Module Nqe Hike Los cuam tshuam 4.4GW Ntawm Hnub Ci Project hauv Is Nrias teb

Daim ntawv tshaj tawm ICRA tsis ntev los no qhia tau hais tias cov nqi ntawm lub hnub ci thiab cov qauv hauv Is Nrias teb tau nce ntau dua 40 feem pua ​​​​hauv 18 lub hlis dhau los, tau tsav los ntawm cov nqi polysilicon. Tsis tas li ntawd, vim tias tsis ntev los no tau nce ntxiv hauv cov nqi silicon thiab xov tooj ntawm tes, Is Nrias teb yuav tsum ntsib qhov kev pheej hmoo ntawm kev poob qis ntawm tag nrho 4.4GW ntawm cov phiaj xwm pom zoo ntawm kev sib tw nqi qis dua Rs 2.2 ($ 0.028) ib kWh.

Tus nqi ntawm hnub ci modules hauv Is Nrias teb tau nce mus rau US $ {{0}}}.27 rau US $ 0.28 ib watt dhau 18 lub hlis dhau los, feem ntau yog vim cov saw hlau thoob plaws tus nqi nce los ntawm tus nqi nce ntawm polysilicon hauv Tuam Tshoj, nrog rau kev cuam tshuam ntawm cellular thiab module nqi ntau dua yog qhov tseem ceeb, thiab Basic Custom Duty (BCD) tau tsim los ntawm cov khoom siv hluav taws xob thiab cov khoom siv hauv Is Nrias teb dhau los 12 txog 18 lub hlis dhau los ua rau cov nqi hnub ci.

Raws li GirishkumarKadam, tus lwm thawj coj loj ntawm ICRA, txawm hais tias BCD tau nce mus rau Rs 2. nce nqi module. Vim li no, rau 4.4GW ntawm cov phiaj xwm kev sib tw hauv 18 lub hlis dhau los, qhov kev pheej hmoo ntawm kev poob qis hauv qhov project margins siab heev thaum cov nqi sib tw qis dua Rs 2.2 / kWh.

Is Nrias teb muaj kev vam khom rau kev xa khoom ntawm silicon wafers, hlwb

Raws li tus neeg sau xov xwm, vim yog ALMM txoj cai qhia los ntawm tsoomfwv Indian, cov phiaj xwm hnub ci tau pom zoo los ntawm 2021 yuav tsum siv cov khoom siv los ntawm cov tuam txhab Indian hauv zos, thiab cov tuam txhab Indian hauv zos feem ntau tseem tsis tau muaj peev xwm tsim tau xws li silicon wafers thiab hlwb, yog li ntawd. nyob rau hauv nruab nrab lub sij hawm lawv yuav txuas ntxiv cia siab rau imports rau lawv cov silicon wafer thiab cell xav tau kev pab, thiab thoob ntiaj teb tus nqi ntawm polysilicon thiab silicon wafers / cell tseem rhiab heev rau lawv lub hnub ci project profitability.

ICRA tau hais tias muab ALMM qhov kev xav tau rau cov khoom siv los ntawm cov chaw tsim khoom hauv zos uas siv cov cell uas feem ntau tuaj txawv teb chaws, US $ 0.01 nce hauv cov nqi ntawm tes yuav xav tau ntxiv 5 mus rau 6 paisa ib kWh ntxiv rau cov nqi sib tw hauv kev txiav txim kom muaj txiaj ntsig rov qab los rau qhov project.

Kev nce qib hauv cov nqi ntshuam txuas ntxiv yog ib qho kev sib tw rau cov neeg tsim khoom tau muab cov tariffs ruaj khov thiab tag nrho cov lus teev tseg hauv daim ntawv cog lus yuav khoom rau lub hnub ci fais fab. Qhov no yuav ua rau muaj kev ntxhov siab ntxiv rau kev twv tariffs. ICRA Tus Lwm Thawj Coj thiab Tus Thawj Coj ntawm Kev Lag Luam VikramV kwv yees tias 150 lub hauv paus ntsiab lus nce hauv cov paj laum tuaj yeem ua rau 20 paisa nce hauv cov nqi sib tw yog tias lwm yam tseem tsis hloov pauv.

Rau lub sijhawm tam sim no, cov nqi hauv Suav hnub ci saw txuas ntxiv nce ntxiv, nrog wafer, cell thiab module cov nqi kuj tseem nce ntxiv tsis ntev los no tiv thaiv qhov cuam tshuam ntawm kev nce nqi ntawm cov nqi hluav taws xob polysilicon, uas rau Is Nrias teb tau tsis muaj qhov tsis ntseeg siab ntxiv rau cov phiaj xwm Indian hnub ci.