Trina Solar Ltd Class A · SSE:688599
Trina Solar Ltd Class A — Investor Presentation (February 2022)
27 slides from Trina Solar Ltd Class A's investor presentation, February 2022
Slide 1: 2P
2P
Slide 2: Contents
CONTENTS TRINATRACKER PRODUCT OVERVIEW VANGUARD INTRODUCTION VANGUARD FEATURE TRINA INTEGRATION
Slide 3: Contents
CONTENTS TRINATRACKER PRODUCT OVERVIEW VANGUARD INTRODUCTION VANGUARD FEATURE TRINA INTEGRATION 3
Slide 4: TrinaTracker Family
TRINATRACKER FAMILY 2P 1P Independent Row Tracker Dual Row Tracker 4
Slide 5: Vanguard: Born for Challenging Conditions
VANGUARD: BORN FOR CHALLENGING CONDITIONS High Irregular Uneven Strong Wind Difficult Corrosive Site Layout Terrain Region Soil Area 5
Slide 6: Contents
CONTENTS TRINATRACKER PRODUCT OVERVIEW VANGUARD INTRODUCTION VANGUARD FEATURE TRINA INTEGRATION 6
Slide 7: Overall Performance
OVERALL PERFORMANCE More Compatible Modules Extract Extra Tracking Capability 400W to 670W+ ±55°(110°) Tracking Range Upgraded 2-in-Portrait Design Flexible Terrain Adaptability Up to 4 String / 120 Modules Per Tracker Up to 15% N-S Higher Power Density Up to 68KW Per Tracker 7
Slide 8: Key Components
KEY COMPONENTS Increased Yield Gain From Reliable Communication SuperTrack Zigbee or LoRa Available Boost Extra 3-8% Yield Gain Optimized Pile Design Enhanced Torque Tube Revolutionized Multi- Patented Spherical Design Drive System Bearing Design From 7 Piles Per Tracker 170mm Robust Tube for Critic
Slide 9: System Design Overview
SYSTEM DESIGN OVERVIEW For a 1MW System, Vanguard only needs: Total Torque Pile & Land Modules Tracker Tube Length Foundation Motor 14,000m2 1,536 16 1,088m 107 16 Note: the data is evaluated in terms of 600W+ module 9
Slide 10: Lower System BOS and LCOE
LOWER SYSTEM BOS AND LCOE 0 10 20 30 40 50 60 70m Maximum 120 pieces of modules Maximum 90 pieces of modules Traditional 2P Tracker 66 kW 49,5 kW Comparing to Traditional 2P Tracker -25% -36% -31% Installatio -25% -8.7% -2.5% Module Assembly Foundation n DC Cables BOS LCOE 10
Slide 11: Superb Bankability
SUPERB BANKABILITY* Trina recently maintained its 100% bankability record with Bloomberg New Energy Finance for the 5th consecutive year Trina Solar JA Solar Jinko Solar Longi Canadian Solar LG Electronics SunPower BYD Hanwha Q Cell Chint / Astronergy First Solar REC Group Panasonic GCL Systems Tale
Slide 12: Contents
CONTENTS TRINATRACKER PRODUCT OVERVIEW VANGUARD INTRODUCTION VANGUARD FEATURE TRINA INTEGRATION 12
Slide 13: Design for Large Format Module
DESIGN FOR LARGE FORMAT MODULE Module Size Chord Length / Increase Torque Tube Height Increase More Modules Per String Tracker Length Increase More Strings 670W (210mm) High Limit Up to Optimal 7 Stronger 2.4m 400W 550W Piles Design Torque Tube (158/166mm) (210mm) Torque Tube Height @500mm Module Mo
Slide 14: Comprehensive Wind Tunnel Testing by RWDI
COMPREHENSIVE WIND TUNNEL TESTING BY RWDI • Static Wind Load Coefficients • Aerodynamic Derivatives • Dynamic Wind Load Factors (DAF) • Static Force and Moment Coefficients Pressure Model 2D Wind Sectional Tunnel Model Tests Research • Mean and Background 3D • Variation of Total Damping and 3D Flutt
Slide 15: Stow Control Prioritization
STOW CONTROL PRIORITIZATION* MANUAL COMMS WIND SNOW LOW BATTERY STOW HAIL STOW ALARM ALARM ALARM ALARM Stow position is Stow position Stow position Hail Stow Wind Stow Snow Stow command if the is command if is command by position is position is position is battery energy no the plant command in case
Slide 16: Flat Position Wind Stow
FLAT POSITION WIND STOW Vanguard’s intelligent wind stow strategy guarantees operation time and system stability of solar farms. Multidrive + Flat Position = Stable 16
Slide 17: Robust Multi-Drive System
ROBUST MULTI-DRIVE SYSTEM Secondary Drive 3 Linear Actuators Per Tracker Main Drive All Drives Are Synchronized By Single Transmission Bar Secondary Drive Single Drive: Multi Drive: Multi-point drive has self-locking function Higher Torsional Fluttering Lower Torsional Fluttering for • Higher Cr
Slide 18: Optimized Pile Arrangement
OPTIMIZED PILE ARRANGEMENT 7 Piles Only 2P Tracker 9 Piles Cost Saving Total Saving Per MW Grading Installation Pile Alignment -19.6% -1.67% -23% -25% 18
Slide 19: Flexible Spherical Bearing
FLEXIBLE SPHERICAL BEARING Patented Spherical Bearing Lower Tracker Failure Rate - Up to 30% Angle - Extra Stress Release During Adjustability Tracker Deformation 67m - Foundation Settlement Damage Alleviation - Self Aligned For Over 67m 19
Slide 20: Reducing O&M Cost
REDUCING O&M COST -80.0% -50.3% -49.1% -33.18% -24.3% Actuator's Preventive Overall Maintenance Bearing Bolted Unions Motor Preventive Motor Preventive Preventive Maintenance Overconsumption Maintenance Maintenance +62.8% 20
Slide 21: Smart O&M: SCADA System
SMART O&M: SCADA SYSTEM* TrinaSCADA = Tracker Monitoring & Alarm + System Diagnosis + Intelligent Control 21
Slide 22: SuperTrack
SUPERTRACK BIFACIAL ENHANCEMENT + INTELLIGENT BACKTRACKING* SuperTrack = Smart Tracking Algorithm + Smart Backtracking Algorithm STA boosts Direct Diffuse SBA boosts energy Irradiance Irradiance energy SBA boosts energy Reflected Energy Boost 3-8% Irradiance Smart Tracking Algorithm (STA) Smart Back
Slide 23: Contents
CONTENTS TRINATRACKER PRODUCT OVERVIEW VANGUARD INTRODUCTION VANGUARD FEATURE TRINA INTEGRATION 23
Slide 24: Presales and Sales Service
PRESALES AND SALES SERVICE* FULL MECHANICAL ASSEMBLY PULL OUT TESTING (As an optional service) Design and supervision of pull out test • Structure assembly campaign • Modules assembly • Final design of foundation • Motors and electrical boxes • Trina Tracker take the risk of the • Delivery control f
Slide 25: Dedicated Global Supply Chain and Local Support
DEDICATED GLOBAL SUPPLY CHAIN AND LOCAL SUPPORT 5GW + DEPLOYED WORLDWIDE 12+ Years 5GW+ Installed 25+ Countries 4GW+ Production Of Experience Capacity Worldwide In The 5 Continents Capacity Worldwide Offices & Branches Spain / France / UAE / USA / Mexico / Brazil / Chile / Australia / China （HQ) Pro
Slide 26: Product Recap
PRODUCT RECAP Wind Tunnel Testing Extreme Weather Mitigation More Multidrive System Reliable Patented Spherical Bearing Tracker Lower BOS Cost Than Optimal SuperTrack Algorithm Traditional 2P Tracker SCADA Smart Monitoring and More Lower Lower Installation and O&M advice Energy Yield
Slide 27: Thank You!