The bracket industry is located in the photovoltaic industry chain, mainly including fixed bracket tracking brackets.
The fixed bracket has a low entry threshold, low gross profit margin, and severe product homogenization. In the context of photovoltaic access to the Internet at a fair price, the past era that paid more attention to equipment investment and fixed supports (i.e., "cost per watt") will certainly change into an era that pays more attention to return on investment and tracking supports (i.e., "cost per kilowatt").
as forTracking bracketIt is an independent electromechanical control system, as it includes controllers, drive and transmission mechanismssteel structure. There are mainly two types of tracking brackets: single axis and double axis, with single axis divided intoFlat single axisDiagonal single axis, currently the market is mainly dominated by flat single axis.
Due to the harsh working environment of the bracket, the reliability of various parts of the mechanism is very high. Compared with fixed brackets, tracking brackets have varying degrees of power generation gain: taking a flat single axis as an example, it increases by about 10% to 20% (with differences in different latitudes). aboutPhotovoltaic power stationFor the main or EPC contractor, if the increased cost of tracking brackets is lower than the power generation revenue and the later operation is stable and reliable, it is worth investing.
Looking at the world, tracking brackets have been widely used in photovoltaic power plants abroad: new photovoltaics were added globally in 2019Installed capacity114.9 GW, with a tracking bracket shipment volume of 35 GW, accounting for 30.5%.
Returning to China, due to the dominance of initial subsidies,marketMature, the proportion of tracking brackets is relatively low: before 2016, the proportion of tracking brackets was less than 2%; In 2019, China's photovoltaic grid connected capacity increased by 30.1 GW, with tracking brackets accounting for 16%.
along withPhotovoltaic power generationWith the arrival of the mature and affordable era, it is foreseeable that the proportion of domestic and international tracking brackets will continue to rise, and there is still a lot of room for growth in the future.
