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5G Los efectos fenomenales del mercado se lanzan uno tras otro, y el fosfato de hierro y litio vuelve a ser el centro de atención. Para empresas a largo plazo basadas en baterías de fosfato de hierro y litio, la oportunidad es una puerta estrecha y se abre.
3Desde el mes, beneficiándose de la producción frecuente a nivel de políticas, el centro de datos 5Gnetwork y otros nuevos avances en infraestructura comenzaron a acelerarse. En breve, China Mobile y China Tower publicaron listas de ofertas para baterías de fosfato de hierro y litio y cerca de 4GWh se liberó al mercado la demanda de baterías de fosfato de hierro y litio.
Según el plan, incluidas las telecomunicaciones móviles de Unicom, se espera que cuatro operadores importantes, incluidos radio y televisión, finalicen el año 2020 y se abran en total 60. Diez mil asientos. Estaciones base 5G (incluidas las nuevas construcciones y reconstrucciones).
Teniendo en cuenta que los operadores importantes deben completar los objetivos de construcción de estaciones 5GBase por adelantado, a excepción de China Mobile, se espera que China Unicom China Telecom abra a mediados de mes la licitación de baterías para estaciones 5GBase.
El análisis del Instituto de Investigación de Alta Industria del Litio (GGII) considera que en 2020 se producirá un gran desarrollo en el país en proyectos de infraestructura 5Gnd; bajo la acción del impulso bidireccional,5GLa estación base será2020La tendencia inevitable de promover vigorosamente. Predicción conservadora,2020La demanda de estaciones base recién construidas y renovadas en5G alcanzará los 10GWh.
Esta es, sin duda, una tentación importante en el segmento de mercado para las empresas de baterías de fosfato de hierro y litio. El litio de alta tecnología entiende a China Mobile Se espera que el período de licitación para la torre de China sea de 5 a 6 semanas; Recientemente, muchas empresas de baterías de fosfato de hierro y litio han estado preparando los datos del plan para ingresar al proceso de licitación.
De hecho, antes de eso, varias empresas de baterías de litio se han arraigado en baterías de estaciones base, incluidas las acciones de Topbond, el suministro de energía de Nandu, el grupo Shuang Deng, el suministro de energía Xiong Tao, como Jia Bei Si. Y junto con las empresas de baterías de energía eólica de estaciones base 5G con diseños profundos en el campo de las baterías de fosfato de hierro y litio, seguramente seguirá compitiendo en este mercado.
En breve, emitido por Ningde Era, un aumento fijo de 200 mil millones y un plan de inversión, entre 175 mil millones de inversiones relacionadas con el almacenamiento de energía, los gigantes amplían la capacidad de producción y las ventajas tecnológicas, logrando una reducción de costos. Una vez que ingresa al dominio de la estación base 5G, parte de las empresas de baterías de hogares relacionales causan daños por reducción de dimensión.
Mientras tanto, incluida la alta tecnología de GuoXuan, energía de litio de mil millones de metros cúbicos, Angel Technology, Peng Hui Energy, Ruipu Energy y otras empresas con excelente potencial de desarrollo en baterías de fosfato de hierro y litio ya han realizado esfuerzos en diversos grados en el mercado de almacenamiento de energía o estaciones base.
Se puede predecir que, junto con la construcción de la estación base 5G que ingresa al período de bonificación, se espera que estas empresas se conviertan en fuertes competidores de 5G en el mercado de baterías para estaciones base.
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