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CALB 3931.HK ↗

Battery & Cells ★
CALB produces lithium-ion batteries
CALB is a battery manufacturer supplying ternary lithium-ion batteries to various clients. The company has moved into third place in the battery market and provides batteries for models such as the N90 Max and N70 Max, as well as the Sky Nomad series. CALB's products are used in the electric vehicle industry, although the company has faced quality controversy issues.
model sentiment
0.02
model impact
-0.11
Nivalis Conviction
effective
0.02 model
items
10
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Your own read on the name — this overrides the model when set (see effective above). Score (−1..+1) = how bullish/bearish you are: −1 strong sell, 0 neutral, +1 strong buy. Direction = a plain label for the call; thesis = one line on why (optional). Leave a field blank to skip it. Use this when you disagree with the model or have context it can't see.

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Standing guidance the model reads every time it scores this name — a framing instruction, not a fact. Use it to tell the model how to interpret news for CALB (e.g. "treat robotaxi headlines as low materiality until a contract is signed"; "pre-revenue — discount delivery-volume news"). Notes apply to future scoring only (existing rows aren't re-scored) and stay active on every cron run until removed, so prune stale ones.

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Contributing items (the "why")

sent (−1..+1) = direction/tone of the news for this ticker (bearish ↔ bullish). matl (0..1) = magnitude/importance — how material the event is, regardless of direction. A routine PR blurb scores low (~0.1–0.2); a profit warning or major contract scores high (~0.7–1.0).

datesrctitle / rationalesentmatl
2026-08-07 CNEVPost
news
Global EV battery market share in H1 2026: CATL 39.9%, BYD 14.4%
Gained market share with strong growth in battery installations.
0.40 0.40
2026-08-06 CNEVPost
news
CALB responds to 'banana battery' fallout with quality overhaul
Increased costs and potential profit pressure from quality overhaul and after-sales compensation
-0.30 0.80
2026-08-04 CNEVPost
news
Global ESS battery market share in H1 2026: CATL at 27.1% as non-China markets overtake China
Ranked fifth in global ESS battery market.
0.00 0.20
2026-07-31 CNEVPost
news
Xiaomi shares slide after Sky Nomad SUVs debut
Supplier to Xiaomi, may benefit from increased volume.
0.20 0.20
2026-07-28 HKEXnews
filing
[3931.HK CALB] CONNECTED TRANSACTION ACQUISITION OF 12.7230% EQUITY INTEREST IN HEFEI COMPANY
Acquisition of a significant equity interest in another company, potentially expanding CALB's business scope and interests.
0.20 0.60
2026-07-27 CNEVPost
news
Xiaomi to debut first two Sky Nomad SUVs on July 30
Supplier of ternary lithium battery for Sky Nomad series
0.10 0.10
2026-07-18 CNEVPost
news
CALB in spotlight as GAC Aion S vehicles hit by widespread battery cell defects
CALB's batteries are at the center of the quality controversy
-0.70 0.80
2026-07-16 CNEVPost
news
Top battery makers' market share in China in June 2026: CATL 42.70%, BYD 18.49%
CALB moved into third place in the battery market.
0.20 0.30
2026-07-10 CNEVPost
news
Xiaomi's Sky Nomad SUVs surface in regulatory filing, including camping version with lifting roo
CALB is supplying ternary lithium-ion batteries for the N90 Max and N70 Max models.
0.10 0.20
2026-07-02 HKEXnews
filing
[3931.HK CALB] REVISION OF ANNUAL CAP FOR THE 2024 TO 2026 ENGINEERING AND CONSTRUCTION FRAMEWOR
Revision of existing agreement, no clear direction indicated
0.00 0.30
Analyst copilot · 3931.HK