全球电池_美国数据中心拉动韩国电池需求，但纯电池企业估值偏高；买入 LG Chem_SDI-Global Batteries_ US data centers drive demand for Korean batteries, but pure play valuations are rich; Buy LG Chem_SDI

11 January 2026 | 5:21PM SGT Equity Research GLOBAL BATTERIES US data centers drive demand for Korean batteries, but pure play valuations are rich; Buy LG Chem/SDI Surging US data center and AI-driven power needs are fueling growth expectations in energy storage system (ESS) battery demand. Despite China's current dominance in supplying US ESS batteries (mainly LFP), rising tariffs and localization requirements are enabling Korean cell makers to win new ESS LFP battery orders in the US market. Factoring in ...