作为全球太阳能晶圆生产设备的主要供应商之一，中国Linton公司近日成功拿下一笔来自印度企业的大单。根据合同条款，Linton将向印度客户提供生产10吉瓦光伏电站所需的关键设备，并且这项交易主要发生在中国之外的区域。
在接受位于新德里附近举办的可再生能源展览会采访时，Linton水晶技术公司（Linton集团成员）CEO李志新透露了这一消息。尽管具体客户名称和合同金额未公开，但他强调该交易对印度自主发展光伏制造业具有重大意义，有助于印度减少对进口设备的依赖。
这项合作不仅支持了印度增加本土太阳能生产能力的战略，也减轻了国内外制造企业对中国高端太阳能技术出口可能受限的担忧。据预测，到2030年，印度的光伏晶圆生产量预计可达每年100吉瓦，并且Linton公司计划在这场竞争中占据主导地位。
目前在印度，仅有一家公司在进行大规模晶圆生产，年产量为2吉瓦。然而，尽管印度在太阳能模块生产能力方面实现了显著增长（较2020年增加了近五倍），但其自给率仍处于较低水平——大量用于制造光伏组件的设备需要依赖进口。
针对上述情况，有消息称中国政府可能计划限制向中国竞争对手出口高端光伏技术相关的生产设备，此举旨在抑制国内市场的竞争。在这一背景下，印度企业积极寻求增加本土化生产能力和供应链安全性，以减少对外部供应的过度依赖。
Sundev再再生能源有限责任公司（一家为可再生能源行业提供顾问服务并从事新型项目开发的初创企业）的联合创始人孙立（Sunil Jain）指出，在清洁能源领域投资资本货物制造对于印度而言至关重要。他认为，通过加强本土生产能力，印度可以更好地抵御潜在的地缘政治风险和供应链中断。
若局势紧张升级，即使印度在技术工人和零部件方面有所储备以确保工厂运营，该国仍可能因依赖外部技能支持而保持其脆弱性。因此，投资本地化、增强自主能力被认为是减少对国际市场依存度的有效策略之一。
新闻来源：www.bloomberg.com
原文地址：Chinese Solar Machinery Company to Supply Major Order to India
新闻日期：2024-10-04
原文摘要：
China’s , one of the world’s largest makers of machinery to build solar wafers, said it secured an order from an Indian business for equipment to produce enough of the components for a 10-gigawatts solar power plant.Linton, which has factories in China, the US and Vietnam, will supply the machinery outside of China, said Zhixin Li, chief executive officer of Linton Crystal Technologies, one of the firms in the group. He declined to reveal who the customer was or how much the deal was worth, in an interview at a renewable energy exhibition near New Delhi.The deal will help India with its goal of growing its own solar manufacturing industry to reduce its reliance on imports. Linton’s enthusiasm in supplying the Indian market is also likely to comfort domestic manufacturers who are concerned about Beijing’s on exports of high-end solar technology.India’s wafer manufacturing capacity is likely to reach 100 gigawatts a year by 2030, and Linton aimed to capture half of that market, Li said. Currently, just one company, , makes 2 gigawatts a year of wafers in India. The country’s capacity to produce solar modules has increased nearly fivefold since 2020, but it relies almost for the machinery needed to build them. A in China has fueled speculation authorities there could stop supplying machinery to curb the growth of rival producers. Companies from Adani to Reliance Industries Ltd. have set goals to manufacture the entire value-chain of solar products, from metallurgical grade silicon to modules, buoyed by a government push toward energy independence. Sunil Jain, a founding partner at Sundev Renewables LLP, an advisory firm and a budding renewable project developer, said India needs to invest in capital goods manufacturing for the clean energy industry to shield itself from any geopolitical disruptions. Should tensions rise, India would still be dependent on skilled personnel and parts to run their machines, Jain said. This would keep the country vulnerable, he said.
