EVE(SZ:300014) Nan Fang Du Shi Bao·2025-12-23 15:25Core Viewpoint - The construction of the "EVE Sodium Energy Headquarters and Jinyuan Robot AI Center" marks a significant step for EVE Energy, aiming to transition from a leading lithium battery supplier to a provider of comprehensive hydrogen-lithium-sodium electrochemical energy storage solutions and industrial intelligent factory services [2][4]. Group 1: Sodium Battery Development - EVE Energy's sodium battery project has a total investment of approximately 1 billion yuan, with a planned construction area of 90,000 square meters and a target annual production capacity of 2 GWh [6]. - The company emphasizes that sodium batteries are not a replacement for lithium batteries but serve as a complementary solution, particularly suitable for large-scale energy storage and backup power for AI data centers due to their safety and long cycle life [8]. - The concept of "zero-carbon sodium batteries" is introduced, aiming for natural degradation of batteries at the end of their life cycle, aligning with sustainable energy goals [8]. Group 2: Robotics and AI Center - The Jinyuan Robot AI Center will cover a 50,000 square meter area, focusing on the entire chain from research and development to manufacturing and training [9]. - EVE Energy's approach to robotics is driven by specific tasks and scenarios, aiming to replace high-risk and repetitive jobs in manufacturing, with seven series of industrial robots already developed for various applications [9][11]. - The integration of self-developed automation equipment with robotics is highlighted as a unique advantage, ensuring data security and alignment with real manufacturing processes through private cloud environments [11]. Group 3: Strategic Ambitions - EVE Energy aims to play three roles: core component supplier, complete machine integrator, and provider of intelligent solutions for industrial scenarios, particularly in high-reliability sectors like new energy and pharmaceuticals [11]. - The dual strategy of expanding into both upstream material innovation and downstream intelligent manufacturing reflects the ambition of leading Chinese manufacturing enterprises to create a closed-loop ecosystem of "technology + equipment + solutions" [12].