磷酸铁锂玩家洗牌进行时?头部企业大单频传 另一边撤退潮涌

澎湃新闻
07 Jun

电池是全球新能源产业的“心脏”,进入2025年以来,决定这一“心脏”成本和性能的关键——正极材料市场步入了冰火两重天。  在经历持续的亏损之后,磷酸铁锂头部玩家陆续绑定电池龙头,获得长协大单,赢得喘息时间等待穿越周期;与之形成对比的是,由钛白粉、磷化工领域跨界而来的企业陆续叫停项目,一时间撤退潮涌。  6月5日晚间,富临精工(300432.SZ)公告披露,子公司江西升华与行业龙头宁德时代(...

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