ended6월 10일· 1 sources
[K-소재 재충전]②에코프로비엠, AI發 ESS 수요에 실적회복 청신호
Why it matters
The surge in AI datacenter demand is transforming battery markets toward energy storage systems, offering a lifeline to makers like Ecopro BM facing EV market collapse. With 30%+ projected annual ESS growth and superior cathode technology, Ecopro BM can achieve profitability recovery and global market share gains over Chinese competitors.
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Ecopro BMESSAI datacenterCathodeHigh-nickelPortfolio diversification