CALB Shares Surge Over 6% on Strong Battery Demand Outlook

Stock News06-02 11:46

Shares of CALB Group Ltd (HKG: 3931) climbed more than 6% in the morning session.

The stock was up 6.05% at the latest check, trading at HK$31.9 with a turnover of HK$146 million.

Recent analysis points to robust demand for energy storage system (ESS) and commercial electric vehicle (EV) batteries as key drivers supporting the company's projected high shipment growth for the fiscal years 2026 and 2027.

Following the release of CALB's fiscal 2025 results, a major financial institution updated its forecast model, raising the company's profit estimates for fiscal 2026 and 2027 by 7% and 34%, respectively.

The revised forecasts, reaching RMB 2.835 billion and RMB 4.817 billion, primarily reflect management guidance and higher assumptions for battery sales volume.

Another leading bank projects that CALB could achieve robust shipment growth in 2026, with management targeting annual shipments of 180 GWh, representing a 55% year-on-year increase.

In an optimistic scenario, shipments could potentially reach 190-200 GWh.

As new production capacity gradually comes online from the third quarter of 2026, shipment growth in 2027 is expected to further surpass the 2026 rate.

Based on the company's trend of gaining market share and benefiting from product mix upgrades, this bank maintains its positive long-term outlook for the firm.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1112010068?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-02 11:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1112010068","market":"other","top_or_hot":-1,"title":"CALB Shares Surge Over 6% on Strong Battery Demand Outlook","media":"Stock News","content":"<p>Shares of CALB Group Ltd (HKG: 3931) climbed more than 6% in the morning session.<br><br>The stock was up 6.05% at the latest check, trading at HK$31.9 with a turnover of HK$146 million.<br><br>Recent analysis points to robust demand for energy storage system (ESS) and commercial electric vehicle (EV) batteries as key drivers supporting the company's projected high shipment growth for the fiscal years 2026 and 2027.<br><br>Following the release of CALB's fiscal 2025 results, a major financial institution updated its forecast model, raising the company's profit estimates for fiscal 2026 and 2027 by 7% and 34%, respectively.<br><br>The revised forecasts, reaching RMB 2.835 billion and RMB 4.817 billion, primarily reflect management guidance and higher assumptions for battery sales volume.<br><br>Another leading bank projects that CALB could achieve robust shipment growth in 2026, with management targeting annual shipments of 180 GWh, representing a 55% year-on-year increase.<br><br>In an optimistic scenario, shipments could potentially reach 190-200 GWh.<br><br>As new production capacity gradually comes online from the third quarter of 2026, shipment growth in 2027 is expected to further surpass the 2026 rate.<br><br>Based on the company's trend of gaining market share and benefiting from product mix upgrades, this bank maintains its positive long-term outlook for the firm.</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CALB Shares Surge Over 6% on Strong Battery Demand Outlook</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCALB Shares Surge Over 6% on Strong Battery Demand Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-06-02 11:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of CALB Group Ltd (HKG: 3931) climbed more than 6% in the morning session.<br><br>The stock was up 6.05% at the latest check, trading at HK$31.9 with a turnover of HK$146 million.<br><br>Recent analysis points to robust demand for energy storage system (ESS) and commercial electric vehicle (EV) batteries as key drivers supporting the company's projected high shipment growth for the fiscal years 2026 and 2027.<br><br>Following the release of CALB's fiscal 2025 results, a major financial institution updated its forecast model, raising the company's profit estimates for fiscal 2026 and 2027 by 7% and 34%, respectively.<br><br>The revised forecasts, reaching RMB 2.835 billion and RMB 4.817 billion, primarily reflect management guidance and higher assumptions for battery sales volume.<br><br>Another leading bank projects that CALB could achieve robust shipment growth in 2026, with management targeting annual shipments of 180 GWh, representing a 55% year-on-year increase.<br><br>In an optimistic scenario, shipments could potentially reach 190-200 GWh.<br><br>As new production capacity gradually comes online from the third quarter of 2026, shipment growth in 2027 is expected to further surpass the 2026 rate.<br><br>Based on the company's trend of gaining market share and benefiting from product mix upgrades, this bank maintains its positive long-term outlook for the firm.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2929501877.USD","symbol_name":"T. ROWE PRICE FUNDS SICAV CHINA EVOLUTION EQUITY \"A6P\" (USD) INC","start_time":0,"source_url":"","article_id":"1112010068","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1112010068","pubTimestamp":1780371995,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"Shares of CALB Group Ltd (HKG: 3931) climbed more than 6% in the morning session.The stock was up 6.05% at the latest check, trading at HK$31.9 with a turnover of HK$146 million.Recent analysis...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"159796":"电池","LU2929501877.USD":"T. ROWE PRICE FUNDS SICAV CHINA EVOLUTION EQUITY \"A6P\" (USD) INC","03931":"中创新航","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","VXUS":"国际股票ETF-Vanguard","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","ESS":"埃塞克斯信托","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","BK4566":"资本集团","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0106831901.USD":"贝莱德世界金融基金A2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK1144":"机动车零配件与设备","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4559":"巴菲特持仓","BK4504":"桥水持仓","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","CARD":"MAX Auto Industry -3X Inverse Leveraged ETN","C":"花旗","BK4215":"住宅房地产投资信托","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","BK4588":"碎股","LU2187417386.USD":"T. ROWE PRICE FUNDS SICAV CHINA EVOLUTION EQUITY \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU2351347302.SGD":"T. ROWE PRICE FUNDS SICAV CHINA EVOLUTION EQUITY \"AN\" (SGDHDG) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","BK4207":"综合性银行","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4597":"股息贵族","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC"},"translate_title":"电池需求前景强劲，CALB股价飙升逾6%","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159796":1,"VXUS":1,"CARD":1,"03931":1,"C":1,"ESS":1},"content_text":"Shares of CALB Group Ltd (HKG: 3931) climbed more than 6% in the morning session.The stock was up 6.05% at the latest check, trading at HK$31.9 with a turnover of HK$146 million.Recent analysis points to robust demand for energy storage system (ESS) and commercial electric vehicle (EV) batteries as key drivers supporting the company's projected high shipment growth for the fiscal years 2026 and 2027.Following the release of CALB's fiscal 2025 results, a major financial institution updated its forecast model, raising the company's profit estimates for fiscal 2026 and 2027 by 7% and 34%, respectively.The revised forecasts, reaching RMB 2.835 billion and RMB 4.817 billion, primarily reflect management guidance and higher assumptions for battery sales volume.Another leading bank projects that CALB could achieve robust shipment growth in 2026, with management targeting annual shipments of 180 GWh, representing a 55% year-on-year increase.In an optimistic scenario, shipments could potentially reach 190-200 GWh.As new production capacity gradually comes online from the third quarter of 2026, shipment growth in 2027 is expected to further surpass the 2026 rate.Based on the company's trend of gaining market share and benefiting from product mix upgrades, this bank maintains its positive long-term outlook for the firm.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1112010068","isCrawlerRequest":true}