Core Viewpoint - The article highlights a significant shift in the lithium battery market, transitioning from concerns about insufficient demand to worries about supply constraints, particularly in the energy storage sector, which is now a key driver of lithium battery demand [2][3]. Group 1: Market Dynamics - The lithium battery sector has seen a strong rebound in stock prices for major companies like CATL and Ganfeng Lithium, indicating a market sentiment shift [2]. - Energy storage has transitioned from a secondary role to a primary focus, with unexpected growth driving demand [3]. - Major manufacturers are experiencing order backlogs, with some companies unable to meet demand and having to forgo lower-margin orders [3]. Group 2: Production and Capacity Utilization - In 2025, the top 10 domestic energy storage cell manufacturers maintained a capacity utilization rate above 80%, with many exceeding 90% since the second quarter [5]. - CATL's capacity utilization reached approximately 89.86%, with a backlog of over 48 GWh in energy storage orders extending into Q1 2026 [6]. - Companies like EVE Energy and Aoxin Energy reported full production capacity, with significant year-on-year increases in shipment volumes [6][8]. Group 3: Demand and Supply Imbalance - The "chip shortage" phenomenon is attributed to a mismatch between supply and demand, with energy storage demand significantly outpacing supply capabilities [12][13]. - The domestic energy storage market has seen a 150% year-on-year increase in new tenders, with a total of over 210 GWh from January to August [15]. - Internationally, Chinese energy storage companies have experienced explosive growth in overseas orders, exceeding 180 GWh, a year-on-year increase of over 200% [16]. Group 4: Price Trends and Future Outlook - The article notes a potential continuation of the supply-demand gap until Q1 2026, with a forecasted compound annual growth rate of 30%-50% for global energy storage over the next 3-5 years [20]. - Prices for energy storage batteries are expected to rise due to increased costs of raw materials like lithium carbonate, although competitive pressures may limit price increases in the system integration market [21]. - The introduction of larger capacity cells (500Ah+) may eventually replace some of the demand for 314Ah cells, potentially stabilizing prices [21].

Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference is scheduled for November 6-8, 2025, at the Guangzhou Nansha International Convention Center, with over 200 exhibitors and 20,000 professional attendees expected [2][3][6] - The event will feature the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [2][3] - A strategic partnership has been established between EVE Energy and TSL Assembly to deploy a total of 1 GWh energy storage system projects in Central and Eastern Europe from 2026 to 2030, enhancing the regional green energy transition [3] Group 2 - EVE Energy will provide advanced energy storage systems and supporting battery module solutions, including the 628Ah ultra-large capacity cell and the 5MWh energy storage DC system [3] - TSL Assembly has a strong sales network and extensive EPC project experience in Slovakia, Czech Republic, and Hungary, which will complement EVE Energy's resources [3] - The event will also include participation from numerous sponsors and exhibitors, highlighting the growing interest in solid-state and sodium battery technologies [2][4][5]

证券代码：300014 证券简称：亿纬锂能 公告编号：2025-123 惠州亿纬锂能股份有限公司 关于孙公司 EBIL 收到参股公司思摩尔国际现金分红的公告 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。 惠州亿纬锂能股份有限公司（以下简称"公司"）的间接参股公司思摩尔国际控股 有限公司（以下简称"思摩尔国际"）于 2025 年 8 月 20 日发布《截至 2025 年 6 月 30 日止 6 个月中期业绩公告》和《截至二零二五年六月三十日止六个月中期股息》，思摩 尔国际董事决定向于 2025 年 9 月 11 日名列其股东名册之思摩尔国际拥有人派付中期 股息每股 20 港仙，合共约港币 1,238,220 千元。 截至本公告披露日，公司全资孙公司 EVE BATTERY INVESTMENT LTD.收到该 笔现金分红款 374,833,000.00 港币。公司对思摩尔国际的长期股权投资按权益法核算， 该笔分红款对公司 2025 年度合并报表净利润无影响。具体会计处理以年度审计确认结 果为准，敬请广大投资者注意投资风险。 特此公告。 惠州亿纬锂能股份有限公司董 ...

Core Viewpoint - The energy storage sector in the A-share market has seen a significant surge, with leading companies like CATL and EVE Energy experiencing substantial stock price increases, driven by strong demand and supportive policies [2][3][6]. Market Performance - CATL's stock price has risen over 50% since early August, reaching a historical high by September 25, while EVE Energy's stock has nearly doubled [2]. - Other companies in the energy storage system segment, such as Sungrow and Haibo Shichuang, have also seen impressive gains, with increases of approximately 130% and over 260% respectively [2]. Policy Support - The National Development and Reform Commission and the National Energy Administration have released a plan indicating that by 2027, China's new energy storage installed capacity will exceed 180 million kilowatts, leading to an estimated investment of around 250 billion yuan [2][6]. Supply and Demand Dynamics - A "chip shortage" phenomenon has emerged in the energy storage battery market, with leading manufacturers like CATL having full order books extending into Q1 2026 [2][6]. - The demand for energy storage batteries is expected to maintain a growth rate of over 20% annually until 2030, with significant contributions from both domestic and emerging markets [7][8]. Future Projections - According to Dongwu Securities, global energy storage battery shipments are projected to reach 521 GWh in 2025, representing a 60% year-on-year increase, with continued growth expected in subsequent years [7][11]. - The installed demand for global energy storage is forecasted to grow from 126.8 GWh in 2023 to 939.9 GWh by 2030, with a compound annual growth rate of 20% [9]. Company Performance - Nearly half of the 18 core energy storage concept stocks have reported both revenue and net profit growth in the first half of 2025, with Sungrow's revenue increasing by 40.34% and net profit by 55.16% [17]. - EVE Energy has a fund holding ratio of 21.74%, indicating strong institutional interest, with the company's stock price rising over 80% in the last three months [18]. Capital Market Trends - The energy storage sector has attracted significant capital inflow, with companies like EVE Energy and Sungrow receiving over 3 billion yuan in net inflows recently [15][16]. - The stock price of Haibo Shichuang has surged by approximately 265.64% in the last three months, reflecting strong market interest [13].

【亿纬锂能（维权）：2026–2030年将与TSL Assembly在中东欧地区部署总规模达1GWh的储能系统项 目】智通财经9月30日电，据亿纬锂能9月30日消息，亿纬锂能近日与可再生能源企业TSL Assembly达 成战略合作，双方约定于2026–2030年期间，在中东欧地区部署总规模达1GWh的储能系统项目。 转自：智通财经 ...

Core Insights - The article highlights the participation of EVE Energy (亿纬锂能) in the Solar & Storage Live UK 2025 event, showcasing its flagship Mr series products and comprehensive energy storage solutions, demonstrating the company's capabilities in large cell technology commercialization [1] - EVE Energy has signed a strategic cooperation agreement with Polish smart photovoltaic system provider CommVOLT for a 500MWh project, aimed at advancing energy transition in Europe [1] Company Highlights - EVE Energy showcased its Mr flagship series and energy storage solutions at a prominent industry event [1] - The strategic partnership with CommVOLT signifies EVE Energy's commitment to expanding its footprint in the European energy market [1] Industry Context - The collaboration with CommVOLT is part of a broader trend in the energy sector focusing on renewable energy and energy storage solutions, which are critical for the transition to sustainable energy systems in Europe [1]

Core Insights - EVE Energy showcased its flagship Mr series products and comprehensive energy storage solutions at Solar & Storage Live UK from September 23 to 25, 2023, highlighting the company's capabilities in large cell technology and its commercial application scale [1] - The company signed a strategic cooperation agreement with Polish smart photovoltaic system innovator CommVOLT Sp. z o.o. for 500MWh, aimed at advancing the energy transition in Europe [1] Company Developments - EVE Energy's participation in the Solar & Storage Live UK event emphasizes its commitment to innovation in energy storage and large cell technology [1] - The strategic partnership with CommVOLT represents a significant step in expanding EVE Energy's influence in the European energy market [1]

Group 1 - The battery sector has seen significant gains, with Yiwei Lithium Energy rising over 4% and CATL increasing more than 2%, driven by policy support, stabilized supply chain prices, and recovering demand [1] - The Energy Storage Battery ETF (159566) has increased by over 93% since April 9, indicating strong market interest in the energy storage sector [1] - The ETF has attracted a net inflow of 1.242 billion yuan over the past 20 days, bringing its total size to 1.644 billion yuan, making it the largest ETF product focused on the energy storage industry [1] Group 2 - The China lithium battery industry chain investment is expected to grow rapidly from January to August 2025, with solid-state batteries becoming the hottest investment track in the lithium battery sector [1] - Since September, the core logic of the energy storage industry has begun to unfold, primarily due to unexpected growth in industry bidding data in August, alleviating concerns about the sustainability of the market's current boom [2] - There remains a fundamental underestimation of the energy storage sector's profitability improvement and the increasing importance of energy storage in renewable energy generation, indicating a significant expectation gap for demand growth in the coming year [2]

Core Viewpoint - The article discusses the performance of the Chuangye 50 ETF (159682) and its major holdings, highlighting the recent market movements and returns since its inception [1]. Group 1: ETF Performance - On September 30, the Chuangye 50 ETF (159682) opened with a slight increase of 0.13%, priced at 1.494 yuan [1]. - Since its establishment on December 23, 2022, the fund has achieved a return of 49.19%, with a monthly return of 14.50% [1]. Group 2: Major Holdings - Key stocks in the Chuangye 50 ETF include: - Ningde Times: down 0.34% - Dongfang Wealth: down 0.98% - Huichuan Technology: down 0.42% - Zhongji Xuchuang: up 0.42% - Mindray Medical: down 0.09% - Xinyi Sheng: up 0.19% - Sunshine Power: unchanged - Shenghong Technology: up 0.41% - Yiwei Lithium Energy: down 0.81% - Tonghuashun: down 1.21% [1].

Core Viewpoint - The article highlights the strategic partnership between EVE Energy and Polish company CommVOLT, focusing on a 500MWh energy storage collaboration aimed at enhancing grid stability and renewable energy integration in Central and Eastern Europe [1][2]. Group 1: Strategic Partnership - EVE Energy signed a strategic cooperation agreement with CommVOLT during the 2025 International Solar and Energy Storage Exhibition in the UK, focusing on a total capacity of 500MWh for energy storage products [1][2]. - The collaboration targets commercial and industrial energy storage, covering both grid-side and user-side scenarios, with plans to establish benchmark projects in Central and Eastern Europe [2][4]. Group 2: Product Development - EVE Energy showcased its mass-produced 628Ah energy storage cell and the integrated 5MWh direct current storage system "Mr.Giant," which has been deployed in a 400MWh independent storage project [3]. - The "Mr.Big" cell is designed to meet the growing demand for grid-side energy storage in Europe, optimizing integration and reducing heat generation while lowering the Levelized Cost of Storage (LCOS) [3]. Group 3: Market Focus - The partnership aims to deepen engagement in the Central and Eastern European commercial and industrial market, optimizing products based on local needs to enhance grid stability and energy absorption capacity [4]. - EVE Energy also presented a range of energy storage products suitable for various European scenarios, including grid-side, commercial, communication, and residential storage systems, addressing local demands for energy security, cost control, and efficiency [4].