The U.S. House has officially passed Trump’s “Big Beautiful Bill,” marking a seismic shift in America’s electric vehicle and renewable energy landscape. Legislation, which Trump is expected to sign into law within days, eliminates the $7,500 federal EV credit by September 30, 2025, alongside sweeping cuts to clean energy incentives that have supported the transition to sustainable transportation and power generation for over two decades.
美国众议院已正式通过了特朗普的“大型账单”，标志着美国的电动汽车和可再生能源环境的地震转变。预计特朗普将在几天之内签署法律的立法，取消了7,500美元的联邦电动汽车信贷，到2025年9月30日，对清洁能源激励措施进行了全面的削减，这些削减措施支持了超过二十年来过渡到可持续运输和发电的过渡。
Legislative package represents the most significant rollback of green energy policies in recent memory, affecting everything from residential solar installations to commercial fleet electrification. Timing couldn’t be more critical for automakers and consumers who’ve built business models and purchasing decisions around these federal incentives.
立法方案代表了最近记忆中绿色能源政策最重要的回滚，从住宅太阳能装置到商业车队电气化的一切都影响了一切。对于建立商业模式并围绕这些联邦激励措施购买决策的汽车制造商和消费者来说，时机并不是至关重要的。
Trump’s Big Beautiful Bill terminates multiple EV-related tax credits that have driven adoption across consumer and commercial markets. $7,500 credit for new electric vehicles will disappear on September 30, 2025, while the $4,000 used EV credit faces the same deadline. Commercial buyers will lose their $7,500 credit for electric fleets, fundamentally altering the economics of business electrification strategies.
特朗普的“大型美丽法案”终止了多种与电动汽车相关的税收抵免，这些税收抵免导致了消费者和商业市场的采用。新电动汽车的$ 7,500信用额将于2025年9月30日消失，而$ 4,000使用的EV信用面积在同一截止日期。商业买家将因电舰队而损失7,500美元的信用，从而改变了商业电气化策略的经济性。
Legislation’s impact extends beyond direct purchase incentives. Alternative Fuel Vehicle Refueling Property Credit, which supports charging infrastructure development, expires on June 30, 2026. Timeline creates a compressed window for businesses and property owners to capitalize on installation incentives before they vanish entirely.
立法的影响范围超出了直接购买激励措施。替代燃油汽车加油财产信贷支持收费基础设施开发，于2026年6月30日到期。时间表为企业和财产所有人创建了一个压缩窗口，以便在完全消失之前利用安装激励措施。
Industry analysts predict Tesla will experience unprecedented demand in Q3 2025 as consumers rush to secure the federal credit before its expiration. Artificial demand spike could strain production capacity while creating a cliff-edge effect in Q4 when incentives disappear. Other automakers face similar challenges, particularly those heavily invested in EV transitions.
行业分析师预测，特斯拉将在2025年第三季度经历前所未有的需求，因为消费者急于在其到期之前获得联邦信贷。当激励措施消失时，人工需求尖峰可能会使生产能力造成生产能力，同时在第四季度产生悬崖边缘效应。其他汽车制造商面临类似的挑战，尤其是那些在电动汽车过渡方面投入了大量投资的挑战。
The legislation notably omits any mention of annual EV fees, dispelling concerns about additional ownership costs that some states have considered implementing. However, the absence of purchase incentives may still slow adoption rates across the industry.
该立法尤其忽略了任何年度费用，消除了某些州考虑实施的额外所有权成本的担忧。但是，没有购买激励措施仍可能会降低整个行业的采用率。
While Trump’s Big Beautiful Bill eliminates consumer incentives, it preserves battery manufacturing credits under the 45X program. Tesla’s Nevada LFP battery facility can still claim $35 per kilowatt-hour for battery cells plus $10 per kilowatt-hour for modules, provided it meets increasingly stringent domestic content requirements.
虽然特朗普的“大笔法案”消除了消费者的激励措施，但它保留了45倍计划下的电池制造信用额。特斯拉的内华达州LFP电池设施仍然可以要求电池电池每千瓦时35美元，如果它满足越来越严格的国内内容需求，则电池电池加上每千瓦时10美元。
The domestic content thresholds escalate from 60% in 2026 to 85% by 2030, creating challenges for manufacturers using foreign equipment or components. Tesla’s partnership with Panasonic at Giga Nevada should continue qualifying for credits, while the company’s Texas operations face similar compliance requirements.
国内内容阈值从2026年的60％升至2030年，对使用外国设备或组件的制造商面临挑战。特斯拉与内华达州Giga Panasonic的合作伙伴关系应继续获得学分资格，而该公司的得克萨斯州运营面临类似的合规要求。
Legislation imposes new restrictions on Chinese components across multiple clean energy sectors. For battery manufacturing, companies must demonstrate domestic content compliance while avoiding “foreign entities of concern” in their supply chains. Requirement could force manufacturers to restructure supplier relationships and potentially increase production costs.
立法对多个清洁能源部门的中国组成部分施加了新的限制。对于电池制造，公司必须表现出国内内容的依从性，同时避免其供应链中的“外国实体”。需求可能会迫使制造商重组供应商关系并可能增加生产成本。
LG Energy, Envision AESC, and Tesla currently represent the only U.S. LFP cell manufacturers, but their combined capacity remains insufficient to meet domestic demand. Supply constraint could create bottlenecks for companies seeking to qualify for manufacturing credits while maintaining Chinese component restrictions.
LG Energy，Envision AESC和特斯拉目前代表了美国唯一的LFP细胞制造商，但它们的合并能力仍然不足以满足国内需求。供应限制可能会为寻求有资格获得制造学分的公司的同时维持中国组件限制的公司创造瓶颈。
Trump’s Big Beautiful Bill doesn’t directly eliminate Zero-Emission Vehicle credits, but it effectively destroys the market conditions that create demand for these instruments. Legislation eliminates penalties for automakers failing to meet federal CAFE standards, removing a primary driver of ZEV credit purchases.
特朗普的大型账单并不能直接消除零排放车辆的信用，但有效地破坏了对这些工具的需求的市场条件。立法消除了未能达到联邦咖啡馆标准的汽车制造商的处罚，从而消除了Zev信用购买的主要驱动力。
Simultaneously, Congress has revoked EPA waivers that allowed California and 17 other states to enforce stricter emissions rules, including ZEV mandates. Without these waivers, states lose the legal authority to require automakers to meet ZEV sales targets or purchase compliance credits.
同时，国会撤销了EPA豁免，允许加利福尼亚和其他17个州执行更严格的排放规则，包括ZEV命令。没有这些豁免，各州将失去要求汽车制造商实现ZEV销售目标或购买合规信用的法律权力。
Tesla has generated billions in revenue from ZEV credit sales, but this income stream faces severe disruption in the U.S. market. Tesla can still earn credits in international markets, particularly Europe, but domestic credit demand will likely collapse unless courts overturn the waiver revocations in pending legal challenges.
特斯拉（Tesla）从ZEV信用销售中获得了数十亿美元的收入，但这种收入来源面临美国市场的严重破坏。特斯拉仍然可以在国际市场，尤其是欧洲获得学分，但是国内信贷需求可能会崩溃，除非法院推翻了未决法律挑战的豁免撤销。
ZEV credit collapse could force Tesla to adjust pricing strategies and profit margins, particularly for vehicles that relied on credit sales to maintain competitiveness. Other EV manufacturers with credit programs face similar revenue pressures.
Zev信贷崩溃可能会迫使特斯拉调整定价策略和利润率，特别是对于依靠信贷销售来维持竞争力的车辆。其他具有信用计划的电动汽车制造商面临类似的收入压力。
Beyond transportation, Trump’s Big Beautiful Bill dismantles renewable energy incentives that have supported sector growth for decades. 30% tax credit for residential solar installations terminates on December 31, 2025, while clean electricity production credits for wind and solar projects phase down after 2027.
除运输外，特朗普的大型比尔（Big Beautiful Bill）拆除了几十年来支持部门增长的可再生能源激励措施。30％的住宅太阳能安装税收抵免将于2025年12月31日终止，而在2027年之后，风能和太阳能项目的清洁电力生产信用却下降了。
Home energy efficiency improvements lose tax credit support after December 31, 2025, affecting heat pump installations, insulation upgrades, and other efficiency measures. Residential clean energy credit, which covers geothermal systems and other renewable technologies, faces the same deadline.
2025年12月31日之后，家庭能源效率提高失去税收抵免支持，影响了热泵装置，隔热升级和其他效率措施。涵盖地热系统和其他可再生技术的住宅清洁能源信贷面临相同的截止日期。
Legislation eliminates clean electricity investment and production tax credits that have existed since 1992 and 2005, respectively. Solar and wind farms entering service after 2027 lose credit eligibility, creating a rush to complete projects before the deadline.
立法消除了自1992年和2005年以来分别存在的清洁电力投资和生产税收抵免。2027年后，太阳能和风电场失去了信用资格，在截止日期之前急于完成项目。
Nuclear, geothermal, and battery storage projects receive extended timelines, but they still face restrictions on Chinese components. Advanced manufacturing production credit for wind power components terminates after 2027, while facilities using Chinese equipment lose qualification entirely.
核，地热和电池存储项目获得了延长的时间表，但它们仍然面临对中国组件的限制。风力发电组件的高级制造生产信用终止于2027年之后，而使用中国设备的设施完全失去了资格。
Trump’s Big Beautiful Bill introduces a new deduction for car loan interest on American-made vehicles from 2025 through 2028. Taxpayers can deduct up to $10k annually in interest payments, provided the vehicle meets domestic assembly requirements and weight restrictions under 14,000 pounds.
特朗普的大型法案从2025年到2028年为美国制造的车辆提供了新的贷款利息扣除额。纳税人每年可以扣除多达1万美元的利息支付，只要车辆符合国内集会的要求和重量限制以下14,000英镑。
The deduction phases out for single taxpayers earning over $100k and joint filers above $200k, targeting middle-income consumers. Eligible vehicles must have original use beginning with the taxpayer and include cars, minivans, SUVs, pickups, motorcycles, and vans with final assembly in the United States.
扣除阶段是针对$ 10万美元的单一纳税人和超过20万美元的联合申报者的扣除阶段，以中等收入的消费者为目标。合格的车辆必须从纳税人开始，并包括汽车，小型货车，SUV，皮卡，摩托车和货车，并在美国最终组装。
This provision could partially offset the loss of EV credits for domestic manufacturers, though the benefit applies to all vehicle types rather than specifically supporting electric adoption. Timing coincides with many automakers’ plans to increase domestic production capacity.
该规定可能会部分抵消国内制造商的EV信用损失，尽管收益适用于所有车辆类型，而不是专门支持电力采用。时间安排与许多汽车制造商计划提高国内生产能力的计划相吻合。
Staggered implementation of Trump’s Big Beautiful Bill creates multiple transition periods that companies must navigate carefully. EV credits end September 30, 2025, while renewable energy incentives terminate between December 31, 2025, and June 30, 2026, depending on the specific program.
特朗普大型账单的交错实施创造了多个过渡期，公司必须仔细导航。EV信用额度截止于2025年9月30日，而可再生能源激励措施在2025年12月31日至2026年6月30日之间终止，具体取决于特定计划。
Manufacturing credits continue with enhanced domestic content requirements, forcing supply chain adjustments over the next several years. Companies must balance compliance costs against potential credit values while managing the uncertainty of future policy changes.
制造业信用额度继续增强了国内内容的要求，迫使供应链在未来几年内进行调整。公司必须在管理未来政策变化的不确定性的同时，平衡合规成本与潜在信用价值。
Legislation’s impact will unfold gradually, but the direction is clear: federal support for clean energy transitions is ending. Whether market forces and state policies can sustain momentum without federal backing remains an open question that will define the next chapter of America’s energy transformation.
立法的影响将逐渐发展，但方向很明显：联邦对清洁能源过渡的支持已经结束。市场力量和国家政策是否可以在没有联邦支持的情况下维持动力仍然是一个悬而未决的问题，它将定义美国能源转型的下一章。
When Trump’s Big Beautiful Bill becomes law, it won’t just change policy—it’ll reshape entire industries that have built their futures around government incentives. Bill’s beautiful simplicity in eliminating programs may prove ugly in its economic consequences.
当特朗普的大法案成为法律时，它不仅会改变政策 - 它将重塑整个围绕政府激励措施的未来的行业。比尔在消除计划方面的美丽简单性可能会导致其经济后果丑陋。
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