磷酸铁锂“锁单潮”超900万吨：高端产能成焦点扩产竞赛一触即发

ITBEAR科技资讯01-29

新能源汽车与储能市场的蓬勃发展，正推动锂电产业链上下游企业加速绑定。近期，磷酸铁锂行业掀起一场前所未有的“锁单潮”，电池巨头与材料厂商签订的长期供货协议规模突破936万吨，涉及金额超3600亿元，其中宁德时代一家就锁定超753万吨订单，占据总规模的八成以上。这场围绕高端产能的博弈，不仅重塑了行业格局，更推动磷酸铁锂从“规模竞争”转向“价值竞争”。在这场签约热潮中，头部电池企业成为绝对主导。宁德时代...

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磷酸铁锂“锁单潮”超900万吨：高端产能成焦点 扩产竞赛一触即发

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磷酸铁锂“锁单潮”超900万吨：高端产能成焦点扩产竞赛一触即发