HK Stock Movement | CALB (03931) Rises Nearly 3% as November Power Battery Installations Show Rapid Growth; Analysts Note Steady Market Share Expansion

Stock News12-17

CALB (03931) gained nearly 3%, trading at HK$26.22 with a turnover of HK$17.02 million by press time. Industry reports indicate that China's power battery installations in November reached 93.5GWh, up 39.2% year-on-year and 11.2% month-on-month. Ternary batteries accounted for 18.2GWh (19.4% share), growing 33.7% YoY and 9.9% MoM, while lithium iron phosphate (LFP) batteries totaled 75.3GWh (80.5% share), surging 40.7% YoY and 11.6% MoM. Analysts suggest that the rapid demand growth in downstream lithium battery applications will benefit power battery and key material suppliers.

With China's NEV sales hitting 11.2 million units in Q1-Q3 2025 and penetration rates climbing to 46%, commercial vehicle electrification and higher battery capacity per vehicle are driving sustained demand. The energy storage sector remains robust, with domestic bidding volumes expanding steadily and diversified investment channels. Global energy storage battery shipments are projected to jump from 530GWh in 2025 to 1,343GWh by 2028. As industry competition intensifies with leading players consolidating and second-tier firms emerging, CALB's market share continues to rise. Coupled with improving supply-demand dynamics in the lithium battery sector, this creates new profitability opportunities for the company.

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