EVE Energy Co., Ltd. (300014.SZ) disclosed its 2026 semi-annual report on August 19, 2026. According to the financial report, H1 revenue reached RMB 45.691 billion, up 62.20% YoY; net profit attributable to shareholders was RMB 3.301 billion, up 105.66% YoY; non-GAAP net profit was RMB 2.451 billion, up 111.89% YoY; energy storage battery shipments reached 44.46GWh, up 54.88% YoY, ranking second globally in H1 2026 energy storage shipments; capacity utilization was 86.18%; R&D investment was RMB 1.702 billion, up 34.96% YoY. The company has built a complete electrochemical energy research system covering hydrogen, lithium and sodium, with the sodium battery business listed as one of its three major routes alongside lithium and hydrogen.
Regarding the sodium-ion battery business, the semi-annual report discloses: the company's independently designed NF155L sodium-ion battery product has achieved mass production capability, and the company expects to deliver new sodium-ion batteries in volume for energy storage and light mobility scenarios by the end of 2026. The company has established a multi-spec sodium-ion cell product matrix of 155Ah, 175Ah and 355Ah with supporting energy storage system solutions, including a 2.1MWh storage system equipped with NF155L cells (1P, 15,000+ cycles, for frequency regulation and AIDC load scenarios) and a 2.5MWh storage system equipped with NF355E cells (0.5P, 15,000+ cycles, for long-duration storage).
During the reporting period, the company completed overseas hundred-MWh-scale sodium battery project deliveries. The company also proposed the 'traceless sodium battery' concept using self-degradable low-carbon materials that can naturally decompose after the battery's lifecycle. NF155L is based on the NFPP (polyanionic) system with a wide operating temperature range of -40℃ to +60℃.
'mass production capability' is company-disclosed; the end-2026 volume delivery is a plan rather than an accomplished fact, and specific delivery scale, customers and order amounts are undisclosed.