当前,锂电新周期脉络已逐渐明晰。需求结构升级与供给端优化的双重共振,助推各环节迎来新一轮量价齐升。同时,下一代技术创新、全球化布局和政策驱动,推动行业从“内卷式竞争”向“价值竞争”转型。在这轮产业链价值重构和博弈中,起点锂电策划了“与行业同频·迎锂电新周期”专题,阐述行业新变化、新特征,以期为行业朋友提供一些新思考。锂电行业新周期下,“需求→产能→材料”连锁传导快速形成,供需缺口持续推动价格上行。...
Source Link当前,锂电新周期脉络已逐渐明晰。需求结构升级与供给端优化的双重共振,助推各环节迎来新一轮量价齐升。同时,下一代技术创新、全球化布局和政策驱动,推动行业从“内卷式竞争”向“价值竞争”转型。在这轮产业链价值重构和博弈中,起点锂电策划了“与行业同频·迎锂电新周期”专题,阐述行业新变化、新特征,以期为行业朋友提供一些新思考。锂电行业新周期下,“需求→产能→材料”连锁传导快速形成,供需缺口持续推动价格上行。...
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