Is Nrias teb ALMM Daim Ntawv Teev Npe II Hloov Kho: Hnub Ci Cell Muaj Peev Xwm Ntaus 23.7GW, Hauv Zos Silicon Loop Mandated Los ntawm 2028

Localized Silicon Loop Mandated los ntawm 2028 Is Nrias teb Ministry of New thiab Renewable Energy (MNRE) tau tshaj tawm ib qho kev hloov kho "Pom Pom Zoo Cov Qauv thiab Cov Tuam Txhab Sau Npe II rau Hnub Ci Cells" (ALMM List II), boosting cumulative register solar cell production capacity to 23.7GW. Qhov hloov tshiab, cim los ntawm 5.82GW muaj peev xwm ntxiv, underscores Is Nrias teb txoj kev thawb kom ntxiv dag zog rau kev tsim hluav taws xob hauv tsev (PV) thiab ua rau nws cov phiaj xwm 2030 500GW tsis yog- fossil zog installation lub hom phiaj.

Cov ntsiab lus tseem ceeb ntawm Cov Ntawv Hloov Kho

1. Muaj peev xwm nthuav dav & Tus Pab Koom Tes tseem ceeb

Txij li thaum nws thawj zaug tso tawm thaum Lub Yim Hli 2025, ALMM List II tau dhau los ua peb qhov kev nthuav dav, qhia txog kev loj hlob sai hauv Is Nrias teb lub hnub ci kev tsim khoom lag luam:

Lub yim hli ntuj 2025 (1st version): 13.067GW los ntawm 9 manufacturers

Cuaj hlis 2025 (2nd version): Ntxiv 4.8GW (tag nrho 17.867GW)

Lub Kaum Ob Hlis 2025 (hloov kho version): Ntxiv 5.82GW (tag nrho 23.7GW)

Feem ntau ntawm qhov peev xwm tshiab tau nce (5.2GW) los ntawm ob qhov kev sau npe tshiab los ntawm Waaree Energies, Is Nrias teb tus thawj coj PV chaw tsim khoom, tau los ntawm nws cov hauv paus tsim khoom hauv Gujarat- lub hub rau Is Nrias teb PV kev lag luam. Waaree lub ntiaj teb hnub ci module muaj peev xwm tam sim no sawv ntawm 22.3GW (19.7GW hauv Is Nrias teb, 2.6GW hauv Asmeskas), nrog nws cov chaw ua haujlwm hauv Gujarat raws li Is Nrias teb qhov loj tshaj plaws hnub ci cell cog (5.4GW tag nrho lub peev xwm ntawm tes).

2. Khoom Parameters: Dual-Technology Route Advancement

Waaree cov peev txheej tshiab uas tau sau npe suav nrog P- hom thiab siab - ua haujlwm tau zoo N- hom thev naus laus zis, qhia txog Is Nrias teb hloov mus rau cov kev daws teeb meem PV siab heev. Thawj pawg ntawm cov haujlwm uas suav nrog hauv daim ntawv teev npe muaj kev tsim tawm txhua xyoo ntawm 1.3GWP monocrystalline silicon PERC ob npaug -sab hlwb, tsim nrog 10 daim phiaj tseem ceeb thiab qhov ntev ntawm 182.2mm × 182.2mm, boasting qhov nruab nrab conversion efficiency ntawm 23.55%. Lub caij no, cov khoom thib ob ntawm cov npe luv luv suav nrog 3.9GW N- hom monocrystalline silicon TOPCon ob- cov roj teeb sab nraud, uas tau txais 16- cov qauv loj-daim phiaj, ntsuas 183.75mm × 182.2mm.5% kev ua haujlwm ntawm 2.

Ob qhov kev sau npe siv tau rau plaub xyoos, txij lub Kaum Ob Hlis 15, 2025, txog rau Lub Kaum Ob Hlis 14, 2029 .

Txoj Cai Hloov Kho: Hauv zos "Silicon Ingot- Wafer-Cell" Loop los ntawm 2028

MNRE concurrently unveiled a landmark regulation to deepen industrial chain integration: pib Lub Rau Hli 1, 2028, tag nrho cov hnub ci hnub ci ntawm ALMM List II yuav tsum siv cov khoom siv hauv zos ua silicon wafers sau npe hauv ALMM List III (Silicon Wafer Special List). Cov ntsiab lus tseem ceeb suav nrog:

Silicon wafer manufacturers yuav tsum muaj qhov sib txuam silicon ingot tsim muaj peev xwm, tsim ib lub zos tag nrho "silicon ingot-silicon wafer-cell" ntsug integration voj.

ALMM List III yuav raug tsim tawm tsuas yog thaum tsawg kawg 3 lub tuam txhab ywj pheej silicon wafer muaj nyob nrog cov peev txheej txhua xyoo ntawm 15GW.

Cov cai zam: Cov phiaj xwm sib tw ua ntej ib hlis tom qab ALMM List III qhov kev tso tawm tuaj yeem siv tsis yog -cov npe silicon wafers txawm tias tau tshaj tawm tom qab 2028; Cov phiaj xwm kev sib tw tom qab hnub kawg yuav tsum nruj me ntsis los ntawm Daim Ntawv Teev Npe I (modules), List II (cells), thiab List III (silicon wafers).

Txoj cai no yog txhawm rau txo Is Nrias teb kev cia siab rau cov khoom lag luam silicon wafers thiab hlwb-tam sim no qhov sib txawv tseem ceeb, raws li Is Nrias teb lub peev xwm ntawm 24.5GW thiab 14GW silicon ingot muaj peev xwm poob qab nws 68.4GW module peev. Waaree Energies CEO Amit Paithankar qhuas qhov kev txav mus los, ceeb toom tias nws "txhawb kev sib koom ua ke rov qab los thiab txhawb nqa Is Nrias teb tus kheej -kev vam khom hnub ci kev lag luam".

Strategic Significance & Industry Impact

1. Txhawb National Energy Target

Lub peev xwm ntawm 23.7GW ua raws li Is Nrias teb lub hom phiaj mus rau qhov chaw 47.8% ntawm lub zog los ntawm kev rov ua dua tshiab los ntawm 2025 thiab ua tiav cov txiaj ntsig - xoom emissions los ntawm 2053 . ALMM List II yuav tsum tau ua los ntawm Lub Rau Hli 1, 2026, yuav tsum muaj tsoom fwv - txhawb nqa cov phiaj xwm ua ntej.

2. Sib npaug "Ua hauv Is Nrias teb" thiab Supply Chain Realities

Txoj cai hloov tshiab los ntawm kev ncua ib ntus ntawm kev tiv thaiv -dumping lub luag hauj lwm ntawm Suav hnub ci hlwb / modules (tshaj tawm lub Kaum Ob Hlis 29, 2025), raws li Is Nrias teb lees paub nws cov kev tsim khoom hauv tsev (tseem nyob hauv cov qauv hauv qab) tseem tsis tuaj yeem ua tau raws li nws lub hom phiaj 280GW hnub ci teeb tsa los ntawm 2030 . Lub chaw nyob hauv siliconiv qhov chaw nyob hauv qhov chaw nyob hauv siliconiv mandate tariff suspension ua kom ze rau -term project continuity .

3. Catalyzing Upstream nqis peev

Cov neeg ua lag luam tau teb zoo rau 2028 txoj cai. Premium Energies npaj los tsim 10GW ntawm silicon ingot-wafer muaj peev xwm, thaum Waaree tab tom txhim kho cov kev nqis peev hauv dej kom tau raws li cov kev xav tau ntawm kev sib koom ua ke. Qhov no xav tias yuav nyiam cov peev tseem ceeb rau hauv Is Nrias teb PV kev lag luam sab saud, txo qis kev vam khom ntawm Suav imports.