How to solve the dilemma of power limitation in the battery industry chain when the cold winter is coming? In September this year, a rare "electricity shortage" swept across many provinces and cities in the south and north, which caught many industries off guard, and the aftermath has not stopped so far. Power restriction, power outage and production shutdown have become high-frequency words discussed by people. From light industries such as clothing and food to heavy industries such as iron and steel and chemical industry, they have all been greatly affected, blowing a cold wave to the economy that has just picked up.
[battery companies "bundling" local car companies to reduce costs, clear "carbon footprint" is the main factor] the arrival of the global era of electric vehicles, so that the main engine factory and battery enterprises bind more closely. In order to occupy the "geographical advantage", the battery enterprise factory has been infinitely close to the mainframe factory and "tailor-made" the production line. "Power battery is the core component of new energy vehicles, vehicle companies hope to be able to control from the source." In the view of Wang Rongjin, partner of Shanghai Jinbang Equity Investment Management Company, power battery is a well-deserved "tight commodity".
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