锂电池供需改善推动产业高质量发展

金证研08:03

2025年11月28日，工信部围绕规范产业竞争秩序、推动产业高质量发展，组织召开动力和储能电池行业制造业企业座谈会。锂电池行业尽管此前出现产能过剩，但需求一直维持较高增速，过剩产能消化较快。2025年，新能源汽车与储能带来的旺盛需求共振，叠加固态电池产业催化，锂电需求超预期。特别是在今年四季度锂电池抢装的背景下，部分电池型号产能和部分材料出现供应紧张，但当前的政策支持叠加行业自身周期，有利于锂电...

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锂电池供需改善 推动产业高质量发展

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锂电池供需改善推动产业高质量发展