今年以来,储能产业链出现一轮明显的涨价潮。但价格上涨可持续性如何?是否意味着储能行业开始走出“低价内卷”?答案恐怕没有那么简单。 据澎湃新闻记者了解,本轮涨价主要由短期供需错配、原材料波动、海外集中采购和产能建设周期共同造成,并不代表储能行业长期成本曲线发生逆转。而业内人士普遍的观点是,随着技术创新、产业链成熟以及锂电、钠电相互制衡,未来储能系统成本仍将趋势性下降。 但与此同时,业内也在...
Source Link今年以来,储能产业链出现一轮明显的涨价潮。但价格上涨可持续性如何?是否意味着储能行业开始走出“低价内卷”?答案恐怕没有那么简单。 据澎湃新闻记者了解,本轮涨价主要由短期供需错配、原材料波动、海外集中采购和产能建设周期共同造成,并不代表储能行业长期成本曲线发生逆转。而业内人士普遍的观点是,随着技术创新、产业链成熟以及锂电、钠电相互制衡,未来储能系统成本仍将趋势性下降。 但与此同时,业内也在...
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