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    太阳能板块走低 Shoals Technology跌超12%

    来源 风禾尽起网
    2024-07-05 01:04:08

    6月29日(周三)，太阳能板块走低。截至发稿，Shoals Technology(SHLS.US)跌超12%，SunPor(SPWR.US)跌超9%，FTC Solar(FTCI.US)、Sunrun(RUN.US)跌超7%，Enphase Energy(ENPH.US)、Sunworks(SUNW.US)跌超5%。据发表的一份报告显示，考虑到通胀、利率压力、供应链限制和政府政策不利因素，对美国太阳能行业短期内的看法“中性至负面”。

    不过，该行分析师表示，美国太阳能行业长期前景将变得更好，这要归功于“天然气价格上涨、利率上升以及加强电网建设的投资增加，这使得太阳能对房主更具吸引力”。富国银行表示，美国住宅太阳能普及率目前只有4%，但到2031年肯定会达到12%。

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