EVE(SZ:300014) Xin Lang Cai Jing·2025-06-12 06:22Core Viewpoint - The article discusses the ongoing trends in the lithium battery industry, highlighting the acceleration of Chinese battery manufacturers' global expansion and the positive outlook for supply and demand dynamics in the sector [3][5][6]. Group 1: Industry Trends - The "5th China International Solid-State Battery Technology Conference and 2025 Advanced Battery Materials and Intelligent Equipment Technology Exhibition" is scheduled for June 19-20 in Hefei [3]. - Major lithium battery manufacturers are increasingly pursuing overseas expansion as a strategy to address domestic overcapacity, with Hong Kong listings being a significant step in this direction [3][5]. - The recent listing of CATL on the Hong Kong Stock Exchange raised HKD 40.76 billion, marking a rapid completion of the process in just 128 days [3]. Group 2: Company Developments - EVE Energy announced plans to issue H-shares and list on the Hong Kong Stock Exchange, aiming to enhance its global strategy and fund overseas factory construction [3]. - The article notes that if EVE Energy successfully completes its IPO, it will become the second lithium battery company to achieve dual listing in A+H shares [3]. Group 3: Market Performance - As of June 12, 2025, the Battery 50 ETF index experienced fluctuations, with solid-state battery stocks showing significant gains, while major players like Sunshine Power and CATL saw slight declines [4]. - The lithium battery production in June is projected to increase, with a 2.9% month-on-month rise in battery production and notable increases in other components such as cathodes and electrolytes [5][6]. Group 4: Long-term Outlook - The long-term outlook for the battery sector is positive, with expectations of improved supply-demand dynamics driven by increasing domestic and international demand for new energy vehicles and energy storage solutions [6]. - The supply side is expected to see a slowdown in new capacity releases, leading to higher utilization rates and improved profitability for leading battery manufacturers [6].