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2019年1–5月中国正极材料布局
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2019年1–5月中国正极材料布局
摘要:2019年1–5月,国内多家企业纷纷布局正极材料项目,从项目动态来看,新建项目多于投产项目。据不完全统计,2019年1–5月国内正极材料领域的投扩产/意向扩产项目共15起,规划总投资超过560亿元,从项目进展来看,项目新建动向多于投产动向。 综合来看,2019年正极材料市场释放出四大特点,一是国有企业/大资本企业入局,实施动力电池、上游正极材料双向布控,拓宽正极材料格局边界;二是以宁德时代为代表的龙头动力电池企业加速上游布控,旨在供应链维稳与严控成本;三是钴、锂材料...
China Li-ion Battery E-News 201906 (Chinese version)
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