EVE(SZ:300014) Zhong Guo Qi Che Bao Wang·2025-12-05 09:40Core Viewpoint - The first EVE Energy Open Source Battery Media Day showcased the company's commitment to the commercial vehicle battery strategy and its ambition to promote the electrification of commercial vehicles [1] Group 1: Market Trends and Growth - In the first ten months of this year, the penetration rate of new energy commercial vehicles in China reached 24.6%, with monthly sales of new energy heavy trucks exceeding 20,000 units [3] - The growth in penetration is driven primarily by truck products, with pure electric vehicles contributing the most to this trend [3] - The rapid development of new energy commercial vehicles is attributed to their operational value and lower total cost of ownership (TCO) compared to fuel models, as well as decreasing battery prices [5] Group 2: Technological Innovations - EVE Energy presented several technological innovations at the media day, including the LF668-448kWh battery for heavy trucks, which has a 5% increase in energy capacity while being 560kg lighter than the industry average [7] - The company's strategic shift from product solutions to scenario solutions aims to enhance user experience and meet real-world demands [8] - EVE Energy's high-rate fast charging technology addresses user concerns about charging anxiety by optimizing charging efficiency in logistics and time-sensitive scenarios [9] Group 3: Organizational Changes and Strategy - EVE Energy has established a product line organization for commercial vehicle batteries to enhance market responsiveness and innovation [12] - The company emphasizes breaking down internal barriers and focusing on customer needs to drive technological innovation and product upgrades [13] - The vision for 2030 includes becoming a global leader in battery technology, with a commitment to innovation and meeting real-world demands through collaborative efforts [13]