中国LFP电池的垄断地位,是因为核心专利拥有者的consortium免费给了中国的许可,条件是只在中国销售。

“China’s dominance in LFP battery production in part relates to a series of key LFP patents, which are managed by a consortium of universities and research institutions. This consortium came to an agreement with Chinese battery makers a decade ago under which the manufacturers would not be charged a licensing fee providing that the LFP batteries were used only in Chinese markets.”

可能他们当时认为,大钱在NCA里,不在LFP里。LFP专利反正有效期也不长了。正如我说,主要是中国赌对了市场。

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