taiyangnews 09月12日
Bila Solar与Origami Solar合作,强化美国本土太阳能产业链
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美国光伏组件制造商Bila Solar宣布与本土钢框制造商Origami Solar达成战略合作。此次合作将由Origami Solar为Bila Solar提供钢框,与其采用美国制造电池的550W双玻光伏组件进行搭配。此举旨在应对美国近期针对东南亚等国光伏产品征收的关税,以及全球太阳能供应链的重塑。国内组件的采购有助于规避关税风险和进口价格上涨,同时,钢框组件因其高强度和耐腐蚀性,特别适合在复杂环境下安装。此合作也符合美国《通胀削减法案》关于提高本土内容比例以获得税收优惠的政策导向,有望在2026年第二季度实现商业化。

🤝 **战略合作,本土制造升级**: Bila Solar与Origami Solar的合作,将Origami Solar的钢框与Bila Solar的美国本土制造的550W双玻光伏组件相结合,旨在构建更具韧性的本土太阳能生态系统,为美国市场提供更可靠的组件。

🛡️ **应对关税与供应链重塑**: 此次合作是Bila Solar应对美国政府对进口光伏产品征收的反倾销和反补贴关税,以及全球太阳能供应链调整的回应。采用本土钢框有助于规避不确定性,稳定成本,并确保本地供应链的连续性。

💪 **产品性能与环境适应性增强**: 相比传统的铝框,Origami Solar提供的钢框具有更高的机械强度和耐腐蚀性(带有防腐涂层),这使得Bila Solar的新型组件在高温高湿等易腐蚀环境下更具优势,延长了产品的使用寿命。

💰 **税收优惠与政策驱动**: 该合作符合美国《通胀削减法案》的政策导向,通过使用本土生产的钢铁产品,太阳能开发者和安装商有机会获得高达30%投资税收抵免(ITC)或生产税收抵免(PTC)之外的10%额外奖励,鼓励本土内容的使用。

🗓️ **商业化展望**: Bila Solar表示,这款采用钢框的新型光伏组件预计将在2026年第二季度投入商业化生产和销售,为市场提供更多本土制造的高性能太阳能解决方案。

Bila Solar, a US-based photovoltaic (PV) module manufacturer headquartered in Indianapolis, Indiana, has recently entered into a strategic partnership with Origami Solar, a domestic steel frame maker. 

According to the partnership, Origami Solar will supply its steel frames to Bila Solar. These frames will be paired with the latter’s 550 W glass-glass PV module, which also features cells made in the USA. While the aluminum frame-based module, also consisting of US-made cells, is readily available, buyers need to place a special request for the steel-frame-based counterpart. According to the module maker, US-based developers are currently looking to procure domestically produced modules to mitigate the uncertainty coming from rapidly shifting tariffs with subsequent rising import prices. It added that the industry is also witnessing a reshuffling of the global solar supply chain.  

In April, the US imposed anti-dumping (AD) and countervailing duty (CVD) on PV cell and module imports from Southeast Asian countries, including Cambodia, Malaysia, Thailand, and Vietnam (see Over 3,000% Final AD/CVD Tariffs On Southeast Asian Solar Products). Fueling the uncertainty, in August, the ambit of this investigation was broadened to India, Indonesia, and Laos (see US Investigates Solar Imports From Laos, Indonesia & India). 

Additionally, the Trump administration recently imposed a tariff rate of up to 50% on imported aluminum and steel-based products. This makes the domestically procured frame an economical option and offers a stable local supply chain for US PV module makers, explained Bila Solar (see Origami Solar Launches Solar Module Steel Frame Factory In US)

Bila Solar Vice President and General Manager Mick McDaniel said, “Our mission has always been to build a resilient domestic solar ecosystem. By integrating Origami’s innovative and remarkably stronger steel frames and pairing them with U.S.-manufactured solar cells, we not only offer a stronger, more reliable module but also provide customers with increased domestic content to facilitate access to the 10% domestic content bonus adder.” 

In this context, under the Inflation Reduction Act (IRA) 2022, solar developers and installers that source iron and steel-based products from domestic producers can receive up to a 10% bonus on top of a 30% investment tax credit (ITC) or production tax credit (PTC) when completing projects. However, following the Trump administration’s One Big Beautiful Bill Act (OBBBA) in July 2025, which prematurely ends the ITC and PTC, several developers are expected to rush to start their projects within 12 months from the enactment date to avail the credits (see OBBB On President Trump’s Desk After Final House Passage). 

In addition to the aforementioned advantages of this collaboration, the company highlighted a few points from a product reliability perspective. The inclusion of a steel frame with a corrosion-resistant coating supports installation in hot and humid environments that are susceptible to corrosion. Additionally, the module has higher mechanical strength compared to its standard aluminum-frame-based peers, although this was not quantified by Bila Solar. 

According to the press release, this new module is expected to be commercially available by the 2nd quarter of 2026.  

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Bila Solar Origami Solar 光伏组件 太阳能 本土制造 供应链 关税 通胀削减法案 PV modules solar energy domestic manufacturing supply chain tariffs Inflation Reduction Act
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