Another Country's "Encirclement and Suppression" of China's Photovoltaic? Reality: Shout the most, buy the most!

On September 29, the General Administration of Trade Relief of the Ministry of Commerce and Industry of India announced the final anti-dumping "proposal" to levy a tax rate on photovoltaic cells and components imported from China, with a planned period of three years and a tax rate range of 0-30% .

that the Ministry of Commerce and Industry does not have the power to levy taxes, Whether the final tax will be levied and the specific implementation time still need to be finalized by the Ministry of Finance of India.

It is worth noting that the Ministry of Commerce and Industry of India "recommends" that anti-dumping tariffs be imposed for three years, which is shorter than the usual five-year period. This may be India's contradictory choice between the status quo of its "lame" industry and the "ambition" of broad photovoltaics.

2 X 100GW! At present, the country has achieved "two 100GW" phased results in the photovoltaic field.

According to the report of the European Photovoltaic Industry Association, India , since 2010, India has launched the Jawaharlal Nehru National Solar Mission ( JNNSM ), the Solar Park Program, A number of photovoltaic installation support policies, such as the "Central Public Sector Enterprise (CPSU) Government Producer Plan" and the "PM Surya Ghar-Muft Bijli Yojana" ", have stimulated the growth of local demand.

As of February 2025, the installed capacity of utility photovoltaic in India is 78.5G W, and the installed capacity of rooftop photovoltaic is 16.In May

2025, the National Solar Energy Federation of India (NSEFI) forecast. The installed PV capacity in India will reach 275 GW-310 GW in 2029.

, on the one hand, introduced the Production-Linked Incentive (PLI), The development of local manufacturing industry should be encouraged through industrial policies and special funds. As of June this year, PLI has promoted the formation of 18.5G W modules, 9.7 GW batteries and 2.

On the other hand, the Indian government has set up an ALMM list to force government projects and subsidized projects to use locally produced solar cells. As of June 2025, the production capacity of modules in the ALMM list reached 91.

In addition, India also imposes a high tax rate on imported photovoltaic products.In February

2025, India announced a reduction in the basic import tariff (BCD) for photovoltaic products, from 25% to 20% for solar cells and from 40% to 20% for solar modules.

At the same time, India also announced the abolition of the social welfare surtax (SWS) and the addition of the agricultural infrastructure and development tax (AIDC). After the

adjustment, the import tariff of solar cells was reduced to 20%, but increased 7. Overall, the tariff rate has not changed substantially, and the battery tariff rate is 27.

With the strong support of the Indian government, the Indian photovoltaic manufacturing industry has developed rapidly. According to the solar energy supply chain report of Indian photovoltaic manufacturing industry released by Sinovoltaics in July this year, the capacity of Indian modules is 68.4G W . Battery capacity of 24.

Meanwhile," The GST Council has also reduced the tax rate on other renewable energy equipment and components used in their manufacture to 5% . These include solar power generation equipment, solar cookers, solar lanterns or lanterns, wind turbines, waste-to-energy plants and equipment, biogas engineering, and wave or tidal energy equipment and plants.

China .

According to Chinese customs data, China exported 8.743 billion yuan of photovoltaic cells to India from January to August this year, accounting for 48% of China's total battery exports.

Anyone familiar with photovoltaic knows that the battery sector is the highest technical barrier in the main photovoltaic sector. If you want to produce the latest battery products quickly, purchasing the most advanced battery production equipment is the most effective shortcut.

According to industry data, since 2021, more than 80% of India's photovoltaic equipment has been imported from China by 2023, according to a research report by a number of Indian solar companies from China

In recent years, while increasing the import of photovoltaic products from China, the Indian government has set various restrictions on Chinese products.

As with the previous ALMM List-I, In July and September this year, it launched battery list ALMM List-II and silicon wafer list ALMM List-III , which will be implemented on June 1, 2026 and June 1, 2028, respectively.

As mentioned at the beginning of this article, the Indian government is also pushing forward the imposition of anti-dumping tariffs on Chinese photovoltaic cell and module products to further curb the development of Chinese photovoltaic enterprises in the Indian market.

In addition, India's photovoltaic industry is eager to "get rid of" Chinese elements, which may also be affected by its overseas terminal market.

Data show that the proportion of Indian photovoltaic products exported to the United States is as high as 95%, and the United States is almost the only exporter of Indian photovoltaic products. However, the US government's expanding encirclement and suppression of Chinese products has also affected India's photovoltaic exports to the United States.

, but this is the reality." It seems impossible for India's photovoltaic industry to get rid of China's photovoltaic industry completely in a short time.

It can only be said that India's photovoltaic "ambition" does not match its current "strength".