尽管德国工厂因美国和欧盟订单保持高利用率，但定价偏低，订单量仍不足。美国客户仍在增加产量，邻近市场需求依然疲软。欧盟为支持本土制造业采取的措施虽被法国、意大利和奥地利采纳，但对整体需求产生实质性影响尚需时日。德国尚未对组件制造商提供保护，导致市场需求下降。该公司目前不考虑在欧洲外包生产，因成本较高。与此同时，印度市场需求正在回升，并计划扩大产能。德国政府未能出台有效政策支持本土产业与中国产品竞争，面临困境。

📉 德国工厂虽保持高利用率，但因定价低和订单不足，仍面临挑战。美国客户增产缓慢，邻近市场需求疲软，导致订单量不足。

🇪🇺 欧盟虽采取措施支持本土制造业，但其效果显现尚需时日。德国尚未对组件制造商提供保护，导致市场需求下降，多家客户倒闭。

🇮🇳 印度市场需求回升，Borosil计划扩大产能。印度政府为遏制中国和越南的廉价进口，设定了参考价格，这有助于印度本土光伏产业的发展。

🗣️ 德国前Meyer Burger首席执行官Gunter Erfurt批评德国政府未能有效支持本土产业，认为德国在光伏产业上过度依赖中国。

💡 Borosil Renewables主席Pradeep Kheruka希望德国新政府能为可再生能源设备本土生产提供明确的政策方向。

Though it has been operating the German plant at a high rate of utilization due to orders from the US and European Union (EU), these are priced low. The orders remain insufficient since customers in the US are still ramping up and demand in adjacent market is still low.  “The steps taken by the European Union to support domestic manufacturing of modules have been adopted by France, Italy and Austria. It will take time for the demand from these countries to make a meaningful difference to the overall demand. Germany in the meanwhile has kept this matter under consideration,” stated Jain.    Lack of any protection for module manufacturers in Germany or the EU, neither in terms of the Basic Customs Duty (BCD) nor antidumping, has pulled down demand in the market as several customers are now out of business.  He also added that the company is not looking at outsourcing manufacturing in Germany as of now due to higher costs in Europe.  Meanwhile, in India Borosil continues to see the market picking up. It recently announced plans to expand its production capacity by 500 tons per day (TPD) to 1,500 TPD on the back of increasing demand for solar glass in India. The decision followed the Indian Finance Ministry announcing a reference price for imports to curb cheap and dumped imports from China and Vietnam (see Borosil Renewables To Expand Manufacturing Capacity By 50%). Referring to the GMB’s short-time work arrangement, Gunter Erfurt, the former CEO of Meyer Burger, called it a failure on part of Germany that does not do much in terms of policy to support the local industry to compete with highly subsidized Chinese products. “Solar is the new oil and we are 100% dependent on China. In short: madness!” he stated in a LinkedIn post.  Responding to Erfurt’s post was Borosil Renewables Chairman Pradeep Kheruka who hoped the new German government will provide a clear policy direction for the future of a domestic production capability of renewable energy equipment.