$SolarCity(SCTY)$  来自 $Vivint Solar(VSLR)$ 老二的信息： 1）Q3 all-incost： 3.12 vs SCTY 2.9.  2）Q4安装量对比Q3季节性下降 -5-10%， vs SCTY安装增长+35%。  VSLR 认为市场竞争压力小，we do not see a lot of competition. We are opening up more markets in existing states where we are at and we are not seeing pricing compression.