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Industry News
News
Time:
2025-12-04
On December 3rd, Arctech, a global leader in tracking brackets, released a significant signal during an institutional research session: the upward trend in the penetration rate of domestic tracking bracket markets has become clear, while the overseas market has achieved leapfrog breakthroughs through super-large projects. As an industry bellwether, the company's dual progress reflects the in-depth logic of the global photovoltaic industry's transformation towards higher efficiency and higher-end development.
The explosive growth of the domestic market stems from the dual driving forces of policy and market. With the implementation of detailed rules for the market-oriented transaction policy of photovoltaic power plants, the time-of-use electricity price mechanism has made peak-hour power generation a core consideration for investors. Compared with fixed brackets, tracking brackets can significantly increase power generation during morning and evening peak electricity consumption periods, raising the intraday weighted electricity price by 0.44-2.4 cents per watt and shortening the investment payback period by 1-2 years. This advantage has been recognized by mainstream investors, driving the rapid rise in the penetration rate of domestic tracking brackets—expected to exceed 40% by 2025 and reach over 60% by 2030. Arctech's technological accumulation and market reputation have enabled it to gain a first-mover advantage in this round of industry upgrading.

Breakthroughs in the overseas market further demonstrate the company's global competitiveness. The recently signed Saudi PIF6 AFIF 4.2GW project marks Arctech's largest single cooperation project to date. Divided into two sub-projects of 1.8GW and 2.4GW, it is located in Riyadh, the capital of Saudi Arabia. Upon completion, it will generate an annual power output of 9 billion kWh, meeting the electricity needs of 1.5 million households. To address the three major local challenges of strong winds, sandstorms, and extreme high temperatures, Arctech has customized the high-reliability SkyLine Ⅱ tracking system and a terrain-adaptive solution, fully demonstrating its technological strength. Notably, relying on its regional headquarters, R&D center, and Jeddah production base with an annual delivery capacity of 15GW in the Middle East, Arctech secured over 9GW of project cooperation in Saudi Arabia by 2025, firmly topping the Middle East market rankings.
From a global perspective, Arctech has risen to the second place in global tracking bracket shipments in 2024, leading the Asia-Pacific region with a 48% market share in India. The combined momentum of rising domestic penetration and the launch of overseas benchmark projects is driving the company to accelerate its leap from "product export" to "brand export". Against the industry backdrop of global photovoltaic tracking bracket shipments exceeding 100GW, Arctech is taking technological innovation as its core and global layout as its wing—seizing both the policy dividends of domestic market-oriented reforms and the development opportunities in high-growth overseas markets, and providing Chinese solutions for the global clean energy transition.
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