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cover of episode Solar sinks as Senate eyes tax credit sunset

Solar sinks as Senate eyes tax credit sunset

2025/6/17
logo of podcast Wall Street Breakfast

Wall Street Breakfast

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Julie Morgan
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Julie Morgan: 共和党控制的参议院财政委员会提议逐步取消太阳能和风能的税收抵免,导致太阳能公司股价大幅下跌。作为一名新闻播报员,我认为这项政策变化对太阳能行业产生了直接的负面影响,Sunrun、SolarEdge Technologies和Enphase Energy等公司的股价均大幅下跌,跌幅分别为26.8%、21.8%和16.7%。虽然第一太阳能公司(First Solar)的股价跌幅相对较小,但整体趋势表明市场对税收政策的调整感到担忧。这项法案对水力、核能和地热能的税收抵免延期至2036年,这表明政府对不同能源类型的支持存在差异。参议院的版本给予清洁能源项目更多时间来使用税收抵免,这与众议院版本有所不同,后者要求项目在法案颁布后60天内开工,并在2028年底前投入使用才能获得税收抵免。

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