Group 1 - The event titled "2025 Fifth Start Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit Forum" will take place on July 10-11, 2025, in Shenzhen [1][2] - The conference aims to establish brand benchmarks in the battery swap and battery technology sectors, with over 300 influential companies and 600 executives expected to attend [2][3] - The forum will focus on the rapid growth of the two-wheeled vehicle battery swap market, driven by policy support, demand for instant delivery, and technological upgrades [2][3] Group 2 - The event will feature discussions on cutting-edge technologies such as high-rate, ultra-fast charging, new materials, and innovative processes in the battery sector [2] - Key topics include the trends in battery technology for electric two-wheeled vehicles, safety solutions, and the commercialization strategies for autonomous delivery vehicles [4][5] - The conference will also include the release of the "2025 China Two-Wheeled Vehicle Battery Swap and Battery TOP Rankings and Industry White Paper" [5][6] Group 3 - Various companies are sponsoring and participating in the event, including Yadi Technology Group, Tailling Group, and New Day Co., among others [1][2] - The event will host specialized forums addressing the application and development prospects of large cylindrical batteries and high-safety power battery solutions [5][6] - The conference will also feature a closed-door dinner for selected invitees to facilitate networking and collaboration [4]

Core Viewpoint - The article highlights the significant investment by EVE Energy in Malaysia to establish a new energy storage battery project, aiming to enhance its global presence and meet the increasing demand for energy storage solutions [2][4][6]. Group 1: Event Details - The fifth "Starting Point Two-Wheeled Vehicle Battery Swap Conference" and "Lightweight Power Battery Technology Summit Forum" will be held on July 10-11, 2025, in Shenzhen [2]. - The event is organized by Starting Point Lithium Battery, Starting Point Sodium Battery, and Starting Point Two-Wheeled Vehicles and Battery Swap [2]. Group 2: EVE Energy's Investment - EVE Energy plans to invest up to 8.654 billion yuan in a new energy storage battery project in Malaysia, with a construction period not exceeding 2.5 years [2][3]. - The project will be located in Kulim, Kedah, Malaysia, covering an area of approximately 484,000 square meters [3]. Group 3: Production Capacity and Strategy - The planned production capacity for the storage factory is between 10GWh and 15GWh, with production lines expected to be completed by the end of this year [4]. - EVE Energy's Malaysian factory aims to leverage local resources and policies, such as lower labor and land costs, to reduce production costs and mitigate risks from international trade tensions [4][5]. Group 4: Market Position and Orders - EVE Energy ranks second globally in energy storage battery shipments, with a first-quarter shipment of 12.67GWh, representing a year-on-year growth of 80.54% [7]. - The company has secured over 57.5GWh of energy storage-related orders for 2024, covering major markets including North America, Europe, and Southeast Asia [7].

Core Viewpoint - Chinese new energy companies are experiencing a new wave of globalization, driven by a complete industrial chain, continuous technological innovation, and cost competitiveness, particularly in lithium batteries, photovoltaics, energy storage, and equipment manufacturing [1][2]. Group 1: Industry Trends - The Chinese battery industry has seen a slowdown in growth, prompting many manufacturers to shift focus to overseas markets, with leading companies like CATL and EVE Energy accelerating their international production capacity [2][11]. - The overseas market is rapidly becoming a new growth area for new energy companies, with significant investments in production bases in Southeast Asia, Europe, and North America [2][11]. Group 2: Company Strategies - Li Yuanheng has established subsidiaries in multiple countries, including the U.S., Germany, Hungary, Japan, and South Korea, and offers a comprehensive range of products in the new energy equipment sector [2][4]. - The company aims to enhance its global presence through technological innovation and resource integration, achieving significant milestones such as the launch of its first battery pack production line in North America and the introduction of advanced equipment at European exhibitions [4][6]. Group 3: Challenges and Opportunities - Despite the progress, Chinese companies face challenges such as policy environments, market competition, and technological upgrades in their globalization efforts [8][11]. - EVE Energy's planned IPO in Hong Kong aims to raise funds for overseas factory construction and global capacity expansion, reflecting the trend of domestic companies seeking to strengthen their international delivery capabilities [11][12]. Group 4: Competitive Advantages - EVE Energy emphasizes its "first-mover advantage" in overseas expansion, having initiated its Malaysia factory project after extensive planning, allowing it to achieve production capabilities ahead of competitors [12].

Core Insights - The article discusses the transition of the energy storage industry from policy-driven to market-driven, highlighting the performance of companies in the first half of 2025 [1] Order Data - A total of 165 energy storage orders were publicly announced by June 27, 2025, with 151 orders revealing specific capacities, amounting to 291.399 GWh [1] - The highest number of orders was recorded in May, with 40 orders, while February had the highest total capacity of 93.107 GWh [3] Order Types and Capacities - Energy storage system orders reached 155.591 GWh, with 13 lithium battery/cell orders totaling 90.719 GWh and 110 system orders [5] - Publicly disclosed PCS-related orders totaled 2.45 GW, primarily involving companies like Huichuan Technology and Shangneng Electric [6] Geographic Distribution - Over 70% of the orders were for overseas projects, with 116 out of 165 orders being international, totaling 150.085 GWh [11] - Australia had the largest order volume at 33.858 GWh, followed by Japan with 22.446 GWh [14] Company Performance - Companies like EVE Energy secured 63 GWh in orders, while CATL added 43.3 GWh, including significant projects in Australia and the UAE [19] - A total of 49 GWh-level orders were recorded, indicating that gigawatt-scale transactions are becoming the norm in the energy storage sector [20] Major Contracts - Notable contracts include EVE Energy's 50 GWh strategic procurement with Haibosichuang and CATL's 24 GWh EnerQB long-duration storage system project in Australia [23] - Other significant agreements involve BYD's 12.5 GWh project with Saudi Electricity Company and partnerships for various international projects [24]

证券代码：300014 证券简称：亿纬锂能 公告编号：2025-091 惠州亿纬锂能股份有限公司 关于孙公司完成工商变更登记的公告 公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 名称：荆门亿纬新能源系统有限公司 1 / 2 统一社会信用代码：91420801MAD9R83B7N 类型：其他有限责任公司 住所： 湖北省荆门市掇刀区荆南大道68号一号厂房 法定代表人：刘金成 注册资本：4,000万元人民币 惠州亿纬锂能股份有限公司（以下简称"公司"）孙公司荆门亿纬新能源系统有 限公司（以下简称"荆门亿纬新能源系统"）因经营管理需要，对经营范围进行了变 更，其他信息不变。具体信息如下： | 变更事项 | 变更前 | 变更后 | | --- | --- | --- | | | 电池零配件生产，电池销售，电池零配件 | | | | 一般项目：热力生产和供应，电池制造， | 一般项目：热力生产和供应，电池制造， 电池零配件生产，电池销售，电池零配件 | | | | 销售，新能源汽车废旧动力蓄电池回收及 | | | 销售，新能源汽车废旧动力蓄电池回收及 | | | | 梯次 ...

证券代码：300014 证券简称：亿纬锂能 公告编号：2025-089 惠州亿纬锂能股份有限公司 4、住所：惠州市仲恺高新区惠风七路36号 关于注销子公司亿纬赛恩斯的公告 公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 根据惠州亿纬锂能股份有限公司（以下简称"公司"）的整体经营规划和管理需 要，公司于2025年6月27日召开第六届董事会第五十五次会议，审议通过了《关于注销 子公司亿纬赛恩斯的议案》，同意注销公司全资子公司广东亿纬赛恩斯新能源系统有 限公司（以下简称"亿纬赛恩斯"），并授权公司管理层办理注销亿纬赛恩斯相关事 宜。 根据《深圳证券交易所创业板股票上市规则》《公司章程》《上市公司重大资产重 组管理办法》及相关法律法规，本次注销事项不构成关联交易，也不构成重大资产重 组。本次注销事项属于公司董事会审批权限，无需提请股东大会审议。现将具体情况 公告如下： 一、 拟注销亿纬赛恩斯的基本情况 1、企业名称：广东亿纬赛恩斯新能源系统有限公司 2、统一社会信用代码：91441300058513036N 3、企业类型：有限责任公司（非自然人投资或控股的法人独资） 二 ...

证券代码：300014 证券简称：亿纬锂能 公告编号：2025-088 惠州亿纬锂能股份有限公司 关于孙公司拟在马来西亚投资建设新型储能电池项目的公告 公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、对外投资概述 惠州亿纬锂能股份有限公司（以下简称"公司"）于2025年6月27日召开的第六届 董事会第五十五次会议审议通过了《关于孙公司拟在马来西亚投资建设新型储能电池 项目的议案》，同意公司全资孙公司EVE ENERGY STORAGE MALAYSIA SDN.BHD. （以下简称"亿纬储能马来西亚"）以自有资金、发行股票募集资金及/或自筹资金（包 括但不限于银行贷款、其他金融机构融资等方式）投资建设新型储能电池项目（以下 简称"本项目"），投资金额不超过人民币865,377.96万元（最终投资金额以项目建设 实际投入为准）。董事会授权公司管理层办理本项目的所有后续事项，并签署与本项 目相关的手续及文件。 二、投资主体的基本情况 1、名称： EVE ENERGY STORAGE MALAYSIA SDN.BHD. 2、类型：有限责任公司 3、注册地：马来西亚 ...

证券代码：300014 证券简称：亿纬锂能 公告编号：2025-090 惠州亿纬锂能股份有限公司 2025 年 6 月 27 日 公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 惠州亿纬锂能股份有限公司（以下简称"公司"）分别于 2025 年 6 月 7 日、2025 年 6 月 27 日召开第六届董事会第五十三次会议、2025 年第二次临时股东大会，审议 通过了《关于修订<惠州亿纬锂能股份有限公司章程>及相关议事规则的议案》。根据修 订后的《公司章程》，董事会由不少于 7 名董事组成，董事会设董事长一人，职工代表 董事一人。职工代表董事由公司职工通过职工代表大会选举产生，无需提交股东会审 议。 根据《公司法》《公司章程》等有关规定，公司于 2025 年 6 月 27 日召开了职工代 表大会。经与会职工代表审议，会议选举祝媛女士（简历见附件）为公司第六届董事 会职工代表董事。 祝媛女士将与公司 2022 年第五次临时股东大会选举产生的非职工董事共同组成 公司第六届董事会，任期自职工代表大会召开之日至第六届董事会任期届满为止。 特此公告。 惠州亿纬锂能股份有限公司 ...

证券代码：300014 证券简称：亿纬锂能 公告编号：2025-092 惠州亿纬锂能股份有限公司 2025 年第二次临时股东大会决议公告 公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1、本次股东大会未出现变更或否决议案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开情况 1、会议召开时间： （1）现场会议召开时间：2025年6月27日（星期五）14:30开始。 （2）网络投票时间：通过深圳证券交易所（以下简称"深交所"）交易系统进行网 络投票的具体时间为2025年6月27日9:15—9:25，9:30—11:30和13:00—15:00；通过深交所 互联网投票的具体时间为2025年6月27日9:15—15:00。 2、现场会议召开地点：惠州亿纬锂能股份有限公司（以下简称"公司"）总部117号 会议室，惠州市仲恺高新区惠风七路38号。 3、会议召开方式：采取现场投票和网络投票相结合的方式。 4、会议召集人：公司董事会。 5、会议主持人：董事江敏女士。 会议的召集、召开符合《中华人民共和国公司法》《上市公司股东大会规则》《 ...

本次会议的会议通知及相关资料于 2025 年 6 月 25 日以邮件方式送达各位董事， 全体董事知悉本次会议的审议事项，并充分表达意见。公司监事会成员和高级管理人 员列席了本次会议。 会议的召集和召开符合《中华人民共和国公司法》和《公司章程》的有关规定。经 表决，形成以下决议： 一、审议通过了《关于孙公司拟在马来西亚投资建设新型储能电池项目的议案》 同意公司全资孙公司 EVE ENERGY STORAGE MALAYSIA SDN.BHD. 以自有资 金、发行股票募集资金及/或自筹资金（包括但不限于银行贷款、其他金融机构融资等 方式）投资建设新型储能电池项目，投资金额不超过人民币 865,377.96 万元（最终投 资金额以项目建设实际投入为准）。董事会授权公司管理层负责办理本项目的所有后 续事项，并签署与本项目相关的手续及文件。具体内容详见公司同日在创业板信息披 露网站巨潮资讯网披露的《关于孙公司拟在马来西亚投资建设新型储能电池项目的公 告》（公告编号：2025-088）。 证券代码：300014 证券简称：亿纬锂能 公告编号：2025-087 惠州亿纬锂能股份有限公司 第六届董事会第五十五次会议决议公告 ...