登录新浪财经APP 搜索【信披】查看更多考评等级 （来源：起点锂电） 港股IPO浪潮中，头部电池企业亿纬锂能的进度备受关注！ 据此前6月信息显示，亿纬锂能港股IPO拟募资300亿港元，用于匈牙利30GWh大圆柱电池项目、马来西亚38GWh储能电池三期项目、补充营运资 金及一般企业用途，以支持其全球化战略落地。 就在2025年年底12月30日，港交所信息显示，亿纬锂能首次递交的港股IPO招股书资料已"失效"，此时距离递交日期2025年6月30日已满6个月。 这则消息迅速引发行业聚焦，不少媒体和机构认为，对于亿纬锂能这样的龙头企业而言，招股资料的失效或许为其上市之路蒙上一层迷雾。毕竟 在此之前，同行业的宁德时代于2025年2月11日递交A1申请文件，2025年5月20日在香港联交所主板挂牌交易，中间耗时不到百日，仅为98天。 实际上针对此次失效，亿纬锂能及时进行了回应，其表示由于目前市场环境下港股上市流程从首次递交A1招股书后计普遍超过6个月，因此重新 递交属于正常流程。公示将按照香港联交所上市规则尽快安排重新递交上市申请文件，对公司整体港股IPO进程无重大影响。 据起点锂电观察，在上市过程中，递交的相关资料失效 ...

Core Viewpoint - The article discusses the recent developments regarding EVE Energy's IPO process in Hong Kong, highlighting the implications of the expiration of its initial application and the subsequent resubmission of its listing documents, along with updates on its business performance and funding plans [2][4][5]. Group 1: IPO Process and Market Response - EVE Energy's initial IPO application submitted on June 30, 2025, has expired as of December 30, 2025, leading to concerns about its listing progress [2]. - The company responded by stating that the resubmission of documents is a normal procedure due to the extended IPO process in the current market environment, asserting that it will not significantly impact the overall IPO timeline [2][4]. - EVE Energy has refiled its application with the Hong Kong Stock Exchange in early January 2026, with CITIC Securities as its sole sponsor [4]. Group 2: Business Performance and Financials - EVE Energy is recognized as a leading lithium battery platform globally, excelling in consumer, power, and energy storage battery sectors, with a comprehensive R&D platform [4]. - The company reported revenues of 36.30 billion yuan in 2022, 48.78 billion yuan in 2023, and 45.00 billion yuan in the first nine months of 2025, with profits showing a steady increase [6]. - The latest financial data indicates a consistent upward trend in gross profit, with figures of 5.79 billion yuan in 2022, 8.12 billion yuan in 2023, and 7.18 billion yuan in the first nine months of 2025 [6]. Group 3: Funding and Project Updates - EVE Energy's funding plans have shifted; the latest IPO proposal indicates that the net proceeds will be used solely for the construction of its Hungarian production base and for working capital, excluding the previously planned Malaysian project [5][6]. - The Hungarian project, which is set to supply BMW's European market, has commenced construction and is expected to be operational by 2027 with a planned capacity of 30GWh [6]. Group 4: Market Expansion and Product Development - EVE Energy has expanded its customer base in the power battery sector, partnering with multiple automakers and increasing the number of models it supplies [8]. - The company achieved a total installed capacity of over 27GWh in the domestic market from January to November 2025, ranking fifth in the industry [9]. - In the commercial vehicle market, EVE Energy's installed capacity reached 16.43GWh, holding a market share of approximately 13% [10]. Group 5: Energy Storage Sector Growth - EVE Energy's energy storage segment has also seen significant growth, with total shipments of 48.41GWh in the first three quarters of 2025, surpassing the power segment [12]. - The company has secured over 69GWh in energy storage orders, benefiting from a surge in domestic and international demand [12][14]. - EVE Energy is actively expanding its energy storage battery production capacity, with ongoing projects in both domestic and overseas markets [16].

Core Viewpoint - The energy storage battery industry is experiencing a "chip shortage" due to a mismatch between supply and demand, driven by increased demand from regions like Europe, the Middle East, and Australia, as well as limited production capacity from manufacturers [3]. Group 1: Company Production and Demand - EVE Energy is currently operating at full production capacity for energy storage batteries, with a saturated order demand [2]. - The overall demand for energy storage batteries is robust, with reports indicating that orders for 100Ah cells are booked until February 2026 [2]. - In the first half of 2025, EVE Energy's energy storage battery shipments reached 28.71 GWh, representing a year-on-year growth of 37.02% [4]. Group 2: Market Dynamics - The demand surge is attributed to energy transition initiatives, with countries like the UK and Australia seeing significant increases in household storage needs [3]. - The supply side is facing challenges, with low production capacity utilization expected in 2024 and a sudden demand explosion in 2025, leading to a reliance on leading companies for capacity expansion [3]. Group 3: Strategic Developments - EVE Energy has secured over 60 GWh in orders in the energy storage sector, including a notable 50 GWh procurement contract with Haibosichuang [4]. - The company is expanding its production capabilities with a new super factory in Jingmen, Hubei, and a new energy storage battery project in Malaysia, which is expected to enhance its international delivery capacity [5]. - EVE Energy aims to achieve an annual shipment target of 80 GWh as production capacity is released [6].

亿纬锂能百亿级电池项目二期启动 1月5日，位于湖北荆门高新区的亿纬锂能超级工厂二期（60B）桩基工程正式启动。该项目是亿纬湖北储能超级工厂项目第二期。一期 （60A）项目在2024年12月10日正式投产，占地约700亩，生产线设计产能达17GWh。 据悉，亿纬湖北储能超级工厂项目总投资达到108亿元，规划总年产能为60GWh，于2023年正式启动，是亿纬锂能在荆门规划投资的第十个厂 区，也是目前业内单体规模最大的储能工厂。主要生产全新一代储能电池，即MB56大铁锂储能电池。 宁德时代吴凯当选2024十大科技新闻人物 1月8日，蜂巢能源第100万套电池包在成都基地正式下线，产品交付量保持持续增长态势，目前各大基地正开足马力，满产运营，确保满产保 交付。其中，蜂巢能源短刀电池2024年交付超27万套，热复合短刀电池在12月单月出货量超5万套，创造了单月历史最高记录。 赣锋锂业又一电池基地签约 1月5日，赣锋锂业新能源产业集群项目正式签约河南。 项目由赣锋锂业投资建设，总投资额约45亿元。项目建设计划分三期，其中，一期建设两条电池包pack（动力及储能）生产线和中原地区退役 电池循环回收利用核心基地，预计年产值6亿 ...

亿纬锂能持续"上新"，湖北百亿级项目再迎新进展！ 1月5日，位于湖北荆门高新区的亿纬锂能超级工厂二期（60B）桩基工程正式启动。 图片来源：掇刀区融媒体中心 据了解，以上启动项目是亿纬湖北储能超级工厂项目第二期。一期（60A）项目在2024年12月 10日正式投产，占地约700亩，生产线设计产能达17GWh。 亿纬湖北储能超级工厂项目规划总年产能为60GWh，于2023年正式启动，是亿纬锂能在荆门 规划投资的第十个厂区，也是目前业内单体规模最大的储能工厂。 项目总投资达到108亿元，计划分两期建设，主要生产全新一代储能电池，即MB56大铁锂储能 电池。该储能电池是亿纬锂能发布并量产的超大容量电池，也是业内首个量产的600Ah+大电 芯，称为"Mr.Big"。 2024年1月，亿纬锂能发布全新一代 Mr 旗舰系列产品"Mr.Big"储能电芯和"Mr.Giant"储能系 统。据悉，Mr.Big电芯容量为628Ah，采用创新集流技术和 3T 技术，能量高达2.009KWh，能 效高达96%。Mr.Giant储能系统，20尺集装箱内储能容量5MWh，极简集成的设计，能效可达 到95%。 据介绍，Mr.Big是一款典型 ...