CBAK Energy Technology, Inc. (CBAT)

Over the past six months, CBAK Energy Technology's stock price has declined by 13.46%, with a 52-week range between $0.57 and $1.25. Key events include the product portfolio upgrade and launch of a new production line for the Model 40135 battery in October 2025, which temporarily impacted sales. In November 2025, the company reported better-than-expected Q3 financial results, but an analyst cut the price target. A strategic partnership with Anker Innovations was formed in June 2025, including plans for a new battery cell manufacturing facility in Malaysia. Also in June 2025, CBAK engaged in strategic talks with FAW and secured significant orders from Africa's largest EV player and Livguard in India. In May 2025, the Board of Directors approved a share repurchase program. The stock gained 1.47% on February 6, 2026, but has fallen in 7 of the last 10 days, down 3.26% for that period. Technical analysis indicates a short-term buy signal but a general sell signal from the long-term average.

While specific seasonality for CBAK Energy Technology's products is not explicitly detailed, the broader market for lithium-ion batteries and raw materials is experiencing dramatic growth, fueled by the expansion of electric vehicles and energy storage systems. Strong demand was observed in January, particularly in the energy storage system sector due to overseas installation rushes, and robust year-end production and sales in the power sector. A shift in demand was anticipated in January, with the ESS sector being affected by year-end grid connection deadlines and the power sector by the conclusion of trade-in policies. CBAK's Q2 2025 earnings call highlighted a significant reduction in sales to the residential energy storage market, attributed to customers having previously made large purchases of Model 26650 cells.

CBAK Energy Technology, Inc. is a high-tech enterprise focused on the innovation, production, and commercialization of lithium-ion and sodium-ion batteries, as well as the sale of battery raw materials. The company operates in the Electronic Equipment and Electrical Products industries, manufacturing and selling high-power lithium-ion battery cells for various applications and supplying battery raw materials through its subsidiary, Hitrans. Its products are used in electric vehicles, light electric vehicles, electric tools, energy storage systems, uninterruptible power supplies, and other high-power applications. CBAK specializes in producing high-performance cylindrical Lithium Iron Phosphate (LFP) batteries, including models like the 32140 and 40135. The Hitrans segment focuses on the development and manufacturing of NCM precursor and cathode materials.

CBAK Energy Technology is based in China, with its headquarters in Dalian. It operates multiple production bases and subsidiaries across China, including facilities in Dalian, Nanjing, and Shangqiu. The Dalian facility has an annual production capacity of 1 GWh, and the Nanjing facility is projected to reach up to 27 GWh upon full construction. In 2023, CBAK expanded its operations by leasing additional production lines and commencing manufacturing at its Shangqiu center. CBAK also acquired the Shaoxing-based Hitrans facility for producing cathode materials and precursors. The company plans to establish a new battery cell manufacturing facility in Malaysia, with mass production expected by the end of 2025.

CBAK Energy Technology is recognized as a pioneering high-tech enterprise known for the reliability and performance of its lithium-ion and sodium-ion battery products. In 2024, the company achieved a 19% global market share in the large cylindrical battery segment. The successful launch of the new Model 40135 battery and the exceeding of initial order capacity indicate strong market demand, despite a temporary impact on sales during the transition from older models.

Insider sentiment for CBAK Energy Technology, Inc. is positive, driven by high-impact open-market purchases from insiders. Fifteen different insiders have bought shares over the last year. Gimli Group Ltd, a 10 Percent Owner, made a recent purchase approximately 65 days ago.