CICC pointed out that under the trend of rising power density of single AI cabinets around the world, the conversion of data center backup to lithium from lead to lithium has become a strong consensus in the industry. Domestic lithium battery manufacturers are expected to break the foreign monopoly pattern through OEM, LFP going overseas to replace Sanyuan, and following Colo merchants borrow ships to go overseas. It is recommended to focus on high-quality targets with leading overseas channel layout and high-rate lithium battery technology reserves.

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