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印度酝酿多晶硅生产挂钩激励计划以减少对中国进口依赖
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India is preparing a production-linked incentive scheme to encourage domestic polysilicon manufacturing, the country's…
不做 通威股份（600438.SH）
印度多晶硅激励仅为筹备中的政策表态:无方案文本、无补贴金额、无获批时点、无离散点名准入主体,属补贴/规划类政策而非准入里程碑;对通威股份(600438.SH)等中国多晶硅公司的出口影响是数年级长期变量,无法形成短周期可量化的收入/利润/订单传导,不构成事件交易催化
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India is preparing a production-linked incentive scheme to encourage domestic polysilicon manufacturing, the country's top clean energy ministry official said on Friday.
Here are some details on the incentive scheme:
It would extend India's manufacturing incentive push deeper into the solar supply chain and reduce import dependence, Santosh Kumar Sarangi, secretary at the clean energy ministry, said at a Confederation of Indian Industry event in New Delhi.
Polysilicon is a key raw material used in solar photovoltaic panels, and India relies entirely on imports from China.
India is targeting 500 gigawatts of non-fossil fuel power capacity by 2030.
The renewable energy ministry has increasingly focused on local manufacturing as developers ramp up solar installations, seeking to reduce exposure to imported equipment and build a domestic supply chain.
India has previously offered 240 billion rupees ($2.52 billion) in manufacturing-linked incentives for solar panel and cell production.
The new scheme could cover more than 10 GW of production capacity, Sarangi said, without disclosing the size of the financial incentive.
The proposed move comes as New Delhi seeks to create an integrated solar manufacturing ecosystem spanning modules, cells, wafers, ingots and polysilicon, segments that are dominated globally by Chinese producers.
India has already built more than 200 GW of solar panel manufacturing capacity and more than 32 GW of solar cell capacity, while another 100 GW of cell capacity is expected to come online within about a year, Sarangi said.
The country is also targeting at least 80 GW of solar ingot and wafer manufacturing capacity by June 2028, he said.
Deeper domestic manufacturing would strengthen India's clean energy ambitions and industrial competitiveness, Sarangi said.
Polysilicon also has semiconductor applications, potentially broadening the economic benefits of new investment beyond solar manufacturing, he said.
($1 = 95.2750 Indian rupees)
Here are some details on the incentive scheme:
It would extend India's manufacturing incentive push deeper into the solar supply chain and reduce import dependence, Santosh Kumar Sarangi, secretary at the clean energy ministry, said at a Confederation of Indian Industry event in New Delhi.
Polysilicon is a key raw material used in solar photovoltaic panels, and India relies entirely on imports from China.
India is targeting 500 gigawatts of non-fossil fuel power capacity by 2030.
The renewable energy ministry has increasingly focused on local manufacturing as developers ramp up solar installations, seeking to reduce exposure to imported equipment and build a domestic supply chain.
India has previously offered 240 billion rupees ($2.52 billion) in manufacturing-linked incentives for solar panel and cell production.
The new scheme could cover more than 10 GW of production capacity, Sarangi said, without disclosing the size of the financial incentive.
The proposed move comes as New Delhi seeks to create an integrated solar manufacturing ecosystem spanning modules, cells, wafers, ingots and polysilicon, segments that are dominated globally by Chinese producers.
India has already built more than 200 GW of solar panel manufacturing capacity and more than 32 GW of solar cell capacity, while another 100 GW of cell capacity is expected to come online within about a year, Sarangi said.
The country is also targeting at least 80 GW of solar ingot and wafer manufacturing capacity by June 2028, he said.
Deeper domestic manufacturing would strengthen India's clean energy ambitions and industrial competitiveness, Sarangi said.
Polysilicon also has semiconductor applications, potentially broadening the economic benefits of new investment beyond solar manufacturing, he said.
($1 = 95.2750 Indian rupees)
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