U.S. stocks traded mixed midway through trading, with the Dow Jones index dipping more than 150 points on Tuesday.The Dow traded down 0.35% to 44,249.09 while the NASDAQ gained 0.07% to 20,427.63. The S&P 500 also fell, dropping, 0.03% to 6,228.39.Check This Out: Top 2 Industrials Stocks You May Want To Dump This QuarterLeading and Lagging SectorsEnergy shares jumped by 2.1% on Tuesday.In trading on Tuesday, utilities stocks dipped by 1.9%.Top HeadlineThe US Manheim Used Vehicle Value Index increased 1.6% m ...

Solar stocks dropped on Tuesday after President Donald Trump signed an executive order to fast-track the end of clean-energy tax credits late Monday. The Details: President Trump issued an executive order that enforces a much faster phaseout of clean-electricity tax credits for solar and wind projects. The order eliminates the credits within 45 days after the “Big Beautiful Bill” goes into effect, likely before the end of 2025. Read Next: Meta’s Growth Sizzles, But Wait For A Pullback Before Buying InTrump' ...

数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ 研究员: 徐玉花 期货从业资格号F03132080 期货投资咨询从业证书号 Z0021386 免责声明 锰硅硅铁产业日报 2025/7/7 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | SM主力合约收盘价（日，元/吨） | 5,646.00 | -2.00↓ SF主力合约收盘价（日，元/吨） | 5,364.00 | 0.00 | | | SM期货合约持仓量（日，手） | 587,310.00 | -2318.00↓ SF期货合约持仓量（日，手） | 405,006.00 | -308.00↓ | | | 锰硅前20名净持仓（日，手） | -34,158.00 | +144.00↑ 硅铁前20名净持仓（日，手） | -45,631.00 | -3557.00↓ | | | SM1-9月合约价差（日，元/吨） | 52.00 | +8.00↑ SF1-9月合约价差（日，元/吨） | 12.00 | +12.00↑ | | | S ...

美国众议院多数派领导人Steve Scalise：国会山需要"推翻"参议院在税收立法草案中提出的关于延长 （前总统拜登任期内出台的）清洁能源税收抵免措施的建议。 ...

Core Viewpoint - The U.S. Senate Republican tax proposal aims to terminate tax credits for the wind and solar industries by 2028, while extending tax incentives for other energy sources until 2036, significantly impacting the clean energy sector [1][2][3] Group 1: Tax Incentives and Legislative Changes - The Senate version of the tax bill plans to end incentives for wind and solar energy by 2028, while maintaining tax reductions for other energy sources until 2036 [1][2] - The proposal will eliminate tax credits for companies focusing on rooftop solar leasing and homeowners purchasing solar systems, which analysts believe will severely harm the struggling U.S. solar industry [1][3] - The bill also cancels the $7,500 electric vehicle purchase credit after 180 days of enactment, contrasting with the House version that retains it until the end of the year [3] Group 2: Market Reactions and Industry Impact - Following the announcement of the Senate bill, solar stocks experienced significant pre-market declines, with Sunrun Inc. dropping over 28%, SolarEdge Technologies Inc. down over 22%, and Enphase Energy Inc. falling by 17% [1] - Analysts predict that the uncertainty surrounding clean energy tax credits will lead to continued market volatility, with potential bankruptcies in the solar sector, including Solar Mosaic Inc. [3][5] Group 3: Political and Environmental Reactions - The proposed legislation has drawn strong criticism from environmental and clean energy organizations, which argue it will increase household electricity costs and threaten numerous jobs across the U.S. [5] - The Senate Republicans plan to push the bill through by July 4, but significant adjustments may occur due to Democratic opposition [5]

美国共和党参议员Curtis：美国参议院预算案应放宽清洁能源税收抵免的启动日期要求。 ...

智通财经APP获悉，美国顶级太阳能行业贸易组织周一发布报告称，由于该行业面临联邦政策转向支持 化石燃料、关税和其他挑战，预计未来五年美国新增太阳能装机量将下降。 美国太阳能行业协会总裁阿比盖尔·罗斯·霍珀在接受采访时表示："总的来说，这些都是积极的迹象。看 看所有这些可能发生的事情。而国会正在威胁所有这些发展。" 特朗普在竞选时承诺废除《通胀削减法案》的税收抵免，称其成本高昂、不必要且对企业有害。他的政 府寻求提振国内化石燃料生产，作为其能源主导议程的一部分，该议程排除了太阳能和风能等可再生能 源。 报告称，美国太阳能行业今年有望安装48.6吉瓦的装机容量，但到2030年将下降至43.5吉瓦。报告称， 企业买家对公用事业规模项目的需求正在推动行业势头，尽管对联邦政策的担忧将限制发展。 第一季度住宅安装量下降13%至1.1吉瓦。该行业最近一直在努力应对高利率、关税和不太有利的州政 策。但由于电价上涨使其对消费者更具吸引力，预计2025年至2030年间该细分市场将增长。 根据美国太阳能行业协会和能源研究公司伍德麦肯兹的预测，2030年的新增太阳能装机容量将比2025年 下降10%以上。 该预测考虑了对太阳能项目重 ...

美国总统特朗普美东时间周一（下文提及时间均为美东时间）呼吁国会共和党人支持他所称赞的"美丽 大法案"，这是一项全面法案，将减税、移民改革以及一系列国内优先事项合并为一项单一的协调措 施。 特朗普在其"真相社交"平台上写道："本周，共和党人将在税收、能源和农业委员会就'美丽大法案'的主 要内容举行会议。"他敦促国会议员支持众议院筹款委员会主席杰森・史密斯（Jason Smith）、能源和 商业委员会主席布雷特・格思里（Brett Guthrie）以及农业委员会主席格伦・"GT"・汤普森（Glenn "GT" Thompson）。"我们必须获胜！现在，随着大幅削减药品价格，再加上大量的关税收入，我们 的'美丽大法案'变得更庞大、更出色了。美国的黄金时代即将到来。" 特朗普在计划访问沙特、卡塔尔和阿联酋之前发表了上述评论，与此同时，他的政府公布了一项行政行 动，要求制药公司向美国市场提供"最惠国价格"，将药品价格降低多达90%。他还抨击民主党人，指责 他们在他举行新闻发布会之前对该法案提出修正案，试图"摧毁我们的国家"。 特朗普补充道："当我从中东回来时——在那里将为美国带来重大成果——我们将共同处理所有未决问 题 ...

美国众议院税法草案显示，众议院税务委员会提议在今年年底前取消消费者电动车税收抵免，而非等到 2032年。提议逐步取消关键清洁能源税收抵免（税法第45Y条），预计于2031年到期。 ...

Financial Data and Key Metrics Changes - Q1 earnings per diluted share were $1.95, below the low end of guidance, primarily due to a higher proportion of international sales compared to U.S. sales [5][39] - Gross margin increased to 41% in Q1 from 37% in the prior quarter, driven by a higher mix of U.S. manufactured modules qualifying for Section 45X tax credits [40] - Total cash and marketable securities decreased to $900 million at the end of Q1, reflecting a decrease of $900 million from year-end [44] Business Line Data and Key Metrics Changes - The company secured net bookings of 0.6 gigawatts at a base ASP of $0.305 per watt, resulting in a contracted backlog of 66.3 gigawatts [4][35] - Q1 module sales were 2.9 gigawatts, with 1.75 gigawatts being domestically produced [39] - Approximately 32.5 gigawatts of contracted volume includes potential adjustments that could generate additional revenue of up to $600 million [36] Market Data and Key Metrics Changes - The mid to late stage bookings opportunities increased to 23.7 gigawatts, driven by demand in India from the PM Kusum initiative [37][38] - The company anticipates a shift in production from exports to the U.S. to the domestic Indian market due to new tariffs [15][55] Company Strategy and Development Direction - The company is focused on leveraging its unique profile as the only U.S. headquartered PV manufacturer of scale with a fully vertically integrated manufacturing presence [19][34] - The company plans to pivot its India facility to produce more for the domestic market in response to tariff impacts [15][55] - The company continues to advocate for maintaining key tax policies and strengthening domestic content provisions to support U.S. manufacturing [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term prospects for solar demand in the U.S., despite near-term challenges from the new tariff regime [17][33] - The company highlighted the importance of a level playing field in trade practices to ensure the sustainability of U.S. solar manufacturing [20][22] - Management noted that the uncertainty surrounding tariffs and policy changes could impact project costs and financing, leading to potential delays in shipments [50][51] Other Important Information - The company is facing challenges related to increased capital expenditure costs and production costs due to the new tariff regime [49][50] - The company has approximately 13.9 gigawatts of forward contracts for international product delivery to the U.S., with potential tariff-related risks [13][35] Q&A Session Summary Question: Outlook for bookings and impact of tariffs - Management noted increased customer engagement and momentum for bookings, but uncertainty remains regarding pricing dynamics due to tariffs and policy changes [66][70] Question: Underperformance of modules - Management confirmed that third-party reports validated root causes of production issues and corrective actions have been implemented [66][70]