EVE(SZ:300014) Ge Long Hui·2025-06-20 10:27Group 1 - The second Lithium Battery Conference and EVE Energy's 24th anniversary event highlighted the company's new product developments and 2026 revenue outlook, while also indicating a cautious approach towards a Hong Kong stock listing [1] - EVE Energy, in collaboration with global energy leaders, launched a "Global Lithium Battery Recycling Network Platform," marking a significant step in establishing a green channel throughout the battery lifecycle [1] - Recent strategic partnerships, including agreements with Haibos and JinJing New Energy, demonstrate the rapid transformation of industry strategies into concrete frameworks [1] Group 2 - The rapid growth of new energy vehicles in China, projected to reach 31.4 million by the end of 2024, is leading to a significant increase in retired power batteries, with a forecasted retirement volume of 820,000 tons by 2025 and over 4 million tons by 2028, creating a recycling market valued at over 280 billion yuan [3] - The EU's new battery regulations require producers to take responsibility for the entire battery lifecycle, pushing Chinese companies to accelerate their overseas recycling operations [3] - Major Chinese companies are establishing recycling operations abroad, with BYD and CATL leading initiatives in Europe, indicating a competitive landscape for global battery resource recovery [3] Group 3 - EVE Energy's "Cradle Plan" aims to establish a network of 1,000 global recycling points, with 246 already completed, including 159 in China and 87 overseas, extending to over 30 countries [5] - The company's advanced recycling technology, with a nickel-cobalt recovery rate exceeding 98% and lithium recovery rate of 92%, positions it competitively against industry leaders [5] - The combination of advanced recycling technology and extensive network coverage enhances EVE Energy's ability to streamline the battery material lifecycle, thereby increasing its influence in global battery recycling regulations [5] Group 4 - EVE Energy is leveraging a dual engine of "technology + ecology" to transition the Chinese lithium battery industry from "manufacturing dividends" to "regulatory dividends" [6] - The establishment of the first 1,000 recycling points under the "Cradle Plan" is accelerating the development of a circular economy in the global lithium battery industry [6] - This initiative represents a systemic approach to redefine the entire lifecycle value of lithium batteries, moving towards a cradle-to-cradle model [6]