一语成谶,四年后,储能“锂电系”与“光伏系”终究一战!

Mr蒋静的资本圈
Aug 04, 2025

今年,储能行业“火药味”十足。“锂电系”龙头与“光伏系”大哥在储能电芯“大尺寸”上的争端,终于将双方的矛盾摊在了台面上,也撕开了储能行业竞争的又一块儿遮羞布。完全不意外。本公众号在2021年12月的文章《储能战场,锂电系与光伏系是竞争还是合作?》中早有预判,当时就明确指出:双方“短期合作为主”,长期“分化与竞争”。一语成谶,四年后,终究还是打起来了。01“光伏系”地盘不断被侵蚀锂电属于电化学,储能...

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