中金公司：建议关注在海外渠道布局领先、拥有高倍率锂电技术储备的优质标的

第一财经04-13

中金公司指出，在全球AI单机柜功率密度攀升的趋势下，数据中心备电铅转锂已成为行业强共识。国内锂电厂商有望通过贴牌代工、LFP出海替代三元及跟随Colo商借船出海等路径打破外资垄断格局。建议关注在海外渠道布局领先、拥有高倍率锂电技术储备的优质标的。（文章来源：第一财经）

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