9月以来,锂电产业链上市公司密集召开业绩说明会、接待机构调研。记者梳理比亚迪、孚能科技、派能科技、当升科技、天赐材料等22家公司9月调研纪要发现,储能与AI算力配储成为电池企业最集中的增量共识;材料端则围绕高压实磷酸铁锂、固态电池材料和钠电展开竞速。 储能共识强化 增长预期强劲 比亚迪明确将储能列为“集团战略重心业务”。 比亚迪表示,公司上半年储能系统出货量位居全球第一,产品覆盖110多个...
Source Link9月以来,锂电产业链上市公司密集召开业绩说明会、接待机构调研。记者梳理比亚迪、孚能科技、派能科技、当升科技、天赐材料等22家公司9月调研纪要发现,储能与AI算力配储成为电池企业最集中的增量共识;材料端则围绕高压实磷酸铁锂、固态电池材料和钠电展开竞速。 储能共识强化 增长预期强劲 比亚迪明确将储能列为“集团战略重心业务”。 比亚迪表示,公司上半年储能系统出货量位居全球第一,产品覆盖110多个...
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