朱玉龙-YL
2023.09.23 13:04

电池产业链惨烈的现状

1)铁锂电芯成本下降至每千瓦时 314 元

2)三元电芯成本则为每千瓦时 476 元。

3)储能行业竞争激烈,清理库存大幅降低价格出售产品,导致电芯价格下降

4)二梯队企业的成本已难以维持,主动选择减产。

电池及材料全产业链普遍面临亏损或微薄利润,降低成品库存,一句话总结就是,暗淡无光!

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