储能行业最核心的10个环节及上市公司

金融小博士
27 Jul

锂电池产业链核心龙头股投资价值分析(截至2025年7月)1. 容百科技(688005)核心优势:全球三元正极材料龙头技术壁垒:连续4年全球三元正极市占率第一(15%),超高镍(Ni≥90%)材料量产能力领先日韩企业2年,单晶高镍技术获特斯拉4680电池认证。产能布局:全球四大生产基地(宁波、湖北、贵州、韩国),2025年产能超30万吨,配套宁德时代、比亚迪、SK On等头部客户。创新突破:全球首发...

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