跌宕起伏,新能源的认知差永恒

Mr蒋静的资本圈
Nov 07

一根大阳线,又改变多少人的信仰?最近,从光伏到锂电,再到储能,新能源的天又“敞亮”了,尤其在资本市场,宁德时代、阳光电源、阿特斯等市值再创新高。仅仅在数月以前,新能源产业还处于低谷,行业自律效果甚微,海外贸易纷争不断,136号文新能源入市,光伏在抢装之后陷入迷茫,取消“强制配储”让储能失去方向,分时电价政策调整让工商业储能的“天塌了”,负面信息不断。确实,太惨了。每一轮低谷,都让很多人怀疑人生。...

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