{"id":423737,"date":"2022-05-11T23:23:04","date_gmt":"2022-05-12T06:23:04","guid":{"rendered":"https:\/\/nai500.com\/?p=423737"},"modified":"2022-05-11T23:24:49","modified_gmt":"2022-05-12T06:24:49","slug":"%e6%9b%bf%e4%bb%a3-%e8%83%bd%e6%ba%90-%e8%82%a1%e7%a5%a8-%e7%ac%ac%e4%ba%8c-%e5%ad%a3%e5%ba%a6","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2022\/05\/%e6%9b%bf%e4%bb%a3-%e8%83%bd%e6%ba%90-%e8%82%a1%e7%a5%a8-%e7%ac%ac%e4%ba%8c-%e5%ad%a3%e5%ba%a6\/","title":{"rendered":"\u8fd9\u4e9b\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968\u7b2c\u4e8c\u5b63\u5ea6\u503c\u5f97\u6295\u8d44\u8005\u5173\u6ce8"},"content":{"rendered":"<p>\u66ff\u4ee3\u80fd\u6e90\u884c\u4e1a\u4e3b\u8981\u662f\u7531\u4ece\u4e8b\u53ef\u518d\u751f\u548c\u6e05\u6d01\u80fd\u6e90\u7684\u751f\u4ea7\u3001\u5206\u914d\u548c\u9500\u552e\u4ee5\u53ca\u76f8\u5173\u4ea7\u54c1\u548c\u670d\u52a1\u7684\u516c\u53f8\u7ec4\u6210\uff0c\u5305\u62ec\u592a\u9633\u80fd\u3001\u98ce\u80fd\u3001\u6c34\u7535\u548c\u5730\u70ed\u3002\u50cf\u4ee5\u8272\u5217\u7684SolarEdge Technologies Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=SEDG\"><u>SEDG<\/u><\/a>)\u3001\u5df4\u897f\u7684Companhia Energetica de Minas Gerais CEMIG (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=CIG\"><u>CIG<\/u><\/a>)\u548cFirst Solar Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=FSLR\"><u>FSLR<\/u><\/a>)\u90fd\u5c5e\u4e8e\u66ff\u4ee3\u80fd\u6e90\u516c\u53f8\u3002<\/p>\n<p>\u622a\u81f32022\u5e744\u670819\u65e5\uff0c\u4ee5iShares Global Clean Energy ETF (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=ICLN\"><u>ICLN<\/u><\/a>)\u4e3a\u4ee3\u8868\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968\u5728\u8fc7\u53bb12\u4e2a\u6708\u7684\u8868\u73b0\u4e0d\u53ca\u5927\u76d8\uff0c\u603b\u56de\u62a5\u7387\u4e3a-8.4%\uff0c\u540c\u671f\u5185\u7f57\u7d201000\u6307\u6570\u7684\u603b\u56de\u62a5\u7387\u4e3a6.4%\u3002<\/p>\n<p>\u5c3d\u7ba1\u5982\u6b64\uff0c\u4e0b\u9762\u8fd9\u4e9b\u6700\u5177\u4ef7\u503c\u3001\u6536\u76ca\u589e\u957f\u6700\u5feb\u4ee5\u53ca\u4e0a\u6da8\u52bf\u5934\u6700\u5f3a\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968\uff0c\u4ecd\u7136\u503c\u5f97\u6295\u8d44\u8005\u5728\u7b2c\u4e8c\u5b63\u5ea6\u91cd\u70b9\u5173\u6ce8\u3002<\/p>\n<h2><strong><b>\u6700\u5177\u4ef7\u503c\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968<\/b><\/strong><\/h2>\n<p>\u4e0b\u9762\u662f\u8fc7\u53bb12\u4e2a\u6708\u8ffd\u8e2a\u5e02\u76c8\u7387\uff08P\/E\uff09\u6700\u4f4e\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968\u3002\u56e0\u4e3a\u5229\u6da6\u53ef\u4ee5\u901a\u8fc7\u5206\u7ea2\u548c\u56de\u8d2d\u7684\u5f62\u5f0f\u8fd4\u8fd8\u7ed9\u80a1\u4e1c\uff0c\u4f4e\u5e02\u76c8\u7387\u8868\u660e\u6295\u8d44\u8005\u4e3a\u6bcf\u4e00\u7f8e\u5143\u7684\u5229\u6da6\u6240\u652f\u4ed8\u7684\u8d39\u7528\u8f83\u5c11\u3002<\/p>\n<table>\n<tbody>\n<tr>\n<td colspan=\"4\"><strong><b>\u6700\u5177\u4ef7\u503c\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968<\/b><\/strong><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>\u80a1\u4ef7 ($)<\/td>\n<td>\u5e02\u503c ($10\u4ebf)<\/td>\n<td>12\u4e2a\u6708\u8ffd\u8e2a\u5e02\u76c8\u7387<\/td>\n<\/tr>\n<tr>\n<td>Daqo New Energy Corp. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=DQ\">DQ<\/a>)<\/td>\n<td>46.74<\/td>\n<td>3.5<\/td>\n<td>4.7<\/td>\n<\/tr>\n<tr>\n<td>Brookfield Renewable Corp. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=BEPC\">BEPC<\/a>)<\/td>\n<td>39.00<\/td>\n<td>6.7<\/td>\n<td>7.1<\/td>\n<\/tr>\n<tr>\n<td>Renewable Energy Group Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=REGI\">REGI<\/a>)<\/td>\n<td>61.25<\/td>\n<td>3.1<\/td>\n<td>14.1<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><u><sup>\u6765\u6e90\uff1a<\/sup><\/u><a href=\"https:\/\/ycharts.com\/\"><u><sup>YCharts<\/sup><\/u><\/a><\/p>\n<ul>\n<li><strong>Daqo New Energy Corp.:\u00a0<\/strong>\u5927\u5168\u65b0\u80fd\u6e90\u516c\u53f8\u662f\u4e00\u5bb6\u4e2d\u56fd\u7684\u592a\u9633\u80fd\u516c\u53f8\uff0c\u751f\u4ea7\u591a\u6676\u7845\uff0c\u51fa\u552e\u7ed9\u592a\u9633\u80fd\u7535\u6c60\u548c\u7ec4\u4ef6\u5236\u9020\u5546\u3002<\/li>\n<li><strong>Brookfield Renewable Corp.:\u00a0<\/strong>Brookfield Renewable\u662f\u4e00\u5bb6\u52a0\u62ff\u5927\u7684\u53ef\u518d\u751f\u80fd\u6e90\u516c\u53f8\uff0c\u5176\u8d44\u4ea7\u7ec4\u5408\u5305\u62ec\u5728\u5317\u7f8e\u548c\u5357\u7f8e\u3001\u6b27\u6d32\u548c\u4e9a\u6d32\u7684\u6c34\u7535\u3001\u98ce\u80fd\u3001\u592a\u9633\u80fd\u548c\u5b58\u50a8\u8bbe\u65bd\u3002<\/li>\n<li><strong>Renewable Energy Group Inc.:\u00a0<\/strong>Renewable Energy Group\u5f00\u53d1\u548c\u5206\u9500\u751f\u7269\u71c3\u6599\u3001\u53ef\u518d\u751f\u5316\u5b66\u54c1\u548c\u76f8\u5173\u4ea7\u54c1\uff0c\u5728\u7f8e\u56fd\u548c\u6b27\u6d32\u7ecf\u8425\u751f\u7269\u70bc\u6cb9\u5382\u3002\u8be5\u516c\u53f8\u57282\u6708\u5e95\u5ba3\u5e03\uff0c\u540c\u610f\u88ab\u96ea\u4f5b\u9f99\u516c\u53f8\u6536\u8d2d\uff0c\u5168\u73b0\u91d1\u4ea4\u6613\u4ef7\u503c\u7ea6\u4e3a32\u4ebf\u7f8e\u5143\u3002\u8be5\u4ea4\u6613\u9884\u8ba1\u5c06\u57282022\u5e74\u4e0b\u534a\u5e74\u5b8c\u6210\u3002<\/li>\n<\/ul>\n<h2><strong><b>\u589e\u901f\u6700\u5feb\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968<\/b><\/strong><\/h2>\n<p>\u4ee5\u4e0b\u662f\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u540c\u6bd4\u589e\u957f\u6700\u9ad8\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u3002\u76c8\u5229\u4e0a\u5347\u8868\u660e\u4e00\u5bb6\u516c\u53f8\u7684\u4e1a\u52a1\u6b63\u5728\u589e\u957f\uff0c\u5e76\u4e14\u6b63\u5728\u4ea7\u751f\u66f4\u591a\u7684\u8d44\u91d1\uff0c\u53ef\u4ee5\u518d\u6295\u8d44\u6216\u56de\u62a5\u7ed9\u80a1\u4e1c\u3002<\/p>\n<table>\n<tbody>\n<tr>\n<td colspan=\"5\"><strong><b>\u589e\u901f\u6700\u5feb\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968<\/b><\/strong><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>\u80a1\u4ef7 ($)<\/td>\n<td>\u5e02\u503c ($10\u4ebf)<\/td>\n<td>\u6bcf\u80a1\u6536\u76ca\u589e\u957f (%)<\/td>\n<td>\u6536\u5165\u589e\u957f (%)<\/td>\n<\/tr>\n<tr>\n<td>Canadian Solar Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=CSIQ\">CSIQ<\/a>)<\/td>\n<td>34.33<\/td>\n<td>2.1<\/td>\n<td>254.5<\/td>\n<td>46.9<\/td>\n<\/tr>\n<tr>\n<td>SolarEdge Technologies Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=SEDG\">SEDG<\/a>)<\/td>\n<td>304.82<\/td>\n<td>16.8<\/td>\n<td>124.2<\/td>\n<td>54.1<\/td>\n<\/tr>\n<tr>\n<td>Daqo New Energy Corp. (DQ)<\/td>\n<td>46.74<\/td>\n<td>3.5<\/td>\n<td>103.1<\/td>\n<td>59.7<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><u><sup>\u6765\u6e90\uff1a<\/sup><\/u><a href=\"https:\/\/ycharts.com\/\"><u><sup>YCharts<\/sup><\/u><\/a><\/p>\n<ul>\n<li><strong>Canadian Solar Inc.:\u00a0<\/strong>Canadian Solar\u662f\u4e00\u5bb6\u52a0\u62ff\u5927\u7684\u592a\u9633\u80fd\u516c\u53f8\uff0c\u8bbe\u8ba1\u3001\u5236\u9020\u548c\u9500\u552e\u5c06\u592a\u9633\u5149\u8f6c\u5316\u4e3a\u7535\u80fd\u7684\u592a\u9633\u80fd\u6a21\u5757\u4ea7\u54c1\uff0c\u8fd8\u63d0\u4f9b\u7535\u6c60\u5b58\u50a8\u89e3\u51b3\u65b9\u6848\u3002\u8be5\u516c\u53f8\u57283\u6708\u4e2d\u65ec\u5ba3\u5e03\u4e862021\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u8d22\u52a1\u4e1a\u7ee9\uff0c\u5373\u622a\u81f32021\u5e7412\u670831\u65e5\u7684\u4e09\u4e2a\u6708\u671f\u95f4\uff0c\u5f52\u5c5e\u4e8e\u80a1\u4e1c\u7684\u51c0\u6536\u5165\u6bd4\u53bb\u5e74\u540c\u671f\u589e\u957f\u4e863%\uff0c\u6536\u5165\u589e\u957f\u4e8646.9%<\/li>\n<li><strong>SolarEdge Technologies Inc.:\u00a0<\/strong>SolarEdge Technologies\u5236\u9020\u592a\u9633\u80fd\u5149\u4f0f\u7cfb\u7edf\u4f7f\u7528\u7684\u667a\u80fd\u9006\u53d8\u5668\u7cfb\u7edf\u3002\u8be5\u516c\u53f8\u7684\u9006\u53d8\u5668\u7cfb\u7edf\u6700\u5927\u9650\u5ea6\u5730\u63d0\u9ad8\u4e86\u592a\u9633\u80fd\u5149\u4f0f\u7cfb\u7edf\u7684\u53d1\u7535\u91cf\u3002<\/li>\n<li><strong>Daqo New Energy Corp.:\u00a0<\/strong>\u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n<\/ul>\n<h2><strong><b>\u6da8\u52bf\u6700\u597d\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968<\/b><\/strong><\/h2>\n<p>\u4ee5\u4e0b\u662f\u8fc7\u53bb12\u4e2a\u6708\u4e2d\u603b\u56de\u62a5\u7387\u6700\u9ad8\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968\u3002<\/p>\n<table>\n<tbody>\n<tr>\n<td colspan=\"4\"><strong><b>\u6da8\u52bf\u6700\u597d\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968<\/b><\/strong><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>\u80a1\u4ef7 ($)<\/td>\n<td>\u5e02\u503c ($10\u4ebf)<\/td>\n<td>\u8fc7\u53bb12\u4e2a\u6708\u603b\u56de\u62a5\u7387 (%)<\/td>\n<\/tr>\n<tr>\n<td>Enviva Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=EVA\">EVA<\/a>)<\/td>\n<td>89.64<\/td>\n<td>6.0<\/td>\n<td>99.7<\/td>\n<\/tr>\n<tr>\n<td>JinkoSolar Holding Co. Ltd. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=JKS\">JKS<\/a>)<\/td>\n<td>56.61<\/td>\n<td>2.7<\/td>\n<td>53.0<\/td>\n<\/tr>\n<tr>\n<td>Enphase Energy Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=ENPH\">ENPH<\/a>)<\/td>\n<td>195.60<\/td>\n<td>26.2<\/td>\n<td>38.6<\/td>\n<\/tr>\n<tr>\n<td>Russell 1000<\/td>\n<td>N\/A<\/td>\n<td>N\/A<\/td>\n<td>6.4<\/td>\n<\/tr>\n<tr>\n<td>iShares Global Clean Energy ETF (ICLN)<\/td>\n<td>N\/A<\/td>\n<td>N\/A<\/td>\n<td>-8.4<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><u><sup>\u6765\u6e90\uff1a<\/sup><\/u><a href=\"https:\/\/ycharts.com\/\"><u><sup>YCharts<\/sup><\/u><\/a><\/p>\n<ul>\n<li><strong>Enviva Inc.:\u00a0<\/strong>Enviva\u6536\u96c6\u6728\u8d28\u7ea4\u7ef4\u5e76\u5c06\u5176\u52a0\u5de5\u6210\u6728\u8d28\u9897\u7c92\uff0c\u901a\u8fc7\u4e0e\u82f1\u56fd\u3001\u6b27\u76df\uff08EU\uff09\u548c\u65e5\u672c\u7684\u4fe1\u8a89\u826f\u597d\u7684\u5ba2\u6237\u7b7e\u8ba2\u957f\u671f\u7684\u627f\u8d2d\u5408\u540c\u9500\u552e\u4ea7\u54c1\u3002\u8be5\u516c\u53f8\u57284\u6708\u521d\u5ba3\u5e03\uff0c\u8ba1\u5212\u6295\u8d44\u7ea62.5\u4ebf\u7f8e\u5143\u5728\u5bc6\u897f\u897f\u6bd4\u5dde\u90a6\u5fb7\u5e02\u5efa\u8bbe\u4e00\u4e2a\u65b0\u7684\u52a0\u5de5\u5382\u3002Enviva\u8ba1\u5212\u5728\u672a\u6765\u4e94\u5e74\u5185\u5c06\u5176\u751f\u4ea7\u80fd\u529b\u63d0\u9ad8\u4e00\u500d\u81f3\u7ea61300\u4e07\u5428\u3002<\/li>\n<li><strong>JinkoSolar Holding Co. Ltd.:\u00a0<\/strong>\u6676\u79d1\u80fd\u6e90\u662f\u4e00\u5bb6\u5168\u7403\u6027\u7684\u592a\u9633\u80fd\u7ec4\u4ef6\u5236\u9020\u5546\uff0c\u5411\u4e00\u7cfb\u5217\u56fd\u9645\u516c\u7528\u4e8b\u4e1a\u3001\u5546\u4e1a\u548c\u4f4f\u5b85\u5ba2\u6237\u5206\u9500\u5176\u4ea7\u54c1\u5e76\u63d0\u4f9b\u89e3\u51b3\u65b9\u6848\u548c\u670d\u52a1\u3002<\/li>\n<li><strong>Enphase Energy Inc.:\u00a0<\/strong>Enphase Energy\u662f\u4e00\u5bb6\u5168\u7403\u80fd\u6e90\u6280\u672f\u516c\u53f8\uff0c\u63d0\u4f9b\u57fa\u4e8e\u5fae\u578b\u9006\u53d8\u5668\u7684\u592a\u9633\u80fd\u52a0\u50a8\u80fd\u7cfb\u7edf\uff0c\u5c06\u592a\u9633\u80fd\u53d1\u7535\u3001\u5b58\u50a8\u548c\u80fd\u6e90\u7ba1\u7406\u96c6\u5408\u5728\u4e00\u4e2a\u5e73\u53f0\u4e0a\u3002\u8be5\u516c\u53f8\u57283\u6708\u4e2d\u65ec\u5ba3\u5e03\uff0c\u5df2\u7ecf\u6536\u8d2d\u4e86SolarLeadFactory LLC\uff0c\u8fd9\u662f\u4e00\u5bb6\u4e3a\u592a\u9633\u80fd\u5b89\u88c5\u5546\u63d0\u4f9b\u9ad8\u8d28\u91cf\u7ebf\u7d22\u7684\u4f9b\u5e94\u5546\u3002\u6536\u8d2d\u7684\u8d22\u52a1\u6761\u6b3e\u5c1a\u672a\u62ab\u9732\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\u66ff\u4ee3\u80fd\u6e90\u884c\u4e1a\u4e3b\u8981\u662f\u7531\u4ece\u4e8b\u53ef\u518d\u751f\u548c\u6e05\u6d01\u80fd\u6e90\u7684\u751f\u4ea7\u3001\u5206\u914d\u548c\u9500\u552e\u4ee5\u53ca\u76f8\u5173\u4ea7\u54c1\u548c\u670d\u52a1\u7684\u516c\u53f8\u7ec4\u6210\uff0c\u5305\u62ec\u592a\u9633\u80fd\u3001\u98ce\u80fd\u3001\u6c34\u7535 [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":381972,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[1121],"class_list":["post-423737","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-1121","sectors-oil-gas-zh-hans","locations-china-zh-hans","locations-canada-zh-hans","locations-us-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/423737","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=423737"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/423737\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/381972"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=423737"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=423737"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=423737"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}