印度太阳能公司从进口限制中获利,但随着新工厂在2027年增加供应量,利润幅度会下降。 Indian solar firms profit from import limits, but margins to fall as new factories boost supply by 2027.

印度太阳能公司由于进口限制和国内生产稀缺而获得创纪录的利润,为高需求和紧缺供应火上浇油。 Indian solar firms are reaping record profits due to import limits and scarce domestic production, fueling high demand and tight supply. 一份DAM Capital报告预测,随着新工厂兴起、竞争加剧和利润减少,特别是在27E财政年度之前的模块和电池制造中,这些超正常利润率将在今后三年内有所缓解。 A DAM Capital report forecasts these super-normal margins will ease over the next three years as new factories ramp up, increasing competition and reducing profits, especially in module and cell manufacturing by FY27E. 虽然总体利润将减少,但投资于后向一体化和扩展至高价值领域的公司,如电池储存和倒转器,预期将保持强劲的绩效。 While overall profitability will moderate, companies investing in backward integration and expanding into higher-value areas like battery storage and inverters are expected to maintain strong performance. 这一转变反映了印度日益推动清洁能源自力更生。 The shift reflects India’s growing push for self-reliance in clean energy.