Since 2026, the global photovoltaic (PV) mounting system industry has shown a clear shift toward “scenario‑based” and “intelligent” development. As PV applications expand from traditional ground‑mounted power stations to agricultural PV, floating PV, industrial and commercial rooftops, and carports, and as international markets demand higher reliability and intelligence, mounting systems are undergoing a critical transformation—from “auxiliary materials” to core components of power plant performance. From Tokyo to Abu Dhabi, from Rimini to Sichuan, a series of major exhibitions, international orders, and capacity expansion announcements paint a vivid picture of the industry’s vitality and competitive landscape.

I. Exhibition Highlights: Full‑Scenario Solutions Take Center Stage, Technological Innovation Targets Niche Pain Points

At the recently concluded PV EXPO 2026 Spring in Japan, several leading companies showcased comprehensive mounting solutions covering all application scenarios, precisely addressing the stringent demands of Japan and the broader Asian market for complex terrain and diverse environments. Japan’s mountainous, hilly landscape and typhoon‑prone conditions place extremely high requirements on corrosion resistance, wind resistance, and terrain adaptability.

At the exhibition, Mibet Energy unveiled its vertical mounting system for bifacial modules. Its adjustable ground clearance not only saves land but also facilitates operation and maintenance, making it an ideal choice for agricultural and remote area PV installations. For industrial and commercial scenarios, Mibet’s “double‑column waterproof PV carport” features structural waterproofing and bidirectional drainage channels, ensuring sealing and weather resistance even in harsh conditions. Clenergy, which has深耕 the Japanese market for 16 years, highlighted the “next‑generation agrivoltaic system”—the digital intelligent solar tracker ezTracker D2P120—developed jointly with Idemitsu Kosan. The system balances crop light requirements with high‑efficiency power generation and has already been used in Japan’s largest vertical agrivoltaic project.

These exhibition trends indicate that PV mounting systems are no longer merely structural supports for modules, but have evolved into comprehensive solutions that improve power generation efficiency, adapt to environmental constraints, and integrate with architectural aesthetics.

II. Capacity and Investment: Intelligent Factories Accelerate Construction, Zero‑Carbon Manufacturing Becomes the New Benchmark

Facing surging global demand, leading companies are ramping up capacity and delivery efficiency through the construction of intelligent factories. In March 2026, Clenergy officially commenced construction of its Phase II smart factory in the Xiamen Torch High‑Tech Zone. The project, with a total investment of RMB 350 million, is scheduled for completion in June 2027. The new facility will introduce industrial robots and a warehouse management system (WMS), aiming to build a zero‑carbon smart manufacturing demonstration plant integrating R&D, testing, production, and exhibition. This move marks a strategic step for Clenergy in smart manufacturing and reflects the broader industry trend of leading players strengthening their competitive moats through technological upgrades.

Behind capacity expansion lies the deep integration of global supply chains. U.S.‑based mounting system manufacturer FTC Solar recently announced a revised supply agreement with solar developer Strata Clean Energy, adding 1 GW of mounting system supply to the original cooperation and extending the term to five years. Such long‑term, large‑scale orders underscore the importance downstream power plant developers place on supplier stability and technical capabilities, and signal further industry concentration.

III. Trade Landscape: Chinese Manufacturing Accelerates Overseas Expansion Along the Belt and Road

Chinese PV mounting system companies are leveraging their robust industrial chains and high product quality to achieve significant breakthroughs in Belt and Road countries. On March 17, 2026, a China‑Laos Railway freight train loaded with 300 tons of intelligent PV mounting systems departed from Panzhihua, Sichuan, heading to Vientiane, Laos. These “Made in Panzhihua” mounts use hot‑dip galvanized (zinc‑aluminum‑magnesium) steel produced by Pangang Group. The entire chain—from raw material procurement to production and overseas delivery—was integrated via the China‑Laos Railway, cutting transport time in half and significantly reducing overall logistics costs. This case vividly demonstrates how PV manufacturing enterprises in western China leverage geographical advantages to deeply participate in Southeast Asia’s energy transition.

At the same time, Chinese companies are accelerating their global footprint in emerging markets such as the Middle East. At the World Future Energy Summit (WFES 2026) in Abu Dhabi, Solargi (YuanTai PV) showcased highly adaptable tracking systems designed for the extreme conditions of the Middle East—high temperatures, strong winds, and sandstorms. The system supports a north‑south slope of up to 15% and features a multi‑point drive design to withstand high winds.

IV. Market Trends: BIPV and Trackers Lead Growth, Significant Global Potential

Market research indicates that the PV mounting system market is entering a phase of structural growth. According to a report by 360iResearch, the global BIPV (Building‑Integrated Photovoltaics) waterproof mounting system market was valued at approximately US$1.24 billion in 2025 and is expected to grow at a CAGR of 13.13% to reach US$2.95 billion by 2032. This growth is driven by updates to building codes, the rising trend of prefabrication, and advances in materials science. Demand for BIPV mounting systems that both generate power and provide waterproofing is particularly strong in Europe and North America.

Meanwhile, the penetration of intelligent tracking systems is rapidly increasing in the European market. At the KEY Energy Exhibition in Rimini, Italy, Antaisolar’s flagship product, the AT‑Spark intelligent tracking system, drew significant attention. The system integrates the SmartTrail intelligent control solution, enabling it to handle complex terrains and climatic challenges, making it a key technology for utility‑scale PV projects aiming to lower the levelized cost of electricity. Antaisolar has established a global R&D center in Madrid, Spain, to deepen its focus on the European market, and its systems have already been deployed in several key projects across Europe.