节点：下游（终端消费/应用）位置：下游情绪：利空参考度：4/10
12月9日（路透社）——美国太阳能产业协会与伍德麦肯兹周二发布的研究显示，美国太阳能行业第三季度新增装机容量达11.7吉瓦，环比增长49%。报告指出，截至第三季度，太阳能占美国电网新增发电装机容量的58%，累计装机超30吉瓦。
报告补充称，此次增长此前曾受One Big Beautiful Bill法案（OBBBA）引发的全行业动荡影响，而增长的主要动力来自第二季度基本完工的公用事业规模太阳能项目。OBBBA要求项目需在明年7月前开工或2027年底前投运，方可获得30%的税收抵免及额外补贴（后者可进一步提高补贴力度），这给太阳能与储能行业带来了不确定性。
不过，受行业限制及供应链瓶颈影响，本季度太阳能安装速...
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