财联社10月26日电,中信建投研报上调明年国内储能新增装机至翻倍:1.招标景气上行;2.社会资本投资积极;3.经济性提升,多省成为投资富矿。因此,在旺盛的需求下,明年锂电池总需求有望超过2700GWh,同比增速30%以上,多个环节均可能出现短缺。
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