光伏行业还有一条新赛道，它看起来不起眼，但是对发电效率的影响比光伏组件升级换代还要大。下一个隆基股份极有可能在这里诞生。
你知道是什么吗？别着急，接着往下听。光伏，光伏自然要依靠太阳发电，这就面临一个问题，就是太阳照射角。
最好的角度当然是垂直的，但是日出东方却落于西，这个改变不了，你总不能让电池板追着太阳跑吧。你还真说对了。
现在的太阳能电池板真就能追着太阳跑。这就是我们今天要说的光伏隐形赛道跟踪支架，他通过监视太阳运动方向。
控制支架系统追踪太阳运动作用有多大呢？来看看数据单轴跟踪支架可将发电量提高百分之十到百分之三十。
双轴跟踪支架更是能增加百分之四十的发电量，这效果比光伏组件升级换代还要好。现在光伏行业逐渐向追求效益转变。
跟踪支架成长潜力巨大。二零一七年，全球跟踪支架占比是百分之十六，预计到二零二三年占比将提高到百分之四十二。我国目前跟踪支架普及率是百分之十六。
要达到国际水平，到二零三零年渗透率至少还有两倍的增长空间。再叠加光伏装机的旺季，跟踪支架将享受光伏行业的双重利好。
光伏组件升级换代走出了隆基股份这样两年七倍的公司，接下来跟踪支架有望成为光伏下一条黄金赛道。其中一家公司。
是国内光伏跟踪支架的龙头，连续三年公司产能利用率高于百分之百，订单多到手软。产品不仅畅销国内，还远销欧美等成熟市场。
随着全球进入光伏装机高峰，公司的成长空间将会更加广阔。
There is also a new track in the photovoltaic industry. It looks inconspicuous, but its impact on power generation efficiency is even greater than the upgrading of photovoltaic modules. The next Longji shares are very likely to be born here.
Do you know what it is? Don't worry, then continue listening. Photovoltaics. Photovoltaics naturally rely on solar power generation. This faces a problem, which is the angle of sun exposure.
The best angle is of course vertical, but the sunrise falls in the east to the west. This cannot be changed. You can't let the solar panels run after the sun. You are really right.
Today's solar panels can really chase the sun. This is the photovoltaic stealth track tracking bracket we are talking about today. It monitors the direction of the sun's movement.
How effective is the control bracket system to track the sun's movement? Let's take a look at the data. The single-axis tracking bracket can increase power generation by 10 to 30%.
The dual-axis tracking bracket can increase the power generation by 40%, which is even better than the upgrade of photovoltaic modules. Now the photovoltaic industry is gradually shifting to the pursuit of efficiency.
The growth potential of the tracking stent is huge. In 2017, the global tracking bracket accounted for 16%, and it is expected that the share will increase to 42% by 2023. The current penetration rate of tracking stents in my country is 16%.
To reach the international level, the penetration rate has at least twice the room for growth by 2030. In addition to the peak season of photovoltaic installations, the tracking bracket will enjoy the dual benefits of the photovoltaic industry.
The upgrade of photovoltaic modules has stepped out of a company like Longi, which is seven times the number in two years, and the tracking bracket is expected to become the next golden track for photovoltaics. One of the companies.
It is the leader of the domestic photovoltaic tracking bracket. The company's capacity utilization rate has been higher than 100% for three consecutive years, and the orders have been soft. The products are not only sold well in China, but also exported to mature markets such as Europe and America.
As the world enters the peak of photovoltaic installations, the company's growth space will be broader.