蜂巢和欣旺达已经重仓,为什么宁德时代没有在泰国落地电芯工厂?要回答这个问题,必须先看清宁德时代在东南亚的整体布局逻辑。第一,它不是缺市场,而是不缺选项对多数电池企业来说,出海是寻找增量;但对宁德时代而言,出海更像重构全球供应链。它已在欧洲落地电芯工厂,在匈牙利推进大规模项目,同时参与印尼资源布局。相比之下,泰国既不是资源核心,也不是需求爆发核心。泰国更像整车制造节点,而不是材料与规模优势节点。如果...
Source Link蜂巢和欣旺达已经重仓,为什么宁德时代没有在泰国落地电芯工厂?要回答这个问题,必须先看清宁德时代在东南亚的整体布局逻辑。第一,它不是缺市场,而是不缺选项对多数电池企业来说,出海是寻找增量;但对宁德时代而言,出海更像重构全球供应链。它已在欧洲落地电芯工厂,在匈牙利推进大规模项目,同时参与印尼资源布局。相比之下,泰国既不是资源核心,也不是需求爆发核心。泰国更像整车制造节点,而不是材料与规模优势节点。如果...
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