
中期选举中民主党大获全胜被视为对该行业有利,尽管美国关税仍然存在,中国可再生能源股仍延续了戏剧性的涨势。
Chinese renewables stocks extended a dramatic rally after the Democratic sweep in the midterm elections was viewed as favorable for the industry even as US tariffs remain in place.
此次上涨范围广泛,多数太阳能、电池储能和风电股票均录得涨幅。太阳能设备制造商苏州迈为科技股份有限公司一度大涨20%,此前周三已上涨17%。隶属于美国上市的阿特斯阳光电力集团的阿特斯太阳能股份有限公司一度上涨近18%,此前收盘上涨近8%。
The surge was broad-based, with most solar, battery storage and wind stocks making gains. Solar equipment maker Suzhou Maxwell Technologies Co. jumped as much as 20% following a 17% advance on Wednesday. CSI Solar Co., affiliated with US-listed Canadian Solar Inc., rose almost 18% at one point after closing up almost 8%.
这轮上涨是全球清洁能源股涨势的一部分,这些股票目前被认为面临的监管风险较低。唐纳德·特朗普总统一直是化石燃料的积极拥护者,对可再生能源开发商持敌对态度,尤其是风电项目。绿色能源股还受益于资金从人工智能板块的轮动流出,而选举加剧了这一趋势。
The gains were part of a worldwide rally in clean energy stocks, which are now seen as being subject to less regulatory risk. President Donald Trump has been an aggressive champion of fossil fuels and hostile toward renewables developers, particularly wind power projects. Green energy stocks are also benefiting from a rotation away from the artificial intelligence sector, which was exacerbated by the election.
花旗集团分析师刘显达(Pierre Lau)等人在一份报告中表示,一篮子中国可再生能源股票“未来两个月有股价上行空间”。
A basket of Chinese renewable names have “share price upside in the next two months,” Citigroup Inc. analysts including Pierre Lau said in a note.
电池企业阳光电源股份有限公司一度大涨12%,此前周三上涨7.2%。储能系统制造商北京海博思创科技股份有限公司一度上涨16%,此前上涨7.5%。
Battery firm Sungrow Power Supply Co. surged as much as 12% after rising 7.2% on Wednesday. Energy storage system maker Beijing HyperStrong Technology Co. advanced as much as 16% following a 7.5% increase.
中国可再生能源制造商在全球供应链中占据主导地位,但长期以来一直受制于美国进口关税。这种保护主义在特朗普政府时期进一步加剧,许多太阳能产品将于下月面临15%的关税。
Chinese renewable manufacturers hold a dominant position in global supply chains, but have long been subject to US import tariffs. This protectionism has intensified under the Trump administration, with 15% duties on many solar products set to take effect next month.
据彭博行业研究分析师Chia Chen称,美国一直是中国储能系统供应商利润最高的市场之一,其利润率接近其国内市场的三倍。
The US has been one of the most profitable markets for Chinese energy storage system suppliers, offering margins nearly three times higher than in their domestic market according to Bloomberg Intelligence analyst Chia Chen.
他说:“尽管存在政策和贸易摩擦,美国的储能部署仍将继续依赖中国供应链,即便本土能力正在增强。”
“Despite policy and trade frictions, the US energy storage rollout is set to keep relying on Chinese supply chains, even as local capabilities strengthen,” he said.