Core Viewpoint - EVE Energy has returned to growth in its performance, with significant increases in revenue and net profit in the first quarter of the year, driven by strategic shifts towards energy storage and a strong market position in the battery industry [1][2]. Financial Performance - In Q1, EVE Energy achieved revenue of 12.796 billion yuan, a year-on-year increase of 37.34% [1] - The net profit attributable to shareholders was 1.101 billion yuan, up 3.32% year-on-year [1] - The net profit excluding non-recurring items was 818 million yuan, reflecting a 16.60% increase year-on-year [1] Strategic Shifts - The founder and chairman, Liu Jincheng, has focused on energy storage, leading to a significant increase in the company's market share, with energy storage cell shipments ranking second globally [1][8] - Liu anticipates that 2025 will mark the "year of the large cylindrical battery," predicting a demand of 5 GWh for these batteries [1][9] Industry Position and Competition - EVE Energy's market share in the domestic power battery sector reached 4.45% in 2023, ranking fourth nationally, an improvement from the previous year [6] - The company has faced challenges in the competitive landscape dominated by CATL and BYD, with a notable decline in revenue from power batteries in 2024 [7] Growth in Energy Storage - In 2023, EVE Energy's revenue from energy storage batteries was 16.34 billion yuan, accounting for 33.5% of total revenue, and in 2024, this segment grew to 19.027 billion yuan, a 16.44% increase [7][8] - Energy storage battery shipments reached 50.45 GWh in 2024, marking a 91.90% year-on-year increase [8] Future Prospects - EVE Energy is actively exploring new opportunities in various battery technologies, showcasing products at the Shanghai Auto Show, including OMNI batteries and other innovative solutions [8][10]
刘金成鏖战锂电问鼎储能全球第二 亿纬锂能多线布局首季营收增37%