锂矿停产叩响警钟,新能源产业链告别野蛮生长时代

汽车点评AC
Aug 25, 2025

最近,全球动力电池龙头企业宁德时代位于江西宜春的枧下窝锂矿突然宣布停产,这一事件迅速引发行业震动。与此同时,美国锂业巨头雅保也传出因生产安全问题部分停产的消息。两大巨头几乎同步的停产动作,不仅推动碳酸锂价格连续上涨,更折射出新能源上游资源领域正在经历一场深层次的调控与变革。停产背后,不仅是企业自身经营的问题,更是政策引导下行业从无序扩张向有序发展转变的重要信号。随着全球能源转型进程的加速,锂作为"...

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