一、开篇：磷酸铁锂的“春天”——新能源车+储能双轮催热“以前是电池厂挑材料商，现在是材料商‘坐地起价’”——最近磷酸铁锂圈的这句调侃，道尽了行业的景气度。你可以把磷酸铁锂理解成“锂电池的‘主食’”：新能源车的动力电池、储能电站的储能电池，80%以上都用它当正极材料。现在新能源车销量稳增、储能需求“跳涨”，加上头部企业带头提价，磷酸铁锂直接从“低调材料”变成了“香饽饽”。二、背景：磷酸铁锂为啥突然“...
Source Link一、开篇：磷酸铁锂的“春天”——新能源车+储能双轮催热“以前是电池厂挑材料商，现在是材料商‘坐地起价’”——最近磷酸铁锂圈的这句调侃，道尽了行业的景气度。你可以把磷酸铁锂理解成“锂电池的‘主食’”：新能源车的动力电池、储能电站的储能电池，80%以上都用它当正极材料。现在新能源车销量稳增、储能需求“跳涨”，加上头部企业带头提价，磷酸铁锂直接从“低调材料”变成了“香饽饽”。二、背景：磷酸铁锂为啥突然“...
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