近日以来,宁德时代、亿纬锂能等头部电芯厂商的生产基地持续满负荷运转,订单排期已延至2026年。一位广东储能集成商负责人无奈表示:“客户加价30%也排不上单,产能早被国际大单锁死。”与此同时,海辰储能、远景动力等二线企业也迎来产能爆发,其大容量电芯产线开工率超95%。这一轮“订单挤兑”背后,折射出全球能源转型浪潮下电芯产业的格局剧变,“一超多强”的竞争壁垒已然形成,而二三线厂商的生存空间正被持续挤压...
Source Link近日以来,宁德时代、亿纬锂能等头部电芯厂商的生产基地持续满负荷运转,订单排期已延至2026年。一位广东储能集成商负责人无奈表示:“客户加价30%也排不上单,产能早被国际大单锁死。”与此同时,海辰储能、远景动力等二线企业也迎来产能爆发,其大容量电芯产线开工率超95%。这一轮“订单挤兑”背后,折射出全球能源转型浪潮下电芯产业的格局剧变,“一超多强”的竞争壁垒已然形成,而二三线厂商的生存空间正被持续挤压...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.