Photovoltaic bracketDivided intoFixed bracketThere are two main categories: and tracking brackets. Among them,Tracking bracketAs an important component of photovoltaic power stations, their market potential is gradually being released.
It is understood that the tracking bracket is a special bracket that can follow the rotation of the sun, thereby improving the power generation efficiency of photovoltaic modules. Compared with traditional fixed brackets, tracking brackets have higher power generation efficiency and lower electricity cost.
In the past decade, the use of tracking brackets in the global photovoltaic market has grown rapidly, with some countries having a high penetration rate of nearly 80% for tracking brackets. However, China's photovoltaic power generation market is mainly focused on centralized power generation, so the proportion of fixed brackets in the overall market is relatively high. The penetration rate of distributed power generation market is also relatively low, which has caused the development of tracking brackets to be relatively lagging behind, only in the embryonic stage of development. Currently, the market penetration rate is less than 20%.
On the one hand, it is because the development of domestic tracking brackets was relatively slow in the initial stage, and the quality of manufacturers' shipments was uneven, which led to tracking brackets with transmission devices being more prone to failure, reliability being questionable, and operation and maintenance costs rising. On the other hand, the cost of tracking brackets is relatively high compared to fixed brackets. In the past era of photovoltaic power generation subsidies, the government set guidance prices for newly added centralized photovoltaic power stations included in the fiscal subsidy category. Therefore, terminal power stations pay more attention to initial investment costs and choose tracking brackets with initial cost premiums less.
In the past two years, with the gradual promotion of China's photovoltaic grid parity policy, fixed brackets no longer meet the urgent needs of power station owners for high power generation and high profits, and intelligent tracking systems, which improve power generation efficiency and ultimately reduce electricity costs, have gradually become popular. More and more power plant owners are realizing that reducing the cost of electricity by improving power generation efficiency is the key to achieving long-term profitability of photovoltaic power plants. Therefore, they began to turn their attention to the emerging product of tracking brackets.
In addition, with the acceleration of the construction of centralized ground power stations and the expansion of supply chain capacity, component prices continue to fall, and downstream photovoltaic links will continue to benefit. Under this trend, the market share of tracking brackets is expected to steadily increase. Some institutions predict that the penetration rate of tracking brackets in the domestic market is expected to reach over 40% in the coming years. Overall, tracking brackets may become another key point in reducing costs and increasing efficiency in the photovoltaic industry with their power generation gains.
It is worth noting that although the tracking bracket market has broad prospects, there are still some challenges that need to be overcome. Including how to improve product reliability and reduce operation and maintenance costs, and how to further reduce costs to meet the needs of more customers, these issues require joint efforts from both inside and outside the industry to solve.
