Core Viewpoint - The company, EVE Energy, is strategically advancing in the solid-state battery sector with plans for significant technological breakthroughs and production capabilities by 2026 and 2028 [1] Group 1: Technology Development - The company has laid out a technological framework for solid-state batteries and has made relevant industrial planning [1] - Aiming for a breakthrough in solid-state battery production processes by 2026, the company plans to launch a high-power, environmentally resilient, and absolutely safe solid-state battery primarily for hybrid power applications [1] - The company intends to introduce a high energy density solid-state battery with a capacity of 400Wh/kg by 2028 [1] Group 2: Production Capacity - The solid-state battery research institute's mass production base in Chengdu is set to officially open in September 2025, with the "Longquan No. 2" solid-state battery successfully rolling off the production line [1] - The Chengdu base covers an area of approximately 11,000 square meters and is expected to achieve an annual production capacity of nearly 500,000 battery cells upon full operation [1] Group 3: Product Specifications - The "Longquan No. 2" solid-state battery is a 10Ah battery with an energy density of 300Wh/kg and a volumetric energy density of 700Wh/L [1] - This battery is targeted at high-end equipment applications, including humanoid robots, low-altitude aircraft, and AI technologies [1]

Core Viewpoint - The company has been actively developing lithium battery solutions for commercial aerospace applications, focusing on high performance, reliability, and cost-effectiveness [2]. Group 1 - The company has been providing all-scenario lithium battery solutions, indicating a broad approach to battery technology [2]. - Two years ago, the company began to layout commercial aerospace lithium battery products, showing a proactive strategy in this emerging market [2]. - The company has established partnerships with several leading commercial rocket and satellite companies, highlighting its competitive position in the aerospace sector [2].

Core Viewpoint - The company emphasizes its commitment to providing comprehensive lithium battery solutions, particularly for the aerospace sector, highlighting its proactive approach in establishing relevant business operations two years ago [1] Group 1: Business Strategy - The company has strategically positioned itself in the aerospace industry by developing high-performance, reliable, and cost-effective battery products tailored for extreme environments [1] - Collaborations have been established with leading companies in the commercial rocket and satellite sectors to supply these specialized battery solutions [1]

Core Viewpoint - EVE Energy announced the release and pledge of shares by its controlling shareholder, Tibet EVE Holdings, indicating a strategic move in its equity management [2]. Group 1 - EVE Energy received a notification from its controlling shareholder, Tibet EVE Holdings, regarding the release of part of its shares from pledge [2]. - The number of shares released from pledge amounts to 2,680,000 shares, while the number of shares pledged is 6,700,000 shares [2].

Core Viewpoint - The company has been deeply engaged in cylindrical batteries for over 20 years and has established over 70 GWh of large cylindrical production capacity both domestically and internationally [1] Group 1 - As of June 30, 2025, the company has achieved mass production of over 60,000 units of its large cylindrical batteries, with the longest single vehicle range exceeding 230,000 kilometers [1] - The company's 46 series ternary large cylindrical batteries feature high energy density, high production efficiency, good safety, and stable mechanical structure, making them a benchmark product in the industry [1] - These batteries will be used in the next-generation electric vehicle models of leading global automotive brands [1]

Group 1 - The company has been actively involved in the commercial aerospace sector, providing lithium battery solutions tailored for extreme environments and high reliability [1] - The company has established partnerships with leading firms in the commercial rocket and satellite industries, offering high-performance, reliable, and cost-effective aerospace battery products and solutions [1] - The company began its strategic positioning in this area two years ago, indicating a proactive approach to market opportunities in the aerospace field [1]

Investment Rating - The report maintains an "Overweight" rating for the lithium battery industry, expecting the industry index to outperform the market index by over 10% in the next six months [47]. Core Insights - Global energy storage battery shipments are projected to grow by over 80% year-on-year in 2025, with significant contributions from both the automotive and energy storage sectors [40]. - The lithium battery index has seen a decline of 5.75% over the past two weeks, underperforming the CSI 300 index by 5.46 percentage points [12]. - The report highlights a positive outlook for the lithium battery market, driven by strong demand in the energy storage sector and supportive government policies [43]. Summary by Sections Market Review - As of January 22, 2026, the lithium battery index has decreased by 4.84% year-to-date, lagging behind the CSI 300 index by 6.87 percentage points [12]. - The report notes a recent upward trend in lithium carbonate and lithium hydroxide prices, with increases of 19.84% and 17.19% respectively over the past two weeks [24][5]. Price Changes in the Lithium Battery Supply Chain - Prices for battery-grade lithium carbonate averaged 166,100 CNY/ton, while lithium hydroxide (LiOH 56.5%) was priced at 160,200 CNY/ton as of January 22, 2026 [24]. - Positive price movements were observed in cathode materials, with lithium iron phosphate and NCM materials seeing increases of 16.60% and 12.35% respectively [27][22]. Industry News - By the end of 2025, China's new energy storage capacity is expected to reach 144.7 GW, marking an 85% increase year-on-year [40]. - The global lithium battery production is projected to reach 3,092 GWh in 2026, reflecting a year-on-year growth of 34.6% [40]. Company Announcements - Companies such as Penghui Energy and Defu Technology have reported significant expected profit increases for 2025, indicating a positive trend in the industry [42]. - CATL has introduced a new sodium battery solution, showcasing innovation in the battery technology space [40]. Weekly Perspective - The report emphasizes that while the demand for power batteries may weaken in the short term due to seasonal factors, the energy storage market continues to grow rapidly, supported by favorable policies [43].

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锂电池产业链 超配（维持） 锂电池产业链双周报(2026/01/09-2026/01/22) 行 业 2025 年全球储能电池出货同比增长超 80% 2026 年 1 月 23 日 投资要点： 分析师：黄秀瑜 SAC 执业证书编号： S0340512090001 行情回顾：截至2026年1月22日，锂电池指数近两周下跌5.75%，跑输沪 深300指数5.46个百分点；锂电池指数本月至今累计下跌4.84%，跑输沪 深300指数6.87个百分点；锂电池指数年初至今下跌4.84%，跑输沪深300 指数6.87个百分点。 周 报 电话：0769-22119455 邮箱：hxy3@dgzq.com.cn 锂电池产业链近两周价格变动： 锂电池指数走势 资料来源：iFinD，东莞证券研究所 锂盐：截至2026年1月22日，电池级碳酸锂均价16.61万元/吨，近两周上 涨19.84%；氢氧化锂(LiOH 56.5%)报价16.02万元/吨，近两周上涨17.19%。 正极材料：动力型磷酸铁锂报价5.48万元/吨，储能型磷酸铁锂报价5.39 万元/吨，近两周分别上涨16.60%和18.46%；NCM523、NCM622、NCM8 ...

Core Viewpoint - The company, Huihan Co., has developed a digital energy management solution that integrates "end and cloud" technology, enhancing battery information capabilities and supporting a high-performance cloud platform for the entire battery lifecycle management [1] Group 1: Digital Energy Management Solution - The solution enables traceability, controllability, and optimization of batteries throughout their lifecycle [1] - It has been applied in key scenarios such as vehicle-battery separation management, battery leasing and sharing, digital operation of charging and swapping stations, V2G (Vehicle-to-Grid) bidirectional energy interaction, and energy digital trading [1] - The product configuration ratio is approximately 2.2 to 2.5 times the number of vehicles [1] Group 2: Market Penetration and Clientele - The company has deeply penetrated sectors including automotive power batteries, battery swapping systems, and grid energy storage systems [1] - It is also extending its reach into emerging scenarios such as electric shipping [1] - Core clients include leading battery manufacturers such as CATL (Contemporary Amperex Technology Co., Limited) and EVE Energy Co., Ltd. [1]