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來源:開源證(zheng)券(quan)1、新技術(shu)及擴(kuo)產落地背景下鋰(li)電(dian)池(chi)(chi)廠集中度有(you)望進一步提(ti)升(sheng)1.1、鋰(li)電(dian)池(chi)(chi)需(xu)求:2022 年(nian)國(guo)(guo)內總(zong)需(xu)求有(you)望達 420GWh國(guo)(guo)內 2022 年(nian)電(dian)動(dong)(dong)車銷量(liang)有(you)望至(zhi) 450 萬(wan)輛,動(dong)(dong)力電(dian)池(chi)(chi)產量(liang)有(you)望達 300GWh。2021 年(nian) 1-10 月汽車總(zong)銷量(liang)約(yue) 250 萬(wan)輛,單月銷量(liang)在 35-38 萬(wan)輛,預
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