Recently, Huizhou Yiwei Lithium Energy Co., Ltd. (300014) held an investor relations event and disclosed its operating performance and business progress in the first half of 2025.Data shows that the company achieved total operating revenue of 28.17 billion yuan in the first half of 2025, a year-on-year increase of 30.06%.In the first half of 2025, Yiwei Lithium Energy achieved a net profit attributable to the parent company of RMB 1.605 billion and a net profit excluding non-recurring items of RMB 1.157 billion. Excluding the impact of equity incentive expenses and single-item bad debt provisions, the net profit attributable to the parent company reached RMB 2.218 billion, a year-on-year increase of 3.78%; the net profit excluding non-recurring items was RMB 1.770 billion, a year-on-year increase of 18.06%.In terms of shipments, both power battery and energy storage battery businesses performed outstandingly: power battery shipments reached 21.48GWh, a year-on-year increase of 58.58%; energy storage battery shipments reached 28.71GWh, a year-on-year increase of 37.02%. The two core segments advanced in tandem, providing solid support for revenue growth.In terms of product development, EVE Energy, as the first Chinese company to achieve mass production and supply of large cylindrical power batteries, has become the premier battery supplier for the next generation of models from leading international automakers. With the gradual launch of new platform models from international customers in the second half of the year, the pace of mass production and delivery of large cylindrical products will further accelerate, potentially becoming a new growth engine for the company.At the same time, the company continues to promote the mass production of new products and the construction of new factories, laying the foundation for business expansion.Future Outlook: The two major sectors are expected to maintain growth of more than 30%Regarding the development in 2026, the company stated that the power battery sector will benefit from the increase in large cylindrical batteries and the delivery of two new passenger car factories, and is expected to achieve significant growth; the energy storage sector is also expected to maintain a growth rate of more than 30% with the commissioning of Super Factory 60.Regarding the impact of tariffs on the delivery of energy storage cells, the company responded that energy storage orders are currently progressing normally, existing projects have not been affected, and the US market has a clear demand for energy storage batteries, and the long-term growth logic remains unchanged.The performance disclosure shows that Yiwei Lithium Energy's dual layout in the fields of power batteries and energy storage has achieved remarkable results. With the release of production capacity and the deepening of international cooperation, the company is expected to continue to lead in the new energy track.
