尽管中国参与有限,但印度电力合同仍有利于当地公司。 Indian power contracts still favor local firms despite limited Chinese participation.

A Systenatix Research 报告说,任何在印度政府电力合同中放宽对中国公司的限制,都不大可能扰乱国内制造商,因为此举的目的是解决供应链问题和项目延误,而不是刺激竞争。 A Systematix Research report says any easing of restrictions on Chinese firms in Indian government power contracts is unlikely to disrupt domestic manufacturers, as the move is aimed at fixing supply-chain issues and project delays, not boosting competition. 政府拥有的公用事业继续有利于当地供应商提供诸如热电和电网系统等关键基础设施,从而限制了中国的接入。 Government-owned utilities continue to favor local suppliers for critical infrastructure like thermal power and grid systems, limiting Chinese access. 多数中国赢家来自私人开发商, 而不是国家项目。 Most Chinese wins have come through private developers, not state projects. 诸如变压器和开关等关键部门仍然受到国家安全和网络风险关切的保护。 Key sectors such as transformers and switchgear remain protected by national security and cyber risk concerns. BHEL和L&T等国内公司由于有很强的订单簿、政府支持和多种经营而处于良好的位置,使得近期中断的可能性不大。 Domestic firms like BHEL and L&T are well-positioned due to strong order books, government support, and diversified operations, making near-term disruption unlikely.