EVE(SZ:300014) Ge Long Hui A P P·2025-10-24 10:35Core Viewpoint - The company is focused on expanding its production capacity and optimizing its gross margin, with positive outlooks for both energy storage and commercial vehicle product lines in the coming years [1] Construction and Production Capacity - The company's ongoing construction projects are primarily located in Jingmen's Factory 60, Shenyang Factory, and overseas factories, with expectations for these to be operational by 2026 [1] - The production capacity is projected to reach approximately 30 GWh if fully utilized next year, with an estimated contribution of 10-12 GWh for the current year due to the late acquisition of some external factories [1] Market Demand and Sales Outlook - Energy storage is expected to maintain full production and sales, with a projected quarter-on-quarter increase in shipment volumes [1] - The commercial vehicle product line is showing optimistic feedback, with demand expected to grow by over 50% year-on-year by 2026 [1] Gross Margin and Business Optimization - The company is actively working on optimizing its business operations, with expectations for gross margin improvements to be reflected in the fourth quarter [1] - The goal for overseas shipments of energy storage batteries is to exceed 25% next year, up from less than 20% this year [1]