Core Viewpoint - EVE Energy plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance capital strength, competitiveness, and international brand image, supporting its global strategy [1] Group 1: Financing and Capital Structure - EVE Energy has conducted four rounds of private placements since its listing, raising a total of 14.6 billion yuan over 16 years, while cash dividends amounted to 3.144 billion yuan [1] - The company successfully raised 5 billion yuan through convertible bonds to fund significant battery projects, with a total funding requirement exceeding 13.5 billion yuan by the end of 2025 [2][3] - The asset-liability ratio has been around 60% since 2022, reaching 61.98% in Q1 of this year [3] Group 2: Business Performance - In the previous year, EVE Energy reported revenue of 48.615 billion yuan, a slight decrease of 0.35%, while net profit increased by 0.63% to 4.076 billion yuan [4] - The energy storage battery segment showed strong performance, holding the second-largest global market share, while the power battery segment lagged [4] - By 2024, approximately 24% of the company's revenue is expected to come from overseas markets [4] Group 3: Global Expansion Strategy - EVE Energy is implementing a "global manufacturing, global delivery, global cooperation" strategy, with investments nearing 17.4 billion yuan in overseas factories in Hungary, Malaysia, and the United States [4] - The Hungarian facility is progressing well, with ground engineering completed and production expected to start in 2026, enhancing supply capabilities in Europe [4] - The Malaysian factory aims to serve various markets and is set to begin production of cylindrical lithium batteries by December 2024 [4] Group 4: Market Context - The Hong Kong IPO market is currently active, with several A-share companies opting for secondary listings, including CATL, which raised 40.76 billion HKD, marking a record high for Hong Kong in over four years [5][6]

Company Overview - EVE Energy Co., Ltd. has experienced a cumulative decline of -6.09% over four consecutive trading days as of June 10 [1] - Founded in 2001 and listed on the Shenzhen Stock Exchange in 2009, EVE has developed into a globally competitive lithium battery platform company [1] - The company possesses core technologies and comprehensive solutions for consumer batteries, power batteries, and energy storage batteries, with applications in the Internet of Things and energy internet sectors [1] Financial Performance - The financial report indicates that Huatai-PineBridge Fund's Huatai-PineBridge CSI 300 ETF is among the top ten shareholders of EVE Energy, having reduced its holdings in the first quarter of this year [1] - Year-to-date return for the fund is -1.24%, ranking 2392 out of 3428 in its category [1][2] Fund Management - The fund manager for Huatai-PineBridge CSI 300 ETF is Liu Jun, who has extensive experience in fund management since joining Huatai-PineBridge in 2004 [3][4] - Liu Jun holds a master's degree in financial management from Fudan University and has managed various funds, including the Huatai-PineBridge CSI 300 ETF since May 2012 [3][4]

会议预告 第十八届高工锂电产业峰会 ——产业链格局重整 全场景应用共振 主办单位： 高工锂电、高工产业研究院（GGII） 会议 时间： 2025年6月25-26日 会议地点： 常州·金坛万豪酒店 2025高工新能源新材料产业大会 —— AI+新材料 引领能源变革 主办单位： 高工锂电、高工储能、高工产业研究院 （GGII） 会议时间： 2025年7月8日-9日 会议地点： 中国成都邛崃 ◆ 电池 ◆ 亿纬锂能 筹划赴港二次上市 01 亿纬锂能披露公告，拟发行H股股票并在香港联交所主板挂牌上市。此举旨在提升公司资本实力与 综合竞争力，增强国际化品牌形象，满足国际业务发展需求，推进全球化战略。 05 长安汽车表示，金钟罩电池通过首批动力电池新国标检测实验。公司自2020年起以"不起火、不 爆炸"为内控标准，现有车型满足新国标要求。同时，长安汽车正全力投入固态电池研发，预计 2026年实现装车验证，2027年推进全固态电池量产，能量密度达400Wh/kg。 ◆ 材料 ◆ 6GWh储能电池生产项目 在四川开工 03 万润新能 在固态电池领域布局 万润新能在投资者互动平台表示，已在固态电池正极材料和电解质领域发力布局， ...

2025 年 6 月 10 日 汽车行业月报 交银国际研究 行业更新 李柳晓, PhD, CFA joyce.li@bocomgroup.com (86) 21 6065 3601 行业评级 | 估值概要 | | --- | | 公司名称 | 股票代码 评级 | | 目标价 | 收盘价 | | -----每股盈利----- | ----市盈率---- | | | ----市账率---- 股息率 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | FY25E | | | FY26E FY25E FY26E FY25E FY26E FY25E | | | | | | | | | (当地货币) (当地货币) (报表货币) (报表货币) | | | (倍) | (倍) | (倍) | (倍) | (%) | | 比亚迪股份 | 1211 HK | 买入 | 503.25 | 396.60 | 23.284 | 27.386 | 15.6 | 13.3 | 3.40 | 2.68 | 0.1 ...

6月10日晚，福元医药（601089）发布公告称，公司近日收到国家药品监督管理局颁发的阿昔莫司胶囊 《药品注册证书》。该药品适用于高甘油三酯血症和高胆固醇血症的治疗，此次获批视同通过一致性评 价。 资料显示，福元医药成立于1999年2月，主营业务是药品及医疗器械研发、生产和销售。 所属行业：医药生物–化学制药–化学制剂 亚太股份：获新能源汽车项目定点 6月10日晚，亚太股份（002284）发布公告称，公司近日收到国内某大型汽车集团的定点通知，将为其 新能源汽车平台提供后制动卡钳总成（带EPB）产品。该项目生命周期为6年，预计2026年二季度开始 量产，生命周期销售总金额约为3.6亿元。 资料显示，福元医药成立于1999年2月，主营业务是药品及医疗器械研发、生产和销售。 所属行业：汽车–汽车零部件–底盘与发动机系统 福元医药：阿昔莫司胶囊获药品注册证书 北自科技：与星动纪元签订战略框架协议 6月10日晚，北自科技（603082）发布公告称，公司和北京星动纪元科技有限公司（简称"星动纪元"） 达成战略合作意向，并签订战略合作协议，双方将围绕人形机器人在智能物流场景的应用开展合作。 资料显示，北自科技成立于2002 ...

Flash | | Figure 1. Domestic NEV-PV Battery Installation (Implied by Weekly Insurance Sales of NEV Players) | | --- | | Sector installation | 9,178 | 10.856 | 10,653 | 10,722 | 11,925 | 29.9% | 11.2% | 14,5% | 37.39 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | CATL | 4,359 | 4,560 | 5,074 | 5,258 | 5,857 | 34.4% | 11,4% | 15.8% | 39.1% | | BYD | 3,769 | 4,322 | 3.653 | 3,547 | 4,006 | 6.3% | 12.9% | 2.5% | 62.7% | | CALB | 593 | 693 | 670 | 681 | 749 | 26.3% | 10.0% | 6.6% | 52.7% | | E ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：企业公告 亿纬锂能 2024 年营业收入 486.15 亿元 ，归母净利润 40.76 亿元，扣非净利润 31.62 亿元，同比增 长 14.76%，经营性现金流净额 44.34 亿元。2024 年研发总投入 30.60 亿元，同比增长 6.58%，研发 人员 6068 名。 6月9日晚间， 亿纬锂能公告，为进一步提高资本实力和综合竞争力，提升国际化品牌形象，满足国际业 务发展需要，公司拟发行H股股票并在香港联交所主板挂牌上市。 公司将充分考虑现有股东的利益和境内外资本市场的情况，在股东大会决议有效期内选择适当的时机和发 行窗口完成本次发行上市。本次发行上市尚需提交公司股东大会审议，并需要取得相关政府机关、监管机 构、证券交易所批准、核准或备案。 会议详情 I C C S I N O END 会议主办： 鑫椤资讯 会议时间： 2025年7月8-9日（8号报到） 会议地点： 中国·上海 会议咨询： 19921233064（微信同） 该公司 2024 年动力电池出货量 30.29GWh，同比增长 7.87%，商用 ...

Core Viewpoint - EVE Energy plans to issue H-shares and list on the Hong Kong Stock Exchange, considering the interests of existing shareholders and market conditions [1] Group 1: H-share Issuance - EVE Energy intends to issue H-shares and list on the Hong Kong Stock Exchange, with a decision to be made within 24 months after the shareholders' meeting approval [1] - The company has passed relevant resolutions regarding the H-share issuance at its board and supervisory meetings [1] Group 2: Previous Fundraising Activities - In 2020, EVE Energy raised approximately RMB 2.48 billion by issuing 48,440,224 A-shares at RMB 51.61 per share, after deducting issuance costs [2] - In 2022, the company raised around RMB 8.97 billion by issuing 142,970,611 A-shares at RMB 62.95 per share, net of issuance costs [3] - In 2019, EVE Energy raised about RMB 2.47 billion through a non-public offering of 114,995,400 A-shares at RMB 21.74 per share, after deducting costs [4] Group 3: Financial Performance - In 2024, EVE Energy reported revenue of RMB 48.61 billion, a slight decrease of 0.35% year-on-year [6][7] - The net profit attributable to shareholders was RMB 4.08 billion, reflecting a 0.63% increase compared to the previous year [6][7] - The net profit excluding non-recurring items was RMB 3.16 billion, showing a 14.76% increase year-on-year [6][7] - The net cash flow from operating activities decreased by 48.90% to RMB 4.43 billion [6][7] - Total assets at the end of 2024 reached RMB 100.89 billion, an increase of 6.93% from the previous year [7] - The net assets attributable to shareholders increased by 8.20% to RMB 37.58 billion [7]

每日港股評析 港股早晨快訊 2025 年 6 月 10 日星期二 2012-01- 17 市場回顧 中港股市短期展望 恒指上試 3 月高位 24,874 點：內地 5 月推出一籃子金融政策支持穩市場 穩預期，包括降準、降息、加推結構性貨幣政策工具等，市場預期為新一 輪政策周期開端，其他跟進政策將會適時加推；加上，中美在 5 月中旬於 瑞士日內瓦經貿會談後發布聯合聲明，雙方降低加徵關稅，互相保留加徵 10%關稅，美國對中國進口貨品關稅將由 145%降至 30%，中國對美國進 口貨品將由 125%降至 10%，為期 90 日。不過，近日美國總統特朗普指 控內地違反與美國的協議，令貿易談判前景再度蒙上陰影。市場對 6 月新 一輪倫敦談判持樂觀態度，風險偏好好轉，有望上試 3 月高位 24,874 點。 惟貿易戰消息時有反覆，而且恒指估值已重返合理水平，需要貿易協議重 大利好及企業盈利改善，以維持升勢。 短期看好板塊 宏觀焦點 ➢ 何立峰倫敦晤美經貿三巨頭 中方冀放寬晶片管制 美籲稀土開綠 燈； 內地續通縮 5月CPI跌0.1% 勝預期 PPI跌幅擴大至3.3% 遜預期； 中國首五月美元計出口按年增6% 進口跌4.9 ...

◆国内新闻 ◆国际新闻 中美经贸磋商机制首次会议在英国伦敦开始举行 新华社消息，当地时间6月9日，中共中央政治局委员、国务院副总理何立峰与美方在英国伦敦开始举行中美经贸磋商机制 首次会议。 工信部：加大对舆论关注度高、存在较大质量安全隐患等车型的抽查力度 6月9日，工信部发布关于组织开展2025年度道路机动车辆生产企业及产品生产一致性监督检查工作的通知，其中提到坚持 问题导向，赴道路机动车辆生产企业、产品经销场所等抽取样车，加大对舆论关注度高、存在较大质量安全隐患等车型的抽查 力度。 北京：鼓励研发上市更具科技感和时尚范的高端新车型 开拓海外市场 6月9日，北京市经济和信息化局等五部门印发《北京市时尚产业高质量发展实施方案（2025—2027年）》，其中提出，抓 住智能交互、自动驾驶、前沿材料等技术变革趋势，打造车用时尚精品，丰富智能新体验，推动汽车成为移动生活新空间。鼓 励研发上市更具科技感和时尚范的高端新车型，开拓海外市场。支持发展全感官智能驾驶产品，应用超大尺寸触控屏、全息投 影、智能交互助手等技术，探索车载娱乐、健康监测、情绪感知等前沿场景。 海关总署：前5个月出口汽车3513.7亿元，同比增长6.6 ...