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Details 👉 https://www.gate.com/announcements/article/
锂电池东风再起:出清与内卷,供需终反转
经历三年产能出清与需求结构调整,锂电池行业正站在新一轮景气周期的起点。动力电池端,商用车电动化与单车带电量提升打开结构性增量空间;储能端,国内容量电价政策延续与AIDC数据中心需求爆发形成超预期增长。供给端,各环节资本开支已进入下行通道,隔膜、六氟磷酸锂等关键材料开工率已提升至80%以上,供需关系已实质性反转。