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    Brian Lantier • Rosenblatt Securities

    Brian Lantier is a Senior Research Analyst specializing in technology, software, consumer internet, and special situations, with over 20 years of equity research experience. He has covered companies such as Expion360, achieving a 100% success rate and an average return of over 91% on rated stocks, ranking him in the top quartile among more than 4,900 analysts. Lantier began his career at Lehman Brothers, later working at Commonwealth Associates and Fulcrum Partners, before joining Zacks Small-Cap Research. He is a CFA charterholder with a dual major in Finance and Operations Management from Pace University.

    Brian Lantier's questions to CBAK Energy Technology Inc (CBAT) leadership

    Brian Lantier's questions to CBAK Energy Technology Inc (CBAT) leadership • Q1 2025

    Question

    Brian Lantier of Rosenblatt Securities inquired about CBAK Energy's production capacity expansion targets, customer confidence in cylindrical battery cells versus other formats, and whether portable energy clients were accelerating orders due to tariff changes.

    Answer

    CFO Thierry Li confirmed the Dalian facility's 2.3 gigawatt-hour target is unchanged but announced that the Nanjing facility's planned 3 gigawatt-hour capacity will now be split, with 1.5 gigawatt-hours being relocated to a new Southeast Asia plant to mitigate tariff impacts. CEO Zhiguang Hu asserted that cylindrical cells maintain a competitive advantage in home energy storage and e-scooter markets due to superior design for high-voltage applications and structural stability. Thierry Li added that the Southeast Asia expansion is entirely client-driven, and a formal agreement with a major customer is expected to be finalized soon.

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