Policy "Red Envelopes" Flood In—Mounting Orders Piling Up?
This year’s PV mounting market is basically propelled by policies! The EU’s Net-Zero Industry Act (Regulation (EU) 2024/1735) dropped in May, handing local manufacturers a huge gift: 40% of mounting systems must be locally produced by 2030 . Spain even splashed €11.5 billion in subsidies, favoring agri-PV projects using homegrown mounting solutions. France is more straightforward—want subsidies for large ground-mount projects? 30% of key components like mountings must have "local household registration"!
Across the pond, the U.S. didn’t sit idle. The IRA Act extended 30% tax credits—solar projects using domestic components save big, sending regional mounting suppliers’ orders soaring . Believe it or not, 62% of global mounting orders this year were "pushed" by policies!
Mounting "Black Tech": More Power, Greener?
Don’t think mountings are just "frames holding panels"—they’ve become total tech geeks! Dual-axis tracking systems (tracking both azimuth and elevation angles) chase the sun, boosting power output by a whopping 30% vs. fixed-tilt models—total "power generation ceiling" . At Intersolar Europe this year, Antaisolar unveiled its Tai-Space tracking system with IoT sensors for real-time monitoring, nabbing a 120MW deal with France’s Sun Liberty on the spot. Impressive, right?
Materials are getting creative too. 28% of European mountings now use recycled aluminum—nearly doubling 2023’s 15%—all thanks to the EU’s "ecological design certification" forcing green upgrades. Someone even tried bamboo: bamboo-based brackets cut carbon footprint by 40% vs. steel, winning fans in low-load scenarios. That’s some out-of-the-box thinking!
Where’s the Mounting Shortage? Business Opportunities in New Scenes!
The global mounting market hit 15 billion this year, projected to reach 25 billion by 2030—but regional vibes differ wildly. Asia-Pacific holds 45% to stay top, while Europe is catching up fast: over 40 local manufacturers now cover 100GW demand, growth visible to the naked eye .
Even more interesting: agri-PV and solar carports jumped from 12% of demand last year to 22% this year. Northern Europeans love east-west vertical mountings to catch morning/evening sun, while U.S. Southwest mega-plants swear by single-axis trackers. "Adapting to local conditions" is key!
2026 Spoiler: Don’t Miss These Highlights!
After 2025, let’s spill 2026’s "script". Tracking systems will get hotter—projected shipments hit 135GW. Chinese firms are gearing up: Arctech’s Jeddah plant in Saudi Arabia (Phase II just completed) will ramp up production in Q1 2026, with 15GW annual capacity, plus an 8GW India order pending . Policy-wise, China’s "Steady Growth Action Plan" cracks down on cutthroat pricing—quality and tech matter more, so small "low-price slackers" might get eliminated.
Challenges remain: aluminum prices swung 18% this year, and EU carbon tariffs added 5% to non-EU mounting costs. But analysts are upbeat—clear policies and tech upgrades mean these "small storms" won’t stop growth. 2026’s mounting circle will be even livelier—stay tuned!
