Core Forecasts: Sustained Growth, Structural Optimization
1. Overall Shipments Continue Strong Growth:
- As the world's largest solar PV market and manufacturing base, China's new solar PV installations are expected to remain high in 2025. According to predictions from organizations like the China Photovoltaic Industry Association (CPIA), China's new Solar Mounting Structure installations in 2025 are projected to reach 200-250 GW (or potentially even higher).
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- PV mounting systems, being the core supporting structure of PV power plants, will see their shipments directly benefit from this growth in installations. It is anticipated that China's total solar PV mounting system shipments in 2025 (including domestic applications and exports) will significantly exceed 2023/2024 levels, potentially reaching a scale of tens of millions of sets (corresponding to hundreds of GW of installed capacity). China's global market share is expected to increase further.
2. Market Structure Evolution: Increased Penetration of Tracking Systems.
- However, currently, fixed-tilt systems remain dominant: Due to cost advantages and suitability in specific scenarios (such as distributed generation and certain ground-mounted power plants), fixed-tilt systems (especially fixed-adjustable brackets) will continue to hold the largest market share.
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3. Technological Development: Innovation in Materials and Structure.
- Continuous exploration of lightweighting (e.g., high-strength steel, optimized aluminum alloy design), higher reliability, and longer lifespans.
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4. Challenges and Opportunities:
- While factors like raw material price fluctuations and overseas trade barriers impact PV mounting system shipments, they also create opportunities.
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- This drives us to: Seek emerging markets, focus on expanding into regions like the Middle East and Africa, and enhance product quality and technological innovation.
