未获中国技术支持,印度新能源产业受重挫
Xin Lang Cai Jing·2026-01-12 10:44

Core Viewpoint - Even the most powerful companies in India face challenges in building a self-sufficient clean energy supply chain, as evidenced by Reliance Industries Ltd. pausing its plans to manufacture lithium-ion battery cells due to the inability to secure technology support from Chinese firms [1][3]. Group 1: Company Challenges - Reliance Industries Ltd. has suspended its plans to manufacture lithium-ion battery cells in India after failing to obtain technology support from Chinese battery companies [1][3]. - The company evaluated alternative technology solutions from Japan, Europe, and South Korea, but found them to be cost-prohibitive and lacking competitiveness for large-scale deployment in the Indian market [3][4]. - Reliance Industries had initially aimed to collaborate with Xiamen Hicharge Energy Technology Co., Ltd. for battery cell technology licensing, but negotiations stalled due to China's restrictions on technology transfer [3][4]. Group 2: Government Initiatives - The Indian government introduced the Production-Linked Incentive (PLI) scheme in 2022 to reduce dependence on imported battery cells, offering up to ₹181 billion (approximately ¥14.12 billion) in subsidies for achieving project milestones [4]. - Reliance's renewable energy subsidiary, Reliance New Energy, faced penalties last year for failing to meet phase targets under the PLI scheme [4]. Group 3: Strategic Shift - Following setbacks in lithium battery cell production, Reliance Industries is shifting its focus towards the assembly of Battery Energy Storage Systems (BESS) to support its renewable energy projects [5].

未获中国技术支持,印度新能源产业受重挫 - Reportify