中国材料 - 2026 年展望：新材料对权益市场的影响-China Materials-2026 Outlook – Equity Implications New Materials

December 15, 2025 09:07 PM GMT China Materials | Asia Pacific 2026 Outlook – Equity Implications: New Materials In New Materials, we see more upside for lithium prices from strong Energy Storage demand, and continued uranium recovery; solar glass prices likely face seasonal pressure. Lithium – better-than-expected demand leading to improved outlook for prices: Lithium demand has been better than expected YTD with very strong demand from Energy Storage Systems (ESS). ESS production is up 70% YoY YTD, and the ...