据道琼斯3月29日消息，IHS Markit表示，尽管组件价格和运费较高，但2021年全球太阳能光伏装机容量将同比增长27%。IHS Markit的Josefin Berg表示，领先的组件制造商已经售空了今年上半年的产品，但生产能力仍然充足，而且没有出现重大的材料瓶颈来改变我们对今年全球181吉瓦太阳能光伏装机容量的预测。虽然玻璃等部分组件原材料的成本预计将下降，但多晶硅、铜和钢等其他组件原材料的成本预计将保持在高位。此外，IHS Markit指出了强劲的国际需求，预计2021年中国大陆的太阳能光伏装机容量将超过60吉瓦。该公司表示，由于印度的免税进口窗口将开放到2022年4月，预计印度的模块需求将激增。
张春晓 摘译自 道琼斯
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.