Core Points - Italy's Ministry of Environment and Energy Security (MASE) has implemented a new decree that excludes Chinese photovoltaic components, battery cells, and inverters from a 1.6 GW solar project auction, indicating a significant shift in market access standards in Europe [1][2] - The auction model adopted by Italy is a typical bidding process for renewable energy project development, where developers compete for project rights based on set capacity targets and electricity price bids [1] - The new auction rules introduce strict pre-qualification standards for solar projects over 1 MW, requiring that at least one solar technology component meets EU standards and is not of Chinese origin [1][2] - The Italian government has reserved 20% of the total quota for "special auctions" exclusively for projects that meet local manufacturing requirements, reflecting a strong policy direction towards domestic production [1] Industry Implications - The ban primarily affects government-led large project auctions and does not constitute a blanket market ban, but it signals a potential shift in market dynamics that could influence future projects [2] - Italy's solar industry has been heavily reliant on Chinese supply chains, with over 70% of photovoltaic component imports coming from China, raising concerns about the ability to meet demand with local production [2] - The current government, led by Prime Minister Meloni, is aligning with a protectionist industrial policy, aiming to increase local manufacturing to meet the EU's target of 40% domestic production of net-zero technologies by 2030 [2][3] - The auction's restrictions may lead to increased project costs and delays in energy transition if local manufacturing capabilities do not develop quickly enough to fill the gap left by Chinese products [3] Auction Process - The registration phase for the first round of bidding ended on September 12, with 870 applications submitted, totaling nearly 12 GW of declared generation capacity, significantly exceeding the planned capacity [4] - The government is expected to allocate approximately 30 days for the bidding period and 45 days for evaluation, with the entire process projected to conclude by the end of 2025 [4] - The ability of Chinese photovoltaic companies to adapt and compete for the remaining 80% of the general quota, as well as the effectiveness of the "special auction," will be critical indicators of the future direction of the European solar market [4]
意大利光伏拍卖首设“中国门槛”
Zhong Guo Dian Li Bao·2025-09-17 02:16