EVE(SZ:300014) 高工锂电·2026-01-05 10:11Core Viewpoint - EVE Energy has re-submitted its IPO application to the Hong Kong Stock Exchange after the initial application expired, indicating a normal procedural transition without significant impact on the overall IPO timeline [2] Group 1: IPO Application and Process - EVE Energy submitted its IPO application on January 2, following the expiration of its initial application submitted on June 30, 2025, which became invalid after six months [2] - The company clarified that the re-submission is part of a standard process and will not significantly affect the IPO timeline [2] Group 2: Fundraising and Project Focus - The fundraising purpose has shifted to focus on the ongoing construction of the Hungary production base, with funds primarily allocated for factory construction and equipment procurement [3] - EVE Energy has secured land use rights for the Hungary production base, which is expected to commence production in 2027 with a planned capacity of 30 GWh, primarily for 46 series cylindrical power batteries [3] - The previous fundraising purpose related to the third phase of the Malaysia base has been removed, likely due to the completion of the Malaysia facility in 2025, which is EVE Energy's first overseas mass production plant [3] Group 3: Global Strategy and Industry Trends - EVE Energy's fundraising aligns with its global strategic layout, emphasizing "global manufacturing, global delivery, and global service" as part of its growth strategy [3] - The European market has become a key destination for domestic lithium battery companies due to significant electrification demand and favorable local policies, with EVE Energy and other companies accelerating their local production capacity in Europe [4] - The trend of domestic lithium battery companies establishing overseas production facilities is fostering a collaborative global supply chain, with various material suppliers also responding to the "going global" initiative [4]