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锚定双碳目标 亿纬锂能全链条创新激活产业新动能
编者按:上市公司是经济高质量发展的重要微观基础。深交所自2024年11月以来,围绕"提高上市公司 质量"核心任务,系统推进上市公司大走访工作,通过建立常态化走访上市公司机制,以"深扎根"式的 服务,直抵企业发展痛点与创新内核,助力新质生产力蓬勃生长。证券时报推出"深走访·提质效"系列 报道,跟随监管部门走进上市公司,探寻资本市场强化功能发挥、更好支持经济高质量发展的新态势, 敬请关注。 近日,广东惠州仲恺高新区,亿纬锂能(300014)惠州总部D区的一块空地上,铲车启动的轰鸣声宣告 了"亿纬钠能总部和金源机器人AI中心"项目的正式动工。在动工仪式上,亿纬锂能董事长刘金成表示, 公司未来将持续深耕智能化制造领域,全力实现"机器人为机器人造电池"的梦想。 深耕新能源领域二十余年,亿纬锂能从全球领先的锂电池供应商,向"氢锂钠电化学储能综合解决方 案"与"工业全场景智能工厂服务商"双重身份跃迁,乃至未来要实现"用机器人制造机器人专用电池"的 闭环,公司的成长轨迹始终镌刻着资本赋能与技术创新的双重印记。 多维助力激活创新动能 2009年10月30日,伴随着创业板开市的钟声,亿纬锂能成为首批登陆创业板的企业之一。十七年来 ...
深走访·提质效丨锚定双碳目标 亿纬锂能全链条创新激活产业新动能
编者按:上市公司是经济高质量发展的重要微观基础。深交所自2024年11月以来,围绕"提高上市公司 质量"核心任务,系统推进上市公司大走访工作,通过建立常态化走访上市公司机制,以"深扎根"式的 服务,直抵企业发展痛点与创新内核,助力新质生产力蓬勃生长。证券时报推出"深走访·提质效"系列 报道,跟随监管部门走进上市公司,探寻资本市场强化功能发挥、更好支持经济高质量发展的新态势, 敬请关注。 近日,广东惠州仲恺高新区,亿纬锂能惠州总部D区的一块空地上,铲车启动的轰鸣声宣告了"亿纬钠 能总部和金源机器人AI中心"项目的正式动工。在动工仪式上,亿纬锂能董事长刘金成表示,公司未来 将持续深耕智能化制造领域,全力实现"机器人为机器人造电池"的梦想。 深耕新能源领域二十余年,亿纬锂能从全球领先的锂电池供应商,向"氢锂钠电化学储能综合解决方 案"与"工业全场景智能工厂服务商"双重身份跃迁,乃至未来要实现"用机器人制造机器人专用电池"的 闭环,公司的成长轨迹始终镌刻着资本赋能与技术创新的双重印记。 多维助力激活创新动能 2009年10月30日,伴随着创业板开市的钟声,亿纬锂能成为首批登陆创业板的企业之一。十七年来,资 本市场成为 ...
刘金成鏖战锂电问鼎储能全球第二 亿纬锂能多线布局首季营收增37%
Chang Jiang Shang Bao· 2025-04-28 00:44
Core Viewpoint - EVE Energy has returned to growth in its performance, with significant increases in revenue and net profit in the first quarter of the year, driven by strategic shifts towards energy storage and a strong market position in the battery industry [1][2]. Financial Performance - In Q1, EVE Energy achieved revenue of 12.796 billion yuan, a year-on-year increase of 37.34% [1] - The net profit attributable to shareholders was 1.101 billion yuan, up 3.32% year-on-year [1] - The net profit excluding non-recurring items was 818 million yuan, reflecting a 16.60% increase year-on-year [1] Strategic Shifts - The founder and chairman, Liu Jincheng, has focused on energy storage, leading to a significant increase in the company's market share, with energy storage cell shipments ranking second globally [1][8] - Liu anticipates that 2025 will mark the "year of the large cylindrical battery," predicting a demand of 5 GWh for these batteries [1][9] Industry Position and Competition - EVE Energy's market share in the domestic power battery sector reached 4.45% in 2023, ranking fourth nationally, an improvement from the previous year [6] - The company has faced challenges in the competitive landscape dominated by CATL and BYD, with a notable decline in revenue from power batteries in 2024 [7] Growth in Energy Storage - In 2023, EVE Energy's revenue from energy storage batteries was 16.34 billion yuan, accounting for 33.5% of total revenue, and in 2024, this segment grew to 19.027 billion yuan, a 16.44% increase [7][8] - Energy storage battery shipments reached 50.45 GWh in 2024, marking a 91.90% year-on-year increase [8] Future Prospects - EVE Energy is actively exploring new opportunities in various battery technologies, showcasing products at the Shanghai Auto Show, including OMNI batteries and other innovative solutions [8][10]