周五，美股光伏太阳能概念股走强，截至发稿， Sunrun Inc. 、 大全新能源、 阿特斯太阳能 涨超8%，晶科能源、Array Technologies涨超6%，Enphase Energy涨超4%。消息面上，美国财政部下周即将发布的税收指导政策正威胁着全美数百个清洁能源项目的财务可行性。这一决定可能颠覆现有规则，加剧特朗普政府对风能、太阳能产业的政策收紧态势。
核心争议源于清洁能源税收抵免资格认定标准的调整。长期以来，若开发商在特定截止日期前完成项目计划成本5%以上的支出，即可被视为符合"在建"条件并获得税收补贴。但特朗普上月签署行政令，要求财政部大幅提高这一门槛，或要求开发商提供更多施工进度证明。
分析指出，若新规落地，许多依赖税收抵免实现盈利的项目将面临资格丧失风险，甚至可能被迫取消。
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