储能营收超百亿！亿纬锂能半年报出炉

Core Viewpoint - EVE Energy reported a total revenue of 28.17 billion yuan for the first half of 2025, marking a year-on-year increase of 30.06%, with net profit attributable to shareholders reaching 2.218 billion yuan, up 3.78% year-on-year [2]. Group 1: Financial Performance - The revenue from energy storage batteries reached 10.298 billion yuan, an increase of 32.47% year-on-year, with a gross margin of 12.03% [2]. - The energy storage battery shipment volume was 28.71 GWh, reflecting a year-on-year growth of 37.02% [5]. Group 2: Market Drivers - The growth in energy storage performance is driven by China's "dual carbon" strategy and the EU's "Green Deal," which have spurred the deployment of energy storage systems across various sectors [8]. - The domestic market is primarily driven by the full market entry of renewable energy, the 531 grid connection node, and capacity compensation policies [8]. Group 3: Orders and Capacity - EVE Energy disclosed an order scale of 63 GWh for 2025 [9]. - The production capacity utilization rate reached 87.51% during the reporting period, with a planned storage capacity of 50 GWh for 2024 [11]. Group 4: Expansion Plans - EVE Energy plans to invest up to 8.654 billion yuan in a new energy storage battery project in Malaysia, with a phase two storage capacity of approximately 10 GWh and a phase three design capacity of about 38 GWh [12]. - The company has received approval to establish a battery manufacturing plant in Hungary, with an investment of up to 9.971 billion yuan and an expected annual production capacity of 30 GWh by 2027 [12]. - A joint venture in the U.S. with Cummins and Daimler Trucks aims to build a lithium iron phosphate battery factory with an annual capacity of 21 GWh, expected to be operational by 2026 [12].