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涨迅速向下游储能集成商传导。　　面对成本压力，头部储能系统集成商如海博思创、阳光电源等，凭借与核心电芯供应商签订的长期合作协议和规模采购优势，能够锁定相对有竞争力的价格，从而在市场上保持优势。另一些企业则采用与大宗商品价格联动的月度采购机制，以规避成本波动风险。　　然而，价格的持续上涨也为市场埋下了一丝隐忧。阳光电源在调研中表示，2026年预计全球市场增速30-50%，原材料涨价已导致部分项目进入

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