April 1 this year, India will be 25% of the basic duties on imported solar cells, in 40% of the basic duties on imported solar component. Some Indian manufacturers in order to avoid tariffs and choose to stock up in advance, booster for nearly a month since the silicon and silicon prices.

In basic duties for India, what are the effects to the country and China export?

1. India installed cost will soar

According to a study of the global photovoltaic (pv), India's current domestic battery manufacturing capacity of about 4 gw, component manufacturing capacity of about 16 gw, but limited to the manufacturing cost, updating the component size, actual running components only about 8 gw capacity, the actual output is less, the actual production of about 5 in fiscal 2021. 5 gw.

In 2021, the total amount of India imports of solar cells and components of about $3.5 billion, including 8 gw cell and 10 gw components, including estimated each have 2-4 gw cell inventory and components used in the coming year. A 14 so if India 2022 gw of new power, the probably still has 8 gw component gap. Since April began to import batteries and components in the basic duties, India's new power will face a huge cost pressures.

According to India's national solar federation (NSEFI), India before March 2021 photovoltaic project subject to tender has capacity of 15 gigawatts (gw), if not done in April 1, 2022 battery or imported components, interrupt or cancel the risk to the project. India new pv installed close to 12 gw in 2021, and January raid imported stock up, in March 2021, before the bidding of 15 gw is expected to be completed before the end of march this year.

India's new energy and renewable energy department MNRE has explicitly pointed out that in March 2021 after bidding projects will be starting in April in basic duties under the situation of the bid. This year India may have more than 6 gw of installed capacity will be affected by basic duties.

2. Silicon imports will increase

Due to the effect of silicon from the basic duties and domestic almost no silicon wafer production capacity, so in 2022, India will increase the import quantity of silicon wafers.

But India's only 4 gw battery capacity, and 60% of battery capacity within the free trade zone (sez) in India. According to the Indian policy, from the bonded area to sell to products as in the non-bonded area to import, to impose a 25% tariff basic same, so only 1 in India. 6 gw battery capacity will be from tariffs.

3. The battery will surge in imports

Despite a 25% tariff import batteries, but compared with the component tariffs of 40% or better. Understandably, Indian made the first step is to want to achieve domestic manufacturing of photovoltaic modules. Since India only 4 gw capacity of the battery, 2020 imports will become the key of the battery.

In addition to import batteries, India also will speed up the construction of domestic battery capacity, so the battery production line imported also will increase. India consulting firm JMK Research & Analytics, said India will in 2021 to 202