印度的PLI计划促进了国内两轮电动生产,但未能促进出口,由非PLI公司主导出口,资金分配有限。 India’s PLI scheme boosted domestic electric two-wheeler production but failed to boost exports, with non-PLI firms dominating exports and limited fund disbursement.

印度的Auto PLI计划(Auto PLI)给予经批准的两轮电动制造商13-16%的成本优势,提升了国内市场份额和生产,但出口增长甚微。 India’s Auto PLI scheme has given approved electric two-wheeler makers a 13-16% cost edge, boosting domestic market share and production, but little export growth. 非PLI制造商的市场增长从22财政年度的407%下降到24财政年度的33%,25财政年度的11%下降。 Non-PLI manufacturers saw market growth collapse from 407% in FY22 to a 33% decline in FY24 and an 11% drop in FY25. 尽管具有优势,但PLI公司占印度e2W出口的25%以下,非PLI模型占77%。 Despite their advantage, PLI firms account for under 25% of India’s e2W exports, with non-PLI models driving 77%. 到2025年12月,只有9%的项目借贷倡议资金已经支付。 Only 9% of PLI funds had been disbursed by December 2025. C-DEP警告该计划有可能破坏创新和长期竞争力,敦促有针对性地支持以研发为重点的公司、先到先得的批准制度和基于业绩的基金审查。 C-DEP warns the scheme risks undermining innovation and long-term competitiveness, urging targeted support for R&D-focused firms, a first-come-first-serve approval system, and performance-based fund reviews.