晶科能源钱晶:服务型制造是产能过剩的解药
Aim_yuan
发表于 2024-9-24 23:05:06
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钱晶同时认为,相较于其他行业已经进入了一个“基本过剩年代”,而新能源特别是高度可分布的光伏和储能,需求远远没有释放出来,现在的产能过剩也是短期的,但光储未来的产业竞争中,不具备服务业思维、距离消费场景越远,不能将技术、产品、营销和数据的“全栈”形成闭环且能迭代闭环的制造都会是过剩的。
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