到2022年12月,印度的累计可再生能源产能将达到120-125吉瓦。据ICRA分析师称,这其中50%来自太阳能、38%为风能,其余则来自其他来源。
分析师预计,公用事业规模的太阳能发电量将达到由政府设定的60吉瓦的目标。另一方面,屋顶太阳能和风力发电领域将出现短缺。
ICRA集团负责人兼公司评级高级副总裁Sabyasachi Majumdar说:“虽然(120-125吉瓦的估计量)低于印度政府(GoI)设定的175吉瓦的发电量目标,但预计未来两年半内的新增容量将保持33-38吉瓦的水平,投资支出将超过20亿卢比。”
ICRA预计这将获得中央节点机构和国家配电公司(discoms)授予的大量项目的支持,且可能改善执行时间表。
2021财年
由于供应链中断以及劳动力可用性问题,ICRA预计2021财年的可再生能源发电量增长仍将保持在大约8吉瓦的水平,且因Covid-19仍持续面临执行挑战。
“2021财年7.5-8吉瓦的可再生能源估计量将包括5-5.5吉瓦的太阳能(主要是公用事业规模太阳能)和大约2吉瓦的风能。”ICRA公司评级部门主管兼副总裁Girishkumar Kadam说道。
尽管如此,ICRA预计,颇具竞争力的电价、政策支持以及高峰供应、全天候供应和混合可再生能源供热等新计划都将为可再生能源行业的中长期总体投资前景提供强大支持。
作者:Uma Gupta
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