The Times of India reported on February 11 that the sudden rise in Chinese solar cell prices has severely impacted India's photovoltaic supply chain, which is highly dependent on imports. The report stated that this round of changes mainly reflected in the cost side, with multiple Indian solar component manufacturers facing significant pressure due to their reliance on Chinese cells. Some companies have inventory that can only maintain short-term production, forcing them to consider more expensive air freight (air freight) from China to avoid shutdowns, including the Indian-based solar module manufacturer RenewSys. Indian solar industry professionals pointed out that rapid price fluctuations are disrupting established production and delivery plans, and may push up component quotes, thus affecting the pace of downstream projects. The essence of this issue is price volatility rather than raw material shortages. Enterprises that locked in procurement in advance and had flexible pricing mechanisms were relatively less affected, while companies that were unprepared faced the most concentrated pressure. At the same time, some solar projects may be forced to delay, waiting for battery and component prices to fall. This incident also once again exposed the structural dependence of India's solar manufacturing system on the Chinese supply chain in key links.
Original: toutiao.com/article/1856881092771840/
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