2021년에 투자할 만한 친환경 태양광 관련주 / 에너지 산업의 대전환

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A lot of alternative energy stocks has to do with President-elect Joe Biden. His administration’s stance on fossil fuels or a lower dependence on them, has caused a shake up among energy stocks. The Biden administration has a $2 trillion plan to combat climate change by supporting things like solar energy as well as the development of battery technology, renewable energy and electric vehicles. Where oil and gas once ruled, we’re now seeing a much more aggressive and bigger boost in green energy lately. These aren’t just power generation companies. We’re also seeing infrastructure companies benefiting from a growing interest in alternatives.

신재생에너지 관련주는 미국 바이든 후보와 관련이 깊습니다. 기존 석화 자원에 대한 낮은 의존도는 에너지 종목의 변화를 야기했습니다. 바이든 정부는 기후 변화에 대응하기 위해 신재생에너지, 배터리, 전기차 등 2조 달러 규모의 정책을 추진하고자 합니다. 그린 에너지 관련 종목들의 주가가 상승하였습니다. 전력회사 뿐만 아니라 인프라업체들도 대체 에너지로의 전환에 수혜를 보고 있습니다.

신재생에너지 대체에너지 태양광 풍력 발전

Alternative Energy Stocks For 2021:

Tesla Inc (NASDAQ: TSLA)

Enphase Energy Inc (NASDAQ: ENPH)

First Solar Inc (NASDAQ: FSLR)

Sunrun Inc (NASDAQ: RUN)

SunPower Corporation (NASDAQ: SPWR)

ReneSola Ltd (NYSE: SOL)

태양광 미국 주식 선런

There’s been a huge jump in new trading accounts in 2020 thanks to pandemic lockdowns and a slower economy leaving many out of work. According to brokerage growth statistics from the 1st 9 months of the year, there were likely 5 million new accounts created on Robinhood alone. Not considering any other platform’s growth, the flood of new traders looking for trendy stocks to buy has been incredible this year. We won’t get into the fact that many of these new traders still need to learn how to day trade, in general. However, at the end of the day, this flood has helped give certain niches a boost in the market; alternative energy being one of them.

2020년 팬데믹 덕분에 주식계좌 신규 개설이 크게 늘었습니다. 올해 9월까지 누적으로 로빈후드에서만 5백만 계좌가 새로 만들어졌습니다. 트렌디한 종목에 투자하려는 수요가 폭발적으로 늘었습니다. 이렇게 증가한 투자 수요는 대체 에너지와 같은 잠재 시장이 성장하는 데 일조할 것입니다.

탄소중립 신재생 태양광 종목 주가

If you look back during the month of November, when the bigger boom happened with electric vehicle stocks, we also began seeing a rotation or, rather, an addition of alternative energy stocks to the list of stocks to watch among day traders. The period between the end of September and early December saw both EV and things like solar energy stocks explode. While some of the momentum has faded for the EV stocks that weren’t as far along in their business models, momentum doesn’t seem to have subsided for things like solar. In fact, if you look at the Invesco Solar ETF (TAN), you’ll see how much solar has grown this year.

11월을 되돌아본다면 전기차붐이 일어나면서 대체에너지 종목들도 투자자들의 관심 리스트에 포함된 것을 알 것입니다. 9월 말과 12월 초 전기차와 대체 에너지 관련주 주가는 폭발적으로 상승했습니다. 전기차 관련주의 모멘텀은 어느 정도 식은 듯 했으나 태양광 종목은 여전히 열기가 뜨겁습니다. Invesco Solar ETF 는 올해 태양광주의 성장을 보여줍니다.

가정용 태양광 패널

Since the beginning of the year, the ETF has climbed roughly 173% year-to-date. This is the biggest year the Invesco Solar ETF has seen since 2013. By far, however, 2020 has been a milestone year for the ETF. Without getting into the solar panel makers yet, we can see that infrastructure companies like Enphase Energy Inc. are gaining plenty of interest already. The company has built its brand on solar system installation and just recently launched an entire installer network in Australia.

올해초부터 현재까지 태양광 ETF는 173% 상승했습니다. 2013년 Solar ETF 가 출시된 이래 연간 상승폭이 가장 컸습니다. 인프라업체인 인페이즈 에너지는 이미 많은 주목을 받고 있습니다. 이 회사는 태양광 시스템 설치 관련 브랜딩을 했으며 오스트리아에 설치 네트워크를 출시했습니다.

태양광 패널 태양광 업체 주가 전망

One of the reasons to watch Enphase right now is its focus on expansion. Right now the company has deployed systems in more than 130 countries. The addition and inclusion of this Australian installation network further cements its global footing. Furthermore, stateside, the company has focused on strategic deals to extend its national reach in places like Florida where Enphase partnered with Cutler Bay Solar delivery 1.5 MWh of battery storage systems to Florida homes.

인페이즈 에너지를 주목해야 하는 이유는 확장성입니다. 현재까지 인페이즈 에너지는 130개국 이상에 시스템을 보급했습니다. 미국내에서는 플로리다 가정에 태양광전지 시스템을 보급하기 위해 파트너쉽을 맺고 있습니다.

You’ve also got other companies like First Solar, Sunrun, and SunPower focused on solar and storage solutions in numerous markets. All three of which have also wowed analysts as several have adjusted price targets much higher in recent weeks. First Solar, for instance saw J.P. Morgan analysts boost their target from $94 to $101 earlier this month. Oppenheimer boosted its $55 price target to $65 on Sunrun in November and Roth Capital revised its $10 target on SunPower higher to $15 last month as well.

태양광 관련주에는 퍼스트솔라, 선런, 선파워 등이 있습니다. 최근에는 애널리스트들이 목표주가를 대거 상향하기도 했습니다.

In December, Sunpower was granted a US patent titled “Shingled solar cell module comprising hidden tap interconnects”. Effectively, the ability to configure cells in such a manner allows the company to create “super cells” that ultimately increase efficiency of the cells themselves.

12월 선파워는 태양광 관련 미국의 특허를 받았습니다. 선파워는 셀의 효율을 극대화할 수 있는 슈퍼셀을 개발할 수 있을 것으로 기대됩니다.

On a smaller cap side, ReneSola is another solar project company that investors may be keen to follow heading into the new year. This is a much more volatile stock thanks to its price and share structure. However, over the last 5 months, the company itself has come into its own. In December, alone, ReneSola sold a portfolio of solar parks in Poland totaling 16 MWW of projects. The company could also continue benefiting from certain global initiatives that could drive revenue growth.

르네솔라는 연말에 투자자들이 주목할 태양광 업체입니다. 12월 르네솔라는 폴란드에 태양광 파크 포트폴리오를 판매하였습니다. 매출 성장을 이끌 글로벌 정책들로부터 수혜를 볼 수 있을 것입니다.

For example, the recent decision by the Ministry of Finance in China now as the governing body accepting renewable energy projects for incentive payments. This is all in support of China’s policy on going carbon neutral by 2060. ReneSola’s 32 projects in the first batch of qualified projects yielded 10 that were approved for payments. The others are currently under review. In total, the projects encompass some 90MW and the company is expecting to receive incentive payments in the new year.

예를 들어 중국 재무부가 신재생에너지 프로젝트에 대해 인센티브를 지급하기로 했었습니다. 2060년까지 탄소중립을 달성하기 위한 중국의 정책적 지원입니다. 르네솔라의 32개 프로젝트 중 10개가 지급을 승인 받았습니다. 내년에도 인센티브 지급을 받을 것으로 예상됩니다.

Summary
The Biden administration has a $2 trillion plan of supporting things like solar energy, battery technology and EV. We are seeing green energy companies and infrastructure companies like Enphase Energy benefiting from a growing interest to alternative energy.
There has been a huge jump in new trading accounts in 2020 thanks to pandemic lockdowns. The flood of new traders could help renewable enegy stocks a boost in the market. What is more is that solar companies are expected to receive incentive payment in the new year from the China authority supporting policy on going carbon neutral by 2060.

신재생에너지 ETF 미국 종목 관련 블로그글 참조해주세요
https://m.blog.naver.com/investingvalue/222116068821

미국ETF 산업변화 트렌드 - 신재생에너지, 이커머스 주목

https://m.blog.naver.com/investingvalue/222108558927

[넥스트에라에너지] 미국 내 최대 신재생에너지 기업 - 바이든 관련주 상승종목