CBAK Energy Technology Limited Ordinary Shares(CBAT)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
- 52-Week Range
- $0.46 – $1.48
- YTD
- +70.64%
- IV Rank (30D)
- 38.02
- Straddle Price
- $1.22
- P/C Vol Ratio
- 0.00
- Market Cap
- $0.1B
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.01% |
| Beta vs SPY | 1.14 |
| Cost of Equity (CAPM) | 11.27% (VRP-adj) |
| WACC | 10.69% |
| Volatility Risk Premium | +385.8pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +30.0% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.0B |
| Return on Equity (TTM) | -16.2% |
| Book / Price | 88.5% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 6.4% |
| FCF Margin (TTM) | 16.0% |
| Debt / Equity | 0.08 |
| Quality Score | 4/6 — high quality (12y DCF) |
| SMA 50 | $0.77 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $1.02 |
| Bollinger Width / SMA20 | 3333.9% (drives anchor stability) |
| Net Debt | $-0.0B |
| Market Cap | $0B |
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $27.45 | 56% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 11.1× · 4 peers |
| Peer EV/EBITDA | n/a | 0% | median 10.4× · 7 peers |
| Peer P/B | $2.59 | 22% | median 2.3× · 7 peers |
| Peer P/S | $2.15 | 22% | median 0.8× · 7 peers |
| Market Anchor (SMA50) | $0.77 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
- Exchange
- XNAS
- Market Cap
- $0.1B
CBAK Energy Technology Ltd is a high-tech enterprise in China engaged in the development, manufacturing, and sales of new-energy high-power lithium-ion and sodium-ion batteries, as well as the production of raw materials for high-power lithium batteries. The Company's products and solutions are used in electric vehicles, light electric vehicles, energy storage systems, and other high-power applications.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +32.10% | 8 |
| Feb | -7.21% | 8 |
| Mar | -8.03% | 8 |
| Apr | -2.93% | 8 |
| May | +11.39% | 8 |
| Jun | +8.79% | 8 |
| Jul | -5.39% | 8 |
| Aug | -0.10% | 8 |
| Sep | +27.98% | 8 |
| Oct | -0.69% | 7 |
| Nov | +27.98% | 8 |
| Dec | -8.73% | 8 |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report: CBAT
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers: Technical indicators suggest a neutral trend, while recent news headlines are unavailable.
Primary Risks: Low volatility and a lack of catalysts may lead to sideways trading or minor price movements.
Investment Thesis: CBAT's current technical setup indicates a consolidation phase, with potential for short-term range-bound trading. However, without a clear catalyst, the stock is unlikely to experience significant price movements.
Recent News Sentiment Impact: N/A due to lack of recent news headlines.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Neutral
- Medium-term (1-3 months): Consolidation
- Long-term (3-12 months): Bullish
Support/Resistance Levels:
- SMA 20: $0.89 (support)
- SMA 50: $0.93 (resistance)
- SMA 200: $0.93 (resistance)
Momentum Signals:
- RSI (14): 54.24 (neutral)
- MACD: -0.00 / Signal: 0.00 / Histogram: -0.01 (bearish)
- Bollinger Bands: Neutral
Volume Analysis:
- Volume SMA 20: 113723.90
- On-Balance Volume (OBV): 11689827.00
- Volume Rate of Change: 0.50%
News & Sentiment Analysis
Recent Headlines Summary: N/A due to lack of recent news headlines.
Sentiment Assessment: N/A
Catalyst Identification: No upcoming events or earnings announcements that could impact the stock's price.
Market Narrative: The absence of significant news and the neutral technical indicators suggest a consolidation phase, with no clear direction.
Risk & Volatility Assessment
Beta Interpretation: Low volatility - stock moves less than market (beta: 0.32)
Volatility Regime: Historical low volatility levels
Options Market Signals: IV Rank: 66.2% (Medium); Options market pricing $8.95 move by expiration
Downside Protection: Support levels: SMA 20 ($0.89), SMA 50 ($0.93)
Market Context & Positioning
Sector Performance: Neutral within the sector
Institutional Activity: No unusual institutional activity detected
Correlation Analysis: CBAT's correlation with market is relatively low (R-squared: 0.10)
Relative Valuation: The stock is positioned within its trading range, neither overbought nor oversold.
Key Levels & Action Items
- Critical Price Levels:
- Support: SMA 20 ($0.89), SMA 50 ($0.93)
- Resistance: SMA 200 ($0.93)
- Breakout/Breakdown Levels: N/A
- Time-Sensitive Catalysts: No upcoming events or earnings announcements that could impact the stock's price.
- Risk Management: Stop-loss levels should be set based on recent trading ranges and volatility levels.
Please note that this report is an analysis template, and actual data may vary. The purpose of this exercise is to provide a comprehensive analysis framework for LLM stock analysis reports.
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-09 | After-Close | 215.69% | 3.92% | 0.02x | Within |
| 2024-11-12 | After-Close | 160.81% | 3.75% | 0.02x | Within |
| 2025-03-17 | After-Close | 785.29% | 0.00% | 0.00x | Within |
| 2025-05-19 | After-Close | 211.18% | 3.07% | 0.01x | Within |
| 2025-08-18 | Pre-Market | 657.83% | 6.26% | 0.01x | Within |
| 2025-11-10 | After-Close | 981.61% | 1.78% | 0.00x | Within |
| 2026-03-30 | After-Close | 221.16% | 4.52% | 0.02x | Within |
- IV Rank (30D)
- 38.02
- IV Rank (7D)
- 38.02
- Avg IV
- 431.4%
- Straddle (30D)
- $1.22
- Straddle (7D)
- $1.22
- P/C Volume
- 0.00
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
- Beta (1Y vs SPY)
- 0.79
- Correlation (SPY)
- 14.8%
- R²
- 0.02
- Ann. Volatility
- 69.2%
- SPY Volatility
- 13.0%
Low volatility - stock moves less than market
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | GROUP ONE TRADING LLC Custodian | $4.50K | 100.00% | 2026-06-30 |
| # | Filer | Notional Value | % of Total | Period |
|---|
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2025-12-16 | Yunfei Li | 10%+ Owner | Gift (G) | −10,413,371 | — | EDGAR | |
| 2023-10-11 | Xiangyu Pei | Director | Grant (A) | +150,000 RSU | — | EDGAR | |
| 2023-10-11 | Yunfei Li | CEO | Grant (A) | +450,000 RSU | — | EDGAR | |
| 2022-10-11 | Xiangyu Pei | Interim CFO | Grant (A) | +30,000 opt | — | EDGAR | |
| 2022-10-11 | Yunfei Li | CEO | Grant (A) | +40,000 opt | — | EDGAR | |
| 2021-06-03 | Mu Li | 10%+ Owner | Gift (G) | −3,900,000 | — | EDGAR | |
| 2020-06-05 | Asia EVK New Energy Auto Ltd | 10%+ Owner | Buy (P) | +6,453,051 | $0.48 | $3.10M | EDGAR |
| 2020-06-05 | Yunfei Li | CEO | Buy (P) | +2,062,619 | $0.48 | $990.1K | EDGAR |
| 2019-09-20 | Martha C. Agee | Director | Grant (A) | +20,000 RSU | — | EDGAR | |
| 2019-09-13 | J. Simon Xue | Director | Grant (A) | +20,000 RSU | — | EDGAR | |
| 2019-09-13 | Dawei Li | 10%+ Owner | Buy (P) | +1,384,717 | $1.05 | $1.45M | EDGAR |
| 2019-09-13 | Wenwu Wang | GM subsidiary Dalian CBAK Pwr | Grant (A) | +250,000 RSU | — | EDGAR | |
| 2019-09-13 | Guosheng Wang | Director | Grant (A) | +70,000 RSU | — | EDGAR | |
| 2019-09-13 | Yunfei Li | CEO | Buy (P) | +2,938,067 | $1.05 | $3.08M | EDGAR |
| 2019-09-13 | Jianjun He | Director | Grant (A) | +20,000 RSU | — | EDGAR |
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Asia EVK New Energy Auto Ltd | 10%+ Owner | 9,702,615 | $14.17M | $3.10M | 1 | 2020-06-05 |
| 2 | Mu Li | 10%+ Owner | 8,402,615 | $12.27M | $8.72M | 2 | 2021-06-03 |
| 3 | Dawei Li | 10%+ Owner | 6,733,359 | $9.83M | $1.45M | 1 | 2019-09-13 |
| 4 | Yunfei Li | CEO | 722,500 | $1.05M | $5.78M | 6 | 2025-12-16 |
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2024-05-17 | Yunfei Li | CEO, Chairman of the Board, 10% shareholder | 416,666 | $462.5K | 2024-05-27 | Everbright Securities Investment… | — | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
| P/B Ratio | 0.5 |
| P/S Ratio | 0.2 |
| EV/EBITDA | -6.3 |
| TTM Revenue | $0.2B |
| TTM Net Income | $-0.0B |
| TTM EPS | $-0.18 |
| ROE | -16.2% |
| Debt/Equity | 0.45 |