A solar tracker is a device meant to turn the photovoltaic modules toward the sun. This is attributed to maximize the irradiation received by the photovoltaic array. In global solar tracker installation market report, the period studied is 2018–2026. The report includes the study of the solar tracker installation market with respect to the growth prospects and restraints based on the regional analysis. The study includes Porter’s five forces analysis of the industry to determine the impact of suppliers, competitors, new entrants, substitutes, and buyers on the market growth. The revenue of the companies operating in the market is track down to obtain the total market value. Moreover, the report analyzes the current market trends of solar tracker in different geographies and suggests the future growth opportunities by analyzing government regulations & policies; thereby, further increasing the consumer acceptance of solar tracker.

In 2018, buildings accounted for 40% of the energy consumption in the European Union (EU). The European Union has a target of reducing gas emissions by 80%, by 2050. It is estimated that in order to reach this target, the emissions from the building energy consumption needs to be reduced by 90%. In 2010, the European Union introduced the Energy Performance of Buildings Directive (EPBD). The EPBD was revised in 2018. Some of the major directives of the EPBD, which are expected to drive the building-integrated PV market, and in turn, the solar power window market are as follows: All the EU members will have to establish stronger long-term building renovation strategies aimed at making the new buildings more energy-efficient and green to decarbonize the building stocks by 2050. The strategies should also have the indicative milestone for 2030, 2040, and 2050, measurable indicators for progress, and solid financial components. These directives are expected to force the member nations to introduce not only regulations for new buildings but also the special subsidies for the BIPV components such as solar power windows.

Power electronics is an engineering study of converting electrical power from one form to another. The world- wide average rate of 12 billion kilowatts every hour of every day of every year, more than 80% of the power generated is being reprocessed or recycled through some form of power electronic systems. A lot of energy is wasted during this power conversion process due to low power conversion efficiency. It is therefore very important to improve the efficiency of these power conversion systems. With the extensive use of efficient and cost-effective power electronics technology across the globe, the energy consumption is expected to reduce up to 35% during the forecast period. The scope of the report discusses the potential opportunities for the market players to enter the global power electronics for electric vehicle market. Furthermore, it provides an in-depth analysis of the market, outlining current trends, key driving factors, and key area of investment. The report includes Porter’s five forces analysis to understand the competitive scenario of the industry and role of each stakeholder in the value chain. Moreover, it features the strategies adopted by key market players to maintain their foothold in the market.

收取充电电费和服务费是充电桩运营商最基本的盈利来源。但由于充电桩前期投入成本高、投资回收期长、充电桩使用率低等原因，充电桩运营商大部分面临盈利难题。我们从充电桩盈利模型，分析得出提高利用率、提高充电收入，降低单位功率投资成本，能够改善充电桩的盈利情况。随着充电桩纳入新基建，充电桩有望与通信、云计算、智能电网、车联网等技术融合，可以利用大数据优化充电桩位置布局，提高利用率，直接提升盈利能力；可以合理安排充电时间，平滑电网负荷曲线，提高社会经济效益。

2019年，电力设备行业整体实现营业收入10558.19亿元，同比增长12.24%，增速同比加快1.54个百分点；实现归母净利润447.02亿元，同比增长6.76%，增速同比由负转正，同比加快33.78个百分点；实现扣非归母净利352.54亿元，同比增长18.72%，增速同比加快54.03个百分点。业绩增速排序方面，各子板块营收增速高低排序依次是风电（29.41%）>光伏（18.76%）>其他电源设备（13.32%）>电气设备（6.19%），归母净利增速高低排序依次是光伏（107.10%）>风电（16.20%）>电气设备（-9.26%）>其他电源设备（-18.09%），扣非归母净利增速高低排序依次是光伏（135.84%）>风电（31.10%）>电气设备（12.44%）>其他电源设备（-27.17%）。

零部件的繁荣。我们对风电行业24 家主要的上市公司2019 年业绩进行了梳理，主要的零部件企业均取得了较快的业绩增速，而整机和运营商业绩表现相对平淡。对于零部件环节，行业终端需求景气向上导致零部件供需格局的改善，2019 年叶片、铸件等环节均一定程度供需偏紧，推动盈利水平的提升；而对于整机，前期低价订单的交付叠加相对高价的零部件采购导致毛利率明显下滑，从而并没有享受到行业需求向上所带来的红利。运营商2019 年业绩表现平稳，但补贴拖欠以及应收账款规模持续较快增长的问题并未缓解。

19 年龙头业绩稳健，20 年一季度受疫情影响下滑。2019 年国内动力电池实现装机62.2GWh，同比增长9%；受疫情影响，20 年一季度装机量5.7GWh，同比下降54%。从营收角度看，国轩高科的营收增速与行业基本相当，2019 年实现电池组销量近5GWh，同比增长近20%；宁德时代则表现出远超行业的增速，2019 年实现动力电池销量40.25 GWh，同比增长90.04%。2019 年，我们测算动力电池价格降幅仍近20%，主要由于补贴退坡下的车企降本压力叠加上游原材料的价格回落。从盈利能力看，2019 年宁德时代动力电池业务的毛利率下滑近5.65 个pct 至28.5%，与公司产能扩大带来的折旧摊销增多有关；国轩高科动力锂电池业务毛利率上升4.57 个pct 至33.37%，上游磷酸铁锂等材料降价贡献较多。从现金流情况看，头部企业的经营性现金流情况持续领先，反映出资源集中度和产业话语权的富集。2020年一季度受疫情影响，业开工延迟、国内新能源汽车需求不振导致业业绩承压，企业营收利润多呈现不同程度下滑。其中宁德时代营收下滑幅度在10%以内，净利降幅不到30%，体现出较强的韧性。海外企业2019 年和1Q20 在营收端都实现了较快的增长。三星SDI 2019 年大型电池增长超过15%，1Q20 增长超30%；LG 化学2019 年锂电池业务增长28.5%，1Q20 增长37%。

面对“能源转型”这个跨越三个世纪的话题，站在新能源的角度容易强调可再生能源的快速发展，站在石化行业以及煤炭行业角度又容易强调化石能源难以撼动的主体地位，都难免失之片面。