What is the outlook for fiberglass composite photovoltaic frames in 2025?

Fiberglass can be applied to photovoltaic frames to protect the edges of photovoltaic glass, strengthen the sealing performance of components, and improve the mechanical strength of components. It is one of the important auxiliary materials. Composite material frames have better salt spray resistance, corrosion resistance and insulation performance than traditional metal frames and general composite material frames. At the same time, the expansion system of fiberglass composite material frames is similar to that of photovoltaic panels, which can effectively reduce the panel explosion rate and have comprehensive cost advantages.
According to the calculation of 3,600-3,700 tons of glass fiber for the newly added 1GW photovoltaic installed capacity, if all photovoltaic frames in the future use fiberglass composite materials, it will have a great new demand-driving effect on fiberglass. Since the application of fiberglass products in photovoltaic frames requires a long period of certification and testing, it is currently in the promotion and application stage. Therefore, it will take a certain process to increase the penetration rate.
Downstream customers have currently shipped to many component manufacturers normally. The company's self-built photovoltaic power generation projects have used glass fiber composite material frames. It is expected that the penetration rate of fiberglass composite material frames will be steadily improved in 2025.