{"id":437799,"date":"2022-09-22T01:07:58","date_gmt":"2022-09-22T08:07:58","guid":{"rendered":"https:\/\/nai500.com\/?p=437799"},"modified":"2022-09-22T01:07:58","modified_gmt":"2022-09-22T08:07:58","slug":"%e6%b8%85%e6%bd%94-%e8%83%bd%e6%ba%90-%e6%8a%95%e8%b3%87%e8%80%85-%e7%ac%ac%e5%9b%9b-%e5%ad%a3%e5%ba%a6-%e5%a4%aa%e9%99%bd%e8%83%bd-%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2022\/09\/%e6%b8%85%e6%bd%94-%e8%83%bd%e6%ba%90-%e6%8a%95%e8%b3%87%e8%80%85-%e7%ac%ac%e5%9b%9b-%e5%ad%a3%e5%ba%a6-%e5%a4%aa%e9%99%bd%e8%83%bd-%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u6e05\u6f54\u80fd\u6e90\u6295\u8cc7\u8005\uff1a\u7b2c\u56db\u5b63\u5ea6\u6700\u597d\u7684\u592a\u967d\u80fd\u80a1\u7968\u65e9\u77e5\u9053"},"content":{"rendered":"

\u76e1\u7ba1\u73fe\u968e\u6bb5\u5316\u77f3\u71c3\u6599\u4ecd\u7136\u5728\u5168\u7403\u80fd\u6e90\u4f7f\u7528\u4e2d\u5360\u4e3b\u5c0e\u5730\u4f4d\uff0c\u4f46\u592a\u967d\u80fd\u884c\u696d\u7684\u8fc5\u901f\u589e\u9577\u662f\u6709\u76ee\u5171\u7779\u7684\u3002\u592a\u967d\u80fd\u884c\u696d\u64c1\u6709\u4f86\u81ea\u591a\u500b\u9818\u57df\u7684\u516c\u53f8\uff0c\u5305\u62ec\u516c\u7528\u4e8b\u696d\u3001\u5de5\u696d\u548c\u80fd\u6e90\uff0c\u4ee5\u53ca\u5305\u62ecSolarEdge Technologies (SEDG<\/u><\/a>)\u548cSunRun Inc. (RUN<\/u><\/a>)\u7b49\u71b1\u9580\u80a1\u7968\u3002\u96d6\u7136\u4e00\u4e9b\u5927\u578b\u516c\u7528\u4e8b\u696d\u548c\u80fd\u6e90\u516c\u53f8\u4e5f\u90fd\u6709\u592a\u967d\u80fd\u548c\u53ef\u518d\u751f\u80fd\u6e90\u90e8\u9580\uff0c\u4f46\u7531\u65bc\u6bcd\u516c\u53f8\u7684\u4e3b\u71df\u696d\u52d9\u4e0d\u662f\u592a\u967d\u80fd\uff0c\u56e0\u6b64\u4e0d\u5305\u62ec\u5728\u9019\u500b\u540d\u55ae\u4e2d\u3002<\/p>\n

\u5728\u5168\u7403\u5411\u7da0\u8272\u7d93\u6fdf\u904e\u6e21\u4e4b\u969b\uff0c\u4ee5Invesco Solar ETF (TAN<\/u><\/a>)\u70ba\u4ee3\u8868\u7684\u592a\u967d\u80fd\u80a1\u7968\u904e\u53bb\u4e00\u5e74\u7684\u8868\u73fe\u7565\u597d\u65bc\u5927\u76e4\u3002\u622a\u81f32022\u5e749\u67086\u65e5\uff0cTAN\u5728\u904e\u53bb12\u500b\u6708\u7522\u751f\u4e86-1.7%\u7684\u56de\u5831\uff0c\u8d85\u904e\u7f85\u7d201000 ETF\u6307\u6578\u540c\u671f-7.1%\u7684\u7e3d\u56de\u5831\u3002<\/p>\n

2022\u5e748\u670816\u65e5\uff0c\u7f8e\u570b\u7e3d\u7d71\u62dc\u767b\u7c3d\u7f72\u4e86\u300a2022\u5e74\u901a\u8139\u524a\u6e1b\u6cd5\u6848\u300b\uff0c\u8981\u6c42\u5c0d\u80fd\u6e90\u548c\u6c23\u5019\u6539\u9769\u9032\u884c\u8d85\u904e3000\u5104\u7f8e\u5143\u7684\u6295\u8cc7\uff0c\u9019\u4e5f\u662f\u7f8e\u570b\u66c6\u53f2\u4e0a\u5c0d\u6e05\u6f54\u80fd\u6e90\u6700\u5927\u7684\u806f\u90a6\u6295\u8cc7\u3002\u8a72\u6cd5\u6848\u898f\u5b9a\u5c0d\u53ef\u518d\u751f\u80fd\u6e90\u57fa\u790e\u8a2d\u65bd\u9032\u884c\u6295\u8cc7\uff0c\u5305\u62ec\u589e\u52a0\u98a8\u529b\u6e26\u8f2a\u6a5f\u548c\u5236\u9020\u592a\u967d\u80fd\u677f\u3002\u9452\u65bc\u6b64\uff0c\u4e0b\u9762\u9019\u4e9b\u904e\u53bb\u4e00\u5e74\u6700\u5177\u50f9\u503c\u3001\u589e\u9577\u6700\u5feb\u3001\u4e0a\u6f32\u52e2\u982d\u6700\u5f37\u7684\u592a\u967d\u80fd\u80a1\u7968\uff0c\u6295\u8cc7\u8005\u73fe\u5728\u5c31\u53ef\u4ee5\u95dc\u6ce8\u8d77\u4f86\u3002<\/p>\n

\u6700\u5177\u50f9\u503c\u7684\u592a\u967d\u80fd\u80a1<\/b><\/strong><\/h2>\n

\u4ee5\u4e0b\u662f\u904e\u53bb12\u500b\u6708\u8ffd\u8e64\u5e02\u76c8\u7387\uff08P\/E\uff09\u6700\u4f4e\u7684\u592a\u967d\u80fd\u80a1\u7968\u3002\u56e0\u70ba\u5229\u6f64\u53ef\u4ee5\u901a\u904e\u5206\u7d05\u548c\u80a1\u7968\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\u652f\u4ed8\u7684\u8cbb\u7528\u8f03\u5c11\u3002<\/p>\n\n\n\n\n\n\n\n
\u6700\u5177\u50f9\u503c\u7684\u592a\u967d\u80fd\u80a1<\/b><\/strong><\/td>\n<\/tr>\n
<\/td>\n\u80a1\u50f9\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u5104)<\/td>\n12\u500b\u6708\u8ffd\u8e64\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

\u4f86\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\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\u5236\u9020\u5546\u3002\u8a72\u516c\u53f8\u57288\u67083\u65e5\u516c\u5e03\u4e862022\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u8ca1\u52d9\u696d\u7e3e\uff0c\u6b78\u5c6c\u65bc\u80a1\u6771\u7684\u6de8\u6536\u5165\u540c\u6bd4\u589e\u9577\u8fd13\u500d\u3002<\/li>\n
  • Hannon Armstrong Sustainable Infrastructure Capital Inc.:\u00a0<\/strong>Hannon Armstrong Sustainable Infrastructure Capital\u662f\u4e00\u652f\u6295\u8cc7\u65bc\u53ef\u6301\u7e8c\u57fa\u790e\u8a2d\u65bd\u7684\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1\uff08REIT\uff09\uff0c\u5c08\u6ce8\u65bc\u5c0d\u7528\u65bc\u6c23\u5019\u89e3\u6c7a\u65b9\u6848\u3001\u53ef\u518d\u751f\u80fd\u6e90\u548c\u76f8\u95dc\u9805\u76ee\u7684\u623f\u5730\u7522\u7684\u6295\u8cc7\u3002\u8a72\u516c\u53f88\u67084\u65e5\u5ba3\u5e03\u6d3e\u767c375\u7f8e\u5143\u7684\u666e\u901a\u80a1\u73fe\u91d1\u5b63\u5ea6\u80a1\u606f\u3002\u80a1\u606f\u5c07\u65bc10\u670811\u65e5\u652f\u4ed8\u7d66\u622a\u81f32022\u5e748\u67088\u65e5\u5728\u518a\u7684\u80a1\u6771\u3002<\/li>\n
  • Canadian Solar Inc.:\u00a0<\/strong>Canadian Solar\u662f\u4e00\u5bb6\u4f4d\u65bc\u52a0\u62ff\u5927\u7684\u592a\u967d\u80fd\u7522\u54c1\u958b\u767c\u5546\uff0c\u70ba\u4f4f\u5b85\u3001\u5546\u696d\u548c\u5de5\u696d\u5ba2\u6236\u8a2d\u8a08\u3001\u5efa\u9020\u548c\u92b7\u552e\u6a21\u584a\u3002\u8a72\u516c\u53f8\u7684\u7522\u54c1\u5305\u62ec\u592a\u967d\u80fd\u7d44\u4ef6\u3001\u9006\u8b8a\u5668\u548c\u7cfb\u7d71\u5957\u4ef6\u3002<\/li>\n<\/ul>\n

    \u589e\u9577\u6700\u5feb\u7684\u592a\u967d\u80fd\u80a1<\/b><\/strong><\/h2>\n

    \u4ee5\u4e0b\u662f\u6839\u64da\u4e00\u500b\u589e\u9577\u6a21\u578b\u9078\u51fa\u7684\u9802\u7d1a\u592a\u967d\u80fd\u80a1\u7968\uff0c\u8a72\u6a21\u578b\u6839\u64da\u516c\u53f8\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u7684\u767e\u5206\u6bd4\u6536\u5165\u540c\u6bd4\u589e\u9577\u548c\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u7684\u5e74\u540c\u6bd4\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u589e\u9577\uff0c\u4ee550\/50\u7684\u6b0a\u91cd\u9032\u884c\u8a55\u5206\u3002\u92b7\u552e\u548c\u76c8\u5229\u90fd\u662f\u516c\u53f8\u6210\u529f\u7684\u95dc\u9375\u56e0\u7d20\u3002\u56e0\u6b64\uff0c\u53ea\u7528\u4e00\u500b\u589e\u9577\u6307\u6a19\u5c0d\u516c\u53f8\u9032\u884c\u6392\u540d\uff0c\u4f7f\u6392\u540d\u5bb9\u6613\u53d7\u5230\u8a72\u5b63\u5ea6\u7684\u6703\u8a08\u7570\u5e38\u60c5\u6cc1\uff08\u5982\u7a05\u6cd5\u7684\u8b8a\u5316\u6216\u91cd\u7d44\u6210\u672c\uff09\u7684\u5f71\u97ff\uff0c\u53ef\u80fd\u4f7f\u4e00\u500b\u6216\u53e6\u4e00\u500b\u6578\u5b57\u4e0d\u80fd\u4ee3\u8868\u4f01\u696d\u7684\u7e3d\u9ad4\u60c5\u6cc1\u3002\u5b63\u5ea6EPS\u6216\u6536\u5165\u589e\u9577\u8d85\u904e2500%\u7684\u516c\u53f8\u88ab\u4f5c\u70ba\u7570\u5e38\u503c\u6392\u9664\u5728\u5916\u3002<\/p>\n\n\n\n\n\n\n\n
    \u589e\u9577\u6700\u5feb\u7684\u592a\u967d\u80fd\u80a1<\/b><\/strong><\/td>\n<\/tr>\n
    <\/td>\n\u80a1\u50f9\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u5104)<\/td>\nEPS\u589e\u9577\u00a0(%)<\/td>\n\u6536\u5165\u589e\u9577\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 \u8a73\u898b\u516c\u53f8\u4ecb\u7d39\u8aaa\u660e<\/td>\n120.9<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    \u4f86\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

      \n
    • Daqo New Energy Corp.:\u00a0<\/strong>\u898b\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7d39\u3002<\/li>\n
    • 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\u57287\u670826\u65e5\u5831\u544a\u4e862022\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u696d\u7e3e\uff0c\u5b63\u5ea6\u6536\u5165\u9054\u5230\u5275\u7d00\u9304\u7684302\u5104\u7f8e\u5143\u3002<\/li>\n
    • Sunnova Energy International Inc.:<\/strong>\u00a0Sunnova Energy International, Inc.\u662f\u4e00\u5bb6\u4f4f\u5b85\u80fd\u6e90\u670d\u52d9\u63d0\u4f9b\u5546\uff0c\u63d0\u4f9b\u592a\u967d\u80fd\u7cfb\u7d71\u3001\u96fb\u52d5\u6c7d\u8eca\u5145\u96fb\u5668\u548c\u5bb6\u5ead\u592a\u967d\u80fd\u4fdd\u8b77\u30027\u670827\u65e5\uff0cSunnova\u516c\u5e032022\u8ca1\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6536\u76ca\u70ba\u8ca0\u6578\uff0c\u56e0\u6b64\u7121\u6cd5\u8a08\u7b97\u51fa\u4e0a\u8868\u4e2d\u7684EPS\u589e\u9577\uff0c\u7b2c\u4e8c\u5b63\u5ea6\u6536\u5165\u589e\u52a0\u523047\u5104\u7f8e\u5143\uff0c\u53bb\u5e74\u540c\u671f\u70ba8050\u842c\u7f8e\u5143\u3002<\/li>\n<\/ul>\n

      \u6700\u5177\u4e0a\u6f32\u52e2\u982d\u7684\u592a\u967d\u80fd\u80a1<\/b><\/strong><\/h2>\n

      \u4ee5\u4e0b\u662f\u5728\u904e\u53bb12\u500b\u6708\u4e2d\u7e3d\u56de\u5831\u7387\u6700\u9ad8\u7684\u592a\u967d\u80fd\u80a1\u7968\u3002<\/p>\n\n\n\n\n\n\n\n\n\n
      \u6700\u5177\u4e0a\u6f32\u52e2\u982d\u7684\u592a\u967d\u80fd\u80a1<\/b><\/strong><\/td>\n<\/tr>\n
      <\/td>\n\u80a1\u50f9\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u5104)<\/td>\n12\u500b\u6708\u8ffd\u8e64\u7e3d\u56de\u5831\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

      \u4f86\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

        \n
      • Enphase Energy Inc.:\u00a0<\/strong>\u898b\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7d39\u3002<\/li>\n
      • Array Technologies Inc.:\u00a0<\/strong>Array Technologies\u751f\u7522\u7528\u65bc\u592a\u967d\u80fd\u9805\u76ee\u7684\u5730\u9762\u5b89\u88dd\u7cfb\u7d71\u3002\u8a72\u516c\u53f8\u901a\u904e\u5411\u5efa\u9020\u592a\u967d\u80fd\u9805\u76ee\u7684\u5de5\u7a0b\u3001\u91c7\u8cfc\u548c\u5efa\u7bc9\u516c\u53f8\u4ee5\u53ca\u5927\u578b\u592a\u967d\u80fd\u958b\u767c\u5546\u3001\u7368\u7acb\u767c\u96fb\u5546\u548c\u516c\u7528\u4e8b\u696d\u3001\u4e3b\u4f9b\u61c9\u5354\u8b70\u6216\u591a\u5e74\u671f\u91c7\u8cfc\u5408\u540c\u92b7\u552e\u5176\u7522\u54c1\u3002<\/li>\n
      • Maxeon Solar Technologies Ltd.:<\/strong>Maxeon Solar Technologies\u5236\u9020\u548c\u92b7\u552e\u512a\u8cea\u592a\u967d\u80fd\u6280\u8853\uff0c\u7522\u54c1\u5305\u62ecMaxeon\u7cfb\u5217\u7684IBC\u592a\u967d\u80fd\u96fb\u6c60\u548c\u96fb\u6c60\u677f\uff0c\u4ee5\u53caPerformance\u7cfb\u5217\u7684\u68da\u5f0f\u592a\u967d\u80fd\u96fb\u6c60\u548c\u96fb\u6c60\u677f\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        \u76e1\u7ba1\u73fe\u968e\u6bb5\u5316\u77f3\u71c3\u6599\u4ecd\u7136\u5728\u5168\u7403\u80fd\u6e90\u4f7f\u7528\u4e2d\u5360\u4e3b\u5c0e\u5730\u4f4d\uff0c\u4f46\u592a\u967d\u80fd\u884c\u696d\u7684\u8fc5\u901f\u589e\u9577\u662f\u6709\u76ee\u5171\u7779\u7684\u3002\u592a\u967d\u80fd\u884c\u696d\u64c1\u6709\u4f86\u81ea\u591a\u500b\u9818 […]<\/p>\n","protected":false},"author":31,"featured_media":383203,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426,1522],"tags":[1122],"class_list":["post-437799","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","category-1522","tag-1122","sectors-oil-gas-zh-hant","locations-europe-zh-hant","locations-us-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/437799","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=437799"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/437799\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/383203"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=437799"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=437799"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=437799"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}