与中国争夺太阳能产业的垄断，印度的秘密武器

India's Secret Weapon to counter China’s Solar Dominance? Waaree Energies

与中国争夺太阳能产业的垄断，印度的秘密武器：印度光伏领军企业 Waaree Energies

The Modi 3.0 govt has made a bold promise for India and that is a commitment to become the 3rd largest economy in the 3rd term of Narendra Modi!! And while most people are extremely excited about it, there is one big big problem for India!! And because of this problem, inflation in India is increasing, we are being bullied by America and Europe and most importantly, our companies are not able to compete in the global market!! And this problem is the Oil dependency problem!!!

莫迪3.0政府对印度做出了大胆的承诺，即承诺在纳伦德拉·莫迪的第三任期内，把印度建设成为第三大经济体！

虽然大多数人对此非常兴奋，但印度面临一个大问题！印度的通货膨胀正在加剧，我们受到美国和欧洲的欺负，最重要的是，我们的公司没有能力在全球市场上竞争！这个问题就是石油依赖问题！

And the most straightforward solution to it is obviously renewable energy, which is why the Modi govt tried several policies to boost the Indian solar industry!!

But you know what?? As much as I would love to believe that India could become a superpower, the bad news is that China is dum in India!!! And as I have consistently stated, India is dangerously dependent on China for Solar materials!!

最直接的解决方案显然是可再生能源。为此，莫迪政府尝试了几项政策，努力促进印度太阳能产业的发展！

但你知道吗？尽管我很乐意相信印度可以成为超级大国，但坏消息是中国正在向印度倾销太阳能产品！正如我一贯指出的那样，印度的太阳能材料严重依赖中国！

You don't believe me if you look at this chart, Solar panel production has 43 stages, Polysilicon, Ingot Wafer, Solar Cells, Solar Modules polysilicon, solar cells and solar modules, and China single handedly has an 80% market share in all stages of solar panel production!!!

And China has done such an incredible job that, In January, a research unit of the European Commission calculated that Chinese companies could make solar panels for 16 to 18.9 cents per watt of generating capacity, whereas European companies cost 24.3 to 30 cents per watt, and U.S. companies about 28 cents!! So a Chinese module is 50% cheaper than Europe and 65% cheaper than US!! This is why not just India but even the US and Europe are dependent on China!!

说出来你也不会信！太阳能电池板生产有43个阶段，多晶硅、铸锭晶圆、太阳能电池、太阳能模块多晶硅、太阳能电池和太阳能模块，中国在太阳能电池板制造的所有阶段都占了80%的市场份额！

中国太了不起了，今年1月，欧盟委员会一个研究单位计算出，中国公司每瓦发电量可以生产16至18.9美分的太阳能电池板，而欧洲公司每瓦的成本为24.3至30美分，美国公司约为28美分！！因此，中国模块比欧洲便宜50%，比美国便宜65%！！结果，不仅印度，就连美国和欧洲都依赖中国！

But you know what guys?? There is one big piece of good news here!!

While going through my research I found that there is one Indian company that is finding ways to break this monopoly of China!! And, soon this company is planning for the biggest IPO in the entire renewable energy industry!! And if successful this company could be our brahmastra to Challenge the Chinese dependency!!

不过你知道吗？？我这里有一个好消息！

经过研究，我发现有一家印度公司正在努力打破中国垄断！

而且，这家公司很快就计划进行整个可再生能源行业最大的IPO！如果成功，这家公司可以挑战中国！

以下是外国网友的评论：

IitNit-gk7hb

I am proud that Waaree energy is investing 25000 cr for solar manufacturing in my district Dhenkanal, Odisha.

我感到很自豪，Waaree能源公司在我所在的奥里萨邦丹卡纳尔投资了2.5亿卢比，建太阳能发电厂。

Laxmanca

After understanding china's 2009 decision.

It's also opportunity, Today for us to grow in nuclear power sector our government also focus on advancing nuclear power technology and producing electricity and manufacturing of its elements.

能理解中国2009年的决定。这也是发展核电领域的机会，我们的政府也专注于推进核电技术，发电和制造元件。

jigarparmar8949

I work at Waaree Electricals in Gujarat . It is Asia's no - 1 in vertically insulated sonar panel distribution and I am soo soo proud of it .

我在古吉拉特邦的Waaree电气公司工作。它是亚洲第一的垂直绝缘声纳面板分销商，我为此感到非常自豪。

dushyant5923

While Waaree Energies is making significant strides, 70% of their raw materials still come from China. This dependency puts Waaree at risk if China were to impose export restrictions or price manipulations. The Chinese dominance in polysilicon production (83% globally) remains a major challenge, and building a fully independent Indian supply chain will take significant time and investment.

尽管Waaree energies取得了长足的进步，但该公司70%的原材料仍来自中国。如果中国实施出口限制或价格操纵，这种依赖将使印度面临风险。中国在多晶硅生产方面的主导地位(全球占83%)仍然是一个重大挑战，建立一个完全独立的印度供应链需要大量的时间和巨额的投资。

sujaynis3905

The U.S. does the same, they impose tariff rates of 100% on China-made electric vehicles.

美国也一样，他们对中国制造的电动汽车征收100%的关税。

rcbforever5939

Manufacturing is the key for growth in India. Not only in solar, through out all sectors.

制造业是印度经济增长的关键，不仅是太阳能，所有行业都是。

arnold_john

Tata and Suzlon jumped today

塔塔和苏司兰股票今天上涨

ShubhamSinghBelhari

I'm incredibly proud to share that my chacha is the Chief Sustainability Officer (CSO) of Waaree Group, and he is truly an inspiration for all of us in our family. Knowing him, you can rest assured that Waaree has a bright and sustainable future ahead. His journey, from where he started to where he is now, mirrors the incredible growth story of India itself. I am so proud and happy to see his dedication and hard work come to fruition!

我非常自豪地告诉大家，我的上司是Waaree集团的首席可持续发展官(CSO)，他激励了我们全家。Waaree前途无量，有着可持续的未来，反映了印度本身令人难以置信的增长故事。看到他的奉献和努力终于有了成果，我感到非常骄傲和高兴

shubhamrawat-sj8bo

Today India's biggest problem is Justice and education( higher education). We need reforms in both sector and State and center needs to work together for this. I really hope before modi's period ends there will be something in these sectors.

今天印度最大的问题是司法和教育(高等教育)。我们需要进行各行各业的改革，中央和地方需要为此共同努力。我真的希望在莫迪任期结束前，这些行业能有所作为。

saibhargavvelisetty566

India is excessively dependent on China in Pharmaceutical Industry also. Please make a video on it sir.

印度制药行业也过度依赖中国。

ParthAmrutenergy

I am a professional working in the solar industry. Upon reviewing the data, you will find that Waaree is currently the largest importer of solar PV modules.

我是太阳能行业的专业人员。查看数据后，您会发现Waaree目前是最大的太阳能光伏组件进口商。

Laxmanca

I think also investing in nuclear power is going to be beneficial for long term and have more success rate in green energy.

我认为投资核电从长远来看是有益的，绿色能源的成功率更高。

snownotwhite

What a coincidence! Today I was researching about energy related companies in India.

真巧！今天我正研究印度的能源公司呢。

rockred-j4d

Beautiful PPT and presentation, ladies and gentlemen. That is why American hires Indians to be their CEOs.

PPT做得真好，美国人更愿意雇佣印度人担任他们的首席执行官，不是没有原因的

pravindahiya719

But the main component - solar cells - they were importing from China like everyone else.

Even though Tata solar was manufacturing solar cells but the capacity was small & they were also importing from China.

Adani has started producing Silicon ingots in 2023 - that is a BIG thing.

主要部件——太阳能电池——他们和其他公司一样，都是从中国进口的。

尽管塔塔太阳能公司在生产太阳能电池，但产能很小，而且他们也从中国进口。

阿达尼于2023年开始生产硅锭——这是一件大事。

knowledgeseeker1723

For 60years, our leaders never had a futuristic vision for India..

60年来，我们之前的领导人从未对印度的未来有过愿景规划。

shashankdeshpande8831

US announced yesterday that it will be entering a partnership with India's Semiconductor Mission

美国昨天宣布将与印度半导体公司建立合作关系

rajdenm09

Solar cell manufacturing is a high margin business with strong entry barriers.

太阳能电池制造业是一个高利润的行业，进入门槛很高。

vijaykumarr8768

WE SHOULD SUPPORT BJP AND MODI GOVERMENT FOR INDIA'S GROWTH

为了印度的发展，我们应该支持人民党和莫迪政府

srir5655

Very nice video. Got so much on India's Solar industry and their potential. Thanks for bringing this

非常好，了解了很多关于印度太阳能产业及其潜力的信息，谢谢。

mouryakaki2949

bro i have done all my research about the company 6 months back so I have invested in it also, but end up in loss for now. hope the company will grow

兄弟，我6个月前就对这家公司做了深入研究，所以我也投了它，现在以亏损告终。希望这公司能发展壮大！

shashikantpon9889

Awesome man...fabulous case study for India's Dream to be a pioneer in this next wave of Solar Energy

印度梦想成为下一波太阳能浪潮的先驱，这是一个极好的案例

TheBg1957

All TALK - NO WALK.

只说不做。

kolviczd6885

India's obsession with China is making us look desperate and jealous sometimes! If we really want to compete with China and win, we need to Talk Less and Work much More. We keep talking endlessly how to beat China, while the Chinese keep working for their next big thing silently! That's the difference. We should stop wasting time on wild fantasies and start working really hard. There is no substitute for hard-work in this race.

印度对中国的痴迷，有时让我们看起来绝望和嫉妒！如果真的想和中国竞争并取得胜利，我们需要少说空话，多做工作。

我们一直在没完没了地谈论如何击败中国，而中国人一直在默默地努力！这就是区别。

我们不应该把时间浪费在胡思乱想上，而应该真正努力工作。

在这场比赛中，努力是无可替代的。

CA97587

did he say 70% of this company's product is imported from China, so we are still living in a joke

这家公司70%的产品是从中国进口的？所以我们还活在一个笑话里

AakashKale27

I love my country but currently we cannot compete with china on almost any front except population

我爱我的国家，但目前除了人口，我们几乎在任何方面都不如中国

anurag3269

We Indians just talk talk talk talk,that's why we have so many podcast podcast podcast ....