According to a spokesman for the Ministry of Commerce of China, on December 19, China submitted a request for consultation with India on tariff measures for information and communication products and photovoltaic subsidies in the WTO.
"India's relevant measures are suspected of violating WTO obligations such as bound tariff rates and national treatment, and constitute import substitution subsidies prohibited by the WTO.". These measures give India's domestic industries an unfair competitive advantage and harm China's interests.
According to the data, in 2024, the installed capacity of new energy in India reached 28.64 GW, with an annual growth rate of 15.84%. Among them, solar energy is the main contributor, with an annual installed capacity of 24.54 GW, second only to China and the United States, becoming the third largest photovoltaic market in the world.
In 2025, India achieved the "two 100GW" stage results, that is, the installed capacity of photovoltaic exceeded 100GW, and the local module manufacturing capacity exceeded 100GW.
At the same time, in recent years, the Indian government has issued a series of policies, including production-linked incentive scheme (PLI), high tariff barriers, component manufacturer approval list (ALMM) and so on, in order to promote the development of local photovoltaic industry and reduce dependence on China's photovoltaic industry.
(For details, please click: Another Country's "Encirclement and Suppression" of China's Photovoltaic? Reality: Shout the most, buy the most!
Among them, PLI stipulates that the Indian government provides incentives to Indian photovoltaic module and battery manufacturers according to their output, with a maximum incentive of 400 rupees per watt (equivalent to about 31.41 yuan per watt). The maximum reward for batteries is 150 rupees per watt (about 11.78 yuan per watt).
However, for the above PLI subsidies, only enterprises that have obtained ALMM certification can obtain them. Although the ALMM list is designed to promote the development of local enterprises in India, it is actually designed to restrict the entry of Chinese photovoltaic enterprises into the Indian market.
In 2019, India's Ministry of New and Renewable Energy (MNRE) released the ALMM list, which is divided into List-I (components) and List-II (batteries). ALMM List-l has been implemented first
in 2021. However, due to the one-year suspension of India's domestic production capacity, the list was restarted again in 2024, and Chinese photovoltaic modules were excluded. According to a report by Mercom India on November 25, the cumulative production capacity of photovoltaic modules in India under the ALMM list has reached 121.722 GW. On July 31,
2025, India announced that the battery list ALMM List-II will be implemented on June 1, 2026. Recently, according to the latest data from MNRE, the cumulative production capacity of solar cells registered by ALMM List has increased to 23.7 GW. On September 12,
2025, MNRE disclosed a draft amendment to the proposed ALMM List-III, which is scheduled to take effect on June 1, 2028. At the same time, the amendment stipulates that solar projects within the scope of ALMM must purchase modules from List I, and modules must use cells from List II, and these cells must use silicon wafers from the new List III.
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