光伏支架行业研究：光伏支架市场空间广阔，跟踪支架渗透率有望提升

投资要点 ➢ ➢ 一、光伏支架为太阳能面板关键支撑部件，跟踪支架渗透率有望提升..........................................3 1.光伏支架是支撑、安装、稳固太阳能面板的关键部件.................................................................................32.跟踪支架具备多重优势，市场占比或将有所提高........................................................................................33.光伏支架生产成本中原材料成本占比高......................................................................................................6 二、光伏装机持续高增，光伏支架市场空间广阔..........................................................................7 1.碳中和&光伏平价&消纳率缓解，光伏装机持续高增...................................................................................72.全球光伏需求高景气，光伏支架市场空间广阔..........................................................................................10 三、投资建议.............................................................................................................................11 四、风险提示.............................................................................................................................13 ......................................................................................................................................................3......................................................................................................................5...........................................................................................................5........................................................................................................................................6........................................................................................................................................6...........................................................................................................................................6..................................................................................................................................................6...........................................................................................................................................7........................................................................................................................................8...........................................................................................................................8...................................................................................................9...........................................................................................................................9..................................................................................................................11..............................................................................................................11..............................................................................................................12..........................................................................................................12 .......................................................................................................4......................................................................................................................................10 ⚫ ⚫ ⚫