According to the Qunyi Securities Research Report, Everweft Lithium Energy announced that it has signed a framework cooperation agreement with Fluence Energy to produce and deliver a total of 206 GWh battery products from 2027-2031. This time, the company reached a supply agreement with Fluence Energy, which will help the company enter the US AI data center supply chain and open up the company's growth space in the AIDC energy storage field. The certification of the performance reliability of the company's battery products in the AIDC field will help the company enter the US AI data center supply chain and open up the company's growth space in the AIDC energy storage field. The company's energy storage and power battery shipments can be expected to grow: the company achieved 44.46 GWh of energy storage battery shipments in the first half of the year, an increase of 55% over the previous year. Shipments ranked second in the world, with a market share of about 10%. The company's energy storage and power battery products are in a state of rapid expansion. Ongoing orders are full. Increased overseas demand is expected to optimize the product structure, and profits are expected to grow steadily. The current stock price is 14.4/10.6/8.4 times the 2026/2027/2028 P/E, respectively, and a “buy” is recommended.

According to the Qunyi Securities Research Report, Everweft Lithium Energy announced that it has signed a framework cooperation agreement with Fluence Energy to produce and deliver a total of 206 GWh battery products from 2027-2031. This time, the company reached a supply agreement with Fluence Energy, which will help the company enter the US AI data center supply chain and open up the company's growth space in the AIDC energy storage field. The certification of the performance reliability of the company's battery products in the AIDC field will help the company enter the US AI data center supply chain and open up the company's growth space in the AIDC energy storage field. The company's energy storage and power battery shipments can be expected to grow: the company achieved 44.46 GWh of energy storage battery shipments in the first half of the year, an increase of 55% over the previous year. Shipments ranked second in the world, with a market share of about 10%. The company's energy storage and power battery products are in a state of rapid expansion. Ongoing orders are full. Increased overseas demand is expected to optimize the product structure, and profits are expected to grow steadily. The current stock price is 14.4/10.6/8.4 times the 2026/2027/2028 P/E, respectively, and a “buy” is recommended.