储能圈惊雷炸响:南都电源被ST了!
连续两年巨亏超40亿、子公司破产、高管离职、年终奖取消,这家储能老大哥站在了悬崖边。
它会成为储能电池赛道第一家破产倒闭的上市公司吗?
更关键的是:这是不是全行业产能出清的正式信号?
2026年全球储能电芯产能3200GWh、需求仅2300GWh,过剩近900GWh;电芯价从1.3元/Wh跌到0.45元/Wh,跌破现金成本线,60%二三线厂商已停产或亏损。
今天咱们掰开揉碎说透三件事:
1)南都电源怎么把自己玩到ST的?(铅回收爆雷+锂电激进扩产+内控崩塌... more
老话讲“商场如战场,一步选对,平步青云”,这话放在当下储能行业,再贴切不过!
储能上市公司一季报出炉,全球一哥阳光电源净利暴跌四成,黑马海博思创却净利翻倍——同处一个赛道,为何差距天壤之别?
阳光电源“轻资产卖铲子”,稳赚设备钱却受外部牵制;海博思创“重资产下场挖矿”,全链条布局狂赚稳钱,两种路线的较量,藏着2026年储能行业的生存密码。
从行业政策铺垫、龙头案例拆解,听懂储能行业分化元年的核心逻辑:选对商业模式,比埋头做事更重要!
一句话推荐:
宁德时代官宣 2026Q4 钠电池量产,成本直降 30%-40%,-40℃也能打!储能圈迎来 “锂钠双雄” 时代,谁吃肉、谁喝汤,一次讲透。
宁德时代官宣 2026Q4 钠电池量产,成本低 30%-40%,-40℃可用!
锂价暴涨、储能涨价、独立储能爆发、AI 算力带火长时储能……
钠电池到底是平替还是新王?锂钠格局如何重塑?
本期用半拿铁商业评书风格,讲透技术、成本、场景与机会。
# 储能 #钠电池 #宁德时代 #锂电池 #储能观澜 #新型储能 #独立储能 #新能源... more
一句话推荐
行业连续亏损36个月,阳光电源毛利率36%,科陆电子销量暴涨387%却盈利下滑——储能集成商正在经历从"制造业"到"服务业"的历史性生死转型。
核心亮点
📊 数据震撼
• 阳光电源储能毛利率36.5%,海外发货占比84%,在手订单超350亿元排至2028年
• 科陆电子储能销量同比+387.3%,毛利率反而下滑6.87个百分点至17.03%
• 系统报价从2023年1元/Wh跌至2025年0.5元/Wh以下,全行业亏损36个月
💡 认知刷新
• 竞争逻辑已从"每瓦... more
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储能观澜 launched 23 days ago and published 10 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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