【摘要】2025年,储能需求大爆发,二线厂商一改往日颓势,远景动力、瑞浦兰钧、楚能、中创新航等纷纷启动百亿级扩产项目。有人全面扩产,有人聚焦高端,还有人将目光投向了海外市场未来,二线电芯厂的生存发展将取决于三大核心能力。一是细分市场的深度运营能力,能否在储能、海外新兴市场等领域建立客户粘性与品牌认知;二是技术转化能力,能否将研发投入快速转化为量产产品与市场份额;三是供应链管理能力,能否在原材料价格...
Source Link【摘要】2025年,储能需求大爆发,二线厂商一改往日颓势,远景动力、瑞浦兰钧、楚能、中创新航等纷纷启动百亿级扩产项目。有人全面扩产,有人聚焦高端,还有人将目光投向了海外市场未来,二线电芯厂的生存发展将取决于三大核心能力。一是细分市场的深度运营能力,能否在储能、海外新兴市场等领域建立客户粘性与品牌认知;二是技术转化能力,能否将研发投入快速转化为量产产品与市场份额;三是供应链管理能力,能否在原材料价格...
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