印度新能源与可再生能源部（MNRE）近日发布了首份光伏电池“认证型号与制造商名单”（ALMM），共计六家本土企业入选，合计年产能达到13吉瓦。这是该机制继光伏组件之后，首次将电池纳入强制认证范围，标志着印度本土制造政策进一步向深层供应链延伸。
六家入选企业分别为：FS India（First Solar印度子公司）、Jupiter International、Emmvee、Mundra Solar（Adani旗下）、Premier Energies与ReNew。其中，Mundra获批的累计电池产能高达3,832兆瓦，包括1,939兆瓦的双面PERC晶体硅电池与1,893兆瓦的双面n型TOPCon电池。紧随其后的是FS India，产能达3,212兆瓦。
其他企业方面，Premier Energies获批1,925兆瓦双面PERC产能，Emmvee为1,553兆瓦n型TOPCon产能，ReNew为1,766兆瓦双面PERC电池，而Jupiter International则为779兆瓦双面PERC电池。
根据最新规定，所有2025年8月31日及之前完成投标的项目，尽管仍需使用ALMM认证的光伏组件，却可豁免使用认证电池，即便项目的并网时间延后至2026年6月1日之后。然而，若项目投标时间晚于2025年8月31日，则无论何时并网，所用组件与电池均必须来自ALMM认证清单。
这一新规将对市场采购行为与供应链选择产生深远影响，也被视为印度政府推动国产化和技术升级并举的重要步骤。目前，印度正在加速完善其“自力更生”制造体系，ALMM机制正成为筛选优质国产产品、控制进口依赖、支持本土产业发展的关键工具。
作者：Uma Gupta
This content is protected by copyright and may not be reused. If you want to cooperate with us and would like to reuse some of our content, please contact: editors@pv-magazine.com.
By submitting this form you agree to pv magazine using your data for the purposes of publishing your comment.
Your personal data will only be disclosed or otherwise transmitted to third parties for the purposes of spam filtering or if this is necessary for technical maintenance of the website. Any other transfer to third parties will not take place unless this is justified on the basis of applicable data protection regulations or if pv magazine is legally obliged to do so.
You may revoke this consent at any time with effect for the future, in which case your personal data will be deleted immediately. Otherwise, your data will be deleted if pv magazine has processed your request or the purpose of data storage is fulfilled.
Further information on data privacy can be found in our Data Protection Policy.