9月18日,美联储宣布大幅降息半个百分点后,太阳能股Sunrun Inc.盘中大涨6.89%,报收于每股30.75美元。
分析人士表示,美联储的降息举措将利好太阳能行业。由于太阳能项目属于资本密集型,低利率环境下可降低企业的资金成本,推动太阳能项目投资需求增加。与此同时,对于消费者而言,较低利率也有助于减轻太阳能系统的融资成本。
除Sunrun Inc.外,其他太阳能企业股价当日也出现不同程度上涨,显示这一降息决策利好整个太阳能板块。美国太阳能厂商First Solar股价上涨3.5%,中国光伏龙头晶科能源、Enphase能源和Sunnova能源等公司股价也分别上涨3.8%至4.8%。
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