India's Production Linked Incentive (PLI) schemes have driven ₹2.40 lakh crore (approximately $28.5 billion) in actual investments and generated more than 14.15 lakh (1.415 million) direct and indirect jobs as of March 31, 2026, Parliament was informed in July.
据印度议会7月通报,截至2026年3月31日,印度的生产关联激励(PLI)计划已带动2.4万亿卢比(约285亿美元)的实际投资,创造超过141.5万个直接和间接就业岗位。
In a written reply to the Rajya Sabha, Minister of State for Commerce and Industry Jitin Prasada stated that as of March 31, 2026:
印度商务和工业部国务部长吉廷·普拉萨达(Jitin Prasada)在联邦院书面答复中披露了以下数据:
- 892 applications approved across 14 sectors
14个行业共批准892份申请
- Actual investment: over ₹2.40 lakh crore
实际投资:超过2.4万亿卢比
- Production/sales: over ₹22.66 lakh crore
生产/销售额:超过22.66万亿卢比
- Exports: over ₹15.2 lakh crore
出口额:超过15.2万亿卢比
- Employment: over 14.15 lakh (direct and indirect), including 8.4 lakh direct jobs
就业:超过141.5万人(直接和间接),其中直接就业84万人
- Cumulative incentive disbursement: ₹35,354 crore
累计激励发放:3,535.4亿卢比
The pharmaceuticals sector has recorded cumulative sales of over ₹3.64 lakh crore under the scheme. It has enabled the domestic manufacture of 1,931 pharmaceutical products, including 191 bulk drugs manufactured in India for the first time, thereby strengthening domestic manufacturing capabilities.
制药行业在计划下累计销售额超过3.64万亿卢比。该计划推动了1,931种医药产品的本土化生产,其中包括191种首次在印度生产的原料药,显著增强了本土制造能力。
Exports under PLI schemes have grown dramatically — from ₹4 lakh crore in fiscal year 2024 to ₹6.5 lakh crore in fiscal year 2025 and then to ₹15.2 lakh crore in fiscal year 2026, a jump of about 280% in just two years.
PLI计划下的出口额增长迅猛——从2024财年的4万亿卢比增至2025财年的6.5万亿卢比,再到2026财年的15.2万亿卢比,两年内增长约280%。
The government launched the PLI schemes in 2020 for 14 key sectors with an approved outlay of ₹1.91 lakh crore to enhance India's manufacturing capabilities, attract investments, promote exports, generate employment, and reduce import dependence.
政府于2020年为14个关键行业启动PLI计划,批准拨款1.91万亿卢比,旨在提升印度制造能力、吸引投资、促进出口、创造就业并减少对进口的依赖。
Key sectors include electronics, pharmaceuticals, automobiles, textiles, renewable energy, and specialty steel.
主要行业包括电子、制药、汽车、纺织、可再生能源和特种钢。
For Chinese companies, India's PLI success presents both opportunities and competitive pressure. The rapid scaling of domestic manufacturing under PLI means India is becoming a more formidable competitor in global supply chains, particularly in pharmaceuticals and electronics.
对中国企业而言,印度PLI计划的成功既带来机遇也带来竞争压力。PLI计划下本土制造的快速扩张意味着印度正在成为全球供应链中更具竞争力的参与者,尤其在制药和电子领域。
However, opportunities exist for:
但以下领域仍存在机会:
- Component and machinery suppliers to PLI beneficiaries
为PLI受益企业提供零部件和机械设备
- Joint ventures with Indian PLI recipients seeking technology partnerships
与寻求技术合作的印度PLI受益企业建立合资企业
- Export opportunities in sectors where India still relies on imports
在印度仍依赖进口的行业出口机会
Chinese manufacturers should monitor PLI disbursement trends and sector-specific performance to identify partnership and market entry opportunities.
中国制造商应关注PLI资金发放趋势和行业特定表现,以识别合作和市场进入机会。
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*This article is based on reporting by Economic Times, IBEF, and PTI (July 2026).*
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