???? 據道瓊斯3月29日消息，IHS Markit表示，盡管組件價格和運費較高，但2021年全球太陽能光伏裝機容量將同比增長27%。IHS Markit的Josefin Berg表示，領先的組件制造商已經售空了今年上半年的產品，但生產能力仍然充足，而且沒有出現重大的材料瓶頸來改變我們對今年全球181吉瓦太陽能光伏裝機容量的預測。雖然玻璃等部分組件原材料的成本預計將下降，但多晶硅、銅和鋼等其他組件原材料的成本預計將保持在高位。此外，IHS Markit指出了強勁的國際需求，預計2021年中國大陸的太陽能光伏裝機容量將超過60吉瓦。該公司表示，由于印度的免稅進口窗口將開放到2022年4月，預計印度的模塊需求將激增。
????張春曉 摘譯自 道瓊斯
????原文如下：
????Solar Installs To Hit Record in 2021 Despite Supply-Chain Kinks
????Solar PV installations should see a 27% year-on-year increase in 2021 despite higher module prices and freight costs, according to IHS Markit. IHS Markit's Josefin Berg says leading module manufacturers are sold out for the first half of the year, but "manufacturing capacity remains sufficient and no major material bottlenecks have arisen to change our forecast for 181 GW in global solar PV installations." While some module raw-materials' costs like glass are expected to decline, others like polysilicon, copper and steel are expected to remain high. In addition, IHS Markit points to strong international demand, with mainland China expected to surpass 60 GW in solar PV installations in 2021. India, the firm said, is expected to see a demand surge n module demand as a duty-free import window opens until April 2022.
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