印度调研机构Mercom India发布的最新市场报告称,2022年印度屋顶太阳能装机容量为1.6 GW,同比下降近6%。
该报告指出,全年约42%的装机容量来自工业领域。而住宅、商业和政府部门分别占到新增总容量的32%、25%和1%。
Mercom India透露,截至2022年12月31日,印度的累计屋顶太阳能装机容量接近8.8 GW。其中,古吉拉特邦的装机规模位列第一,占到全国累计屋顶太阳能装机容量的24%。其次是马哈拉施特拉邦和拉贾斯坦邦,分别占比14%和9%。
Mercom Capital Group首席执行官Raj Prabhu表示:“[今年]印度出台了限制供应和影响组件成本的政策,这一挑战让印度屋顶太阳能市场错失良机。尽管障碍重重,装机量仍与上一年几乎持平。强劲的基本面继续推动着工商业太阳能装机容量走高。而随着定价和供应挑战的缓和,我们预计2023年将恢复增长。”
印度政府对屋顶太阳能项目征收基本关税(BCD)且实施型号和制造商批准清单(ALMM)增加了该国太阳能组件价格和供应的波动性。
Mercom India表示:“如果不是因为实施基本关税导致项目成本飙升,且安装商清楚地了解哪些并网屋顶太阳能项目需要ALMM清单中的组件的话,装机量可能会更高。”
该调研公司表示,2022年10至12月期间,印度新增屋顶太阳能483 MW,其中大约56%来自住宅领域,而工商业领域占比为43%。
作者:UMA GUPTA
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