China ne **12** solar manufacturing technologies par export control lagaane ki baat kahi hai. Iska seedha asar India ke solar supply chain aur domestic manufacturing par pad sakta hai.
China ka naya khel kya hai?
China ki Ministry of Commerce ne 12 aise technologies ko restrict karne ka plan banaya hai jo solar equipment banane ke liye bahut zaroori hain. Isme thin solar wafers, perovskite cells, aur high-efficiency tandem cells jaise critical components shamil hain. Beijing ka main maqsad apni intellectual property aur manufacturing processes par control badhana hai.
India ke liye badi mushkil
India abhi apne PLI (Production Linked Incentive) scheme ke zariye solar manufacturing mein self-reliant banne ki koshish kar raha hai. Lekin sachai ye hai ki hum abhi bhi polysilicon aur wafers ke liye China par bahut depend karte hain. Agar ye bans apply ho gaye, toh India ki solar companies ke liye do bade khatre khade ho jayenge:
- Cost badh jayegi: Suppliers ko regulatory hurdles face karni padengi, jisse procurement cost upar jayegi.
- Tech shortage: TOPCon aur HJT jaise high-efficiency manufacturing methods ke liye zaroori machinery aur tech access karna mushkil ho sakta hai.
Investors ke liye update
Abhi ye proposal consultation phase mein hai, jo mid-November 2026 tak chalega. Tab tak market mein uncertainty bani rahegi. Investors ko ab un companies par nazar rakhni chahiye jo apne supply chain ko diversify kar rahi hain. Management commentary mein raw material cost inflation aur new manufacturing lines ke delay par zaroor dhyan dein. Ab sirf hype par nahi, balki supply chain resilience dekh kar hi trade lein.