导语丨mybattery机遇与挑战并存,锂电行业正迎来景气度攀升的关键阶段,同时也在经历深度的洗牌。近期,多家机构预判,锂电行业供需拐点已现,产业链价格企稳回升。中金公司研报认为,2025年以来伴随产业链价格逐步企稳、供需结构改善,锂电底部反转趋势显现。展望2026年,中金公司看好锂电新一轮上行周期启动,储能有望成为核心“推手”。同时,以固态电池为主线的新一轮锂电技术大周期加速迎来产业化拐点。...
Source Link导语丨mybattery机遇与挑战并存,锂电行业正迎来景气度攀升的关键阶段,同时也在经历深度的洗牌。近期,多家机构预判,锂电行业供需拐点已现,产业链价格企稳回升。中金公司研报认为,2025年以来伴随产业链价格逐步企稳、供需结构改善,锂电底部反转趋势显现。展望2026年,中金公司看好锂电新一轮上行周期启动,储能有望成为核心“推手”。同时,以固态电池为主线的新一轮锂电技术大周期加速迎来产业化拐点。...
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