Core 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].

Core Insights - EVE Energy has successfully commissioned its first large-capacity sodium-ion battery energy storage system, marking a significant breakthrough in new energy storage technology [1][2] - The sodium-ion battery features high safety, wide temperature range, high rate, long lifespan, and low carbon characteristics, with over 30,000 cycles and operational capability between -40℃ and +60℃ [1] - The system's lifecycle carbon emissions are reduced by over 42% compared to similar lithium-ion batteries, highlighting its environmental advantages [1] Technology and Development - The sodium-ion battery energy storage system is independently developed by EVE Energy, with all core components produced in-house, ensuring rapid mass production capabilities [1] - The system is designed to significantly reduce flammable gas generation during extreme thermal runaway conditions, thereby lowering explosion risks [1] Market Potential - The successful integration of the sodium-ion battery system represents a crucial step from laboratory research to practical application, with potential for widespread use in large-scale and distributed energy storage [2]

Core Viewpoint - EVE Energy has successfully commissioned its first large-capacity sodium-ion battery energy storage system at its Jingmen base, marking a significant breakthrough in new energy storage technology [1] Group 1: Company Developments - The sodium-ion battery energy storage system was independently developed and designed by EVE Energy, utilizing the NF155L sodium-ion battery cells [1] - The sodium-ion battery features high safety, wide temperature range, high rate, long lifespan, and low carbon emission characteristics [1] Group 2: Technical Specifications - The sodium-ion battery offers over 30,000 cycles of lifespan and operates effectively within a temperature range of -40℃ to +60℃, meeting the full spectrum of energy storage needs [1] - Compared to similar lithium-ion batteries, the sodium-ion battery technology reduces lifecycle carbon emissions by over 42% [1]

Core Insights - The article highlights the upcoming CINE2025 Solid-State Battery Exhibition and Industry Annual Conference, scheduled for November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [1]. Group 1: Solid-State Battery Industry - The event is organized by Qidian Solid-State Battery, Qidian Lithium Battery, and the SSBA Solid-State Battery Alliance, with Ru Tian Technology as the main sponsor [1]. - The conference will feature the 2025 Qidian Solid-State Battery Golden Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1]. Group 2: Energy Storage Developments - The world's first commercial application of a 628Ah energy storage battery has been achieved with the successful power delivery of the LingShou 200MW/400MWh independent energy storage project [2]. - The 628Ah energy storage battery, developed by EVE Energy, is the first mass-produced battery of its kind and has received certification under the new national standard for power storage lithium-ion batteries [2]. - EVE Energy's super factory in Jingmen has a planned annual production capacity of 60GWh and an estimated annual output value of 24 billion yuan, with the first phase expected to be operational by the end of 2024 [2]. Group 3: Market Demand and Expansion - There is a significant increase in domestic and international demand for energy storage solutions, with EVE Energy reporting a backlog of orders exceeding 60GWh in the first half of 2025 [3][4]. - EVE Energy is also expanding its overseas presence, with the first batch of 5MWh energy storage systems shipped to Australia and Europe [2][3]. - A new energy storage battery project in Malaysia, with a total investment of up to 8.654 billion yuan, aims to enhance EVE Energy's delivery capabilities in Southeast Asia, Europe, and North America [4]. Group 4: Sodium-Ion Battery Innovations - EVE Energy has successfully launched its first large-capacity sodium-ion battery energy storage system, which has entered the commercial operation phase [5]. - The sodium-ion battery system features a cycle life of over 30,000 cycles and operates effectively in a wide temperature range, addressing various energy storage needs [5].

Group 1 - Sodium-ion battery energy storage systems are accelerating towards commercialization, with EVE Energy's first large-capacity sodium-ion battery energy storage system successfully connected to the grid at its Jingmen base [2] - EVE Energy announced the successful grid connection of its first 180kWh sodium-ion battery energy storage system on September 17, featuring the NF155L sodium-ion battery cell, which offers high safety, wide temperature range, high discharge rate, long lifespan, and low carbon emissions [3] - The NF155L battery supports 0% state of charge (SOC) for extended storage, ensuring safety during storage, transportation, and assembly, while also achieving over 30,000 cycles and reducing lifecycle carbon emissions by more than 42% compared to lithium-ion batteries [5] Group 2 - Multiple sodium-ion battery projects are progressing, including a 20MWh project awarded to Zhongke Haina by China Huaneng Group, indicating a shift from laboratory to commercial and grid-side energy storage applications [6] - In Anhui Huainan, the first megawatt-level aqueous sodium-ion battery energy storage demonstration station is under construction, with global sodium-ion battery shipments expected to approach 2GWh in 2024 and exceed 5GWh in 2025 [8]