【SMM New Energy News】EVE Energy Deploys AIDC Backup Solutions, BBU Samples Expected in May-June

First, multi-material indexation has become normal practice in domestic cell pricing. However, passing these costs through to project owners is far from smooth. Second, the adjustment cycle in overseas markets is shortening. Yet even a lithium-carbonate-only linkage faces resistance at the owner level. Third, cost pressure is concentrating heavily at the integration stage.

During a recent investor meeting, EVE Energy projected that commercial vehicles will account for over 50% of its power battery shipments by 2026. Current market demand exceeds deliverable capacity by 5-10%, leaving no surplus for additional orders. Furthermore, as commercial vehicle products upgrade, their specifications increasingly overlap with large-cell energy storage requirements. Consequently, EVE Energy is accelerating the expansion of large-cell production to address capacity constraints and capture growing demand in both sectors.

During an investor meeting on April 24, EVE Energy revealed it is developing its next-generation 702Ah energy storage cell using stacking technology. This cell offers significant energy efficiency, enabling a 6.9MWh system capacity. Compared to the mainstream 587Ah/588Ah solutions (6.25MWh), it reduces the number of system containers by approximately 10%. Following its 628Ah cell launch in 2025, EVE Energy continues to lead the shift toward larger capacities, effectively lowering initial investment costs and optimizing site layouts.