华泰证券：储能大单落地，钠电产业趋势强化
36氪获悉，华泰证券研报称，4月27日，宁德时代官宣与海博思创签署了储能钠离子电池战略合作协议，双方达成3年60GWh的钠离子电池订单合作。这是迄今为止全球规模最大的钠离子电池订单，标志着钠电池产业化加速迈入规模化应用新阶段。华泰证券认为，当前阶段钠电产业的核心观察变量已从“关注
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