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锂-跟上瑞银中国锂行业分析师韩思远的观点-Lithium_ Catching up with UBS China Lithium Analyst Sky Han
瑞银· 2026-03-01 17:23
ab 24 February 2026 Global Research Lithium Catching up with UBS China Lithium Analyst Sky Han Balance of risks for lithium price outlook tilted to upside from spot We caught up with UBS' China Lithium Analyst Sky Han for a detailed run through of latest views, news and insights into the lithium sector in China post Lunar New Year. Demand: EV demand to recover from early air pocket, while upside risk to ESS The demand outlook is mixed but overall still positive across EV and BESS related demand. For ESS, cu ...