中国材料_美国市场反馈及 2026 年展望-China Materials US Marketing Feedback and Our Thoughts for 2026E

Flash | We met with 30+ institutional investors in the US last week. Most emerging-market PMs have had a strong year. They are followed by HFs with market-neutral strategies. Compared with our previous marketing meetings, we have different takeaways this time as many investors are invested or looking to invest more in our space. Topics of most interest for investor clients included ESS and AIDC implications, lithium outlook, and China's anti-involution policies. Most-asked names included CATL (also well own ...