铜箔行业持续景气，但“宁王”准备另起“牌桌”。 近日，围绕铜箔装备集采、产能共建等环节，宁德时代新能源科技股份有限公司（以下简称：宁德时代）与多家企业正式签署战略合作协议。其中在供应端，未来3年，宁德时代将与合作方共同新建40万吨锂电铜箔产能。 从买卖到共建，围绕铜箔供应链的行业重构悄然启动，宁德时代开始深度介入上游关键材料的定价权与产能分配权。当铜箔供应链的游戏规则出现新变化时，铜箔行业或...
Source Link铜箔行业持续景气，但“宁王”准备另起“牌桌”。 近日，围绕铜箔装备集采、产能共建等环节，宁德时代新能源科技股份有限公司（以下简称：宁德时代）与多家企业正式签署战略合作协议。其中在供应端，未来3年，宁德时代将与合作方共同新建40万吨锂电铜箔产能。 从买卖到共建，围绕铜箔供应链的行业重构悄然启动，宁德时代开始深度介入上游关键材料的定价权与产能分配权。当铜箔供应链的游戏规则出现新变化时，铜箔行业或...
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