平衡政策风险、合规性和长期韧性.pdf

1、Module Supplyto the USBalancing Policy Risk,Compliance&Long-Term ResiliencePV Module Tech ConferenceNapa 2026AgendaI.IntroductionII.US Ecosystem:Policy,Regulations,Supply Chain,Traceability,FEOCIII.Impact on Demand,Customer Strategy&RequestsIV.Technology:Factory Updates,Module PerformanceV.ELITE Sol

2、ar Advantage&Strategy I.ELITE Solar MilestonesI.ELITE Solar Global LayoutHQOfficeManufacturing FacilitiesUSACanadaSpainEgyptSaudi ArabiaChinaVietnamSingaporeIndonesiaKenyaPhilliphinesGermanyI.ELITE Solar Supply Chain明确问题Vietnam Silicon Ingot&Wafer Factory(JV with OCI)提出疑问分析原因进行决策创造价值Egyptian/Kenya/P

3、hilippines Cell FactoryEgyptian/Indonesia Module FactoryUS Solar Projects After-Sales&Quality ControlUS Cell FactoryI.Wood Mackenzie Global Top 10 PV Module Manufacturers“The Grade A label highlights suppliers that procurement teams can treat as low-risk,high-reliability partners,grounded in objecti

4、ve and repeatable methodology.”Todays solar supply chain requires companies to balance policy uncertainty,regulatory compliance,intellectual property considerations,and long-term resilience.At the same time,market participants are navigating increasing value chain complexity through supply chain div

5、ersification,safe harbor strategies,and forward procurement approaches that are reshaping pricing,contracting,and inventory decisions.II.US Ecosystem-Navigating the Supply ChainChatGPTII.US Ecosystem Rumors Around Sec 232Jun 5:Coalition for a Prosperous America agreed with our recent poly Section 23

6、2 view that Commerce could be working on a combined framework of minimum import prices(MIPs)at each major supply chain stagemodules,cells,and waferspaired with a single ad valorem tariff,possibly in the 25-35%range.We wrote the MIP could be 38c/W for modules plus the tariff,implying an effective flo