Sunrise New Energy Signs New Order to Supply 3,000 Tons of Anode Materials to Xiaolu Lithium, Valued at USD 11 Million

Rhea-AI Summary

Sunrise New Energy (NASDAQ: EPOW) signed a supply agreement to deliver approximately 3,000 tons of anode materials to Xiaolu Lithium beginning in 2026, with an estimated contract value of USD 11 million. The materials target high-rate discharge applications for UAVs, energy storage, power tools and other high-performance batteries.

The order is presented as a new revenue source and reflects downstream recognition of Sunrise's anode technology, with the company aiming to expand shipments and customer diversification.

Positive

• 3,000 tons anode materials supply starting in 2026
• Contract value of USD 11 million
• Products designed for high-rate discharge applications (UAVs, energy storage, power tools)
• Potential to expand shipment volumes via deeper collaborations

Negative

• None.

Key Figures

Xiaolu order value USD 11 million Estimated total contract value for anode materials beginning 2026

Xiaolu order volume 3,000 tons Planned anode material supply starting in 2026

Xiaolu founded 2019 Year Xiaolu Lithium was founded

Export markets More than 30 countries Xiaolu Lithium’s reported export footprint

Telecom supply forecast 3,000 tons Annual graphite anode supply forecast for telecom backup applications

Pylontech contract value USD 15.1 million Value of 5,000-ton anode supply deal for European residential storage

Pylontech contract volume 5,000 tons Annual anode material supply under Pylontech agreement

R&D grant $730,000 Funding for silicon-carbon anode technology project

Market Reality Check

$0.9583 Last Close

Volume Volume 179,133 is below the 20-day average of 259,276, suggesting no outsized trading response pre-announcement. low

Technical Shares traded below the 200-day MA of 1 with price at 0.9583 ahead of this news.

Peers on Argus

Ahead of this news, EPOW was down 5.12%. Several peers in Electrical Equipment & Parts were also negative, including CCTG -11.92%, DFLI -6.69%, FLUX -4.97%, and GWH -5.86%, while OESX was up 1.84%. Sector scanner data did not flag a coordinated momentum move.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 10	Supply agreement	Positive	+0.0%	New graphite anode supply deal for telecom tower backup power market.
Dec 10	Patent publication	Positive	-3.8%	Patent on spherical hard carbon anodes for low-temperature sodium-ion storage.
Dec 09	R&D funding	Positive	+1.9%	Silicon-carbon anode project received $730,000 after successful mid-term review.
Dec 08	Patent publication	Positive	-2.8%	High-capacity alloy anode patent advancing solid-state battery roadmap.
Dec 05	Supply contract	Positive	-2.8%	5,000-ton anode supply deal with Pylontech for European home storage.

Pattern Detected

Recent positive technology and supply-contract announcements often coincided with flat or negative next-day price moves, with only one clear positive alignment.

Recent Company History

Over the last two weeks, Sunrise reported multiple anode-material contracts and technology milestones. On Dec 5, it signed a 5,000-ton supply deal valued at USD 15.1 million for European residential storage. Subsequent days (Dec 8–10) brought alloy and hard-carbon patent publications and a $730,000 grant for a silicon-carbon anode project, plus a telecom-backup supply agreement forecasting 3,000 tons annually. Despite this steady stream of seemingly positive developments, share reactions were often muted or negative, framing today’s Xiaolu Lithium order as part of an ongoing commercialization and R&D expansion narrative.

Market Pulse Summary

This announcement adds another commercial contract to Sunrise’s expanding anode-materials portfolio, with a planned 3,000-ton supply to Xiaolu Lithium valued at about USD 11 million. It follows recent multi-thousand-ton agreements and R&D advances in alloy, silicon-carbon, and hard-carbon anodes. Investors may track execution on these volumes, customer diversification across energy storage and UAV applications, and any future capital-raising or regulatory filings that could affect the company’s risk profile.

Key Terms

anode materials technical

"has signed an anode material supply agreement with Xiaolu Lithium"

Anode materials are the key substances used in batteries to store and release energy by attracting and holding onto electrons during charging and discharging. They are similar to the negative side of a battery, acting like a reservoir that helps power electronic devices or vehicles. For investors, advancements or changes in anode materials can significantly impact battery performance and the growth of industries relying on energy storage technology.

sodium-ion batteries technical

"a manufacturer of sodium-ion and lithium-ion batteries"

Rechargeable batteries that move sodium ions between two electrodes to store and release electricity; they work like lithium-ion batteries but use common sodium (found in table salt) instead of scarce lithium. Investors care because sodium is cheaper and more widely available, which could lower battery costs and supply risk for electric vehicles and grid storage, though performance and commercial maturity can differ from lithium technology.

lithium-ion batteries technical

"a manufacturer of sodium-ion and lithium-ion batteries"

Rechargeable lithium-ion batteries are lightweight, high-energy storage cells that use lithium ions moving between electrodes to store and release electricity, like a refillable fuel tank for electronic devices and electric vehicles. Investors care because they power a wide range of products from phones to cars and grid systems, so improvements, costs, supply chain constraints, or safety issues can directly affect manufacturers’ profits, product demand, and capital expenditure plans.

unmanned aerial vehicles technical

"strong power performance for unmanned aerial vehicles (UAVs), as well as energy storage"

Unmanned aerial vehicles (UAVs) are aircraft that fly without a pilot on board, controlled remotely or by onboard computers—think of them as flying robots or advanced remote‑control planes. They matter to investors because they create new markets and revenue streams across industries such as defense, logistics, agriculture and infrastructure inspection; their value depends on demand, safety and regulatory approval, similar to how driverless cars reshape transport investment risks and opportunities.

energy storage systems technical

"used in power batteries, power tools, smart home devices, energy storage systems, and UAV"

Energy storage systems are technologies that capture electricity when it’s plentiful or cheap and release it when demand or prices are higher, like a large rechargeable battery for a neighborhood or power grid. They matter to investors because they enable more reliable power, smooth out the ups and downs of renewable energy, and can create new revenue streams or cost savings by shifting when power is sold or used.

AI-generated analysis. Not financial advice.

DOVER, USA, Dec. 15, 2025 (GLOBE NEWSWIRE) -- Sunrise New Energy Co., Ltd. (“Sunrise”, the “Company”, “we” or “our”) (NASDAQ: EPOW) today announced that its subsidiary, Sunrise (Guizhou) New Energy Materials Co., Ltd., has signed an anode material supply agreement with Xiaolu Lithium, a manufacturer of sodium-ion and lithium-ion batteries. Pursuant to the agreement, Sunrise is expected to supply approximately 3,000 tons of anode materials to Xiaolu Lithium beginning in 2026, with an estimated total contract value of approximately USD 11 million. The supplied products are designed for high-rate discharge applications, delivering strong power performance for unmanned aerial vehicles (UAVs), as well as energy storage and other high-performance battery use cases, and are expected to provide a new source of revenue growth for the Company.

Founded in 2019, Xiaolu Lithium focuses on the research, development, manufacturing, and sales of sodium-ion and lithium-ion batteries. Its core products are widely used in power batteries, power tools, smart home devices, energy storage systems, and UAV applications requiring high instantaneous power output. Xiaolu Lithium’s products have been exported to more than 30 countries, including Europe, North America, and Southeast Asia.

Sunrise stated that the execution of this order reflects continued recognition by downstream battery manufacturers of the Company’s technological capabilities and product reliability in anode materials for high-rate discharge lithium-ion and sodium-ion batteries, particularly in demanding applications such as UAVs, power tools, and advanced energy storage systems. As sodium-ion batteries continue to gain broader adoption across energy storage, high-power tools, and emerging application scenarios, the Company expects to further expand shipment volumes through deeper collaboration with high-quality customers.

Looking ahead, Sunrise will continue to leverage its R&D expertise, large-scale manufacturing capabilities, and customer service experience in anode materials to actively capture market opportunities in high-power and high-performance battery applications, further diversify its customer base, and support the Company’s steady and sustainable growth.

About Sunrise New Energy Co., Ltd

Headquartered in Zibo, Shandong Province, China, Sunrise New Energy Co., Ltd., through its joint venture, is engaged in the manufacturing and sale of graphite anode material for lithium-ion batteries. The Company's joint venture has completed the construction of a manufacturing facility with a production capacity of 50,000 tons in Guizhou Province, China. The plant runs on inexpensive electricity from renewable sources, which helps to make Sunrise New Energy a low-cost and low–environmental-impact producer of graphite anode material. Mr. Haiping Hu, the founder and CEO of the Company, is a major pioneer for the graphite anode industry in China starting from 1999. The Company’s management team is also composed of experts with years of experiences and strong track-records of success in the graphite anode industry. In addition, the Company also operates a knowledge sharing platform in China. For further information, please visit the Company’s website at www.sunrisenewenergy.com.

Forward-looking statement

Certain statements in this press release regarding the Company's future expectations, plans and prospects constitute forward-looking statements as defined by Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements about plans, goals, objectives, strategies, future events, expected results, assumptions and any other factual statements that have not occurred. Any words that refer to "may", "will", "want", "should", "believe", "expect", "expect", "estimate", "estimate" or similar non-factual words, shall be regarded as forward-looking statements. Due to various factors, the actual results may differ materially from the historical results or the contents expressed in these forward-looking statements. These factors include, but are not limited to, the company's strategic objectives, the company's future plans, market demand and user acceptance of the company's products or services, technological updates, economic trends, the company's reputation and brand, the impact of industry competition and bidding, relevant policies and regulations, the ups and downs of China's macroeconomic conditions, the relevant international market conditions, and other related risks and assumptions disclosed in the Company’s Annual Report on Form 20-F published on the SEC’s website. In view of the above and other related reasons, we urge investors to visit the SEC’s website and consider other factors that may affect the Company's future operating results. The Company is under no obligation to make public amendments to changes in these forward-looking statements unless required by law.

For more information, please contact:

The Company:
IR Department
Email: IR@sunrisenewenergy.com
Phone: +86 4009919228

FAQ

What did Sunrise New Energy (EPOW) announce on December 15, 2025?

Sunrise announced a supply agreement to deliver about 3,000 tons of anode materials to Xiaolu Lithium starting in 2026, valued at approximately USD 11 million.

How much revenue is the Xiaolu Lithium order worth for EPOW?

The order is reported to have an estimated total contract value of USD 11 million.

When will Sunrise (EPOW) begin supplying anode materials to Xiaolu Lithium?

Supply is expected to begin in 2026 under the signed agreement.

What battery applications do the supplied anode materials target for EPOW's Xiaolu order?

The materials are designed for high-rate discharge uses including UAVs, energy storage systems, and power tools.

Does the Xiaolu Lithium contract expand Sunrise's customer base and shipments?

Sunrise expects the order to provide a new revenue source and to help expand shipment volumes and diversify its customer base.