Woofun AI reports that EVE Energy Group, led by chairman Liu Jincheng, has officially pivoted toward an AI-driven industrial cycle by commencing construction on the Jinyuan Robotics AI Center and EVE Sodium Energy headquarters more than half a year ago. Liu Jincheng, frequently characterized as the "king of emerging trends" and the former wealthiest individual in Huizhou, declared at the groundbreaking ceremony that the traditional manufacturing era has effectively concluded. He argued that the valuation logic governing GPU companies now applies to AI-integrated businesses, noting that enterprises with comparable revenue levels command significantly higher capital market premiums when aligned with artificial intelligence rather than conventional production methods.

The strategic vision articulated by Liu Jincheng centers on a specific long-term objective: utilizing robots to manufacture batteries for other robots. This approach aims to fundamentally reshape the lithium battery manufacturing paradigm through the deployment of intelligent production lines. Xiao Gang, director of the Jinyuan Robotics Research Institute, reinforced this commitment by stating that AI robots have been elevated to a strategic priority within the organization. Consequently, the company has removed strict budgetary constraints on research and development investments related to these technologies, signaling an unlimited financial commitment to this new direction.

To support this aggressive expansion, EVE Energy Group executed a decisive financial maneuver just over a month ago by increasing the registered capital of its wholly-owned subsidiary, Jinyuan Robotics, by 1000%. This injection raised the subsidiary's capital to 33 million yuan. The move reflects a dual-strategy framework: first, leveraging AI to comprehensively upgrade lithium battery manufacturing processes to achieve the vision of robotic battery production; second, utilizing the vast practical data generated by large-scale battery factories to drive the continuous iteration and improvement of AI algorithms. This capital reallocation was explicitly described as necessary to meet operational needs and enhance sustainable development capabilities for the subsidiary.

Despite the ambitious pivot, the company faces underlying financial realities that require careful navigation. Wind data indicates that from 2023 to 2025, the annual net profit attributable to the parent company remained stagnant around 4 billion yuan, showing no significant growth for three consecutive years.

However, recent projections suggest a dramatic turnaround. EVE Energy Group announced that net profit attributable to the parent company in the first half of 2026 is expected to surge by 95.00% to 110.00% year-on-year. This performance would result in a profit range of 3.13 billion yuan to 3.37 billion yuan, representing approximately 80% of the total annual profit recorded in 2025.

The market reacted immediately and positively to these financial forecasts. The day following the announcement, EVE Energy Group's stock price jumped more than 13% at the opening, pushing the company's market capitalization above 140 billion yuan. This surge significantly increased the personal wealth of Liu Jincheng and his wife, who have consistently appeared on the Hurun Rich List. In 2024, the couple secured the title of the richest individuals in Huizhou with a combined net worth of 33 billion yuan. The primary engine driving this recent performance surge is the company's energy storage business, which has shown robust growth metrics.

In the first quarter of 2026, shipments of power batteries increased by 40.93% year-on-year to reach 14.34 GWh, while energy storage battery shipments grew by 60.82% to 20.38 GWh. For the first time in the company's history, the volume of energy storage battery shipments surpassed that of power batteries. Dongwu Securities forecasts that in the second quarter, shipments of power batteries and energy storage batteries are expected to reach 15 GWh and 25 GWh respectively.

Furthermore, EVE Energy Group confirmed on its investor relations platform that the energy storage business currently holds a full order book and is operating at full capacity, validating the demand-side strength supporting the financial outlook.

While business performance accelerates, the company is simultaneously deepening its investment in the robotics sector. In May of this year, EVE Energy Group announced the use of 30 million yuan of its own funds to increase the registered capital of Huizhou Jinyuan Intelligent Robotics Co., Ltd. by 1000%, bringing the total to 33 million yuan. The scope of Jinyuan Robotics covers the entire value chain, encompassing research and development, manufacturing of intelligent robots, AI system integration, and the installation and maintenance of industrial robots. This comprehensive scope demonstrates a commitment to the field that extends beyond short-term trend chasing, aiming instead to establish a permanent foothold in the industry.

The timing of these developments is critical. Just over a month after the capital increase, the company announced its expected performance surge, sparking immediate positive market sentiment. This sequence suggests a deliberate strategy to utilize the cash flow generated by the high-growth energy storage business to fund robotics development and secure a competitive position in the new sector. The project commencement at the end of 2025 marked the official decision to enter the robotics sector, with the Jinyuan Robotics AI Center starting construction in Area D of the Huizhou headquarters. The project plan allocates 90,000 square meters for the sodium battery segment and 50,000 square meters for the AI and robotics segments, covering the entire production process from R&D to final assembly.

Liu Jincheng's vision distinguishes EVE Energy Group from general-purpose robotics manufacturers. While competitors often focus on developing hardware platforms and exploring various commercial application scenarios, EVE Energy Group views robots as core tools for its own intelligent manufacturing efforts. The company utilizes its extensive lithium battery production lines as a natural testing ground to customize robot designs for specific requirements such as inspection, maintenance, and material handling. This approach creates a closed-loop system spanning from problem identification to product iteration, a capability that many competitors have yet to establish.

The business logic underpinning this strategy is distinct from traditional hardware sales models. Instead of earning profits solely by selling robot hardware, EVE Energy Group intends to use robots to reduce costs and increase efficiency, thereby enabling the sale of batteries at lower prices and in larger volumes. Internal plans divide the robotics business into three clear stages: first, entering the core component market; second, expanding into overall system integration; and ultimately, becoming a provider of intelligent solutions for industrial applications. This model allows the company to supply high-performance batteries and key modules to other robotics manufacturers while offering integrated solutions that combine battery systems with automated equipment.

Currently, EVE Energy Group has developed seven series of robots, including bipedal, wheeled, and heavy-duty models. These units are designed for a wide range of production scenarios, handling tasks involving small batteries weighing a few grams up to bulk materials weighing several tons. According to company plans, the first self-developed robot product will launch in 2026. These units will initially be deployed within the company's own factories for line inspection, equipment maintenance, and material handling, while international expansion efforts will commence simultaneously.

The historical trajectory of EVE Energy Group supports the viability of this new venture. Throughout its history, the company has consistently seized emerging opportunities ahead of peers. When mobile communications gained momentum in China, Liu Jincheng capitalized on the trend by selling millions of mobile phone batteries. As smart meters became widespread, the company thrived by providing specialized batteries for these devices. Before the e-cigarette trend emerged, the company invested in Macweel to capture industry benefits. During the nationwide rollout of ETC systems, the company secured more than 70% of the market share, nearly monopolizing the sector. When TWS headphones became popular globally, the company's self-developed Jindou batteries helped it break through foreign patent barriers and gain a foothold in Samsung's core supply chain.

EVE Energy Group's strategic moves have consistently been three to five years ahead of the industry. For core businesses like ETC and TWS batteries, R&D efforts were particularly advanced. In 2015, as the new energy vehicle market began to take off, the company established Hubei EVE Power to focus on power and energy storage batteries. By 2021, the company reached a critical turning point in capacity expansion. Today, it maintains a balanced business model combining consumer batteries, power batteries, and energy storage batteries. For the past ten years, it has

The current robotics initiative continues this established trajectory.