约五年前,全球电池市场还处于 “供不应求” 的状态,“产能过剩” 更是无从谈起。但如今,全球电池产能与需求已出现严重失衡:一方面,中国电池企业持续扩产,推动全球产能飙升;另一方面,北美地区在优惠政策取消后,电动汽车销量被刻意抑制,进一步加剧了供需错配。供需数据悬殊:产能逼近 4000GWh,需求仅为三分之一据《日经新闻》引用标普移动(S&P Mobility)的数据显示,2024 年全球电动汽车...
Source Link约五年前,全球电池市场还处于 “供不应求” 的状态,“产能过剩” 更是无从谈起。但如今,全球电池产能与需求已出现严重失衡:一方面,中国电池企业持续扩产,推动全球产能飙升;另一方面,北美地区在优惠政策取消后,电动汽车销量被刻意抑制,进一步加剧了供需错配。供需数据悬殊:产能逼近 4000GWh,需求仅为三分之一据《日经新闻》引用标普移动(S&P Mobility)的数据显示,2024 年全球电动汽车...
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