Sunrise Signs 5,000-Ton Anode Material Supply Contract With Pylontech, Expanding Into the European Residential Energy Storage Market
Rhea-AI Summary
Sunrise New Energy (NASDAQ: EPOW) announced that its subsidiary signed an annual supply agreement with Shanghai Pylon Technologies for 5,000 tons of high-performance anode materials, with a total contract value of USD 15.1 million.
The contract marks Sunrise’s formal entry into the European residential energy storage supply chain via a partnership with a globally distributed supplier reportedly dominant in European home storage. Sunrise said it will leverage its R&D and production capacity to deliver stable, high-quality supply and pursue further global collaborations to expand its international market footprint.
Positive
- 5,000 tons anode material annual supply
- Contract value of USD 15.1 million
- Formal entry into European residential energy storage supply chain
Negative
- Agreement specified as an annual contract valued at USD 15.1 million
Market Reaction 15 min delay 5 Alerts
Following this news, EPOW has gained 5.66%, reflecting a notable positive market reaction. Our momentum scanner has triggered 5 alerts so far, indicating moderate trading interest and price volatility. The stock is currently trading at $1.12. This price movement has added approximately $2M to the company's valuation. Trading volume is very high at 3.3x the average, suggesting strong buying interest.
Data tracked by StockTitan Argus (15 min delayed). Upgrade to Silver for real-time data.
Key Figures
Market Reality Check
Peers on Argus 1 Up
EPOW is up 6.05% with outsized volume, while several peers like DFLI (+9.11% today, +4.67% on momentum scan), FLUX (+4.34%), GWH (+7.21%) and others are also higher. However, the scanner flags only one peer in momentum and marks this as not a sector-wide move, pointing to company-specific drivers.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 04 | Solid-state patent | Positive | +6.0% | China patent for lithium cerate–coated solid-state battery anode material. |
| Dec 04 | Pilot funding | Positive | +6.0% | Guizhou science authority awards USD 345,000 for solid-state pilot project. |
| Dec 02 | Supply contract | Positive | -0.9% | USD 30 million, 10,000-ton synthetic graphite anode supply to Guizhou Jiaying. |
| Oct 22 | AI process patent | Positive | +1.9% | AI-driven multivariable particle size control patent for graphite micro-powder. |
| Oct 21 | Safety system patent | Positive | -3.7% | AI-enabled anti-eruption safety system patent for graphitization furnaces. |
Recent news has been consistently positive (patents, contracts, funding). Price reactions show 3 aligned positive moves and 2 divergences, indicating that even strong news can sometimes face selling pressure.
Over the past months, Sunrise reported multiple R&D and commercialization milestones. On Dec 2, 2025, it signed a USD 30 million 10,000-ton supply contract for energy storage and UAV batteries. On Dec 4, 2025, it secured a China invention patent for solid-state battery anode material and received USD 345,000 in provincial funding for a pilot project. Earlier, AI-driven manufacturing and safety patents were granted in Oct 2025. Today’s Pylontech contract extends that commercialization push into European residential energy storage.
Market Pulse Summary
The stock is up +5.7% following this news. A strong positive reaction aligns with the stock’s tendency to reward clear commercialization wins, as seen after recent patents and funding where 3 of the last 5 events saw aligned price gains. The new Pylontech contract adds contracted volume and access to European residential storage. However, past divergences on good news and a history of capital raises underline execution and financing risks that could cap follow-through if expectations get ahead of fundamentals.
Key Terms
anode materials technical
AI-generated analysis. Not financial advice.
DOVER, USA, Dec. 05, 2025 (GLOBE NEWSWIRE) -- Sunrise New Energy Co., Ltd. (NASDAQ: EPOW) (“Sunrise” or the “Company”) today announced that its subsidiary, Sunrise (Guizhou) New Energy Materials Co., Ltd., has signed an annual supply agreement with Shanghai Pylon Technologies Co., Ltd. (Pylontech). Under the contract, Sunrise will supply 5,000 tons of high-performance anode materials with a total contract value of USD 15.1 million.
Pylontech is recognized as one of the world’s leading energy storage system providers and holds a particularly strong position in the European residential energy storage market. According to recent research published by EUPD Research, Pylontech has remained one of the dominant suppliers in the European home energy storage sector for consecutive years. The company has established a robust global distribution network and a strong brand presence in residential storage applications.
The signing of this supply agreement marks Sunrise’s formal entry into the European energy storage supply chain and establishes a strategic partnership with one of the industry’s global leaders. This cooperation is expected to accelerate Sunrise’s expansion into international energy storage markets and generate substantial long-term growth momentum.
The Company stated that it will leverage its advanced R&D capabilities and production capacity in anode materials to ensure stable and high-quality supply to Pylontech, while continuing to expand collaboration with global energy storage enterprises to further enhance its international market footprint.
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 (EPOW) announce on December 5, 2025 regarding Pylontech?
How large is the Sunrise (EPOW) contract with Pylontech in 2026?
Does the Sunrise (EPOW) deal mark entry into European markets?
What role will Sunrise (EPOW) play in supplying Pylontech?
How significant is Pylontech in European residential energy storage mentioned in the Sunrise (EPOW) release?
What immediate financial impact does the Sunrise (EPOW) agreement specify?
