What smart money is saying about Eve Energy
300014.SZ
No fund has written a full thesis on Eve Energy in our archive, but 1 fund letter reports a position in it, most recently Antipodes Emerging Markets Fund in September 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Eve Energy on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- September 2026
“• CATL (-28%). CATL fell on concerns that major Chinese carmakers, including Li Auto and Xiaomi, are diversifying their battery suppliers, along with speculation about production cuts. The shares ended the quarter ~35% below their May peak, despite first-half revenue growth of 55% and profit growth of 42%. We continue to believe CATL's scale and technology leadership leave it well placed as the battery industry consolidates, and that the share price now reflects much of the customer-diversification risk. Battery maker Eve Energy and grid equipment maker Sieyuan Electric and wind tower maker Dajin Heavy Industry also fell as investors rotated out of onshore growth stocks that had performed strongly earlier in the year.”
Eve Energy
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