taiyangnews 07月17日 22:33
India’s Solar Module Manufacturing To Exceed 120 GW By 2030
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印度太阳能产业正迅速崛起,根据Sinovoltaics的预测,到2030年其太阳能组件制造能力将超过120吉瓦。得益于政府的激励政策和关键制造商的涌现,印度的太阳能电池和组件产能已从2017年的个位数吉瓦增长至目前的数十吉瓦,并有望在未来几年内实现显著扩张。尽管在原材料和高端设备方面仍依赖进口,但印度正朝着成为全球太阳能制造和出口重要枢纽的目标迈进,多家印度企业已开始布局海外市场。

📈 **产能高速增长,成为全球重要一极**:印度太阳能组件制造能力已从2017年的8吉瓦增长到目前的68.4吉瓦,预计到2030年将突破120吉瓦。太阳能电池制造能力也从3吉瓦增至24.6吉瓦,目标是达到65吉瓦。同时,硅锭生产能力也将翻倍,显示出印度在太阳能产业链各环节的快速扩张。

💡 **政府政策驱动,加速产业发展**:Sinovoltaics的分析师认为,印度政府推出的生产挂钩激励(PLI)计划以及战略性的进口关税政策是推动太阳能产业激增的关键因素。这些政策有效地鼓励了国内的投资和生产,加速了印度成为全球太阳能制造中心的进程。

🤝 **本土企业崛起,布局全球市场**:Reliance Industries、Evervolt、Zuvav Technologies、Avaada、Group Surya和Luxra等印度本土企业正在快速成长,成为印度太阳能产业的重要力量。此外,Vikram Solar和TATA Power等公司已开始在美国开展业务,这标志着印度不仅满足国内需求,更积极参与全球太阳能市场的竞争与合作。

⚠️ **挑战与机遇并存,实现自给自足仍需努力**:尽管印度太阳能产业发展势头强劲,但仍面临严重依赖进口原材料和高端制造设备的挑战。这表明,印度在实现完全自给自足的道路上仍有待加强本土供应链的建设和技术能力的提升。

India’s solar sector is gaining global traction, with the Dutch-German consultancy Sinovoltaics’ 2025 supply chain map projecting the country’s module manufacturing capacity to exceed 120 GW by 2030. Its backward integration is expanding fast, too.  

The country had only 8 GW of solar module production capacity in 2017, which has now grown to 68.4 GW. Its solar cell manufacturing capacity has expanded from 3 GW in 2017 to 24.6 GW, according to the report, and is likely to reach 65 GW by 2030. Ingot production is set to double from 14 GW to 28 GW during this period.  

Sinovoltaics pegs India’s current metallurgical-grade silicon production capacity at 300,000 tons. It is planned to expand further, but the pace has slowed due to declining global prices. 

New companies and the growth of existing ones are helping India become an important part of the global solar panel industry, according to Sinovoltaics’ updated India Solar Supply Chain Map 2025. It lists key names including Reliance Industries in Gujarat, Evervolt’s base in Andhra Pradesh, Zuvay Technologies in Gujarat, Avaada in Maharashtra, Group Surya in Bihar, and Luxra in Maharashtra. 

Indian companies like Vikram Solar and TATA Power are also starting operations in the US, showing that India is on track to become a major hub for making and exporting solar panels. 

“India is rapidly becoming a global hub for solar manufacturing and exports,” explains Sinovoltaics CEO Dricus de Rooij. “The addition of key manufacturers in our updated map reflects the industry’s dynamic expansion.” 

Analysts at Sinovoltaics attribute this surge to government initiatives, like the Production-Linked Incentive (PLI) scheme and strategic import duties (see India To Impose ALMM For Solar Cells From June 1, 2026). 

However, the sector still relies heavily on imported raw materials and high-end manufacturing equipment, which the report writers believe underlines persistent challenges to achieving full self-reliance. 

The complete report is available for free download on Sinovoltaics’ website.  

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印度太阳能 可再生能源 制造能力 产业发展 全球市场
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