Under the right conditions, the tracking mount's ability to adjust to the angle of the sun keeps the PV module facing the optimal angle for sunlight, making it significantly better than fixed mounts in terms of power generation. Compared to fixed mounts, tracking mounts typically provide a gain in power generation of between 5% and 35%. Compared to fixed mounts, tracking mounts require the installation of electronic control and drive systems, and the footprint of single-axis and dual-axis tracking mounts is much larger. Tracking bracket is more suitable for large ground centralized power station projects, China's large base projects will accelerate the tracking bracket penetration.

At present, China's PV mounting market is still dominated by fixed mounts, accounting for more than 70% of the market. However, with the continuous development of the trend of PV grid parity, PV projects are gradually changing to high efficiency, the demand for tracking bracket continues to increase, and the development prospect of the industry is promising. According to CPIA statistics, in 2022, the market share of tracking system in China will be 12%. In the future, with the decline of cost and the solution of reliability, the market share will increase steadily.
The main tracking bracket manufacturers are optimistic. 2023 China's centralized PV installed capacity is expected to grow significantly, and is expected to exceed 52GW, the construction of large-scale centralized ground power stations will promote the use of tracking bracket systems, and the global demand for PV tracking brackets is expected to continue to increase. Photovoltaic tracking bracket is suitable for areas with a high proportion of direct light, and is in higher demand in overseas markets such as the Americas, the Middle East and North Africa, with the tracking bracket in the Americas accounting for more than half of the global proportion.

In terms of the profit performance of specific targets, Yihua shares, CITIC Bo, Qingyuan shares and other enterprises that vigorously develop intelligent tracking bracket, gross profit margins are at the forefront of the industry, we believe that continue to develop overseas market PV intelligent tracking bracket enterprises have higher profitability elasticity.