{"id":437797,"date":"2022-09-22T01:08:13","date_gmt":"2022-09-22T08:08:13","guid":{"rendered":"https:\/\/nai500.com\/?p=437797"},"modified":"2022-09-22T01:09:58","modified_gmt":"2022-09-22T08:09:58","slug":"%e6%b8%85%e6%b4%81-%e8%83%bd%e6%ba%90-%e6%8a%95%e8%b5%84%e8%80%85-%e7%ac%ac%e5%9b%9b-%e5%ad%a3%e5%ba%a6-%e5%a4%aa%e9%98%b3%e8%83%bd-%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2022\/09\/%e6%b8%85%e6%b4%81-%e8%83%bd%e6%ba%90-%e6%8a%95%e8%b5%84%e8%80%85-%e7%ac%ac%e5%9b%9b-%e5%ad%a3%e5%ba%a6-%e5%a4%aa%e9%98%b3%e8%83%bd-%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u6e05\u6d01\u80fd\u6e90\u6295\u8d44\u8005\uff1a\u7b2c\u56db\u5b63\u5ea6\u6700\u597d\u7684\u592a\u9633\u80fd\u80a1\u7968\u65e9\u77e5\u9053"},"content":{"rendered":"

\u5c3d\u7ba1\u73b0\u9636\u6bb5\u5316\u77f3\u71c3\u6599\u4ecd\u7136\u5728\u5168\u7403\u80fd\u6e90\u4f7f\u7528\u4e2d\u5360\u4e3b\u5bfc\u5730\u4f4d\uff0c\u4f46\u592a\u9633\u80fd\u884c\u4e1a\u7684\u8fc5\u901f\u589e\u957f\u662f\u6709\u76ee\u5171\u7779\u7684\u3002\u592a\u9633\u80fd\u884c\u4e1a\u62e5\u6709\u6765\u81ea\u591a\u4e2a\u9886\u57df\u7684\u516c\u53f8\uff0c\u5305\u62ec\u516c\u7528\u4e8b\u4e1a\u3001\u5de5\u4e1a\u548c\u80fd\u6e90\uff0c\u4ee5\u53ca\u5305\u62ecSolarEdge Technologies (SEDG<\/u><\/a>)\u548cSunRun Inc. (RUN<\/u><\/a>)\u7b49\u70ed\u95e8\u80a1\u7968\u3002\u867d\u7136\u4e00\u4e9b\u5927\u578b\u516c\u7528\u4e8b\u4e1a\u548c\u80fd\u6e90\u516c\u53f8\u4e5f\u90fd\u6709\u592a\u9633\u80fd\u548c\u53ef\u518d\u751f\u80fd\u6e90\u90e8\u95e8\uff0c\u4f46\u7531\u4e8e\u6bcd\u516c\u53f8\u7684\u4e3b\u8425\u4e1a\u52a1\u4e0d\u662f\u592a\u9633\u80fd\uff0c\u56e0\u6b64\u4e0d\u5305\u62ec\u5728\u8fd9\u4e2a\u540d\u5355\u4e2d\u3002<\/p>\n

\u5728\u5168\u7403\u5411\u7eff\u8272\u7ecf\u6d4e\u8fc7\u6e21\u4e4b\u9645\uff0c\u4ee5Invesco Solar ETF (TAN<\/u><\/a>)\u4e3a\u4ee3\u8868\u7684\u592a\u9633\u80fd\u80a1\u7968\u8fc7\u53bb\u4e00\u5e74\u7684\u8868\u73b0\u7565\u597d\u4e8e\u5927\u76d8\u3002\u622a\u81f32022\u5e749\u67086\u65e5\uff0cTAN\u5728\u8fc7\u53bb12\u4e2a\u6708\u4ea7\u751f\u4e86-1.7%\u7684\u56de\u62a5\uff0c\u8d85\u8fc7\u7f57\u7d201000 ETF\u6307\u6570\u540c\u671f-7.1%\u7684\u603b\u56de\u62a5\u3002<\/p>\n

2022\u5e748\u670816\u65e5\uff0c\u7f8e\u56fd\u603b\u7edf\u62dc\u767b\u7b7e\u7f72\u4e86\u300a2022\u5e74\u901a\u80c0\u524a\u51cf\u6cd5\u6848\u300b\uff0c\u8981\u6c42\u5bf9\u80fd\u6e90\u548c\u6c14\u5019\u6539\u9769\u8fdb\u884c\u8d85\u8fc73000\u4ebf\u7f8e\u5143\u7684\u6295\u8d44\uff0c\u8fd9\u4e5f\u662f\u7f8e\u56fd\u5386\u53f2\u4e0a\u5bf9\u6e05\u6d01\u80fd\u6e90\u6700\u5927\u7684\u8054\u90a6\u6295\u8d44\u3002\u8be5\u6cd5\u6848\u89c4\u5b9a\u5bf9\u53ef\u518d\u751f\u80fd\u6e90\u57fa\u7840\u8bbe\u65bd\u8fdb\u884c\u6295\u8d44\uff0c\u5305\u62ec\u589e\u52a0\u98ce\u529b\u6da1\u8f6e\u673a\u548c\u5236\u9020\u592a\u9633\u80fd\u677f\u3002\u9274\u4e8e\u6b64\uff0c\u4e0b\u9762\u8fd9\u4e9b\u8fc7\u53bb\u4e00\u5e74\u6700\u5177\u4ef7\u503c\u3001\u589e\u957f\u6700\u5feb\u3001\u4e0a\u6da8\u52bf\u5934\u6700\u5f3a\u7684\u592a\u9633\u80fd\u80a1\u7968\uff0c\u6295\u8d44\u8005\u73b0\u5728\u5c31\u53ef\u4ee5\u5173\u6ce8\u8d77\u6765\u3002<\/p>\n

\u6700\u5177\u4ef7\u503c\u7684\u592a\u9633\u80fd\u80a1<\/b><\/strong><\/h2>\n

\u4ee5\u4e0b\u662f\u8fc7\u53bb12\u4e2a\u6708\u8ffd\u8e2a\u5e02\u76c8\u7387\uff08P\/E\uff09\u6700\u4f4e\u7684\u592a\u9633\u80fd\u80a1\u7968\u3002\u56e0\u4e3a\u5229\u6da6\u53ef\u4ee5\u901a\u8fc7\u5206\u7ea2\u548c\u80a1\u7968\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\u652f\u4ed8\u7684\u8d39\u7528\u8f83\u5c11\u3002<\/p>\n\n\n\n\n\n\n\n
\u6700\u5177\u4ef7\u503c\u7684\u592a\u9633\u80fd\u80a1<\/b><\/strong><\/td>\n<\/tr>\n
<\/td>\n\u80a1\u4ef7\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u4ebf)<\/td>\n12\u4e2a\u6708\u8ffd\u8e2a\u5e02\u76c8\u7387<\/td>\n<\/tr>\n
Daqo New Energy Corp. (DQ<\/a>)<\/td>\n64.53<\/td>\n4.8<\/td>\n0.8<\/td>\n<\/tr>\n
Hannon Armstrong Sustainable Infrastructure Capital Inc. (HASI<\/a>)<\/td>\n40.00<\/td>\n3.5<\/td>\n29.0<\/td>\n<\/tr>\n
Canadian Solar Inc. (CSIQ)<\/td>\n38.68<\/td>\n2.5<\/td>\n31.4<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u6765\u6e90\uff1a<\/sup>\u00a0<\/sup>YCharts<\/sup><\/u><\/p>\n

    \n
  • 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\u8be5\u516c\u53f8\u57288\u67083\u65e5\u516c\u5e03\u4e862022\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u8d22\u52a1\u4e1a\u7ee9\uff0c\u5f52\u5c5e\u4e8e\u80a1\u4e1c\u7684\u51c0\u6536\u5165\u540c\u6bd4\u589e\u957f\u8fd13\u500d\u3002<\/li>\n
  • Hannon Armstrong Sustainable Infrastructure Capital Inc.:\u00a0<\/strong>Hannon Armstrong Sustainable Infrastructure Capital\u662f\u4e00\u652f\u6295\u8d44\u4e8e\u53ef\u6301\u7eed\u57fa\u7840\u8bbe\u65bd\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff08REIT\uff09\uff0c\u4e13\u6ce8\u4e8e\u5bf9\u7528\u4e8e\u6c14\u5019\u89e3\u51b3\u65b9\u6848\u3001\u53ef\u518d\u751f\u80fd\u6e90\u548c\u76f8\u5173\u9879\u76ee\u7684\u623f\u5730\u4ea7\u7684\u6295\u8d44\u3002\u8be5\u516c\u53f88\u67084\u65e5\u5ba3\u5e03\u6d3e\u53d10.375\u7f8e\u5143\u7684\u666e\u901a\u80a1\u73b0\u91d1\u5b63\u5ea6\u80a1\u606f\u3002\u80a1\u606f\u5c06\u4e8e10\u670811\u65e5\u652f\u4ed8\u7ed9\u622a\u81f32022\u5e748\u67088\u65e5\u5728\u518c\u7684\u80a1\u4e1c\u3002<\/li>\n
  • Canadian Solar Inc.:\u00a0<\/strong>Canadian Solar\u662f\u4e00\u5bb6\u4f4d\u4e8e\u52a0\u62ff\u5927\u7684\u592a\u9633\u80fd\u4ea7\u54c1\u5f00\u53d1\u5546\uff0c\u4e3a\u4f4f\u5b85\u3001\u5546\u4e1a\u548c\u5de5\u4e1a\u5ba2\u6237\u8bbe\u8ba1\u3001\u5efa\u9020\u548c\u9500\u552e\u6a21\u5757\u3002\u8be5\u516c\u53f8\u7684\u4ea7\u54c1\u5305\u62ec\u592a\u9633\u80fd\u7ec4\u4ef6\u3001\u9006\u53d8\u5668\u548c\u7cfb\u7edf\u5957\u4ef6\u3002<\/li>\n<\/ul>\n

    \u589e\u957f\u6700\u5feb\u7684\u592a\u9633\u80fd\u80a1<\/b><\/strong><\/h2>\n

    \u4ee5\u4e0b\u662f\u6839\u636e\u4e00\u4e2a\u589e\u957f\u6a21\u578b\u9009\u51fa\u7684\u9876\u7ea7\u592a\u9633\u80fd\u80a1\u7968\uff0c\u8be5\u6a21\u578b\u6839\u636e\u516c\u53f8\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u767e\u5206\u6bd4\u6536\u5165\u540c\u6bd4\u589e\u957f\u548c\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u5e74\u540c\u6bd4\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u589e\u957f\uff0c\u4ee550\/50\u7684\u6743\u91cd\u8fdb\u884c\u8bc4\u5206\u3002\u9500\u552e\u548c\u76c8\u5229\u90fd\u662f\u516c\u53f8\u6210\u529f\u7684\u5173\u952e\u56e0\u7d20\u3002\u56e0\u6b64\uff0c\u53ea\u7528\u4e00\u4e2a\u589e\u957f\u6307\u6807\u5bf9\u516c\u53f8\u8fdb\u884c\u6392\u540d\uff0c\u4f7f\u6392\u540d\u5bb9\u6613\u53d7\u5230\u8be5\u5b63\u5ea6\u7684\u4f1a\u8ba1\u5f02\u5e38\u60c5\u51b5\uff08\u5982\u7a0e\u6cd5\u7684\u53d8\u5316\u6216\u91cd\u7ec4\u6210\u672c\uff09\u7684\u5f71\u54cd\uff0c\u53ef\u80fd\u4f7f\u4e00\u4e2a\u6216\u53e6\u4e00\u4e2a\u6570\u5b57\u4e0d\u80fd\u4ee3\u8868\u4f01\u4e1a\u7684\u603b\u4f53\u60c5\u51b5\u3002\u5b63\u5ea6EPS\u6216\u6536\u5165\u589e\u957f\u8d85\u8fc72500%\u7684\u516c\u53f8\u88ab\u4f5c\u4e3a\u5f02\u5e38\u503c\u6392\u9664\u5728\u5916\u3002<\/p>\n\n\n\n\n\n\n\n
    \u589e\u957f\u6700\u5feb\u7684\u592a\u9633\u80fd\u80a1<\/b><\/strong><\/td>\n<\/tr>\n
    <\/td>\n\u80a1\u4ef7\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u4ebf)<\/td>\nEPS\u589e\u957f\u00a0(%)<\/td>\n\u6536\u5165\u589e\u957f\u00a0(%)<\/td>\n<\/tr>\n
    Daqo New Energy Corp. (DQ)<\/td>\n64.53<\/td>\n4.8<\/td>\n170.0<\/td>\n181.9<\/td>\n<\/tr>\n
    Enphase Energy Inc. (ENPH)<\/td>\n300.91<\/td>\n40.8<\/td>\n92.9<\/td>\n67.8<\/td>\n<\/tr>\n
    Sunnova Energy International Inc. (NOVA)<\/td>\n27.58<\/td>\n3.2<\/td>\nN\/A \u8be6\u89c1\u516c\u53f8\u4ecb\u7ecd\u8bf4\u660e<\/td>\n120.9<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    \u6765\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

      \n
    • Daqo New Energy Corp.:\u00a0<\/strong>\u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n
    • 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\u57287\u670826\u65e5\u62a5\u544a\u4e862022\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u4e1a\u7ee9\uff0c\u5b63\u5ea6\u6536\u5165\u8fbe\u5230\u521b\u7eaa\u5f55\u7684302\u4ebf\u7f8e\u5143\u3002<\/li>\n
    • Sunnova Energy International Inc.:<\/strong>\u00a0Sunnova Energy International, Inc.\u662f\u4e00\u5bb6\u4f4f\u5b85\u80fd\u6e90\u670d\u52a1\u63d0\u4f9b\u5546\uff0c\u63d0\u4f9b\u592a\u9633\u80fd\u7cfb\u7edf\u3001\u7535\u52a8\u6c7d\u8f66\u5145\u7535\u5668\u548c\u5bb6\u5ead\u592a\u9633\u80fd\u4fdd\u62a4\u30027\u670827\u65e5\uff0cSunnova\u516c\u5e032022\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6536\u76ca\u4e3a\u8d1f\u6570\uff0c\u56e0\u6b64\u65e0\u6cd5\u8ba1\u7b97\u51fa\u4e0a\u8868\u4e2d\u7684EPS\u589e\u957f\uff0c\u7b2c\u4e8c\u5b63\u5ea6\u6536\u5165\u589e\u52a0\u523047\u4ebf\u7f8e\u5143\uff0c\u53bb\u5e74\u540c\u671f\u4e3a8050\u4e07\u7f8e\u5143\u3002<\/li>\n<\/ul>\n

      \u6700\u5177\u4e0a\u6da8\u52bf\u5934\u7684\u592a\u9633\u80fd\u80a1<\/b><\/strong><\/h2>\n

      \u4ee5\u4e0b\u662f\u5728\u8fc7\u53bb12\u4e2a\u6708\u4e2d\u603b\u56de\u62a5\u7387\u6700\u9ad8\u7684\u592a\u9633\u80fd\u80a1\u7968\u3002<\/p>\n\n\n\n\n\n\n\n\n\n
      \u6700\u5177\u4e0a\u6da8\u52bf\u5934\u7684\u592a\u9633\u80fd\u80a1<\/b><\/strong><\/td>\n<\/tr>\n
      <\/td>\n\u80a1\u4ef7\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u4ebf)<\/td>\n12\u4e2a\u6708\u8ffd\u8e2a\u603b\u56de\u62a5\u7387\u00a0(%)<\/td>\n<\/tr>\n
      Enphase Energy Inc. (ENPH)<\/td>\n300.91<\/td>\n40.8<\/td>\n64.0<\/td>\n<\/tr>\n
      Array Technologies Inc. (ARRY)<\/td>\n17.66<\/td>\n2.7<\/td>\n28.5<\/td>\n<\/tr>\n
      Maxeon Solar Technologies Ltd. (MAXN)<\/td>\n18.88<\/td>\n0.8<\/td>\n25.3<\/td>\n<\/tr>\n
      Russell 1000<\/td>\nN\/A<\/td>\nN\/A<\/td>\n-7.1<\/td>\n<\/tr>\n
      Invesco Solar ETF (TAN)<\/td>\nN\/A<\/td>\nN\/A<\/td>\n-1.7<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      \u6765\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

        \n
      • Enphase Energy Inc.:\u00a0<\/strong>\u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n
      • Array Technologies Inc.:\u00a0<\/strong>Array Technologies\u751f\u4ea7\u7528\u4e8e\u592a\u9633\u80fd\u9879\u76ee\u7684\u5730\u9762\u5b89\u88c5\u7cfb\u7edf\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5411\u5efa\u9020\u592a\u9633\u80fd\u9879\u76ee\u7684\u5de5\u7a0b\u3001\u91c7\u8d2d\u548c\u5efa\u7b51\u516c\u53f8\u4ee5\u53ca\u5927\u578b\u592a\u9633\u80fd\u5f00\u53d1\u5546\u3001\u72ec\u7acb\u53d1\u7535\u5546\u548c\u516c\u7528\u4e8b\u4e1a\u3001\u4e3b\u4f9b\u5e94\u534f\u8bae\u6216\u591a\u5e74\u671f\u91c7\u8d2d\u5408\u540c\u9500\u552e\u5176\u4ea7\u54c1\u3002<\/li>\n
      • Maxeon Solar Technologies Ltd.:<\/strong>Maxeon Solar Technologies\u5236\u9020\u548c\u9500\u552e\u4f18\u8d28\u592a\u9633\u80fd\u6280\u672f\uff0c\u4ea7\u54c1\u5305\u62ecMaxeon\u7cfb\u5217\u7684IBC\u592a\u9633\u80fd\u7535\u6c60\u548c\u7535\u6c60\u677f\uff0c\u4ee5\u53caPerformance\u7cfb\u5217\u7684\u68da\u5f0f\u592a\u9633\u80fd\u7535\u6c60\u548c\u7535\u6c60\u677f\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        \u5c3d\u7ba1\u73b0\u9636\u6bb5\u5316\u77f3\u71c3\u6599\u4ecd\u7136\u5728\u5168\u7403\u80fd\u6e90\u4f7f\u7528\u4e2d\u5360\u4e3b\u5bfc\u5730\u4f4d\uff0c\u4f46\u592a\u9633\u80fd\u884c\u4e1a\u7684\u8fc5\u901f\u589e\u957f\u662f\u6709\u76ee\u5171\u7779\u7684\u3002\u592a\u9633\u80fd\u884c\u4e1a\u62e5\u6709\u6765\u81ea\u591a\u4e2a\u9886 […]<\/p>\n","protected":false},"author":31,"featured_media":383202,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[427,1521],"tags":[1121],"class_list":["post-437797","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hans","category-1521","tag-1121","sectors-oil-gas-zh-hans","locations-europe-zh-hans","locations-us-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/437797","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=437797"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/437797\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/383202"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=437797"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=437797"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=437797"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}