GTM市場調(diào)研公司和Bridge to India聯(lián)合進(jìn)行了市場調(diào)研，在這份名為《印度太陽能市場的戰(zhàn)略、玩家與機(jī)遇》的報告中，研究者們總結(jié)到：在未來的五年內(nèi)，印度將憑借其在2011年至2016年間超過9GW的預(yù)期安裝量成為太陽能產(chǎn)業(yè)內(nèi)的一個重要組成部分。

研究者們認(rèn)為不斷發(fā)展的國家太陽能任務(wù)(NSM)、國家級補(bǔ)貼和全球太陽能企業(yè)的現(xiàn)狀均為該國太陽能產(chǎn)業(yè)發(fā)展至吉瓦級別起到了推動作用。這份報告還著重關(guān)注了印度市場的動態(tài)，并分析了該國太陽能政策的發(fā)展路線圖、各邦的需求動因以及印度國內(nèi)的生產(chǎn)與技術(shù)地位等。

“印度的太陽能將在未來的十年內(nèi)出現(xiàn)大幅增長，” Bridge to India的總經(jīng)理兼此報告的主要作者Tobias Engelmeier博士表示，“這種增長將受到不斷上漲的能源需求和化石燃料價格、NSM的野心和各邦所制定的刺激政策，以及包括公共設(shè)施及太陽能配額和太陽能成本下降而帶來的利潤在內(nèi)的各種可再生能源配額等因素的共同促進(jìn)。”

在2010年年底時，印度的聯(lián)網(wǎng)太陽能設(shè)備安裝量已達(dá)到了54MW，但是，該報告也同時指出，NSM所發(fā)放的上網(wǎng)電價補(bǔ)貼和古吉拉突邦的太陽能政策也為安裝量在2011年年底前增長到365MW并在2012年超過1100MW做出了一定的保障。

盡管印度的太陽能市場具有極大的發(fā)展前景及豐富的發(fā)展機(jī)遇，GTM及Bridge to India卻指出，該國確實也面臨著許多阻礙發(fā)展的挑戰(zhàn)。主要的擔(dān)憂在于專案的銀行可貼現(xiàn)性以及銀行在印度專案在國??家級和各邦級上網(wǎng)電價補(bǔ)貼政策及購電協(xié)定的支援下進(jìn)行首輪融資時所表現(xiàn)出來的意愿不高。

“對于所有在印度進(jìn)行太陽能開發(fā)的企業(yè)來說，融資是其首要擔(dān)心的問題。”GTM市場調(diào)研公司太陽能部門經(jīng)理Shayle Kann表示，“為了緩解這種壓力，并最終實現(xiàn)市場潛力，我們預(yù)測該國市場將通過戰(zhàn)略性合作伙伴和合資企業(yè)的形式引入大量競爭手段。印度市場將由全球太陽能現(xiàn)有的開發(fā)企業(yè)身上得到很多好處，同時，這些區(qū)域也將憑借擁有當(dāng)?shù)睾献骰锇殛P(guān)系這一事實來引導(dǎo)該國復(fù)雜的能源市場的走向。”

In the new reported conducted by GTM Research and Bridge to India, The India Solar Market: Strategy, Players and Opportunities, researchers have concluded that over the next five years India will become one of the major players in the solar industry with the installation of more than 9GW between 2011 and 2016.

Researchers cited the ever-evolving National Solar Mission (NSM), state-level incentives and global solar companies as helping to spur the country into a gigawatt-scale market. The report focuses on India's market dynamics with analysis of solar policy roadmaps, state- by-state demand drivers and domestic manufacturing and technology positioning.

“Solar in India is set to grow significantly over the next 10 years,” said Dr. Tobias Engelmeier, managing director at Bridge to India and the report's lead author. “This growth will be driven by rising power demand and fossil fuel prices, the ambition of the NSM and various state-level initiatives, as well as by renewable energy quotas, including solar energy quotas for utilities and the subsequent gains in solar cost reduction.”

By the end of 2010, India had installed 54MW of grid-connected solar, but, as the report points out, FIT allocations from NSM and Gujarat's Solar Policy have sparked a promise to grow the installed capacity to nearly 365MW by the end of 2011 and to over 1,100MW by 2012.

While the solar market in India holds the potential for growth and abounding solar opportunities, GTM and Bridge to India noted that the country does face certain challenges that could possibly inhibit the forecasted growth. The main concern lies in project bankability and financing with banks showing reluctance to finance the first wave of Indian project with national- or state-level feed-in tariffs or power purchase agreements.

“Financing is the number one concern for anyone developing solar in India,” said Shayle Kann, managing director of solar at GTM Research. “To ease that pressure and eventually realize the market's potential, we expect to see the competitive landscape evolve dramatically via strategic partnerships and joint ventures; India will benefit from the development expertise of global solar incumbents and these incumbents in turn will benefit from having a local partner to navigate the country's complex energy market.”