【今日主题前瞻】供需关系阶段性转暖，锂电池产业链迎来长协订单潮

中金财经2025-12-11

【主题详情】　　供需关系阶段性转暖，锂电池产业链迎来长协订单潮　　据媒体报道，在经历了一轮剧烈的价格与产能周期波动后，锂电池产业链正掀起一场以“长期协议”为核心的订单潮。上海有色网锂电分析师杨玏表示，这不仅是供需关系阶段性转暖的信号，也是一场“温和但持续”的行业洗牌，标志着锂电产业从野蛮生长迈向理性、协同、高质量发展的新阶段。　　此前，由于供给过剩，锂电产业链经历了一轮价格过山车...

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