CBAK Energy Technology

CBAK Energy presented strong revenue growth at the Clean Energy Metals Virtual Investor Conference (revenue 2025: $195 million; Q1 2026: +99% year‑on‑year) and reported current capacity of 8.3 GWh with a nameplate capacity of 38 GWh and planned expansions in China and Southeast Asia. Management pointed to an order backlog of $78 million and a new Indian order worth $96 million, but said the stock appears significantly undervalued with a trailing price‑to‑sales ratio of 0.37 versus peers. New full‑tab LFP cells (26650) for AI data centers and model lines 26/32/40 are in testing; North American orders have not yet been signed. CBAK also has a $500 million shelf registration, but emphasized it does not plan dilutive measures while the stock remains undervalued. » Altro su de.investing.com

CBAK Energy has received an order for battery cells worth about $96 million from an Indian manufacturer of two- and three-wheelers, which is expected to fully utilize a production facility. Deliveries are to be completed by the end of 2027. The company is also negotiating with another Indian customer about a possible follow-up order, but there is no guarantee a deal will be concluded. » Altro su de.investing.com

CBAK Energy has introduced samples of the 26650 HP V2.0 and 26650 PFS2 V2.0, which customers are currently evaluating for BBU and UPS applications in AI data centers; tests show internal resistances of about 2–3 mΩ and maximum discharge powers of 260 W and 310 W, respectively. Several customers are moving from initial tests to joint validation at the module level, while UL and CE certifications and international supply‑chain options are being reviewed. The company says the 26650 format offers roughly 20% more capacity per cell and could reduce the number of cells in packs; financially, CBAK reported revenue growth of 50.5% to $230 million, is operating with low gross margins of 6.4%, and has a market capitalization of $44 million. » Altro su de.investing.com