2026年电池行业十大预测(上)

高工锂电
Jan 12

摘要2026年,行业正式迈入由情绪驱动转向理性主导的价值回归周期。回顾2025年,锂电池行业历经深度回调后的强势复苏,形成了以“供需错配、反内卷、储能爆发、技术迭代、产业链新一轮扩产、满产满销、出海加速、卷价值等”为核心的关键词矩阵,本轮行业热度增长与2020年前后的行业的发展逻辑相比已发生深刻重塑,预计这一趋势将持续顺延至2027年后。2025年行业订单持续向头部企业集聚导致大厂产能频频告急,...

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