The data paints a stark picture for Southeast Asian exporters of solar mounting systems. According to Alibaba.com internal data, the total trade amount for this category in 2025 experienced a significant 12.85% year-over-year (YoY) decline. This downward trend is mirrored in the buyer activity, where the AB rate (a measure of active buyer engagement) plummeted by 53.33% YoY, and the total number of active buyers (abCnt) fell by 42.11% YoY. At first glance, this suggests a contracting market with waning demand.
However, a deeper dive into the supply side reveals a shocking contradiction. While demand is shrinking, the number of sellers on the platform has exploded. The average number of products per seller has crashed by a staggering 94.85% YoY, yet the total number of sellers has increased by 123.67% YoY. This creates a perfect storm: a rapidly growing pool of sellers is now competing for a shrinking pool of buyers. The result is a severely imbalanced supply-demand ratio, which has worsened from 0.12 in 2024 to 0.03 in 2025. This data-driven paradox defines the current state of the market: it is not a lack of demand, but an overwhelming flood of undifferentiated supply that is choking the industry.

