taiyangnews 09月15日
印度拟推太阳能晶圆制造商名单,规范本土产业链
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印度新能源和可再生能源部(MNRE)正拟定一份太阳能晶圆制造商的批准名单(ALMM),效仿其已实施的太阳能光伏组件和电池名单制度。该提案旨在通过建立ALMM List-III来规范太阳能晶圆生产,要求制造商同时具备相应的硅锭生产能力。该名单预计将于2028年6月1日生效,并要求至少有三个独立运营且总产能达到15GW的晶圆制造单位。此举旨在逐步推动印度本土太阳能产业链的完整性和产能提升,未来所有符合要求的太阳能组件都将强制使用来自ALMM List-II的太阳能电池,而这些电池又必须使用来自ALMM List-III的太阳能晶圆。提案还考虑了不同类型项目的豁免条款,并邀请各方在2025年10月11日前提交意见。

☀️ **建立太阳能晶圆制造商批准名单(ALMM List-III)**: 印度新能源和可再生能源部(MNRE)正计划推出一份针对太阳能晶圆制造商的批准名单,这是继太阳能组件(ALMM List-I)和太阳能电池(ALMM List-II)之后,旨在规范和发展本土太阳能产业链的关键一步。该名单要求申请的晶圆制造商必须同时拥有与其申请的晶圆产能相匹配的硅锭生产能力,确保名录容量真实反映了从硅锭到晶圆的整体生产实力。

🗓️ **生效日期与准入标准**: ALMM List-III 预计将于2028年6月1日正式生效。在此之前,名单将仅包含至少三个独立运营、不共享所有权或控制权,并且合计年产能至少达到15吉瓦(GW)的太阳能晶圆制造单位。这一门槛旨在确保入围企业具备一定的规模和独立性,从而推动行业健康发展。

🔗 **产业链协同与合规要求**: 新规要求,在ALMM List-III生效后,只有使用ALMM List-II中已列名太阳能电池的太阳能组件才能被列入ALMM List-I。反之,这些太阳能电池也必须使用ALMM List-III中列名的太阳能晶圆。未能遵守这些规定的组件制造商将被从ALMM List-I中移除,从而形成一个从晶圆、电池到组件的完整合规链条。

⚖️ **项目豁免与过渡安排**: 提案中包含了对特定项目类型的豁免条款,例如在特定日期前已并网的净计量项目和开放接入可再生能源项目,它们在豁免使用ALMM-III晶圆的同时,仍需使用ALMM List-II的太阳能电池和ALMM List-I的太阳能组件。对于政府所有的后台(BTM)自用项目,也根据并网日期不同,设置了逐步强制使用ALMM名单内组件、电池和晶圆的过渡期。

📈 **推动本土制造与行业发展**: 印度政府通过ALMM制度,已成功大幅提升了本土太阳能组件制造能力。目前,组件产能已远超100 GW,并预计在未来几年内继续增长。虽然太阳能电池和晶圆的本土产能尚需提升,但此次对晶圆制造商推行ALMM,标志着印度正致力于构建一个更全面、更自主的太阳能制造生态系统,以减少对进口的依赖,并促进本土技术和产能的快速发展。

India’s Ministry of New and Renewable Energy (MNRE) has proposed an Approved List of Models and Manufacturers (ALMM) for solar wafers, similar to its existing lists for solar PV modules and cells. The ministry is inviting stakeholder feedback on the proposed mechanism. 

Currently, the ministry has imposed ALMM List-I for solar modules, while ALMM List-II for solar cells is to be implemented from June 1, 2026 (see India To Impose ALMM For Solar Cells From June 1, 2026).

A similar mechanism is now proposed for solar wafers in ALMM List-III. It will enlist only those wafer manufacturers who also have the ingot manufacturing capacity equivalent to the wafer manufacturing capacity that they wish to enlist in the ALMM. This means the enlisted capacity will actually reflect the manufacturing capacity of ingots and wafers. 

The ministry said ALMM List-III would only be issued once it includes at least 3 independently operated wafer manufacturing units. These units must not share ownership or control and together have a minimum annual capacity of 15 GW. 

The ministry specifies that ALMM List-III for solar wafers is to come into force from June 1, 2028, as the effective date. After this date, only those solar modules that use solar cells listed in ALMM List-II, which in turn use wafers listed in List-III, will remain enlisted in ALMM List-I. Failure to comply will lead to the delisting of module manufacturers from List-I. 

However, the ministry states that after the effective date, it will further split the lists in the following manner, to match project categories exempt from using ALMM-listed wafers but still required to use ALMM-listed modules or a combination of enlisted modules and cells:  

    ALMM List-1(a) for solar PV modules using solar cells and wafer not enlisted in the ALMM.  

    ALMM List-I(b) for solar PV modules using solar cells enlisted in ALMM, but wafers not enlisted in ALMM; and  

    ALMM List-II(a) for solar PV cells using wafers not enlisted in ALMM.  

Net-metering projects and open access renewable energy power projects that are commissioned before the effective date will be exempt from the requirement of using wafers from ALMM-III, but will still need to use ALMM-listed solar cells and modules. 

Such projects that are commissioned on or after the effective date will use solar PV modules, solar cells, and wafers from the respective ALMM Lists I, II, and III.

For behind-the-meter (BTM) captive projects owned by government entities, those commissioned before June 1, 2026, will be mandated to use ALMM enlisted solar modules, but will be exempt from using enlisted solar cells and wafers. Those coming online on or after June 1, 2026, but before June 1, 2028, will need to use enlisted solar modules and cells. All projects commissioned on or after the effective date of June 1, 2028, will mandatorily use enlisted solar modules, cells, and wafers. 

Thin-film solar modules made by approved manufacturers (ALMM List-I) will be considered in ‘deemed compliance’ to meet the rules requiring wafers from List-III and solar cells from List-II. 

Projects that are exempted from using ALMM-enlisted solar cells will automatically be exempted from using ALMM-enlisted wafers, specifies the MNRE proposal. 

Facilities that are mandated to use ALMM-listed solar modules and cells, with bids submitted on or before the cut-off date – one month after the first ALMM wafer list is issued – will be exempt from using ALMM-listed wafers, regardless of their commissioning date. 

Projects with bids submitted or PPAs signed before the cut-off date – even if tenders for EPC, module, or cell supply are issued later – will remain exempt from using ALMM-listed wafers. However, all projects with bid deadlines after the cut-off date must source modules, cells, and wafers from ALMM Lists I, II, and III, respectively.

Stakeholder views, comments, and suggestions on MNRE’s proposed draft will be accepted till October 11, 2025. 

ALMM List-I for solar modules has been instrumental in boosting India’s module manufacturing capacity from 2.4 GW in 2014 to exceeding 100 GW in August 2025, and is expected to expand to an estimated 190 GW DC by FY 2027, according to a recent SBICAPS report. India’s current solar cell capacity is only 26 GW DC, but growing steadily, while the target for wafer capacity is 40 GW by March 2027. In the report, the analysts said that India is currently unprepared for an ALMM for wafers/ingots (see 190 GW DC Solar Module Milestone May Push India Into Oversupply).   

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印度 太阳能 晶圆 制造商 批准名单 ALMM 可再生能源 产业链 India Solar Wafer Manufacturer Approved List Renewable Energy Supply Chain
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