REI 2026观察：印度光伏产能过剩与TOPCon主导
Renewable Energy India Expo 2026: Three key takeaways
pv magazine在2026年印度可再生能源展（REI）后总结三点观察：印度组件年产能已超200GW，远超2030年前每年50-60GW的装机需求，业内预计2027年起出现市场出清。电池产能预计到2027年底达80GW，几乎全部聚焦TOPCon技术，Reliance Industries的20GW异质结产线是主要例外。多家厂商计划在2028年硅片本土含量政策生效前投产硅片。
这条信号在站内保留事实摘要与战略研判。完整内容和上下文请以原文为准；融资、并购与技术效果以原始披露为准。
India’s largest renewable energy trade show returned to Greater Noida, outside of Delhi, this week. At the three day event, pv magazine took in a national solar industry that has reached enormous proportions, and continues to grow with huge investments still going into building new solar installations, upgrading grids and adding, and ramping up a localized supply chain for many of the components these projects rely on. The post Renewable Energy India Expo 2026: Three key takeaways appeared first on pv magazine Global .
来源只提供摘要，完整内容请打开原文。
来源：pv magazine · pv-magazine.com