新型储能市场“一芯难求” 企业满产、订单排至明年

央视财经
Sep 27, 2025

国家发展改革委、国家能源局近日发布《新型储能规模化建设专项行动方案》,提出到2027年,中国新型储能装机规模将达到1.8亿千瓦以上,这将拉动新增项目投资约2500亿元。9月的资本市场已经有所显现,多家储能企业的股价创新高。在北京一家储能设备的生产企业,目前整条生产线处于满产的状态,储能的关键部件电芯供不应求。记者在采访中发现,目前国内储能电芯的需求十分强劲。头部电池企业均表示工厂已处于满产状态,...

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