重新定义太阳能行业.pdf

1、Reframing The Solar Industry Reshoring the Innovation&Collaboration EcosystemSteel Frame R&D Material,design&process innovation 3rd party testing and validation of improved strength&durability Domestic supplier capacity&capabilities DecarbonizationCommercialization&Manufacturing Steel supplier&fabri

2、cator partnerships Process optimization Customer reliability testing&validation Tracker compatibility Stakeholder education&collaborationScaling Industry Transformation Field deployments&Customer adoption Demonstrate performance&reliability New applications and innovations RD&D Installation breakthr

3、oughsOnshoring Manufacturing Delivers ValueCustomer ValueBusiness ValueUp to 8.5%Domestic ContentEliminate foreign trade&tariff risk90%reduction in embodied GHGs1-2 day freightAvailable&low cost capacityAdvanced,automated productionClean&efficient processFlexible&rapidly scalableLeveraging High-Capa

4、city Domestic Steel IndustryBest in class fabrication partners(steel+solar industry focus)Significant industry experience&scaleHigh speed roll-forming lines with robotic palletizing of cut framesRepeatable,scalable processes&equipmentProduction shipments starting in Q3Steel Frame Roll Form Manufactu

5、ring Line Priefert,Benton ArkansasFundamental Changes in Module ReliabilityCost reduction focus has impacted quality,durability&performanceImpactsTest failures:0%to 30%between 2021 and 2024Breakage pressure:reduced up to 70%in lab tests Certification loads:lowered from+/-2400 Pa to+/-1500 Pa(avg)on

6、400 mm tracker mountsSafety Margin lossModule strength:Larger modules w/2.0 mm glass are 70%weaker Field failures:increased by 300%GroundWork Study 9.16.24https:/www.pv-tech.org/pv-modules-are-getting-weaker-how-should-the-industry-respond/20242018Larger modules Reduced frame height Thinner frame wa