景順長城:2022年鋰電供應短板仍將存在
格隆匯1月12日丨景順長城科技研究團隊在新能源汽車洞察報告發佈會上提到,2022年鋰電產業供應短板仍將存在,尤其是隔膜、鋰資源、PVDF、銅箔受到資源或設備等限制,仍將維持緊平衡。但產業鏈供應緊張的階段終將過去,更應關注的投資主線是解決續航和充電痛點的新技術和新方向,比如快充技術方面的4680電池、單壁碳納米管、800V高壓系統的應用推廣,以及續航方面的CTP、刀片軟包鐵鋰電池、先進熱管理等技術方向。
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