EVE(SZ:300014) Xin Lang Cai Jing·2025-10-24 10:35Financial Performance - In Q3 2025, the company achieved a net profit attributable to shareholders of 1.211 billion yuan, a year-on-year increase of 15% [1] - For the first three quarters of 2025, the company reported revenue of 45.002 billion yuan, a year-on-year increase of 32%, and a net profit attributable to shareholders of 2.816 billion yuan, a year-on-year decrease of 12% [1] - Excluding stock incentive expenses and specific bad debt provisions, the net profit attributable to shareholders for the first three quarters of 2025 was 3.675 billion yuan, a year-on-year increase of 18% [1] - In Q3 2025, the company recorded revenue of 16.832 billion yuan, a year-on-year increase of 36% and a quarter-on-quarter increase of 9% [1] Battery Sales and Market Trends - The company maintained a rapid growth trend in energy storage battery sales, with a total shipment of 83.0 GWh in the first three quarters of 2025, a year-on-year increase of 47% [2] - In Q3 2025, the company shipped 32.8 GWh of energy storage batteries, a quarter-on-quarter increase of 20% [2] - The company is actively collaborating with clients such as BMW, Xiaopeng, and GAC to increase model supply in the power battery sector, leading to a stable improvement in market share [2] Technological Advancements and Global Strategy - The company successfully launched the "Longquan No. 2" 10Ah all-solid-state battery, targeting high-end applications such as humanoid robots and low-altitude aircraft [3] - A solid-state battery research institute is being established in Chengdu, with the first phase expected to be completed by December 2025, capable of producing 60Ah batteries [3] - The company is advancing its global strategy with ongoing projects in Malaysia and Hungary, and the CLS model's first project is progressing as planned to support the electrification of the North American commercial vehicle market [3]