
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.
作爲太陽能市場的晴雨表景順太陽能ETF（紐約證券交易所代碼：TAN）在盤前交易中上漲了3％以上，此前人們一致認爲賀錦麗在週二與共和黨候選人唐納德·特朗普的辯論中獲勝。
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投資組合中約有27.67％由三隻股票組成：Enphase Energy Inc（納斯達克股票代碼：ENPH）、SolarEdge Technologies Inc（納斯達克股票代碼：SEDG）和Sunrun Inc（納斯達克股票代碼：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.
景順太陽能在過去一年中下跌了28.94％，今年迄今爲止下跌了約24％。但是需求正在改善，行業領導者預計到2025年將實現兩位數的增長。
Solar Stocks Rise On Kamala Harris' Winning Odds
太陽能股因賀錦麗的獲勝幾率而上漲
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.
在拜登政府的領導下，美國石油產量升至歷史新高。清潔能源股票也蓬勃發展，部分原因是《通貨膨脹降低法》，該法爲該行業提供了重要的稅收抵免。
With Harris being a strong supporter of clean energy, the current odds are a positive catalyst for the sector.
由於賀錦麗是清潔能源的堅定支持者，目前的可能性是該行業的積極催化劑。
Moreover, insights from JPMorgan's Mark Strouse, following the RE+ renewables industry conference, point to potential strong growth—though global challenges persist.
此外，摩根大通的馬克·斯特勞斯在RE+可再生能源行業會議之後發表的見解表明，儘管全球挑戰仍然存在，但仍有潛在的強勁增長。
US Solar Demand Rebounds, Europe Struggles
美國太陽能需求反彈，歐洲陷入困境
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.
在穩定的公用事業定價、較低的利率以及符合國內成分稅收抵免條件的產能增加的推動下，太陽能巨頭對美國市場的復甦持樂觀態度。
According to Strouse, "Each company expressed optimism regarding double-digit U.S. market growth in 2025."
根據斯特勞斯的說法，「每家公司都對2025年美國市場的兩位數增長表示樂觀。」
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.
但是，他說，歐洲繼續落後，尤其是在荷蘭，由於淨計量政策的不確定性，荷蘭的需求同比下降了70-80％。
Tax Incentives Boost Enphase, SolarEdge
稅收優惠促進了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.
斯特勞斯還指出，Enphase和SolarEdge獲得了顯著提振，因爲他們的微型逆變器和逆變器現在有資格獲得36％的國產ITC含量。
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預計這將提高利潤率，而SolarEdge預計將產生中性影響。他說，儘管來自特斯拉公司（納斯達克股票代碼：TSLA）的Powerwall 3的競爭加劇，但兩家公司都對即將推出的存儲解決方案持樂觀態度。
Read Also: Tesla Energy Highlights Texas Battery Power Milestone: Could Powerwall Have Moment In Spotlight?
另請閱讀：特斯拉能源重點介紹德克薩斯州電池電量里程碑：Powerwall能否成爲人們關注的焦點？
Sunrun, Sunnova Face Financing Shifts
Sunrun、Sunnova面臨融資轉移
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.
同時，斯特勞斯還指出，Sunrun和Sunnova Energy International Inc（紐約證券交易所代碼：NOVA）正在關注融資利差，在SunPower Corp（OTCEM：SPWRQ）最近申請破產之後，融資利差可能會擴大。
Nevertheless, with declining base rates, the overall cost of debt for industry leaders is expected to improve over time.
儘管如此，隨着基準利率的下降，預計行業領導者的總體債務成本將隨着時間的推移而改善。
As Europe lags, U.S. solar demand is poised to rise, with Enphase, SolarEdge, and Sunrun leading the charge in a recovering market.
隨着歐洲的落後，美國的太陽能需求有望上升，Enphase、SolarEdge和Sunrun在復甦的市場中處於領先地位。
- What's Going On With FTC Solar Stock?
- 聯邦貿易委員會太陽能股票怎麼了？