在欧洲构建真正的太阳能韧性——政策、技术和产业战略如何重塑欧洲的太阳能价值链.pdf

1、Building Real Solar Resilience in EuropePV Module Tech Europe 2025Paolo Di Lorenzo Head of Product Lifecycle ManagementHow policy,technology and industrial strategy can rebuild Europes solar value chainIS NOTA trade barrierShifting dependenciesOnly assembling modulesOnly sustainability criteriaA div

2、ersified and reliable supply chainControl of strategic stepsEU-developed technologyAbility to absorb supply shocksISWhat resilience is and is notwe arethe Europeanhome of solar3 GW Cell&Module capacityIn-house developed TechnologyStrict ESG and traceability standardsClear long-term industrial roadma

3、p3SUN is delivering resilience todayMarket signalsDemand for traceable,ESG-compliant modulesDevelopers seek to diversify supply chainsPreference for EU production when viableButPrice and cost gap remains too large todayProjects cannot absorb todays premiumValue is recognisedbut the gap is still too

4、wide Source:Fraunhofer ISE via SolarPower Europe(2025)Reshoring Solar Module Manufacturing to Europe:A Cost Gap Analysis and Policy Impact SimulationThe cost gap is structuralEven for Europes largest fabsFhISE assumes 10 GW scaled EU factories running at 100%capacityRamp-up phases and low utilizatio

5、n rates further widen the cost gapBuilding resilience requires stable long-term market pullPredictable demand at sustainable pricesis essential for EU ManufacturingLong-term market pulldrives scale,cost reduction,and local supply chain developmentNZIA brings resilience into the EUs solar marketResil

6、ience and sustainability criteria in public auctions starting in 2026(min.30%of volumes)Non-dominant country sourcing for strategic componentsNon-price criteria allowed for pre-qualificationand award decisionThree major noveltiesModulesCellsInvertersTrackers,W