美国《一站式美丽法案》引发太阳能行业震荡:短期装机或暴跌46%

索比光伏网
Aug 06, 2025

美国近期通过的《一站式美丽法案》(OBBBA)引发太阳能行业巨震。根据能源咨询机构伍德麦肯兹(Wood Mackenzie)最新报告,受关键税收抵免政策取消影响,到2030年美国住宅太阳能装机容量可能较此前预测骤降46%,超千家企业面临生存危机。然而,长期市场潜力仍被看好,预计到2050年潜在市场规模将达1500GW,覆盖超7000万户家庭。政策急转弯:税收抵免取消冲击行业根基OBBBA法案的核心...

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