特朗普狂砍补贴，美国光伏业破产激增

Core Insights - The U.S. clean energy sector is facing severe challenges, with two major solar companies, Sunnova and Mosaic, filing for bankruptcy due to uncertainties surrounding federal solar commitments [1] - The Senate's tax reform proposal is expected to significantly impact the solar industry, with a gradual reduction of tax credits for solar and wind projects, leading to a potential 60% cut by 2026 and complete elimination by 2028 [2] - The market reaction has been swift, with significant stock price declines for major solar companies following the Senate's proposal, indicating a loss of investor confidence [3] Industry Impact - The bankruptcy filings of Sunnova and Mosaic mark a critical moment for the solar industry, with a total of nine large clean energy companies filing for bankruptcy this year, approaching last year's total of 16 [1] - The uncertainty surrounding tax credits has led to a predicted 50% to 60% drop in demand for solar products, which could force many companies to shut down due to unsustainable business models without tax incentives [5][6] - The residential solar sector is particularly vulnerable, with 1,500 small businesses and over 250,000 jobs at risk, highlighting the urgent need for a viable business model in the face of impending policy changes [6]