近期，磷酸铁锂产业链迎来强势复苏。行业开工率在三个月内实现翻倍，头部企业更是超负荷生产，预示着行业景气度正急速攀升。在储能需求爆发与原材料成本上行的双重驱动下，业内普遍认为，磷酸铁锂的盈利拐点已清晰可见。2025年8月前，行业整体开工率维持在50%左右。然而，随着下半年AI数据中心、工商业及海外储能项目的集中启动，需求井喷，推动开工率迅速拉升至80%。至11月，头部企业开工率已飙升至100%-...
Source Link近期，磷酸铁锂产业链迎来强势复苏。行业开工率在三个月内实现翻倍，头部企业更是超负荷生产，预示着行业景气度正急速攀升。在储能需求爆发与原材料成本上行的双重驱动下，业内普遍认为，磷酸铁锂的盈利拐点已清晰可见。2025年8月前，行业整体开工率维持在50%左右。然而，随着下半年AI数据中心、工商业及海外储能项目的集中启动，需求井喷，推动开工率迅速拉升至80%。至11月，头部企业开工率已飙升至100%-...
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