老将赚钱,黑马拿单谁都没想到,去年还在过剩的储能电芯,在今年上半年电芯出货量同比激增106%,冲破250.4GWh后,仍然满足不了市场疯狂的需求。简而言之:储能电芯市场爆单了。这种超预期的出货增速下,市场上各方心态复杂:供应链为抢电芯火烧眉毛:四处打电话,到处都没货。电芯工厂无奈:产能一季度就被包满了,现在有钱也没法给客户加单。贸易商暗喜:你看看,我这八个仓库都塞满了,等的就是这一天。代工厂更表示...
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