印度的太阳能组件产能将在两年之内几乎翻一番,即从2021年12月的18 GW增至36 GW。研究机构JMK Research的分析师透露,到2023年底电池产能将从目前的4 GW增至18 GW。
根据行业领导者及市场新进入者发布的公告,分析师预估了未来两年的产能新增情况。JMK Research分析师表示,印度政府的太阳能光伏制造业生产挂钩激励(PLI)计划是整个印度太阳能产业的主要催化剂。
JMK Research表示:“印度太阳能制造业新进入者的目标是吉瓦级规模的安装能力及上游一体化,这与印度政府太阳能组件PLI计划的目标相一致。同时,有关行业的利益相关者还需要专注提升劳动力技能水平、加强研发基础设施建设,且最重要的是对印度太阳能产业采取统一的长期政策。”
作者:UMA GUPTA
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