核电、稀土、储能、光伏,盘点美股能源转型“七雄”：今年均迎翻倍牛

Core Viewpoint - Despite the shift away from clean energy policies under President Trump, several publicly listed clean energy stocks in the U.S. are rebounding strongly, outperforming many traditional energy giants. The challenge lies in identifying which stocks may become long-term winners, as only a few companies are currently profitable, while others rely on potential breakthroughs that may take decades to materialize [1]. Group 1: Nuclear Energy - Centrus Energy and Oklo are two notable companies in the nuclear energy sector, with Centrus's stock rising over 550% in 2025 due to government support for nuclear reactor development. Centrus is the first U.S. company authorized to produce high-assay low-enriched uranium (HALEU), a key fuel for next-generation reactors [4]. - Oklo's stock has surged over 700% this year, driven by the promising prospects of its small reactors as reliable clean energy sources for data centers [4]. - Both companies face challenges in converting potential sales into realized revenue, as the long development cycles of new reactors may deter power companies from waiting for delayed deployments [5]. Group 2: Rare Resources - U.S. Antimony Corp and American Resources Corp have also seen significant stock price increases, with U.S. Antimony's stock rising approximately 690% and American Resources up about 390% in 2025. U.S. Antimony focuses on producing antimony for battery storage systems, while American Resources extracts rare earth elements for high-purity materials used in magnets and batteries [6]. - Both companies are supported by the U.S. government and are positioned to benefit from the growing domestic demand for U.S. suppliers, although they may face challenges in expanding outside the U.S. due to Chinese dominance in the same materials [6]. Group 3: Energy Storage - Bloom Energy, which produces fuel cells for on-site power generation, has seen its stock rise over 400% this year, partly due to a partnership with Brookfield Asset Management [7]. - Solid Power, a manufacturer of solid-state batteries for electric vehicles and energy storage networks, has experienced a stock increase of about 275%, with optimistic sales growth expected in the short to medium term due to demand for grid-level batteries [8]. - Both companies face intense competition from peers with similar technological capabilities and may be impacted by a slowdown in energy storage systems and AI data center construction [9]. Group 4: Solar Energy - SolarEdge Technologies, which produces inverters for optimizing solar panel power conversion, has seen its stock rise approximately 200% in 2025. Although not a U.S. company, SolarEdge has rapidly expanded its U.S. manufacturing base and is expected to benefit from strong demand for domestic solar components as the U.S. grid continues to integrate solar systems [10]. - Overall, despite the diverse roles of these seven stocks in the U.S. clean energy sector, investor interest has surged in 2025, benefiting all of them. Each company possesses unique competitive advantages that may enhance their appeal to investors and allow them to capture market share from tech giants and chip manufacturers in the long term [10].