EVE(SZ:300014) 起点锂电·2025-10-24 10:17Core Viewpoint - The article highlights the upcoming 2025 Solid-State Battery Industry Conference and the significant growth in the performance of EVE Energy Co., Ltd. in the first three quarters of 2025, indicating a strong recovery in its main business profitability and a promising future for revenue growth [4][6][7]. Event Details - The 2025 Solid-State Battery Industry Conference and the Golden Ding Award Ceremony will take place on November 8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center [4]. - The event will focus on new technologies and building a new ecosystem, with over 1000 participants expected [4]. Company Performance - EVE Energy reported a total revenue of 45.00 billion yuan for the first nine months of 2025, a year-on-year increase of 32.17%, while net profit was 2.82 billion yuan, down 11.70% [6][7]. - In Q3 2025, the company achieved a revenue of 16.83 billion yuan, marking a 35.85% increase year-on-year, and a net profit of 1.21 billion yuan, up 15.13% [5][6]. Business Segments Power Battery Segment - EVE Energy's power battery shipments reached 34.59 GWh in the first nine months of 2025, a year-on-year increase of 66.98% [9]. - The company has expanded its domestic market presence, notably entering the supply chain for XPeng Motors, breaking the previous exclusivity of BYD [10]. - Internationally, EVE Energy's power battery exports increased by 17.9% in the same period, with a significant growth forecast following the establishment of a new facility in Hungary [11]. Energy Storage Segment - The energy storage business saw a total shipment of 48.41 GWh in the first nine months of 2025, a year-on-year increase of 35.51% [14]. - The revenue from energy storage exceeded 10.29 billion yuan in the first half of 2025, reflecting a growth of 32.47% [13]. - EVE Energy secured over 63 GWh in energy storage orders in the first half of the year, indicating strong demand and market penetration [15][16].