爆单、涨价、扩产!2025储能电芯竞争格局生变!

储能头条
Nov 20, 2025

文| 储能头条 团队微信公众号 | 储能头条2025年储能电芯供需格局出现了根本性逆转。11月12日,海博思创发布公告称,与宁德时代签订长达十年的《战略合作协议》,其中明确2026年至2028年,海博思创将向宁德时代采购电量累计不低于200GWh。根据协议,宁德时代将确保按海博思创的需求量纲供应,锁定了未来优质电池的供应。这份大规模采购协议的签订,既反映出储能集成商对电芯供应稳定性的担忧,也进一步...

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