随着美国2024年总统选举结果渐露端倪,光伏行业也遭遇了沉重一击。截至今日开盘,新特能源(01799)股价大跌7%,报9.07港元;其他光伏股如信义光能(00968)、福莱特玻璃(06865)和福耀玻璃(03606)也纷纷下挫,跌幅达5%左右。
导致这一行业股价重挫的主要原因是,美国共和党总统候选人特朗普在本届大选中获胜,并可能任命约翰·保尔森担任新任财长。据透露,如果保尔森真如所料成为财长,他将与特斯拉CEO马斯克合作,大规模削减联邦支出,其中包括取消"通胀削减法案"中对绿色能源的补贴支持。
此前,美国在拜登政府主导下实施了一系列优惠政策,对发展新能源产业予以大力扶持。如今政策可能做出逆转,市场对整个光伏行业未来发展的信心受到严重打击。与此同时,产能过剩和需求疲软也令行业近期整体处于艰难时期。机构分析师指出,供给过剩已经令产业链各环节利润承压,价格或将维持底部运行。国内新增装机量虽然仍在增长,但也面临一定需求压力。
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