EVE(SZ:300014) Jie Mian Xin Wen·2025-03-24 06:27Core Viewpoint - EVE Energy (300014.SZ) is strategically positioning itself in the humanoid robot market, leveraging its technological advancements to gain a competitive edge in the lithium battery sector as the demand for humanoid robots accelerates [1][3]. Industry Overview - The humanoid robot market is expected to see significant growth, with global shipments projected to exceed 10,000 units by 2025 and reach around 5 million units by 2030, leading to a market demand of approximately 750 billion yuan [4]. - The battery industry is poised for a new wave of explosive growth, driven by the unique and stringent performance requirements of humanoid robots, which necessitate high energy density, power, safety, and longevity [5][6]. Company Positioning - EVE Energy is one of only four companies globally identified as capable of supplying batteries for humanoid robots, alongside CATL, LG Energy Solution, and Samsung SDI [4]. - The company has engaged with leading humanoid robot clients and has already delivered samples and completed assembly for some products, indicating its active participation in the market [3][10]. Technological Advancements - EVE Energy is developing a comprehensive battery solution matrix that includes various battery types such as cylindrical lithium-ion batteries, solid-state batteries, and others, to meet the diverse needs of humanoid robots [7][8]. - The company plans to achieve breakthroughs in solid-state battery production by 2026 and aims to introduce high-energy solid-state batteries by 2028 [8]. Market Strategy - EVE Energy is expanding its battery applications across multiple sectors, including ground vehicles, low-altitude economic applications, and humanoid robots, showcasing a multidimensional growth strategy [10][11]. - The recent rebranding of its subsidiary to focus on intelligent robotics indicates the company's ambition to leverage its battery expertise in the robotics field, aligning with the broader growth of China's robotics industry [11].