酉立智能（920007）：光伏支架核心零部件“小巨人”，配套全球跟踪系统解决方案提供商龙头NEXTracker

Group 1 - The company is rated as a "national-level 'little giant'" in the photovoltaic support field, with a projected net profit of 90.05 million yuan in 2024, representing a year-on-year increase of 15% [13][24]. - The company's main products include core components of photovoltaic supports such as the Torque Tube (TTU), Bearing Assembly (BHA), and Installation Structure (URA), which are essential for forming the "skeleton" of photovoltaic power stations [13][16]. - The company has established strong partnerships with well-known photovoltaic support enterprises like NEXTracker and has a significant market presence in regions such as Brazil, Chile, Australia, Canada, Europe, and the Middle East [13][24]. Group 2 - The photovoltaic industry in China has been rapidly developing, maintaining the world's leading position in cumulative installed capacity for nine consecutive years, with a projected global new installed capacity of 530 GW in 2024, a year-on-year increase of 35.9% [31][32]. - The global market for tracking and fixed supports is expected to reach 93.8 billion yuan and 104.4 billion yuan respectively in 2025, with average compound growth rates of 27.4% and 9.5% from 2023 to 2027 [36][39]. - The company operates in the midstream of the photovoltaic industry, focusing on the production of photovoltaic support components, which are critical for the construction and operation of solar power plants [31][34].