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作者:马顺 来源:原创 发布日期:05-23

法国新总理辞职

国轩高科营利双增难解忧:百亿短债压身仍砸80亿扩产_蜘蛛资讯网

安静公主说还要做第五次手术

量资金被存货占用,进一步加剧了经营层面的压力。(本文首发证券之星,作者|陆雯燕)责任编辑:杨红卜

证券之星注意到,国轩高科的激进扩张是在锂电行业供过于求的背景下推进的。数据显示,2024年底锂电各环节产能较2020年底增加了10到25倍。据24潮产业研究院(TTIR)统计,仅20家动力/储能电池企业2025年产能规划已达6188GWh,而根据市场最乐观预测,到2025年动力与储能电池市场的总需求也不过2010GWh。  市场消化能力不足直接导致企业库存压力陡增。今年上半年,国轩高科存货金额攀升

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