Question
I have three queries as below:
-Given the import duty hikes and prohibition of China specific restrictions imposed by some of the largest solar cell/module end-user countries such as US, where would the largest Chinese manufacturers e.g. Tongwei, Trina etc could dump/direct their current inventories?
-Per my current understanding solar cell manufacturing cost in India would be 4x that of China. How likely would this cost come down or be comparable to that of China in coming 18-24 months? Do we have an expected scalability projection and/or govt policy support to make that possible?
-Do you see an significant detrimental impact of solar manufacturing and profitability in India?
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