科达利-目标价隐含 70% 上涨空间；纳入瑞银亚太重点电话会清单

abc 8 January 2026 UBS-S Utilities team expects global battery energy storage system (BESS) installations to grow 49%/32% YoY in 2026/27E. With surging energy storage demand, Kedali's downstream customers, such as China Aviation Lithium Battery (CALB), EVE Energy, guided for 50-100% YoY shipment growth in 2026. At full capacity since Q425, Kedali is expanding and targets a 30% capacity increase in 2026. We forecast 37.9%/31.2% revenue growth YoY for Kedali in 2026/27, its 34.5% revenue CAGR over 2025-27E is ...