在"反内卷"政策引导和落后产能加速出清的双重作用下,锂电产业链洗牌持续深化,产业格局加速重构。从投资热度来看,与往年相比,受价格战影响,今年上半年国内锂电产业链项目数量和投资规模显著收缩,但头部企业仍保持战略定力,持续推进产能建设,行业集中度进一步提升。叠加储能市场爆发式增长,动储电池出口规模稳步扩大。近期,宁德时代、新能安、赣锋锂电、中创新航、中能瑞新等企业正加快项目推进步伐,规划投资超380...
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