English
创建于04.22
The increase in the penetration rate of photovoltaic tracking mounts drives the growth of market demand for photovoltaic slewing reducers.
Photovoltaic (PV) mounts are categorized into two main types: fixed mounts and tracking mounts. Compared to fixed mounts, tracking mounts can adjust according to the sun's angle under appropriate conditions, allowing PV modules to maintain the optimal angle for sunlight exposure. This results in significantly higher power generation compared to fixed mounts, with power output gains typically ranging from 5% to 35%. Consequently, tracking mounts achieve lower power generation costs and effectively improve project profitability, offering high cost-effectiveness. Therefore, in recent years, the penetration rate of PV tracking mounts has rapidly increased globally. In the international market, tracking mounts accounted for less than 5% of PV installations in 2012, but this figure had risen to 25% by 2022. Currently, the global tracking mount market is primarily driven by demand from ground-mounted PV power stations (centralized PV power generation systems, hereinafter referred to as the same). The market is concentrated in regions such as the Americas, Europe, the Middle East, and Latin America. Among these, the penetration rate of tracking mounts in ground-mounted PV power stations in the Americas has exceeded 90%, while in Latin America and the Middle East, it is over 80%, and in Europe, it has surpassed 50%. In contrast, the penetration rate of tracking mounts in the Asia-Pacific region is only around 20%, which is relatively low. According to data from the China Photovoltaic Industry Association, tracking mounts accounted for approximately 14.6% of PV installations in China in 2021. With significant benefits to the operational efficiency of PV power stations, and as costs decrease and reliability improves, PV tracking mounts have gained widespread recognition from project owners. In the future, benefiting from the substantial addition of new PV installations globally and the widespread adoption of PV tracking mounts in regions such as the Middle East and Africa, the proportion of global tracking mounts in PV installations is expected to exceed 35% in 2023. It is anticipated that the market penetration rate of domestic PV tracking mounts will also continue to increase, potentially surpassing 20% by 2025. Benefiting from the rapid growth of global ground-mounted PV power station installations and the continuous increase in the penetration rate of tracking mounts, global PV tracking mount shipments grew from 11.0 GW in 2016 to approximately 55.8 GW in 2022, representing a compound annual growth rate of about 31%. This makes it one of the fastest-growing segments in the PV market. With the expansion of overseas markets and the increasing penetration rate of domestic tracking mounts, the installed capacity of tracking mounts is expected to maintain a compound annual growth rate of over 20% in the next five years.