2025电动汽车产业:从“卖电芯”到“卖能源服务”

中研网
Sep 29

一、现状速写:三条曲线同时陡峭,历史罕见1. 供给曲线:产能 regionalization,区域集群“再平衡”过去造车是“长三角+珠三角”双极,现在川渝、华中、东北同时出现“电池+整车+回收”一体化基地。中研普华调研部走访发现:- 川渝地区凭借绿电洼地,吸引电池巨头布局零碳工厂;- 华中某新城一次性给出“电池运输半径≤150公里”硬指标,换来整车企业把总装线搬过去;- 东北利用港口+铁矿+钢厂的...

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