印度的劳动力市场规模庞大，拥有8.25亿人口，但绝大多数劳动力属于非正规就业，超过90%的人不在 正规部门工作，劳动者的平均工资仅为每小时83卢比。 新实施的四项劳动法典涉及工资、劳资关系、社会保障和工人安全。改革整合了29项现有的劳动法，许 多法律可以追溯到20世纪30年代至50年代，其中一些规定早已与21世纪的产业发展脱节。劳工改革势在 必行。 印度莫迪政府在2025年年底推出期待已久的劳工改革。这是该国自1991年经济自由化以来进行的规模最 大的结构性改革。 据悉，从2025年11月21日起，印度将实施四项劳动法典，零工经济、平台经济和聚合商的概念首次被明 确定义。这些改革将对零工和平台工作者、定期雇员和合同工以及妇女和年轻工人产生影响。 关于青年劳动者，该部宣布所有劳动者都将获得最低工资保障。所有劳动者都将获得劳动合同，以促进 社会保障、就业记录和正规就业。禁止雇主剥削劳动者，并强制要求在员工休假期间支付工资。为确保 劳动者享有体面的生活水平，他们将按照中央政府确定的最低工资标准领取工资。 这种转变意味着正规部门可以从监管简化中获益最多，也意在为各行业的劳动者提供更大的保障和公 平。 不过，分析人士指 ...

Core Viewpoint - The photovoltaic industry is experiencing a surge in demand due to a "rush to install" solar components, leading to price increases and supply shortages, which are expected to create opportunities within the industry [1][2]. Industry Overview - The photovoltaic sector is witnessing a significant increase in component demand driven by a surge in installations, with the photovoltaic 50 ETF (516880) rising by 1.11% [1]. - Supply-demand imbalances are causing manufacturers to "cancel orders" and request price hikes, indicating a potential for price volatility until late April [1]. - The distributed photovoltaic industry is rapidly developing under policy support, with new regulations aimed at enhancing project management and market participation [1]. Market Dynamics - The National Energy Administration has introduced measures to promote the development of distributed photovoltaic projects, which are expected to increase market participation and flexibility [1]. - The introduction of a producer payment model is anticipated to improve cash flow for waste incineration power generation projects, alleviating local financial pressures [1]. - The securitization of nuclear power assets is also expected to address funding gaps and enhance competitiveness in the nuclear sector [1]. Challenges and Outlook - The industry faces external challenges, including a U.S. investigation into specific photovoltaic components, which may impact export markets [2]. - Despite supply-demand imbalances and quality concerns, increased policy support is expected to boost market expectations and overall industry prospects [2]. - The photovoltaic industry is projected to see significant growth in the second half of the year, with optimistic expectations for terminal demand performance [2]. Investment Recommendations - The industry is advised to focus on four core areas: glass, battery cells, new technologies, and large storage, with particular attention to segments likely to benefit from increased component production [2].