【业内称储能电芯或迎产能出清】在经历数年爆发式增长后,储能行业正面临产能结构性过剩风险。远景科技集团高级副总裁田庆军近日在2026世界动力电池大会上表示,今年储能电芯规划扩产规模已超800GWh,至年底建成产能约1.2TWh‑1.5TWh,规划总产能突破2TWh,已大幅超出全球市场真实需求。 田庆军分析,电芯制造与光伏组件类似,产线启停成本高昂,具有连续生产的刚性。一旦产能过剩,企业为保住现金流和市场份额,极大概率会重蹈光伏行业覆辙陷入“价格战”。过去几年,光伏行业的价格内卷已经给储能行业敲响警钟,行业不宜步其后尘。我国大量储能系统、储能电芯均出口,若陷入无序“价格战”,最终损害的是国家整体利益和产业国际形象。
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