今年以来,全球储能需求呈现爆发式增长。全球可再生能源装机强劲,储能系统可平抑波动和稳定电网。此外,长时储能系统成为数据中心重要增长引擎。据CESA产业数据库,2025年全球储能电芯出货量有望突破460GWh。新型储能装机规模快速增长,带动锂电产业链需求预期持续上修。国内企业在储能锂电池领域的全球市场具有强大竞争力,2025年上半年全球储能电芯出货量前十企业均来自中国,国内企业全球占比超90%,预计...
Source Link今年以来,全球储能需求呈现爆发式增长。全球可再生能源装机强劲,储能系统可平抑波动和稳定电网。此外,长时储能系统成为数据中心重要增长引擎。据CESA产业数据库,2025年全球储能电芯出货量有望突破460GWh。新型储能装机规模快速增长,带动锂电产业链需求预期持续上修。国内企业在储能锂电池领域的全球市场具有强大竞争力,2025年上半年全球储能电芯出货量前十企业均来自中国,国内企业全球占比超90%,预计...
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