总部位于香港的国际质量保证公司Sinovoltaics发布了最新版印度太阳能供应链地图,地图显示该国电池组件产能为68.4 GW,电池产能为24.5 GW,硅锭产能为14 GW。 新版2025年印度太阳能供应链地图共标注了171个太阳能光伏制造厂地点,显示了每家工厂的产能、位置、所有者和计划产量等信息。 分析师指出,印度正逐渐成为太阳能出口国,像Vikram Solar和TATA Power这样的公司正进军美国市场。
印度国内组件产能为68.4 GW,目标是在2030年增长至120 GW。“目前太阳能电池产能为24.6 GW,预计到2030年将达到65 GW,”分析师称,并补充道,硅锭制造产能预计将从14 GW翻一番,达到28 GW,而多晶硅产能扩张则因全球价格下跌而趋于缓和。
“印度正迅速成为全球太阳能制造和出口中心。在最新版地图中新增了一些关键制造商,这反映出该行业正在经历不断扩张,”Sinovoltaics首席执行官Dricus de Rooij在一份声明中表示。
分析师指出,2017年该国的电池产能仅为3 GW,组件产能仅为8 GW,并将增长的主要原因归于政府采取的激励措施,例如生产挂钩激励(PLI)计划和战略性进口关税。然而,对进口原材料和先进制造设备的依赖也实证了印度“持续面临自力更生挑战”的局面。 Sinovoltaics的供应链地图系列包括关于欧洲、东南亚和北美制造业中心的报告。它追踪光伏组件、电池、硅片、硅锭、多晶硅和冶金级硅的生产基地,包括已关闭或暂停生产的工厂。
数据来自公开可用的信息源以及 Sinovoltaics与制造商的联络。所用数字指的是额定产能。
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