锂电扩产持续:中创新航、国轩高科加码,固态、大圆柱“拥挤”

北极星电力网
29 Apr

中国动力电池行业的扩张步伐正在持续,头部企业中创新航与国轩高科近期的投资动作再次印证了这一趋势。与此同时,一个显著的并行现象是,围绕大圆柱电池、固态电池及其相关新材料的产能布局正变得日益密集,呈现出“拥挤”的态势。中创新航公布了大规模的扩产计划。其成都项目二期已于3月底动工,该项目投资额达120亿元人民币,目标在2026年二季度投产,届时将新增约30GWh的动力电池及储能系统年产能。根据规划,...

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