当前,我国锂电产业正在经历一场前所未有的供需大变局。从始于2024年的库存去化,到2025年下半年的供不应求,锂电行业在短短一年的时间里,上演了一场惊心动魄的大逆袭。这场反转,不仅正在重塑产业链的竞争格局,更预示着全球能源革命进入新一轮加速期。01动储双轮驱动锂电产业迎来新一轮爆发式增长市场方面,当前头部电池企业受益于动力与储能的双轮驱动,产能供不应求。其中,动力电池装机保持高景气度。数据显示,1...
Source Link当前,我国锂电产业正在经历一场前所未有的供需大变局。从始于2024年的库存去化,到2025年下半年的供不应求,锂电行业在短短一年的时间里,上演了一场惊心动魄的大逆袭。这场反转,不仅正在重塑产业链的竞争格局,更预示着全球能源革命进入新一轮加速期。01动储双轮驱动锂电产业迎来新一轮爆发式增长市场方面,当前头部电池企业受益于动力与储能的双轮驱动,产能供不应求。其中,动力电池装机保持高景气度。数据显示,1...
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