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市場調查報告書
印度的太陽能市場：策略、加入企業、及機會
The India Solar Market: Strategy, Players, and Opportunities
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印度的太陽能市場：策略、加入企業、及機會 是由出版商Greentech Media Inc.在2011年10月所出版的。
這份英文市場調查報告書價格從美金2995起跳。
國家及州等級的政策的成熟化進化的印度太陽能（太陽能源）市場、是全球的新興太陽能市場中的最前線。GTM Research及BRIDGE TO INDIA的預測部分、印度的太陽能設備之引進、從2010年的54MW開始、擴大到2016年的3,000MW的規模為止。
本報告書內容包括:印度的太陽能市場之調查分析、太陽能政策的指南、需求促進因素、國內製造、及技術的定位等、市場的總體性分析之彙整、市場的最重要課題之分析彙整等、內容綱要摘記如下:
第1章 介紹
- 概要
- 印度的太陽能市場之成長推移
- 本報告書的主要調查結果
第2章 政策的分析
- 國家太陽能計畫（NSM：National Solar Mission）
- Gujarat太陽能政策
- Rajasthan太陽能政策
- Karnataka太陽能政策
- 新的政策潛在力
- Tamil Nadu
- Maharashtra
- Orissa
- Delhi
- Andhra Pradesh
第3章 最新的市場趨勢
第4章 印度的元件生產
第5章 印度的專案之實行可能性
第6章 印度市場的可擔保性和資金調度
- 專案的擔保可能性
- 市場的加入企業和資金調度附加選項
- 專案金融的範例
- 展望
- PPA的重新銷售
- 印度的現場調度必要條件
- 技術趨勢
- 可回收能源證明書
- 展望
第7章 獨立蓄電太陽能市場
第8章 下游產業的分析
- 下游統合元件生產業者
- 獨立系統發電業者
- 國營公共事業
- 専業開發業者
- EPC（設計採購建設）企業
- 印度的外國籍元件供應商
第9章 需求分析
第10章 附錄1：用語集
圖表
Abstract
With the continuing maturation of national and state-level policy, India is
now at the forefront of emerging solar markets globally. GTM Research and
BRIDGE TO INDIA forecast India's total solar installations to expand from just
54 MW in 2010 to more than 3,000 MW by 2016.
The IndIa Solar Market: Strategy, Players, and Opportunities report is a
comprehensive analysis of the market's emergence and includes the latest on
solar policy roadmaps, demand drivers, domestic manufacturing and technology
positioning. It also features primary persepctives on the market's most
pressing questions, from interconnection and permitting to off-grid and rural
solar solutions.
Forming a coherent model to capitalize on India's gigawatt-scale expansion
will be crucial for global firms looking to enter the market in the coming
years. While currently dominated by lesser-known local players, the
compeititve landscape has already engendered a series of domestic-foreign
partnerships and JVs that are becoming the entry models of choice for industry
incumbents. This report pinpoint the opportunities, timeframe and obstacles
for industry leaders looking for meaningful entry into the scaling Indian
market.
At over 100 pages, GTM Research and BRIDGE TO INDIA provide a definitive,
primary analysis of the strategic dynamics that will continue to influence
India's solar trajectory and imminent growth.
Table of Contents
1. INTRODUCTION
- 1.1 Overview
- 1.2 Historical Growth of the Solar Market in India
- 1.3 Report Key Findings
2. POLICY ANALYSIS
- 2.1 The National Solar Mission (NSM)
- 2.2 The Gujarat Solar Policy
- 2.3 The Rajasthan Solar Policy
- 2.4 The Karnataka Solar Policy
- 2.5 Potential for New Policies
- 2.5.1 Tamil Nadu
- 2.5.2 Maharashtra
- 2.5.3 Orissa
- 2.5.4 Delhi
- 2.5.5 Andhra Pradesh
3. LATEST MARKET DEVELOPMENTS
- 3.1 National Solar Mission
- 3.2 Gujarat
4. MODULE MANUFACTURING IN INDIA
- 4.1 Current Capacity
- 4.2 Pricing and Competitiveness
5. PROJECT VIABILITY IN INDIA
- 5.1 Risks Affecting Viability
6. BANKABILITY & FINANCING IN THE INDIAN MARKET
- 6.1 Bankability of Projects
- 6.2 Players and Financing Options in the Market
- 6.3 Examples of Project Financing
- 6.4 Outlook
- 6.5 Resale of PPAs
- 6.5.1 PPA Resale Market
- 6.5.2 Prices
- 6.5.3 Resale Process and Risks
- 6.6 The Domestic Content Requirement in India
- 6.7 Technology Trends
- 6.7.1 Off-Take Options in India
- 6.7.2 Feed-In Tariffs
- 6.8 Renewable Energy Certificates
- 6.9 Outlook
7. THE OFF-GRID SOLAR MARKET
- 7.1 Electricity Cost
- 7.2 Subsidies
- 7.3 Captive Power Plants
- 7.4 Telecom Towers
- 7.5 Rural Electrification
8. DOWNSTREAM INDUSTRY ANALYSIS
- 8.1 Downstream-Integrated Module Manufacturers
- 8.2 Independent Power Producers
- 8.3 State Utilities
- 8.4 Pure-Play Developers
- 8.5 EPC Players
- 8.6 Foreign Module Suppliers in India
9. DEMAND ANALYSIS
- 9.1 Overall Power Demand in India
- 9.2 Solar Demand
- 9.3 Challenges
- 9.4 Conclusion
10. APPENDIX 1: GLOSSARY OF TERMS
LIST OF FIGURES
1. INTRODUCTION
- Operating Indian Large-Scale PV Projects as of September 2011
- First Phase NSM Bid Winners
- Status of the States
- Current Module Production Capacity by Supplier
- Off-Grid Market Options
- India Project Developer Taxonomy
- Annual PV Installation Forecast, 2011-2017
2. POLICY ANALYSIS
- India PV Policy Comparison
- PV Projects Under the NSM Migration Scheme
- Overview of First Round NSM Bid Winners
- Gujarat Solar Policy Overview
- Gujarat Solar Policy Tariff Levels
- Gujarat (Phase I and II) vs. NSM Program (Phase I, Batch I) Event Timelines
- Rajasthan Overview
- Bundling of Power
- Karnataka Overview
- State-by-State Market Status and Potential
- Tamil Nadu Overview
- Maharashtra Overview
- Orissa Overview
- Delhi Overview
- Andhra Pradesh Overview
3. LATEST MARKET DEVELOPMENTS
- PV Projects Under Phase I of the NSM
- Gujarat Market Barriers
- PV Projects Allotted Under the Gujarat Solar Policy
- Charanka (Gujarat) Solar Park Projects
4. MODULE MANUFACTURING IN INDIA
- Current India Module Production Capacity by Manufacturer
- Current Cell Capacity in India
5. PROJECT VIABILITY IN INDIA
- India PV Project Viability at Different Tariff Rates
- Primary Project Risks Impacting Viability
6. BANKABILITY & FINANCING IN THE INDIAN MARKET
- Issues Impacting Project Bankability
- India Project Financier Taxonomy
7. THE OFF-GRID SOLAR MARKET
- Off-Grid PV-Market: Potential and Market Entry Barriers
- Off-Grid Technology Cost Comparison
- Benchmark Cost and Maximum Grant by MNRE Guideline for 2010-2011
- Subsidies Under the Off-Grid Scheme
- Forecast of Payback Period for PV Systems for Telecom Towers
- Market Share of Telecom Tower Infrastructure Suppliers
- Breakdown of Solar Rural Electrification Applications
8. DOWNSTREAM INDUSTRY ANALYSIS
- India Utility PV Developer Taxonomy
- Project Pipeline by Developer
- Module Supplier Comparison in Indian Market
9. DEMAND ANALYSIS
- India's Energy Deficit, 1980-2020
- Potential State-by-State Demand Based on State RPOs
- Projected Annual PV Installations in India by Program, 2011-2016
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