清洁能源松口气！美参院终版“大漂亮”法案不含进口相关组件新征税，光伏股走高

华尔街见闻07-02

上周末传出的参议院此前版本提出，对使用特定进口组件的风能和光伏项目征收新消费税。行业协会预计，该消费税未来十年会让美国清洁能源公司增加多达70亿美元成本。不含该征税内容的终版法案通过后，光伏股Sunrun大涨10%。美国清洁能源行业可以松口气了。新近消息显示，美国参议院最终通过的大规模减税和支出法案——所谓“大漂亮”法案版本没有加入备受清洁能源行业质疑的相关进口组件征税内容。美东时间7月1日周二，...

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07-02
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03:39","market":"us","language":"zh","title":"清洁能源松口气！美参院终版“大漂亮”法案不含进口相关组件新征税，光伏股走高","url":"https://stock-news.laohu8.com/highlight/detail?id=2548884042","media":"华尔街见闻","summary":"上周末传出的参议院此前版本提出，对使用特定进口组件的风能和光伏项目征收新消费税。行业协会预计，该消费税未来十年会让美国清洁能源公司增加多达70亿美元成本。不含该征税内容的终版法案通过后，光伏股Sunrun午盘涨超10%。","content":"<html><head></head><body><blockquote><p>上周末传出的参议院此前版本提出，对使用特定进口组件的风能和光伏项目征收新消费税。行业协会预计，该消费税未来十年会让美国清洁能源公司增加多达70亿美元成本。不含该征税内容的终版法案通过后，光伏股Sunrun大涨10%。</p></blockquote><p style=\"text-align: justify;\">美国清洁能源行业可以松口气了。新近消息显示，美国参议院最终通过的大规模减税和支出法案——所谓“大漂亮”法案版本没有加入备受清洁能源行业质疑的相关进口组件征税内容。</p><p style=\"text-align: justify;\">美东时间7月1日周二，美国国会参议院以51比50的投票结果，通过了“大漂亮”法案。媒体指出，在这个参议院全院表决惊险通过的最终版本法案中，并没有一项针对风能和太阳能项目的税收。</p><p style=\"text-align: justify;\">上周末，清洁能源行业惊讶且愤怒地发现，参议院提出的法案版本提出，对使用特定进口组件的风能和光伏项目征收新消费税。该消费税适用于，采用来自受关注外国实体的组件、且用量超过一定门槛的风能和光伏项目。</p><p style=\"text-align: justify;\">本周二临近美股午盘时参议院通过“大漂亮”法案后，光伏股走高。</p><p style=\"text-align: justify;\">住宅太阳能安装商Sunrun（RUN）午盘涨超10%，收涨10.5%。光伏追踪器制造商 Array Technologies（ARRY）和 Nextracker（NXT）的股价分别收涨12.5%和5.8%。美国最大的可再生能源开发商 NextEra Energy（NEE）股价收涨5.2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4343fcafd4d5b4c6117179024270ab72\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">光伏ETF Invesco Solar ETF（TAN）午盘刷新日高时涨近5.4%，收涨近2.9%，另一行业ETF iShares Global Clean Energy ETF（LCLN）在早盘尾声时转涨后涨幅扩大，午盘曾涨逾1.4%，收涨逾0.8%。</p><p style=\"text-align: justify;\">参议院新版“大漂亮”法案不仅加速取消清洁能源补贴，还意外增加了针对风能和光伏的新消费税条款。美国清洁能源协会（ACP）估计，新的消费税将在未来十年内为美国清洁能源公司增加40亿至70亿美元的成本。研究机构Rhodium Group预测，这将导致风能和太阳能建设成本上涨10%至20%。</p><p style=\"text-align: justify;\">从股市反应看，投资者无疑对参议院终版法案删除新消费税表示欢迎。但行业协会还保持警惕。</p><p style=\"text-align: justify;\">本周二参议院通过“大漂亮”法案后，美国太阳能产业协会（SEIA）警告，参议院终版法案的改进“有限”，而且整体而言，该法案仍然对可再生能源有害。</p><p style=\"text-align: justify;\">SEIA的CEO Abigail Ross Hopper在一份声明中表示：“这项立法破坏了美国制造业复苏和全球能源领导地位的根基。如果这项法案成为法律，（美国的）家庭将面临更高的电费，工厂将关闭，美国民众将失去工作，我们的电网也将变得更加脆弱。”</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>清洁能源松口气！美参院终版“大漂亮”法案不含进口相关组件新征税，光伏股走高</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n清洁能源松口气！美参院终版“大漂亮”法案不含进口相关组件新征税，光伏股走高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-02 03:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3750218><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周末传出的参议院此前版本提出，对使用特定进口组件的风能和光伏项目征收新消费税。行业协会预计，该消费税未来十年会让美国清洁能源公司增加多达70亿美元成本。不含该征税内容的终版法案通过后，光伏股Sunrun大涨10%。美国清洁能源行业可以松口气了。新近消息显示，美国参议院最终通过的大规模减税和支出法案——所谓“大漂亮”法案版本没有加入备受清洁能源行业质疑的相关进口组件征税内容。美东时间7月1日周二，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3750218\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/810ad379cd5535cd225d56ee83017b3f","relate_stocks":{"LU2298064838.USD":"NINETY ONE GSF GLOBAL ENVIRONMENT \"A\" (USD) INC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","IE00BD4GTT62.SGD":"Legg Mason ClearBridge Infrastructure Value A SGD-H (mdis) plus","IE00BMG7P702.HKD":"FTGF 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GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3750218","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2548884042","content_text":"上周末传出的参议院此前版本提出，对使用特定进口组件的风能和光伏项目征收新消费税。行业协会预计，该消费税未来十年会让美国清洁能源公司增加多达70亿美元成本。不含该征税内容的终版法案通过后，光伏股Sunrun大涨10%。美国清洁能源行业可以松口气了。新近消息显示，美国参议院最终通过的大规模减税和支出法案——所谓“大漂亮”法案版本没有加入备受清洁能源行业质疑的相关进口组件征税内容。美东时间7月1日周二，美国国会参议院以51比50的投票结果，通过了“大漂亮”法案。媒体指出，在这个参议院全院表决惊险通过的最终版本法案中，并没有一项针对风能和太阳能项目的税收。上周末，清洁能源行业惊讶且愤怒地发现，参议院提出的法案版本提出，对使用特定进口组件的风能和光伏项目征收新消费税。该消费税适用于，采用来自受关注外国实体的组件、且用量超过一定门槛的风能和光伏项目。本周二临近美股午盘时参议院通过“大漂亮”法案后，光伏股走高。住宅太阳能安装商Sunrun（RUN）午盘涨超10%，收涨10.5%。光伏追踪器制造商 Array Technologies（ARRY）和 Nextracker（NXT）的股价分别收涨12.5%和5.8%。美国最大的可再生能源开发商 NextEra Energy（NEE）股价收涨5.2%。光伏ETF Invesco Solar ETF（TAN）午盘刷新日高时涨近5.4%，收涨近2.9%，另一行业ETF iShares Global Clean Energy ETF（LCLN）在早盘尾声时转涨后涨幅扩大，午盘曾涨逾1.4%，收涨逾0.8%。参议院新版“大漂亮”法案不仅加速取消清洁能源补贴，还意外增加了针对风能和光伏的新消费税条款。美国清洁能源协会（ACP）估计，新的消费税将在未来十年内为美国清洁能源公司增加40亿至70亿美元的成本。研究机构Rhodium Group预测，这将导致风能和太阳能建设成本上涨10%至20%。从股市反应看，投资者无疑对参议院终版法案删除新消费税表示欢迎。但行业协会还保持警惕。本周二参议院通过“大漂亮”法案后，美国太阳能产业协会（SEIA）警告，参议院终版法案的改进“有限”，而且整体而言，该法案仍然对可再生能源有害。SEIA的CEO Abigail Ross Hopper在一份声明中表示：“这项立法破坏了美国制造业复苏和全球能源领导地位的根基。如果这项法案成为法律，（美国的）家庭将面临更高的电费，工厂将关闭，美国民众将失去工作，我们的电网也将变得更加脆弱。”","news_type":1,"symbols_score_info":{"RUN":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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