{"id":423739,"date":"2022-05-11T23:23:38","date_gmt":"2022-05-12T06:23:38","guid":{"rendered":"https:\/\/nai500.com\/?p=423739"},"modified":"2022-05-11T23:23:38","modified_gmt":"2022-05-12T06:23:38","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-hant\/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":"\u9019\u4e9b\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968\u7b2c\u4e8c\u5b63\u5ea6\u503c\u5f97\u6295\u8cc7\u8005\u95dc\u6ce8"},"content":{"rendered":"<p>\u66ff\u4ee3\u80fd\u6e90\u884c\u696d\u4e3b\u8981\u662f\u7531\u5f9e\u4e8b\u53ef\u518d\u751f\u548c\u6e05\u6f54\u80fd\u6e90\u7684\u751f\u7522\u3001\u5206\u914d\u548c\u92b7\u552e\u4ee5\u53ca\u76f8\u95dc\u7522\u54c1\u548c\u670d\u52d9\u7684\u516c\u53f8\u7d44\u6210\uff0c\u5305\u62ec\u592a\u967d\u80fd\u3001\u98a8\u80fd\u3001\u6c34\u96fb\u548c\u5730\u71b1\u3002\u50cf\u4ee5\u8272\u5217\u7684SolarEdge Technologies Inc. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=SEDG\"><u>SEDG<\/u><\/a>)\u3001\u5df4\u897f\u7684Companhia Energetica de Minas Gerais CEMIG (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=CIG\"><u>CIG<\/u><\/a>)\u548cFirst Solar Inc. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=FSLR\"><u>FSLR<\/u><\/a>)\u90fd\u5c6c\u65bc\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-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=ICLN\"><u>ICLN<\/u><\/a>)\u70ba\u4ee3\u8868\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968\u5728\u904e\u53bb12\u500b\u6708\u7684\u8868\u73fe\u4e0d\u53ca\u5927\u76e4\uff0c\u7e3d\u56de\u5831\u7387\u70ba-8.4%\uff0c\u540c\u671f\u5167\u7f85\u7d201000\u6307\u6578\u7684\u7e3d\u56de\u5831\u7387\u70ba6.4%\u3002<\/p>\n<p>\u5118\u7ba1\u5982\u6b64\uff0c\u4e0b\u9eb5\u9019\u4e9b\u6700\u5177\u50f9\u503c\u3001\u6536\u76ca\u589e\u9577\u6700\u5feb\u4ee5\u53ca\u4e0a\u6f32\u52e2\u982d\u6700\u5f37\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968\uff0c\u4ecd\u7136\u503c\u5f97\u6295\u8cc7\u8005\u5728\u7b2c\u4e8c\u5b63\u5ea6\u91cd\u9ede\u95dc\u6ce8\u3002<\/p>\n<h2><strong><b>\u6700\u5177\u50f9\u503c\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968<\/b><\/strong><\/h2>\n<p>\u4e0b\u9eb5\u662f\u904e\u53bb12\u500b\u6708\u8ffd\u8e64\u5e02\u76c8\u7387\uff08P\/E\uff09\u6700\u4f4e\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968\u3002\u56e0\u70ba\u5229\u6f64\u53ef\u4ee5\u901a\u904e\u5206\u7d05\u548c\u56de\u8cfc\u7684\u5f62\u5f0f\u8fd4\u9084\u7d66\u80a1\u6771\uff0c\u4f4e\u5e02\u76c8\u7387\u8868\u660e\u6295\u8cc7\u8005\u70ba\u6bcf\u4e00\u7f8e\u5143\u7684\u5229\u6f64\u6240\u652f\u4ed8\u7684\u8cbb\u7528\u8f03\u5c11\u3002<\/p>\n<table>\n<tbody>\n<tr>\n<td colspan=\"4\"><strong><b>\u6700\u5177\u50f9\u503c\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968<\/b><\/strong><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>\u80a1\u50f9 ($)<\/td>\n<td>\u5e02\u503c ($10\u5104)<\/td>\n<td>12\u500b\u6708\u8ffd\u8e64\u5e02\u76c8\u7387<\/td>\n<\/tr>\n<tr>\n<td>Daqo New Energy Corp. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%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-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%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-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%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>\u4f86\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\u570b\u7684\u592a\u967d\u80fd\u516c\u53f8\uff0c\u751f\u7522\u591a\u6676\u77fd\uff0c\u51fa\u552e\u7d66\u592a\u967d\u80fd\u96fb\u6c60\u548c\u7d44\u4ef6\u88fd\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\u8cc7\u7522\u7d44\u5408\u5305\u62ec\u5728\u5317\u7f8e\u548c\u5357\u7f8e\u3001\u6b50\u6d32\u548c\u4e9e\u6d32\u7684\u6c34\u96fb\u3001\u98a8\u80fd\u3001\u592a\u967d\u80fd\u548c\u5b58\u5132\u8a2d\u65bd\u3002<\/li>\n<li><strong>Renewable Energy Group Inc.:\u00a0<\/strong>Renewable Energy Group\u958b\u767c\u548c\u5206\u92b7\u751f\u7269\u71c3\u6599\u3001\u53ef\u518d\u751f\u5316\u5b78\u54c1\u548c\u76f8\u95dc\u7522\u54c1\uff0c\u5728\u7f8e\u570b\u548c\u6b50\u6d32\u7d93\u71df\u751f\u7269\u7149\u6cb9\u5ee0\u3002\u8a72\u516c\u53f8\u57282\u6708\u5e95\u5ba3\u4f48\uff0c\u540c\u610f\u88ab\u96ea\u4f5b\u9f8d\u516c\u53f8\u6536\u8cfc\uff0c\u5168\u73fe\u91d1\u4ea4\u6613\u50f9\u503c\u7d04\u70ba32\u5104\u7f8e\u5143\u3002\u8a72\u4ea4\u6613\u9810\u8a08\u5c07\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\u500b\u5b63\u5ea6\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u540c\u6bd4\u589e\u9577\u6700\u9ad8\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u3002\u76c8\u5229\u4e0a\u5347\u8868\u660e\u4e00\u5bb6\u516c\u53f8\u7684\u696d\u52d9\u6b63\u5728\u589e\u9577\uff0c\u4e26\u4e14\u6b63\u5728\u7522\u751f\u66f4\u591a\u7684\u8cc7\u91d1\uff0c\u53ef\u4ee5\u518d\u6295\u8cc7\u6216\u56de\u5831\u7d66\u80a1\u6771\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\u50f9 ($)<\/td>\n<td>\u5e02\u503c ($10\u5104)<\/td>\n<td>\u6bcf\u80a1\u6536\u76ca\u589e\u9577 (%)<\/td>\n<td>\u6536\u5165\u589e\u9577 (%)<\/td>\n<\/tr>\n<tr>\n<td>Canadian Solar Inc. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%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-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%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>\u4f86\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\u967d\u80fd\u516c\u53f8\uff0c\u8a2d\u8a08\u3001\u88fd\u9020\u548c\u92b7\u552e\u5c07\u592a\u967d\u5149\u8f49\u5316\u70ba\u96fb\u80fd\u7684\u592a\u967d\u80fd\u6a21\u7d44\u7522\u54c1\uff0c\u9084\u63d0\u4f9b\u96fb\u6c60\u5b58\u5132\u89e3\u6c7a\u65b9\u6848\u3002\u8a72\u516c\u53f8\u57283\u6708\u4e2d\u65ec\u5ba3\u4f48\u4e862021\u8ca1\u5e74\u7b2c\u56db\u5b63\u5ea6\u8ca1\u52d9\u696d\u7e3e\uff0c\u5373\u622a\u81f32021\u5e7412\u670831\u65e5\u7684\u4e09\u500b\u6708\u671f\u9593\uff0c\u6b78\u5c6c\u65bc\u80a1\u6771\u7684\u6de8\u6536\u5165\u6bd4\u53bb\u5e74\u540c\u671f\u589e\u9577\u4e863%\uff0c\u6536\u5165\u589e\u9577\u4e8646.9%<\/li>\n<li><strong>SolarEdge Technologies Inc.:\u00a0<\/strong>SolarEdge Technologies\u88fd\u9020\u592a\u967d\u80fd\u5149\u4f0f\u7cfb\u7d71\u4f7f\u7528\u7684\u667a\u80fd\u9006\u8b8a\u5668\u7cfb\u7d71\u3002\u8a72\u516c\u53f8\u7684\u9006\u8b8a\u5668\u7cfb\u7d71\u6700\u5927\u9650\u5ea6\u5730\u63d0\u9ad8\u4e86\u592a\u967d\u80fd\u5149\u4f0f\u7cfb\u7d71\u7684\u767c\u96fb\u91cf\u3002<\/li>\n<li><strong>Daqo New Energy Corp.:\u00a0<\/strong>\u898b\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7d39\u3002<\/li>\n<\/ul>\n<h2><strong><b>\u6f32\u52e2\u6700\u597d\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968<\/b><\/strong><\/h2>\n<p>\u4ee5\u4e0b\u662f\u904e\u53bb12\u500b\u6708\u4e2d\u7e3d\u56de\u5831\u7387\u6700\u9ad8\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968\u3002<\/p>\n<table>\n<tbody>\n<tr>\n<td colspan=\"4\"><strong><b>\u6f32\u52e2\u6700\u597d\u7684\u66ff\u4ee3\u80fd\u6e90\u80a1\u7968<\/b><\/strong><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>\u80a1\u50f9 ($)<\/td>\n<td>\u5e02\u503c ($10\u5104)<\/td>\n<td>\u904e\u53bb12\u500b\u6708\u7e3d\u56de\u5831\u7387 (%)<\/td>\n<\/tr>\n<tr>\n<td>Enviva Inc. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%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-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%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-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%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>\u4f86\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\u8cea\u7e96\u7dad\u4e26\u5c07\u5176\u52a0\u5de5\u6210\u6728\u8cea\u9846\u7c92\uff0c\u901a\u904e\u8207\u82f1\u570b\u3001\u6b50\u76df\uff08EU\uff09\u548c\u65e5\u672c\u7684\u4fe1\u8b7d\u826f\u597d\u7684\u5ba2\u6236\u7c3d\u8a02\u9577\u671f\u7684\u627f\u8cfc\u5408\u540c\u92b7\u552e\u7522\u54c1\u3002\u8a72\u516c\u53f8\u57284\u6708\u521d\u5ba3\u4f48\uff0c\u8a08\u756b\u6295\u8cc7\u7d045\u5104\u7f8e\u5143\u5728\u5bc6\u897f\u897f\u6bd4\u5dde\u90a6\u5fb7\u5e02\u5efa\u8a2d\u4e00\u500b\u65b0\u7684\u52a0\u5de5\u5ee0\u3002Enviva\u8a08\u756b\u5728\u672a\u4f86\u4e94\u5e74\u5167\u5c07\u5176\u751f\u7522\u80fd\u529b\u63d0\u9ad8\u4e00\u500d\u81f3\u7d041300\u842c\u5678\u3002<\/li>\n<li><strong>JinkoSolar Holding Co. Ltd.:\u00a0<\/strong>\u6676\u79d1\u80fd\u6e90\u662f\u4e00\u5bb6\u5168\u7403\u6027\u7684\u592a\u967d\u80fd\u7d44\u4ef6\u88fd\u9020\u5546\uff0c\u5411\u4e00\u7cfb\u5217\u570b\u969b\u516c\u7528\u4e8b\u696d\u3001\u5546\u696d\u548c\u4f4f\u5b85\u5ba2\u6236\u5206\u92b7\u5176\u7522\u54c1\u4e26\u63d0\u4f9b\u89e3\u6c7a\u65b9\u6848\u548c\u670d\u52d9\u3002<\/li>\n<li><strong>Enphase Energy Inc.:\u00a0<\/strong>Enphase Energy\u662f\u4e00\u5bb6\u5168\u7403\u80fd\u6e90\u6280\u8853\u516c\u53f8\uff0c\u63d0\u4f9b\u57fa\u65bc\u5fae\u578b\u9006\u8b8a\u5668\u7684\u592a\u967d\u80fd\u52a0\u5132\u80fd\u7cfb\u7d71\uff0c\u5c07\u592a\u967d\u80fd\u767c\u96fb\u3001\u5b58\u5132\u548c\u80fd\u6e90\u7ba1\u7406\u96c6\u5408\u5728\u4e00\u500b\u5e73\u81fa\u4e0a\u3002\u8a72\u516c\u53f8\u57283\u6708\u4e2d\u65ec\u5ba3\u4f48\uff0c\u5df2\u7d93\u6536\u8cfc\u4e86SolarLeadFactory LLC\uff0c\u9019\u662f\u4e00\u5bb6\u70ba\u592a\u967d\u80fd\u5b89\u88dd\u5546\u63d0\u4f9b\u9ad8\u8cea\u91cf\u7dda\u7d22\u7684\u4f9b\u61c9\u5546\u3002\u6536\u8cfc\u7684\u8ca1\u52d9\u689d\u6b3e\u5c1a\u672a\u62ab\u9732\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\u66ff\u4ee3\u80fd\u6e90\u884c\u696d\u4e3b\u8981\u662f\u7531\u5f9e\u4e8b\u53ef\u518d\u751f\u548c\u6e05\u6f54\u80fd\u6e90\u7684\u751f\u7522\u3001\u5206\u914d\u548c\u92b7\u552e\u4ee5\u53ca\u76f8\u95dc\u7522\u54c1\u548c\u670d\u52d9\u7684\u516c\u53f8\u7d44\u6210\uff0c\u5305\u62ec\u592a\u967d\u80fd\u3001\u98a8\u80fd\u3001\u6c34\u96fb [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":381973,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[1122],"class_list":["post-423739","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag-1122","sectors-oil-gas-zh-hant","locations-china-zh-hant","locations-canada-zh-hant","locations-us-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/423739","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=423739"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/423739\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/381973"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=423739"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=423739"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=423739"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}