2026年3月10日 美国东部时间凌晨4:05 / 路透社
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路透社3月10日电 – 周二发布的一项研究显示，由于唐纳德·特朗普总统取消了对可再生能源开发商的补贴和税收减免，美国太阳能市场2025年新增装机量较前一年有所减少，行业增长势头放缓。
美国太阳能产业协会（SEIA）与伍德麦肯兹（Wood Mackenzie）的研究表明，2025年太阳能市场新增装机容量为43吉瓦，而2024年这一数字接近50吉瓦。
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报告指出，政府的《一项大而美丽法案》（One Big Beautiful Bill Act）导致全行业陷入混乱，2025年公用事业规模太阳能装机量下降16%，社区太阳能装机量下降25%。
在现任政府的政策下，太阳能行业正面临关税压力以及重大项目审批冻结，这反映出能源议程的转向——从乔·拜登的绿色政策转向聚焦石油、天然气、煤炭和核能。
尽管如此，报告称，在特朗普政府执政的第一年，太阳能和风能储能占新增装机容量的79%，其中超过三分之二的装机项目位于他赢得的州。
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得克萨斯州以11吉瓦的新增太阳能装机容量领先，其次是印第安纳州、佛罗里达州、亚利桑那州、俄亥俄州、犹他州和阿肯色州。
报告称，由于专注于人工智能的数据中心用电需求飙升至历史新高，太阳能发电在经济上仍然具有竞争力。
美国太阳能产业协会临时总裁兼首席执行官达伦·范特霍夫（Darren Van’t Hof）表示：“华盛顿必须为市场提供政策确定性，才能使其正常运作并跟上不断增长的能源需求。”
“没有这种确定性，太阳能项目将建设得更少，美国人将不得不为更高的能源账单付出代价。”
该报告预测，到2036年，美国将新增490吉瓦太阳能装机容量，累计装机总量将接近770吉瓦。
伍德麦肯兹太阳能部门负责人米歇尔·戴维斯（Michelle Davis）在报告中表示：“很明显，即使天然气发电量继续增长，太阳能仍将继续成为美国新增电力装机容量的主要来源。”
普拉纳夫·马图尔（Pranav Mathur）报道，希帕·马朱姆达（Shilpi Majumdar）编辑
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US solar installations down in 2025 after Trump policies jolt market, report says
March 10, 2026 4:05 AM UTC / Reuters
A solar field is seen on site at First Solar in Perrysburg, Ohio July 8, 2022. Picture taken with drone. REUTERS/Megan Jelinger [Purchase Licensing Rights, opens new tab]
March 10 (Reuters) – The U.S. solar market added fewer new installations in 2025 compared to the year before, a study showed on Tuesday, pointing to cooling momentum across the sector after President Donald Trump scrapped subsidies and tax breaks for renewable energy developers.
The solar market installed 43 gigawatts in new capacity last year, compared to nearly 50 GW in 2024, according to a study by the Solar Energy Industries Association (SEIA) and Wood Mackenzie.
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The administration’s One Big Beautiful Bill Act has led to an industry-wide disruption, with utility-scale solar installations declining 16% and community solar declining 25% in 2025, the report said.
The solar industry is contending with tariff pressures and a freeze on approvals for major projects under the current administration, reflecting an energy agenda focused on oil, gas, coal and nuclear and marking a shift from Joe Biden’s green policies.
Still, solar and energy storage accounted for 79% of new capacity additions in the first year of the Trump administration, with more than two-thirds of installations occurring in states won by him, the report said.
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Texas led with 11 GW of new solar capacity, followed by Indiana, Florida, Arizona, Ohio, Utah and Arkansas.
Solar power remains economically competitive, especially as electricity demand from data centers dedicated to AI surges to record highs, the report said.
“Washington must deliver policy certainty for the market to work and to keep pace with growing energy demands,” said SEIA interim President and CEO Darren Van’t Hof.
“Without this certainty, less solar will get built and Americans will pay the price with higher energy bills.”
The report estimates the U.S. would add 490 GW of new solar capacity by 2036, taking the cumulative installed capacity to nearly 770 GW.
“It’s clear that solar will continue to be the dominant source of new power capacity in the U.S., even as gas generation continues to grow,” Michelle Davis, head of solar at Wood Mackenzie, said in the report.
Reporting by Pranav Mathur in Bengaluru; Editing by Shilpi Majumdar
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