86亿元！锂电巨头新动作

Core Viewpoint - EVE Energy, a subsidiary of EVE Lithium Energy, is investing up to 8.654 billion yuan in a new energy storage battery project in Kedah, Malaysia, to enhance its global strategy and meet the growing demand in the energy storage market [1][4][5]. Investment Details - The investment will be made through EVE Energy Storage Malaysia, which is fully owned by EVE Lithium Energy [5]. - The project, named "Malaysia High Safety, High Reliability, Long Life New Energy Storage Project," will cover an area of approximately 484,000 square meters and is expected to be completed within 2.5 years [5][6]. - Funding sources include self-owned funds, funds raised through stock issuance, and self-raised funds (including bank loans) [5]. Strategic Intent - The investment aims to expand the company's overseas operations and production capacity to meet the increasing global demand for energy storage solutions [6][8]. - The project is positioned to mitigate risks associated with international trade tensions and support business order growth and capacity expansion [8]. Financial Performance - In 2024, EVE Lithium Energy reported total revenue of 48.615 billion yuan, a slight decrease of 0.35% year-on-year, with net profit reaching 4.076 billion yuan, a growth of 0.63% [8][9]. - Revenue from energy storage batteries was 19.03 billion yuan, marking a significant increase of 16.44% compared to the previous year [9]. Market Context - The energy storage industry in Southeast Asia is rapidly developing, with Malaysia being a key player due to its supportive policies and strategic location [6]. - The establishment of overseas manufacturing facilities is becoming a trend in the lithium battery industry to avoid trade barriers and be closer to end markets [8].