### 中国某顶级太阳能晶片制造商接获印度大单
在中国、美国及越南设有工厂的Linton公司，在新德里附近的一场可再生能源展览上透露，已从一家印度企业获得设备订单，这批设备将用于制造一座10吉瓦级太阳能发电站所需的部件。Linton Crystal Technologies集团总裁李智欣（音译）在采访中提及该情况，并表示不会透露客户的具体信息和交易金额。据李表示，此交易有助于支持印度自力更生的太阳制造业目标，减少对进口设备的依赖。
### 中国限制高端太阳能技术出口影响市场
Linton有意向将设备出口至印度，并计划在2030年前占领该国一半的晶片生产能力。当前情况下，仅有一家印度企业每年能够生产约2吉瓦的晶片。自2020年以来，印度的太阳能模块产能增长了近五倍，但其几乎90%的建造所需设备需依赖进口。
### 印度清洁能源产业面临挑战
据中国有消息称，北京有可能停止提供相关设备以遏制竞争对手的发展，此举引起了业内的关注和担忧。阿迪蒂等公司以及Reliance Industries Ltd.等企业正积极计划在其业务链内全面生产太阳能产品，从金属硅到模块，这背后是印度政府对能源独立的推动。
### 清洁能源行业投资与地缘政治风险
Sundev Renewables LLP的创始合伙人Sunil Jain指出，为确保自身不受地缘政治动荡影响，印度需要在清洁能源设备制造领域加大投资。即便在冲突升级的情况下，印度仍然依赖专业人员和技术部件来运行生产设备，这将使该国持续面临脆弱性。
上述信息以精简、优化的方式呈现，旨在保持原文核心内容的同时，适配中国读者的阅读习惯，并遵循指定的编辑规则。
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.
