The dual carbon policy continues to be implemented, and the domestic LED solar outdoor lighting market will steadily increase in size by 2026, with comprehensive expansion of demand in segmented tracks

Driven by multiple favorable factors such as the deep implementation of the national "dual carbon" strategy, the execution of the "Green Lighting Project Implementation Plan", and the synchronous acceleration of supporting infrastructure for rural revitalization, the domestic LED solar outdoor lighting industry will continue its high-speed growth trend in 2026. The market size of the entire industry will continue to grow at an average annual rate of about 14% in the past five years. The overall revenue data for the first half of the year will increase by 13.7% year-on-year, with the most prominent increment in the three sub categories of solar landscape lights, bridge auxiliary lighting, and courtyard lighting fixtures. According to authoritative industry statistics, the overall market for solar lighting in China is expected to break through the 28 billion yuan mark by 2025. Industry institutions predict that the market volume is expected to exceed 32 billion yuan in 2026 and approach the 50 billion yuan mark by 2030. Breaking down from the demand side, the market growth mainly comes from three major sectors: firstly, county-level rural infrastructure renovation. Over 2000 counties across the country have successively promoted off grid solar lighting replacement projects for rural main roads, leisure parks, and riverside trails. Traditional city circuit lights are gradually being replaced by photovoltaic LED products, and remote villages and towns without power grids have become the core incremental market. The procurement of such projects accounts for more than 35% of the annual orders for solar outdoor lighting; Secondly, supporting urban renewal, photovoltaic integrated lighting products are given priority in parks, riverside landscape belts, and small convenient green spaces in first and second tier cities. In municipal procurement bidding, the proportion of solar lighting fixtures winning bids has increased from 22% in previous years to 41%; Thirdly, overseas foreign trade orders have rebounded, and infrastructure weak regions such as Southeast Asia, Africa, and Latin America continue to increase the import of off grid solar lighting fixtures. In the first half of 2026, China's export value of photovoltaic lighting products increased by 32% year-on-year, continuing the trend of rapid export growth in recent years. On the technical level, the iteration pace of industry products has significantly accelerated, with the average conversion efficiency of photovoltaic panels increasing to 22%. The cost of energy storage lithium batteries continues to decline, and more than 70% of new products are equipped with lithium iron phosphate long-term energy storage batteries, with a service life extended from the past 3-4 years to 5-7 years. Coupled with ambient light sensing and AI intelligent dimming modules, the lamps can automatically adjust the output power according to daytime and nighttime illumination, as well as rainy and cloudy weather, with a comprehensive energy saving rate exceeding 70%. At the same time, the standardization construction of the industry is accelerating, and the previously implemented group standard "Performance Requirements for Household Solar Photovoltaic Lighting Products" has entered the certification stage. It standardizes product production from dimensions such as light source parameters, waterproof level, endurance performance, and environmental weather resistance, effectively eliminating low-quality and low-priced non-standard products, and forcing the industry to transform towards high quality and intelligence. However, there are still shortcomings in the industry, with low-end small workshop products still disrupting the pricing system of the sinking market. Some small and medium-sized manufacturing enterprises lack independent research capabilities and rely on external procurement of light sources and component assembly. Their competitiveness continues to decline in high standard municipal bidding, and the concentration of top production capacity is accelerating. The trend of industrial brand washing is becoming increasingly evident. Industry practitioners generally believe that the green and energy-saving orientation will not change in the next three years, and solar outdoor lighting will shift from optional supporting facilities to essential configurations for municipal and cultural tourism projects. The long-term growth logic of the industry is stable.