一、政策解读:出口管制剑指高端,谁被卡脖子?谁躺赢?2025年10月9日,商务部、海关总署联合发布第58号公告,对锂电池及人造石墨负极材料实施出口管制。政策核心有三点:高端电池限行:能量密度≥300Wh/kg的锂电池(如宁德时代麒麟电池)禁止出口;材料管控升级:人造石墨负极、高镍正极等关键材料纳入管制清单;设备出口设限:卷绕机、涂布机等核心设备出口需许可证。政策意图:保护国内高端产能,倒逼技术升级...
Source Link一、政策解读:出口管制剑指高端,谁被卡脖子?谁躺赢?2025年10月9日,商务部、海关总署联合发布第58号公告,对锂电池及人造石墨负极材料实施出口管制。政策核心有三点:高端电池限行:能量密度≥300Wh/kg的锂电池(如宁德时代麒麟电池)禁止出口;材料管控升级:人造石墨负极、高镍正极等关键材料纳入管制清单;设备出口设限:卷绕机、涂布机等核心设备出口需许可证。政策意图:保护国内高端产能,倒逼技术升级...
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