锂电企业集体“向储能迁移” “最亮增长线”钱并不好赚

新京报05-12

在动力电池增速放缓、行业竞争加剧的背景下，储能正在成为锂电企业财报中的“最亮增长线”。从宁德时代储能业务占比提升，到鹏辉能源依靠储能实现扭亏，再到亿纬锂能、瑞浦兰钧等企业储能出货快速增长，锂电行业正在集体进入一轮“向储能迁移”的周期。但高增长的另一面是，储能行业的盈利结构却并不均衡。不同企业之间，储能毛利率高低分化明显，价格竞争与项目制属性开始显现。对于锂电企业而言，储能既是增长机会，也正在成为新...

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