海博思创的指引,对大储、电池、碳酸锂分别意味着什么?(下篇)

估值之家
Sep 29, 2025

在《海博思创的指引,对大储、电池、碳酸锂分别意味着什么?(上篇)》中,估值之家主要论述了国内大储市场的客观变化,以及客观变化背后的底层逻辑和可持续性,在本篇中,估值之家将重点论述关于海外大储市场的变化,以及全球大储市场的变化对锂电池和碳酸锂的影响。大储市场这一系列的客观变化,不单单是是大储本身,还牵动着整个产业链的“人心思涨”,更是触发了2019~2022H1新能源产业链投资者的肌肉记忆。海外大储...

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