EVE(SZ:300014) Zheng Quan Ri Bao Zhi Sheng·2025-10-24 12:41Core Insights - The company achieved a record high quarterly revenue of 16.832 billion yuan in Q3 2025, representing a year-on-year growth of 35.85% and a significant rebound in profitability with a net profit of 1.211 billion yuan, up 15.13% year-on-year and 140.16% quarter-on-quarter [1][2] Group 1: Business Performance - The company is simultaneously advancing in both the power battery and energy storage battery sectors, optimizing its customer structure and market layout [1] - The power battery shipment volume for the first three quarters is estimated to reach 34.59 GWh, with a year-on-year increase of over 66.98%, further enhancing market share [2] - The energy storage battery shipment volume reached 48.41 GWh in the first three quarters, reflecting a year-on-year growth of 35.51% due to strong downstream demand [2] Group 2: Customer and Market Expansion - The company has added two new passenger car customers in 2025, with a total of 10 models supported, covering traditional automakers, joint ventures, and new forces [1] - In the new forces sector, the company has partnered with XPeng and Leap Motor, becoming a major supplier for multiple new models, including XPeng's P7+, new P7, G6, and Leap Motor's C10, C16, C11 [1] Group 3: Industry Trends - The global energy structure is rapidly transforming, with energy storage applications moving towards scale and marketization, driven by the deepening of the global new energy industry [2] - The company continues to invest in key technology routes, positioning itself with higher certainty for the next technological cycle [2]