EVE(SZ:300014) Xin Lang Cai Jing·2025-12-23 12:15Core Viewpoint - The company EVE Energy (300014.SZ) is expanding its production capacity in response to the growing global demand for energy storage, with new projects focused on sodium batteries and AI innovation [1][8]. Group 1: Sodium Battery Expansion - EVE Energy is launching a new sodium battery project with a total investment exceeding 1 billion yuan, covering a planned area of 90,000 square meters and designed to produce approximately 2 GWh of capacity [2][9]. - The sodium battery is expected to fill market supply gaps and promote large-scale applications in energy storage and AI data centers, reducing reliance on lithium resources [1][8]. - The sodium battery features advantages such as wide temperature range, high power, long lifespan, and enhanced safety, with products developed that are environmentally friendly and non-flammable [2][9]. Group 2: AI Robotics Development - The company is establishing its first AI robotics industrial park, which will include a 50,000 square meter innovation and research center for AI and robotics, covering the entire process from research and trial production to mass production [4][12]. - EVE Energy's subsidiary, Huizhou Jinyuan Intelligent Robot Co., Ltd., is responsible for the AI robotics project, leveraging its extensive experience in smart equipment and AI technology [4][12]. - The company has developed various types of intelligent robots and plans to launch new models in the coming year, with expectations for overseas output [4][12]. Group 3: Company Overview - EVE Energy was founded in 2001 and was one of the first companies to be listed on the Shenzhen Growth Enterprise Market in 2009, evolving into a global player in the lithium battery industry [6][14]. - The company has a diverse factory layout across multiple regions, including Guangdong, Hubei, Sichuan, Yunnan, Jiangsu, Zhejiang, Liaoning, Hungary, Malaysia, and the United States [6][14]. - In the energy storage battery sector, EVE Energy ranks second globally, following CATL, and is the fifth largest in the domestic power battery market [7][14].