EVE Energy (Yiwei Lithium Energy) said its mass-produced large cylindrical battery plants are running at full capacity, with international customer demand far exceeding expectations and domestic customers progressively taking delivery. The company added that it is closely monitoring the impact of consumption-tax and export-rebate adjustments on its operations, having begun discussions with customers in the first half of 2026, and has reached consensus with the vast majority of them.
Full-capacity large cylindrical output combined with stronger-than-expected overseas demand underscores the company's product competitiveness and progress in winning high-end customers. The development is favorable for the large-cylindrical battery and upstream materials segments and reinforces the logic of Chinese lithium batteries going global.
Source: People's Finance / 10jqka (paraphrased and translated from Chinese financial media; reprinted for informational purposes with attribution).
