亿纬锂能2025H1储能电池出货28.71GWh，储能营收102.98亿元，同比增长32.47%

Core Viewpoint - The article highlights the financial performance and market dynamics of EVE Energy in the first half of 2025, emphasizing significant growth in revenue and battery shipments, while also noting a decline in net profit and non-recurring profit [2][6]. Financial Performance - In the first half of 2025, EVE Energy achieved a revenue of approximately 28.2 billion yuan, representing a year-on-year growth of 30.06% [2]. - The net profit attributable to shareholders was 1.605 billion yuan, a decrease of 24.9% year-on-year [2]. - The non-recurring net profit was 1.157 billion yuan, down 22.82% compared to the previous year [2]. Business Segments - The company shipped 21.48 GWh of power batteries, marking a year-on-year increase of 58.58% [3]. - The shipment of energy storage batteries reached 28.71 GWh, reflecting a growth of 37.02% year-on-year [3]. Revenue and Cost Analysis - Revenue from the electronic components manufacturing sector was approximately 28.17 billion yuan, with a gross margin of 17.33%, showing a 1.21% increase year-on-year [4]. - Power battery revenue was 12.75 billion yuan, with a gross margin of 17.60%, up 6.92% year-on-year [4][6]. - Energy storage battery revenue was 10.30 billion yuan, with a gross margin of 12.03%, down 2.32% year-on-year [4][6]. - Domestic revenue was 21.20 billion yuan, with a gross margin of 15.88%, increasing by 1.64% year-on-year [4][6]. - Overseas revenue was 6.97 billion yuan, with a gross margin of 21.71%, showing a slight decrease of 0.02% year-on-year [4][6]. Market Dynamics - The global energy storage demand is experiencing high growth, driven by core market quality improvements and emerging regions [5]. - In China, new energy storage installations reached 42.61 GWh in the first half of 2025, a year-on-year increase of 27.5% [7]. - The U.S. market is expected to reach a cumulative energy storage installation of 49 GWh for the year, while Europe is incentivizing storage development through subsidies [7]. - The company is focusing on strategic partnerships with leading energy firms to accelerate technological innovation and market expansion [7].