Sunrise New Energy Co., Ltd. announced a new agreement with Anhui Narada Huatuo New Energy Technology, a unit of Narada Power, to supply 246 tons of graphite anode material in December 2025 and 3,000 tons annually. The deal marks Sunrise’s entry into the telecom tower backup power market, a high‑growth niche driven by 5G infrastructure upgrades.
The contract is significant because it provides a recurring revenue stream and expands Sunrise’s customer base beyond its traditional battery‑material clients. The annual volume represents about 6 % of Sunrise’s Guizhou plant capacity, and the partnership with a leading backup‑power provider gives the company a foothold in a sector expected to grow as telecom operators seek reliable power for 5G sites.
Sunrise’s financials show that the company has struggled with negative gross profit margins in recent quarters, but the new contract is expected to improve the margin profile by leveraging the plant’s renewable‑energy‑powered production. Management has highlighted that the partnership will help optimize capacity utilization and reduce per‑unit costs, supporting a gradual turnaround in profitability.
The contract also aligns with Sunrise’s broader strategy to diversify its product portfolio and capture demand from emerging markets. In the past year, Sunrise secured a $30 million deal with Guizhou Jiaying Technology for 10,000 tons of synthetic graphite anode material and a $29 million contract with China Sodium Times, indicating a concerted effort to secure stable, high‑volume orders.
CEO Haiping Hu emphasized that the company remains focused on innovation and expanding its advanced energy‑storage materials portfolio. He noted that the partnership with Narada Power demonstrates Sunrise’s ability to deliver high‑quality graphite anodes to new end‑uses, reinforcing confidence in the company’s execution capabilities.
While the contract does not immediately alter Sunrise’s earnings outlook, it signals a strategic shift toward higher‑margin, recurring revenue streams and positions the company to benefit from the 5G‑driven telecom backup power boom. Investors will likely view the deal as a positive step toward stabilizing revenue and improving operational leverage.
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