锂电产业链砸下4000亿扩产,会引发下一轮产能过剩吗?

界面
Nov 21

图片来源:界面图库界面新闻记者 | 高菁“目前公司产能饱和,正加速产能扩张力度。”10月底,宁德时代(300750.SZ)三季度业绩说明会上的一句话,道出了当前锂电池企业的普遍状态。据界面新闻不完全统计,今年以来,除宁德时代外,已有包括中创新航(03931.HK)、国轩高科(002074.SZ)、亿纬锂能(300014.SZ)在内的多家头部锂电池企业,明确披露了扩产计划,扩产产能超500 GWh,...

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