“公司负责储能业务的高管，眼下核心任务就是向客户‘道歉’——由于电芯供应紧张，订单交付不得不推迟。”一家头部电池厂商高管向21世纪经济报道记者表示。从上半年延续至下半年的“电芯热”，使得电池出现阶段性缺货，海外订单甚至排到了明年。这样的市场局面，也为部分三四线储能企业带来了发展契机。一家三线储能电池企业的销售人员表示，其年内100GWh的储能电芯产能已被全部预订完毕。“国内主流企业如果订不到电芯，...
Source Link“公司负责储能业务的高管，眼下核心任务就是向客户‘道歉’——由于电芯供应紧张，订单交付不得不推迟。”一家头部电池厂商高管向21世纪经济报道记者表示。从上半年延续至下半年的“电芯热”，使得电池出现阶段性缺货，海外订单甚至排到了明年。这样的市场局面，也为部分三四线储能企业带来了发展契机。一家三线储能电池企业的销售人员表示，其年内100GWh的储能电芯产能已被全部预订完毕。“国内主流企业如果订不到电芯，...
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