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美国风、光行业面临“生存危机”

2025-07-02 09:56来源:北极星太阳能光伏网   当地时间6月28日,美国参议院以51对49的微弱优势,通过美国总统特朗普的减税和支出法案的程序性投票。 这项被特朗普称为“大而美”的大规模税收与支出法案,计划在未来10年减税4万亿美元,同时削减1.5万亿美元支出,取消多项清洁能源税收抵免,包括电动汽车、风能、太阳能及清洁氢气生产等项目。 最值得关注的是,美国参议院共和党人正在辩论的《大漂亮法案》最新版本引入了两项关键变动:对使用了特定进口组件的风能和光伏项目征收新消费税;同时将清洁能源项目获得联邦税收抵补资格的完全投运截止日期大幅提前至2027年底。 与市场普遍预期参议院将放宽补贴淘汰时间表相反,最新版本要求风能和太阳能项目必须在2027年底前完全投入运营才能获得激励措施。而旧版法案以 “开工日期” 作为资格标准,开发商可通过订购设备或修建场地道路等方式控制开工时间。新版法案显著增加了难度,开发商显然对 “投入使用日期” 几乎无力掌控 ,因为这主要取决于电网接入进度。 有行业人士称,随着国会每版法案的推出,可再生能源行业的前景愈发黯淡。