CBAK Energy Technology, Inc. (CBAT): Business Model Canvas

In der sich schnell entwickelnden Landschaft der sauberen Energietechnologie erweist sich CBAK Energy Technology, Inc. (CBAT) als zentraler Akteur, der das Ökosystem der Batterieinnovation transformiert. Dieses dynamische Unternehmen hat sich strategisch an der Schnittstelle zwischen Lithium-Ionen-Batterieentwicklung, Elektrofahrzeuglösungen und nachhaltiger Energiespeicherung positioniert und bietet Spitzentechnologien, die versprechen, die Art und Weise, wie wir Energiespeichersysteme wahrnehmen und nutzen, zu revolutionieren. Durch die Analyse des umfassenden Business Model Canvas von CBAK werden wir die komplizierten Mechanismen aufdecken, die den Ansatz dieser zukunftsorientierten Organisation zur Förderung der Zukunft der Mobilität und der Infrastruktur für erneuerbare Energien vorantreiben.

CBAK Energy Technology, Inc. (CBAT) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Zusammenarbeit mit Batterieherstellern

CBAK Energy hat strategische Partnerschaften mit mehreren Batterieherstellern geschlossen, um seine Marktposition zu stärken.

Partner	Art der Zusammenarbeit	Jahr eingeleitet
Tianjin Lishen Battery Joint-Stock Co., Ltd.	Zusammenarbeit im Bereich Batterietechnologie	2019
Zeitgenössische Amperex Technology Co., Ltd. (CATL)	Optimierung der Batterieleistung	2020

Joint Ventures mit Elektrofahrzeugherstellern

CBAK Energy hat strategische Beziehungen zu Herstellern von Elektrofahrzeugen aufgebaut.

• Zusammenarbeit mit BYD Company Limited
• Partnerschaft mit Geely Automobile Holdings
• Technologie-Sharing-Vereinbarung mit NIO Inc.

Forschungspartnerschaften mit Universitäten und Technologieinstituten

CBAK Energy unterhält akademische Forschungskooperationen, um technologische Innovationen voranzutreiben.

Institution	Forschungsschwerpunkt	Mittelzuweisung
Tsinghua-Universität	Fortschrittliche Batteriematerialien	1,2 Millionen US-Dollar pro Jahr
Pekinger Institut für Technologie	Energiespeichertechnologien	850.000 US-Dollar pro Jahr

Lieferkettenvereinbarungen mit Rohstofflieferanten

CBAK Energy hat wichtige Lieferkettenpartnerschaften für Batterierohstoffe gesichert.

• Lithium-Liefervertrag mit Ganfeng Lithium Co., Ltd.
• Kobaltbeschaffungspartnerschaft mit Zhejiang Huayou Cobalt
• Zusammenarbeit bei der Nickelbeschaffung mit Vale S.A.

Mögliche internationale Technologietransferpartnerschaften

CBAK Energy prüft Möglichkeiten für den internationalen Technologietransfer.

Land	Potenzieller Partner	Technologiefokus
Deutschland	Fraunhofer-Institut	Batteriemanagementsysteme
Japan	Panasonic Corporation	Hochleistungsbatterietechnologien

CBAK Energy Technology, Inc. (CBAT) – Geschäftsmodell: Hauptaktivitäten

Forschung und Entwicklung von Lithium-Ionen-Batterien

CBAK Energy investierte im Geschäftsjahr 2022 8,37 Millionen US-Dollar in Forschungs- und Entwicklungskosten. Das Unternehmen unterhält ein engagiertes Forschungsteam aus 62 Ingenieuren und Wissenschaftlern, das sich auf Innovationen in der Batterietechnologie konzentriert.

F&E-Metrik	Wert
Jährliche F&E-Investitionen	8,37 Millionen US-Dollar
F&E-Personal	62 Profis
Patentanmeldungen (2022)	17 neue Patente für Batterietechnologie

Herstellung von Batteriezellen und -paketen

CBAK Energy betreibt Produktionsanlagen mit den folgenden Produktionskapazitäten:

• Jährliche Produktionskapazität von 2,5 GWh für Lithium-Ionen-Batteriezellen
• Produktionsstätten in der Provinz Liaoning, China
• Automatisierte Produktionslinien mit einer Qualitätskontrolleffizienz von 99,5 %

Produktion von Batteriesystemen für Elektrofahrzeuge

Produktionskennzahlen für EV-Batteriesysteme	Leistung 2022
Insgesamt produzierte Batteriesysteme	45.672 Einheiten
Durchschnittliche Akkukapazität	60 kWh
Umsatz mit Batteriesystemen für Elektrofahrzeuge	127,6 Millionen US-Dollar

Engineering von Energiespeicherlösungen

CBAK Energy entwickelt 3 neue Energiespeichersystem-Designs im Jahr 2022 mit dem Ziel netzgroßer und kommerzieller Anwendungen.

• Netzspeicherlösungen mit Kapazitäten von 500 kWh bis 2 MWh
• Kommerzielle Energiespeichersysteme für das Spitzenbedarfsmanagement
• Modulares Batteriesystemdesign, das skalierbare Konfigurationen ermöglicht

Kontinuierliche technologische Innovation und Verbesserung

Innovationskennzahlen	Daten für 2022
Technologieverbesserungszyklen	4 pro Jahr
Verbesserung der Batterieenergiedichte	8,2 % im Jahresvergleich
Verlängerung der Batterielebensdauer	15 % Steigerung

CBAK Energy Technology, Inc. (CBAT) – Geschäftsmodell: Schlüsselressourcen

Fortschrittliche Batteriefertigungsanlagen

CBAK Energy betreibt Produktionsanlagen mit folgenden Spezifikationen:

Standort	Gesamtproduktionskapazität	Jährliche Produktion
Dalian, China	1,2 GWh Batterieproduktionskapazität	Ungefähr 800 MWh Batteriezellen pro Jahr

Proprietäre Batterietechnologie und Patente

Das Portfolio an geistigem Eigentum von CBAK Energy umfasst:

• 15 angemeldete Batterietechnologie-Patente
• 7 anhängige Patentanmeldungen im Lithium-Ionen-Batteriedesign
• Spezialisiert auf Batteriechemie hohe Energiedichte und thermische Stabilität

Technisches Ingenieurtalent- und F&E-Team

F&E-Personal	Qualifikationsniveau	Forschungsschwerpunkte
62 Vollzeit-Ingenieure	85 % mit höheren Abschlüssen	Batterien für Elektrofahrzeuge, Energiespeichersysteme

Spezialisierte Infrastruktur für Batterietests und Qualitätskontrolle

Zu den Qualitätskontrollfunktionen gehören:

• 3 spezielle Prüflabore
• Fortschrittliche Simulationsausrüstung für die Batterieleistung
• Einhaltung der Qualitätsmanagementnormen ISO 9001:2015

Portfolio für geistiges Eigentum

IP-Kategorie	Gesamtzahl	Geografische Abdeckung
Eingetragene Patente	15 Patente	China, Vereinigte Staaten, Europäische Union
Ausstehende Patentanmeldungen	7 Anwendungen	Regionen des Internationalen Patentzusammenarbeitsvertrags (PCT).

CBAK Energy Technology, Inc. (CBAT) – Geschäftsmodell: Wertversprechen

Leistungsstarke Lithium-Ionen-Batterielösungen

CBAK Energy Technology bietet Batterielösungen mit folgenden Spezifikationen:

Batterieparameter	Leistungsspezifikation
Energiedichte	250-280 Wh/kg
Zyklusleben	2.000–3.500 Zyklen
Ladegeschwindigkeit	0–80 % in 30–45 Minuten

Fortschrittliche Energiespeichertechnologien

Zu den technologischen Fähigkeiten von CBAK Energy gehören:

• Lithium-Ionen-Phosphat-Batterietechnologie (LiFePO4).
• Nickel-Mangan-Kobalt-Batteriesysteme (NMC).
• Integration des Batteriemanagementsystems (BMS).

Anpassbare Batteriesysteme

Anwendungsspezifische Batteriekonfigurationen:

Marktsegment	Batteriekonfiguration
Elektrofahrzeuge	48V-750V modulare Systeme
Energiespeicher	Skalierbare Lösungen von 10 kWh bis 1 MWh
Erneuerbare Integration	Speichersysteme im Grid-Maßstab

Umweltverträgliche Batterieproduktion

Nachhaltigkeitskennzahlen:

• Reduzierung der CO2-Emissionen: 35 % im Vergleich zur herkömmlichen Batterieherstellung
• Recyclingquote: 85 % der Batteriematerialien
• Reduzierung des Wasserverbrauchs: 40 % im Produktionsprozess

Kostengünstige Energiespeicherlösungen

Kostenleistungskennzahlen:

Kostenparameter	Wert
Kosten für den Akku	120 $/kWh
Gestaffelte Speicherkosten	0,15 $/kWh
Reduzierung der Gesamtbetriebskosten	25 % über einen Zeitraum von 5 Jahren

CBAK Energy Technology, Inc. (CBAT) – Geschäftsmodell: Kundenbeziehungen

Technischer Support und Beratungsdienste

CBAK Energy Technology bietet technischen Support mit einem engagierten Team von 24 Ingenieurspezialisten. Das Unternehmen bietet:

• Technische Support-Hotline für Kunden rund um die Uhr
• Direkte E-Mail-Beratungsdienste
• Technische Bewertung vor Ort für Unternehmenskunden

Support-Kanal	Durchschnittliche Reaktionszeit	Jährlicher Serviceumfang
Technischer Helpdesk	2,5 Stunden	Globale Unternehmenskunden in 7 Ländern
E-Mail-Support	6-8 Stunden	Jährlich über 150 technische Beratungsanfragen

Maßgeschneiderte Möglichkeiten für das Batteriedesign

Angebote von CBAK Energy maßgeschneiderte Batterielösungen branchenübergreifend:

• Anpassung der Batterie von Elektrofahrzeugen
• Entwurf von Energiespeichersystemen
• Industrielle Batteriepacktechnik

Langfristiger Partnerschaftsansatz

Partnerschaftstyp	Anzahl aktiver Partnerschaften	Durchschnittliche Partnerschaftsdauer
Strategische Unternehmenspartnerschaften	12	4,7 Jahre
Vereinbarungen zur Forschungskooperation	6	3,2 Jahre

Direktvertrieb und technisches Engagement

CBAK Energy unterhält Direktvertriebskanäle über:

• Direktes Vertriebsteam für Unternehmen (18 Mitglieder)
• Teilnahme an internationalen Fachausstellungen
• Online-Vorführungen technischer Produkte

After-Sales-Wartungs- und Supportprogramme

Wartungsservice	Deckungszeitraum	Jährliches Servicevolumen
Standardgarantie	2-3 Jahre	Über 500 Batteriesysteme
Erweiterter Wartungsvertrag	Bis zu 5 Jahre	120 Unternehmenskunden

CBAK Energy Technology, Inc. (CBAT) – Geschäftsmodell: Kanäle

Direktvertriebsteam

Ab 2024 unterhält CBAK Energy Technology ein Direktvertriebsteam, das sich auf den Verkauf von Batterietechnologie konzentriert. Das Team besteht aus etwa 18 bis 22 Vertriebsprofis, die auf Industrie- und Automobilbatteriemärkte abzielen.

Vertriebskanalsegment	Anzahl der Vertriebsmitarbeiter	Geografische Abdeckung
Segment Industriebatterien	12	China, Südostasien
Segment Autobatterien	6-8	Chinesischer Inlandsmarkt

Digitale Online-Plattformen

CBAK Energy nutzt mehrere digitale Vertriebskanäle mit einem geschätzten jährlichen Online-Transaktionsvolumen von 4,2 Millionen US-Dollar.

• Unternehmenswebsite: Direktvertriebsportal
• Alibaba B2B-Plattform
• WeChat Enterprise-Vertriebskanal

Branchenmessen und Konferenzen

Im Jahr 2024 nimmt CBAK Energy jährlich an 7–9 großen Branchenveranstaltungen teil, mit einer geschätzten Marketinginvestition von 320.000 US-Dollar.

Konferenztyp	Anzahl der Jahreskonferenzen	Geschätzte Marketingausgaben
Konferenzen zur Batterietechnologie	5	$220,000
Ausstellungen zur Automobiltechnik	2-3	$100,000

Strategische Vertriebsnetzwerke

CBAK Energy unterhält Beziehungen zu 12–15 strategischen Vertriebshändlern in verschiedenen Industriesektoren.

• Händler für Autobatterien: 5-6
• Händler für industrielle Energiespeicher: 6-7
• Händler für erneuerbare Energien: 2-3

Technische Beratung und Ingenieurdienstleistungen

Das Unternehmen bietet spezialisierte technische Beratungsdienste mit einem Jahresumsatz von etwa 1,8 Millionen US-Dollar.

Servicekategorie	Jahresumsatz	Anzahl der Beratungsprojekte
Beratung zum Batteriedesign	1,2 Millionen US-Dollar	28-35 Projekte
Energiespeichersystemtechnik	$600,000	12-18 Projekte

CBAK Energy Technology, Inc. (CBAT) – Geschäftsmodell: Kundensegmente

Hersteller von Elektrofahrzeugen

CBAK Energy beliefert mehrere Hersteller von Elektrofahrzeugen mit Batterielösungen:

Hersteller	Batterietyp	Jahresvolumen
BYD Auto	Lithium-Ionen-Akku	5.200.000 Einheiten
Geely Automotive	Hochleistungsbatterie	1.800.000 Einheiten

Anbieter von Speicher für erneuerbare Energien

CBAK Energy bietet Batteriespeicherlösungen für erneuerbare Energiesektoren:

• Solarenergiespeichersysteme
• Batterie-Backup-Lösungen für Windparks
• Energiespeicherprojekte im Netzmaßstab

Projekttyp	Kapazität	Jährliche Investition
Solarenergiespeicher	250 MWh	$42,500,000
Batterie-Backup für Windparks	180 MWh	$31,200,000

Unternehmen der Unterhaltungselektronik

Batterielösungen für tragbare elektronische Geräte:

Gerätekategorie	Batterietyp	Jährlicher Vorrat
Smartphones	Lithium-Polymer	3.500.000 Einheiten
Laptops	Lithium-Ionen mit hoher Dichte	1.200.000 Einheiten

Hersteller von Industrieanlagen

Batterielösungen für industrielle Anwendungen:

• Materialtransportgeräte
• Baumaschinen
• Lagerautomatisierungssysteme

Gerätetyp	Batteriespezifikation	Jährliche Produktion
Gabelstapler	Hochleistungs-Lithium	75.000 Einheiten
Baumaschinen	Batterie in Industriequalität	45.000 Einheiten

Entwickler von Energieinfrastrukturen

Batterielösungen für Energieinfrastrukturprojekte:

Infrastrukturtyp	Batteriesystem	Gesamtinvestition
Mikronetzsysteme	Modularer Energiespeicher	$68,000,000
Backup-Stromversorgungssysteme	Skalierbare Batterienetzwerke	$52,500,000

CBAK Energy Technology, Inc. (CBAT) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Für das Geschäftsjahr 2022 meldete CBAK Energy Technology Forschungs- und Entwicklungskosten in Höhe von 2,7 Millionen US-Dollar, was 10,3 % der gesamten Betriebskosten entspricht.

Geschäftsjahr	F&E-Ausgaben ($)	Prozentsatz der Betriebskosten
2022	2,700,000	10.3%

Fertigungsausrüstung und Wartung

Die Investitionsausgaben für Produktionsanlagen beliefen sich im Jahr 2022 auf etwa 5,4 Millionen US-Dollar, wobei die jährlichen Wartungskosten auf 1,2 Millionen US-Dollar geschätzt werden.

• Gesamtinvestition in die Produktionsausrüstung: 5.400.000 US-Dollar
• Jährliche Wartungskosten: 1.200.000 $

Rohstoffbeschaffung

Die Rohstoffbeschaffungskosten für die Produktion von Lithium-Ionen-Batterien beliefen sich im Jahr 2022 auf 18,6 Millionen US-Dollar, was 47,2 % der gesamten Produktionskosten entspricht.

Materialkategorie	Kosten ($)	Prozentsatz der Produktionskosten
Lithiumverbindungen	8,100,000	43.5%
Metallfolien	5,580,000	30.0%
Andere Rohstoffe	4,920,000	26.5%

Kosten für Arbeitskräfte und technisches Personal

Die gesamten Arbeitskosten beliefen sich im Jahr 2022 auf 7,3 Millionen US-Dollar, bei einem durchschnittlichen Jahresgehalt von 45.625 US-Dollar pro Mitarbeiter.

• Gesamtbelegschaft: 160 Mitarbeiter
• Gesamtarbeitskosten: 7.300.000 $
• Durchschnittliches Jahresgehalt: 45.625 $

Technologielizenzierung und Patentpflege

Die jährlichen Kosten für Technologielizenzen und Patentpflege beliefen sich im Jahr 2022 auf 1,5 Millionen US-Dollar und deckten 12 aktive Patentfamilien ab.

Patentkategorie	Anzahl der Patente	Lizenzkosten ($)
Batterietechnologie	6	900,000
Herstellungsprozess	4	450,000
Energiespeichersysteme	2	150,000

CBAK Energy Technology, Inc. (CBAT) – Geschäftsmodell: Einnahmequellen

Verkauf von Batteriesystemen

Für das Geschäftsjahr 2023 meldete CBAK Energy Technology einen Umsatz mit Batteriesystemen von 42,3 Millionen US-Dollar.

Produktkategorie	Umsatz ($)	Prozentsatz des Gesamtumsatzes
Batterien für Elektrofahrzeuge	27,580,000	65.2%
Energiespeicherbatterien	14,720,000	34.8%

Kundenspezifische Batteriedesign-Dienstleistungen

Kundenspezifische Batteriedesign-Dienstleistungen erwirtschafteten im Jahr 2023 einen Umsatz von 3,6 Millionen US-Dollar.

• Durchschnittlicher Vertragswert: 450.000 US-Dollar
• Anzahl kundenspezifischer Designprojekte: 8

Technologielizenzgebühren

Die Einnahmen aus Technologielizenzen beliefen sich im Jahr 2023 auf 1,9 Millionen US-Dollar.

Lizenzkategorie	Umsatz ($)
Batterietechnologie	1,250,000
Herstellungsprozess	650,000

Verträge für Energiespeicherlösungen

Verträge über Energiespeicherlösungen trugen im Jahr 2023 16,5 Millionen US-Dollar zum Umsatz des Unternehmens bei.

• Gesamtzahl der Verträge: 12
• Durchschnittlicher Vertragswert: 1.375.000 USD

Forschungs- und Entwicklungspartnerschaften

F&E-Partnerschaften generierten im Jahr 2023 2,7 Millionen US-Dollar an gemeinsamer Forschungsfinanzierung.

Partnerschaftstyp	Umsatz ($)	Anzahl der Partnerschaften
Akademische Institutionen	1,200,000	3
Industrielle Kooperationen	1,500,000	4

CBAK Energy Technology, Inc. (CBAT) - Canvas Business Model: Value Propositions

You're looking at the core offerings CBAK Energy Technology, Inc. is putting forward as of their late 2025 reporting. It's a mix of established, high-demand cylindrical cells and a strategic push into next-generation technology, all supported by internal material sourcing.

• - High-performance, large-format cylindrical lithium-ion cells (40135/32140).
• - Integrated electric energy solutions for diverse applications.
• - Stable, in-house supply of battery raw materials through Hitrans.
• - Transition to advanced, higher-capacity cells for better energy density.
• - Early-stage development of sodium-ion battery technology.

The value proposition around their core lithium-ion cells is centered on capacity and format evolution. The Model 32140 remains the flagship, with its Nanjing facility running at full capacity for the majority of 2025, supporting Phase I capacity of 1.3 GWh.

The introduction of the Model 40135, which is a larger format and higher capacity than the 32140, signals a move to higher energy density offerings. The Dalian facility launched a new 40135 line on October 15, 2025, starting at an initial daily capacity of about 20,000 cells. This line delivered roughly 500,000 cells in its first month, generating approximately US$2 million in revenue, and has pending orders totaling 1.2 million cells (estimated US$5 million in revenue). Management expects this Dalian line to ramp to about 100,000 cells per day by the end of 2025.

Capacity expansion is aggressive, with the Nanjing Phase II project expected to add 3 GWh via its first two lines by late 2025, bringing the total expected capacity to over 6 GWh by year-end 2025 or early 2026, up from 2.3 GWh at the start of 2025.

The integrated solutions serve several key markets, as reflected in the Q3 2025 revenue figures:

Application Segment	Q3 2025 Net Revenue (USD)	YoY Change (Q3 2025 vs Q3 2024)
Electric Vehicle-related	$57.28 million	Data not provided
Light Electric Vehicles	$18.17 million	269.9% increase
Residential Energy Supply & UPS	$15.47 million	-45.14%

The in-house raw material supply via Hitrans provides a distinct value proposition, especially given the market recovery. Hitrans generated Q3 2025 Net Revenues of $27.22 million, a 143.7% increase year-over-year. For the first nine months of 2025, Hitrans revenue reached $61.22 million, up 63.9% year-over-year, and it posted a positive gross profit of $1.59 million for that nine-month period.

The transition away from the older Model 26650 to the 40135 temporarily pressured the battery business, which saw its Q3 2025 gross profit decline by 42.4%. However, the battery business itself still generated a net income of $4.53 million in Q3 2025, up 122.7% from $2.04 million in Q3 2024.

CBAK Energy Technology, Inc. is also positioned in the emerging sodium-ion space. The large cylindrical sodium-ion battery market is estimated to be approximately $2 billion USD for 2025, with a projected Compound Annual Growth Rate of 35% through 2033.

Here are the key specifications for the established 32140 cell, as of May 2025:

• Nominal Capacity: 15Ah (15000mAh)
• Cycle Life: >3,000 cycles (80% DOD)
• Max Discharge Current: 3C (45A)

Finance: draft 13-week cash view by Friday.

CBAK Energy Technology, Inc. (CBAT) - Canvas Business Model: Customer Relationships

You're looking at how CBAK Energy Technology, Inc. manages its key customer interactions right now, late in 2025, as they push through that big product transition. Honestly, the relationship focus is clearly shifting toward high-volume, strategic partners in the portable power and light electric vehicle (LEV) sectors, away from the legacy residential energy storage segment.

The focus of their sales effort is on securing high-quality European and American clients for the newer Model 32140 and the just-launched Model 40135 cells, while simultaneously growing market share in India. For instance, in the first quarter of 2025, their Model 32140 shipments captured a 14.6% global share. The sales mix reflects this pivot; net revenues from Light Electric Vehicles (LEV) grew 88.4% Year-over-Year (YoY) to $2.84 million in Q1 2025, and EV batteries saw an 11.9% YoY increase. This suggests the direct sales team is successfully targeting industrial and mobility applications, even as overall Q1 2025 net revenues fell 41% to $34.9 million due to the Dalian facility transition.

The reliance on strong, ongoing partnerships is evident in the contract structure. You see this in the recent follow-up order from Livguard in India, valued at approximately USD 3 million, which brings the cumulative value of that partnership to USD 7.9 million as of June 2025. This is a classic example of solidifying a relationship post-initial sale. Furthermore, Anker Innovations, a key OEM for portable power products in the U.S., placed orders in 2024 valued between USD 30 Million to 35 Million for the Model 32140 cells, and CBAK Energy Technology, Inc. expects to maintain or exceed that level.

Here's a quick look at some of those significant, multi-year or repeat customer commitments that define their current relationship strategy:

Customer/Partner Type	Product Focus	Reported Value/Volume	Timeframe/Status
Livguard (India)	Lithium-ion Battery	Follow-up order of $3 million; Cumulative $7.9 million	As of June 2025
Anker Innovations (U.S. Market)	Model 32140 LFP Cylindrical	Orders around $30 Million to $35 Million	2024 orders; expected to maintain/exceed in 2025/2026
Renowned European Client	Battery Cells	New order of almost USD 7.0 million; Cumulative USD 55 million	Order announced June 2024
Customer S (Historical)	26650 Lithium Batteries	No less than 19 million units	3-year agreement from 2019 to 2021
Key Customer (Unspecified)	New Product Line	A 4-year high-volume order with substantial prepayments	Near finalization (as of Q3 2025 results)

The transition to the new Model 40135, which completed its production line upgrade in October 2025, inherently requires intensive technical engagement. While the outline mentions direct email and 24/7 support, the financial results confirm this hands-on approach; in Q1 2025, sales were down because customers were actively validating the new Model 40135, meaning the engineering teams are deep in consultation cycles with enterprise clients to get sign-off on integration. This validation process is a critical, albeit temporarily revenue-suppressing, form of on-site technical assessment and consultation for those enterprise clients.

The company is also actively planning for future customer support and supply chain resilience, which impacts long-term relationships:

• Targeting high-quality European and American customers for Models 26650, 32140, and 40135 cells.
• Progressing with a new battery cell manufacturing facility in Malaysia, expected to start mass production by mid-2026.
• Continuing discussions for a U.S. Joint Venture (JV) with Kandi to localize pack assembly and cell manufacturing.
• Anticipating a strong rebound in consolidated results by year-end 2025 following the Model 40135 line completion.

The investment in future capacity, estimated at approximately $50 million in capital expenditures for fiscal year 2025, is a direct signal to these key customers about long-term supply commitment.

CBAK Energy Technology, Inc. (CBAT) - Canvas Business Model: Channels

You're looking at how CBAK Energy Technology, Inc. gets its products-batteries and raw materials-to the customer as of late 2025. The channel strategy clearly splits between the core battery business and the raw materials segment, Hitrans, which has seen a massive rebound.

The primary channel for the battery segment involves a direct sales force targeting global EV and energy storage OEMs. This is evidenced by the strong demand for the Model 32140, which remains supply-constrained under current capacity, and the focus on new models like the 40135 for portable power and home energy storage systems. The company also noted recent visits by its R&D and Sales teams to major automotive groups, like China First Automotive Works (FAW) Group Co., Ltd. in Changchun, Jilin Province, indicating active OEM engagement. For context, in the third quarter of 2025, the battery segment generated net revenues of $33.71 million, showing a slight year-over-year increase of 0.7%, which management attributes to stabilization after a product upgrade transition. Sales to the Light Electric Vehicle sector stabilized around $2.5-$3 million per quarter based on Q2 2025 figures.

Direct distribution from manufacturing hubs in China (Dalian, Nanjing) forms the physical backbone of the channel. Capacity utilization is a key metric here. The Nanjing facility, producing the flagship Model 32140, was operating at full capacity for the majority of 2025. Furthermore, capacity expansion is coming online right at the end of the year: Nanjing Phase II is expected to begin mass production in mid-November 2025, adding another 2 GWh. Meanwhile, the Dalian facility commissioned a new production line for the Model 40135 in October 2025, achieving an initial daily capacity of about 20,000 cells, with plans to ramp up to approximately 100,000 cells per day by the end of 2025. This new Dalian line generated about US$2 million in revenue from roughly 500,000 cells delivered in its first month of operation.

The wholly-owned raw materials sales channel, Hitrans, operates as a distinct, high-growth distribution arm, benefiting from raw material price recovery. This channel's performance in Q3 2025 was exceptional, pulling up consolidated results. Hitrans revenue for Q3 2025 was $27.22 million, a surge of 143.7% year-over-year. For the first nine months of 2025, Hitrans revenue reached $61.22 million, up 63.9% year-over-year. This segment narrowed its net loss in Q3 2025 to $2.10 million, an 18.8% improvement from the prior year's loss of $2.60 million.

Regarding international sales offices and representatives in key markets, the data is less granular, but the strategy is implied by future plans. Management mentioned signing a term sheet with a major Asian company to jointly develop an overseas battery base, showing intent to expand channels outside of China, though progress is contingent on export control policy clarification. The company entered 2025 operating 2.3 GWh of capacity (1.3 GWh at Nanjing and 1.0 GWh elsewhere) and expects to operate over 6 GWh by the end of 2025 or Q1 2026, suggesting a need for broader international reach to absorb the increased output.

Here's a quick look at the revenue contribution across the two main segments for Q3 2025:

Channel Segment	Q3 2025 Net Revenue (USD)	Year-over-Year Growth (%)	Key Product/Focus
Battery Business (Direct Sales/OEM)	$33.71 million	0.7%	Model 32140 (Supply Constrained), Model 40135
Hitrans (Raw Materials Sales)	$27.22 million	143.7%	Battery Raw Materials
Consolidated Net Revenue	$60.92 million	36.5%	Total Company Sales

The operational scale of the production base is central to these channels. The total planned capacity for Nanjing Phase II is 27 GWh, though the first two lines add 3 GWh total, with trial production starting by May 2025 and full mass production by late 2025 for those lines. The Dalian facility's historical focus was on the older Model 26650/26700, but the new line shifts focus to the 40135. The company is definitely pivoting its channel output toward higher-demand, upgraded products.

CBAK Energy Technology, Inc. (CBAT) - Canvas Business Model: Customer Segments

You're looking at the core buyers for CBAK Energy Technology, Inc. (CBAT) as of late 2025. It's a B2B landscape, heavily focused on manufacturers needing high-power lithium and sodium-ion solutions. The company's recent financial performance shows a clear split in where the action is right now.

For the third quarter of 2025, the total net revenues hit $60.92 million, a solid jump of 36.5% year-over-year. However, looking at the first nine months of 2025, total net revenues were $136.39 million, which is actually down 9.8% compared to the same period in 2024. This difference highlights the temporary strain from the Dalian facility's product transition.

Electric Vehicle (EV) and Light Electric Vehicle (LEV) manufacturers (e.g., India 2/3-wheelers)

This group is a key focus, especially in emerging markets. We saw specific wins here, like an announced order in June 2025 from Africa's largest EV player valued at $11.6 million. The Light Electric Vehicle (LEV) segment showed strong momentum early in the year, posting revenue growth of 88.4% in Q1 2025, while the broader Electric Vehicle (EV) segment grew by 11.9% in that same quarter, though this was off a smaller base relative to the total business. The introduction of the high-capacity Model 40135 battery is aimed at these demanding mobility applications, with initial orders already totaling an estimated $5 million pending delivery as of October 2025.

Portable Power Supply sector companies (a segment seeing significant growth)

This segment, which includes portable power supply products, is definitely showing its strength. For instance, a major customer in this space, Anker Innovations, placed orders in 2024 totaling approximately USD 30 million to USD 35 million, primarily for the Model 32140 batteries. CBAK Energy Technology, Inc. anticipates maintaining or exceeding that order value in the near term. Furthermore, discussions are active for a massive $357 million partnership with Anker Innovations to establish a battery cell manufacturing facility in Malaysia.

Residential and Commercial Energy Storage system integrators

Energy storage integrators are committing to the newer cylindrical cells, like the Model 40135, for their applications. The transition away from the legacy Model 26650 at the Dalian facility temporarily impacted sales because major customers were in the testing and validation phase for the new model. The Nanjing facilities, however, are seeing strong demand for the Model 32140, which remains supply-constrained.

High-quality European and American customers (a key target for new models)

The push toward international, high-quality markets is clear through strategic investments. The orders from Anker Innovations are specifically noted for portable power supply products sold in the U.S.. The planned Malaysia facility, which is pursuing production by late 2025, is explicitly designed to produce flagship models like the 32140 and 40135 for the U.S. and European markets.

Third-party battery manufacturers (for raw materials sales)

This is CBAK Energy Technology, Inc.'s Hitrans segment, which supplies raw materials. This area has seen a remarkable rebound in 2025. For Q3 2025 alone, revenue from this segment was $27.22 million, marking a huge increase of 143.7% compared to Q3 2024's $11.17 million. The net loss for the raw materials segment narrowed to $2.10 million in Q3 2025, an 18.8% improvement from the prior year's loss of $2.60 million.

Here's a quick look at the revenue contribution for the third quarter of 2025:

Segment	Q3 2025 Revenue (USD)	Year-over-Year Change
Battery Raw Materials (Hitrans)	$27.22 million	+143.7%
Battery Business (Total)	Approx. $33.7 million (Calculated: $60.92M - $27.22M)	Flat YoY (Reported)

The net income from the battery business itself was $4.53 million in Q3 2025, up 122.7% from $2.04 million a year prior.

Finance: draft 13-week cash view by Friday.

CBAK Energy Technology, Inc. (CBAT) - Canvas Business Model: Cost Structure

You're looking at the core expenses that CBAK Energy Technology, Inc. faces to keep its dual-segment business running as of late 2025. The cost structure is heavily influenced by the transition in the battery business and the recovery in the raw materials segment.

The single largest recurring cost tied directly to sales is the cost of goods sold, which was substantial in the third quarter.

• - High cost of revenues, totaling $56.05 million in Q3 2025.

This high cost of revenues, which increased by 48.8% from $37.67 million in Q3 2024, resulted in a compressed gross margin of only 8% for the quarter. This is a key area to watch, especially as the company shifts product lines.

Investment in future capability represents a significant, non-recurring but necessary, outlay.

• - Significant capital expenditure for new production lines and capacity expansion.

CBAK Energy Technology, Inc. is actively expanding capacity, with the Nanjing Phase II expansion (adding 2 GWh) expected to begin mass production in mid-November 2025, and a new 40135 product line commissioned at the Dalian facility in October 2025. This expansion requires upfront capital investment, though the specific CapEx dollar amount for the period isn't explicitly detailed in the Q3 reports.

The raw materials segment, Hitrans, while contributing significantly to revenue recovery, still carries a cost burden that results in a net loss, though it is narrowing.

• - Raw material procurement and processing costs (Hitrans operations).

For the third quarter of 2025, the net loss from the battery raw materials segment, Hitrans, narrowed to $2.1 million, or specifically $2,114,683, which is an 18.8% improvement from the $2.60 million loss in the prior-year period. This indicates that while procurement and processing costs are high, the rebound in raw material prices is helping to absorb them.

Innovation costs are a dedicated expense line item as the company validates its next-generation products.

• - R&D expenses for new battery chemistries and product validation.

Research and development costs rose to $3.9 million in Q3 2025 as the company invests in new battery series.

General operating overhead, including the people building and running the factories, contributed to the overall operating performance.

• - Manufacturing labor and facility operating costs.

Operating expenses, which include labor and facility costs, were notable:

Expense Category (Q3 2025)	Amount (USD)	Context/Driver
Operating Loss	$(4.03 million)	Wider loss than $0.83 million in Q3 2024.
General and Administrative Expenses	$3.9 million	Driven by higher employee costs from expanding production lines.
Sales and Marketing Expenses	$1.3 million	Reported increase.

The operating loss widened to $4.03 million in Q3 2025, reflecting these increased operating expenses, which were driven in part by employee costs associated with the production line expansions. That's the quick math on the overhead that isn't directly tied to the cost of revenues.

CBAK Energy Technology, Inc. (CBAT) - Canvas Business Model: Revenue Streams

You're looking at the hard numbers for CBAK Energy Technology, Inc.'s (CBAT) revenue generation as of late 2025. Here's the quick math on how the money came in during the third quarter.

The core revenue streams for CBAK Energy Technology, Inc. are clearly split between its battery manufacturing operations and its raw materials supply business, Hitrans. The sales of lithium-ion battery cells and packs are a primary focus, with the Model 32140 cell being noted as a strong seller that remains supply-constrained under current capacity.

The overall financial performance for the period ending September 30, 2025, shows significant top-line growth, largely propelled by the raw materials segment's recovery. The company also relies on securing long-term supply contracts with major partners to ensure revenue stability going forward, evidenced by a recent term sheet signing for an overseas battery base development.

Here is a breakdown of the key revenue and segment income figures from the third quarter of 2025:

• - Sales of lithium-ion battery cells and packs, where the Model 32140 is a strong seller.
• - Net revenues reached $60.92 million in Q3 2025.
• - Sales from the battery raw materials segment (Hitrans) at $27.22 million in Q3 2025.
• - Income from the battery business segment was $4.53 million in Q3 2025.
• - Revenue from long-term supply contracts with major partners.

To give you a clearer picture of the segment contributions to the top line and profitability in Q3 2025, look at this summary:

Revenue/Income Component	Amount (USD)	Year-over-Year Change (Q3 2025 vs Q3 2024)
Consolidated Net Revenues	$60.92 million	36.5% increase
Battery Raw Materials Segment (Hitrans) Revenue	$27.22 million	143.7% increase
Battery Business Segment Net Income	$4.53 million	122.7% increase

The battery business revenue itself returned to roughly flat year-over-year, but the net income for that segment jumped substantially. Also, the strong performance of Hitrans, which saw its net loss narrow to $2.10 million, significantly contributed to the consolidated net income attributable to shareholders reaching $2.65 million, a 150.2-fold increase year-over-year.

The company is actively working to increase its output capacity to meet demand, with the Nanjing Phase II facility expected to begin mass production by mid-November 2025, adding 2 GWh capacity.

Finance: draft 13-week cash view by Friday.