百亿长单落地！投融界解码锂电“强者恒强”新棋局

砍柴网2025-12-12

2025年下半年以来，锂电池产业链的长协订单金额屡创新高，一场覆盖正极、电解液、铜箔、隔膜等全环节的“长协订单潮”席卷行业。从龙蟠科技与楚能新能源超450亿元的五年期合作，到嘉元科技与宁德时代的新型材料供应协议，再到华友钴业与LG新能源的跨国长单，动辄数十亿的订单密集落地，标志着锂电产业正从野蛮生长迈向理性协同的高质量发展新阶段。与上一轮单纯追逐规模扩张的长协不同，本轮订单潮呈现出显著的迭代特征。...

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