印方相关措施的核心是莫迪政府推出的"生产挂钩激励计划"（PLI），该计划对包括信息产业和光伏等 在内的本土制造业提供大规模补贴。除直接补贴外，还对进口产品征收高关税，并制定强制性的本土采 购清单，引导产能向印度转移。 【环球时报记者 李迅典 环球时报特约记者 李飞】法新社23日报道称，世界贸易组织（WTO）当日宣 布，中国已就印度针对光伏（太阳能）产品及信息技术（IT）产品贸易采取的某些措施，正式向世贸组 织提起争端解决请求。这是继10月就印度电动汽车及电池补贴措施提起诉讼后，中方再次通过世贸组织 机制维护本国产业利益。 中国商务部发言人19日表示，印方相关措施涉嫌违反世贸组织约束税率、国民待遇等多项义务，并构成 世贸组织明令禁止的进口替代补贴。这些措施给予印方本国产业不公平的竞争优势，对中方利益造成实 质损害。中方敦促印方恪守其在世贸组织作出的有关承诺，立即纠正错误做法。 与此同时，印度"国内成分要求"规定进一步收紧。许多分析认为，印度政府的目的就是限制来自特定国 家特别是中国的进口。 此外，作为本土制造的量化指标，印度还对各类产品设定"国内附加 值"（DVA）要求。例如，要达到政府采购门槛并被认定为本土产 ...

Core Insights - The article highlights the significant developments in the energy storage market, particularly focusing on the collaboration between Chinese companies and Indian manufacturers to enhance local battery production and supply chains [1][3]. Group 1: Market Developments - The meeting between Chinese and Indian leaders in late August marks a new phase in bilateral relations, creating opportunities for Chinese energy storage companies to expand into India [1]. - Ashok Leyland, an Indian commercial vehicle manufacturer, has announced a long-term exclusive partnership with China Innovation Aviation, planning to invest over 500 billion rupees (approximately 40.45 billion yuan) in battery manufacturing over the next 7-10 years [1][3]. Group 2: Company Performance - In the first half of 2025, China Innovation Aviation reported a 109.7% year-on-year increase in revenue from energy storage system products, totaling 5.757 billion yuan [3]. - The company achieved significant growth in energy storage shipments and operational efficiency, leading to successful projects in Latin America and South Africa [3]. Group 3: Capacity Expansion - China Innovation Aviation is actively expanding its production capacity with projects in Jiangsu, Sichuan, Fujian, and Portugal, aiming to add over 75 GWh of capacity by 2025 [4]. - Despite India planning around 120 GWh of battery capacity, there is still a need for further investment to meet future market demands, indicating a reliance on overseas supply chains in the short to medium term [4]. Group 4: Local Initiatives - The Indian government has initiated a Production-Linked Incentive (PLI) scheme worth 181 billion rupees to encourage local manufacturing and establish India as a global hub for advanced chemical battery (ACC) production [4]. - Local brands like Livguard plan to invest 33.6 billion rupees (approximately 2.876 billion yuan) to expand their battery capacity to 25 GWh over the next five years [5].