全球电池供应链：数据中心储能（BESS）蓬勃发展-Global Battery Supply Chain_ APAC Focus_ Data center storage (BESS) boom
2025-11-18 09:42
ab Global Research owered by UBS Evidence Lab YES P 13 November 2025 Global Battery Supply Chain APAC Focus: Data center storage (BESS) boom We believe LGES and LOPAL are best positioned to capture U.S. BESS growth. LGES leads peers by 18 months in U.S. onshore capacity expansion. LOPAL's expanded LFP cathode capacity in Indonesia stands to benefit from surging BESS demand. Equities Global Basic Materials Tim Bush Analyst tim-d.bush@ubs.com +82-2-3702 8801 Cherie Miao Associate Analyst cherie.miao@ubs.com + ...