CICC: Focus on Premium Targets with Advanced Overseas Channel Networks and High-Performance Lithium Battery Tech

2 day ago / Read about 0 minute

Author：小编

CICC highlights that the power density of AI single cabinets worldwide is on a continuous upward trajectory. A consensus has emerged within the industry regarding the transition from lead-acid batteries to lithium batteries for backup power in data centers. Domestic lithium battery producers are poised to challenge foreign dominance by employing strategies such as OEM manufacturing, substituting ternary batteries with LFP alternatives, and pursuing global expansion alongside Colo providers. It is recommended to prioritize high-caliber companies boasting well-established overseas channel networks and significant reserves in high-performance lithium battery technology.

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