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.
隨着副總統賀錦麗的勝選機會在2024年總統選舉前得到提高，觀察家們預計美國住宅太陽能市場將迎來有希望的復甦。
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.
太陽能etf-invesco（NYSE:TAN）是太陽能能源市場的晴雨表，在盤前交易中上漲了3%以上，此前市場一致認爲賀錦麗在週二的辯論中擊敗了共和黨候選人唐納德·特朗普。
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).
約27.67%的TAN投資組合由三支股票組成：Enphase Energy Inc（納斯達克:ENPH），SolarEdge Technologies Inc（納斯達克:SEDG）和Sunrun Inc（納斯達克: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.
太陽能etf-inveso（Invesco Solar）過去一年下跌了28.94%，截至目前約下跌24%。但需求正在改善，行業領導者預計到2025年將實現兩位數增長。
Solar Stocks Rise On Kamala Harris' Winning Odds
賀錦麗贏得選情之後，太陽能股票上漲。
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.
在拜登政府下，美國石油產量創下歷史新高。清潔能源股票也蓬勃發展，部分原因是通脹減少法案爲該行業提供了重要的稅收減免。
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，當前的選情對該行業具有積極的推動作用。
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（JPMorgan）的馬克·斯特羅斯（Mark Strouse）在RE+可再生能源行業會議後提供的見解指出存在潛在的強勁增長，儘管全球面臨挑戰。
US Solar Demand Rebounds, Europe Struggles
美國太陽能需求回暖，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.
太陽能巨頭對美國市場的復甦充滿信心，主要受穩定的公用事業定價、較低的利率以及符合國內內容稅收抵免的容量增加推動。
According to Strouse, "Each company expressed optimism regarding double-digit U.S. market growth in 2025."
"據斯特勞斯表示，每家公司都對2025年美國市場的兩位數增長充滿信心。"
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，歐洲市場繼續落後，特別是在荷蘭市場，由於對餘電計量政策的不確定性，需求同比下降了70-80%。
Tax Incentives Boost Enphase, SolarEdge
稅收激勵助推Enphase和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，由於其微逆變器和逆變器現在符合36%的國內內容ITC adder條件，Enphase和SolarEdge獲得了顯著推動。
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預計這將改善利潤率，而SolarEdge預計將產生中立影響。他說，儘管面臨特斯拉（納斯達克：TSLA）Powerwall 3的增加競爭，這兩家公司對即將推出的儲能解決方案持樂觀態度。
Read Also: Tesla Energy Highlights Texas Battery Power Milestone: Could Powerwall Have Moment In Spotlight?
詳細閱讀：特斯拉能源突破德克薩斯州電池能力里程碑：Powerwall會引人注目嗎？
Sunrun, Sunnova Face Financing Shifts
sunrun, sunnova面臨資金融資轉變
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.
與此同時，斯特勞斯還指出，sunrun和sunnova energy international inc (紐交所:nova) 正密切關注融資利差，這可能會在sunpower corp (otcem:spwrq) 最近的破產申請後擴大。
Nevertheless, with declining base rates, the overall cost of debt for industry leaders is expected to improve over time.
儘管如此，隨着基本利率下降，行業領導者的整體債務成本預計將會隨時間改善。
As Europe lags, U.S. solar demand is poised to rise, with Enphase, SolarEdge, and Sunrun leading the charge in a recovering market.
隨着歐洲的滯後，美國太陽能需求有望增長，enphase、solaredge和sunrun在復甦的市場中處於領先地位。
譯文內容由第三人軟體翻譯。
