Highpower Technology Shares Rally Amid Broader Tech and Energy Sector Momentum

Highpower Technology, listed on the Shenzhen Stock Exchange, closed the day at CNY 88.22 on September 16, 2025. The price represents the 52‑week high for the company and matches the closing price of that day. The company’s market capitalization stands at CNY 4.25 billion and its price‑earnings ratio is 65.42.

Trading Context

  • Sector performance: The day saw strong gains across technology, energy, and electric‑power‑equipment sectors. A broad market rally was reflected in the Shanghai Composite Index rising 0.37 % to 3,876.34 points and the Shenzhen Composite Index up 1.16 % to 13,215.46 points. The ChiNext Index advanced nearly 2 % to 3,147.35 points, breaking its 3‑year‑and‑a‑half high.
  • Capital flows: Net outflows of CNY 383.06 billion were recorded from the main market, but the electric‑power‑equipment sector attracted the largest net inflow, with CNY 1.835 billion flowing in during the session.
  • Chip and energy themes: Semiconductor and energy‑related stocks posted notable gains. The Semiconductor Industry witnessed significant upside, with companies such as SMIC reaching a new high of CNY 120.8. Energy stocks benefited from a surge in the energy‑storage index and the announcement of the 2025 World Energy‑Storage Conference in Ningde.

Drivers of Highpower Technology’s Performance

  1. Positive earnings outlook

    • The company’s 2025 half‑year report (published August 19) reported revenue of CNY 2.763 billion and a year‑over‑year growth of 19.29 %.
    • Net profit attributable to the parent company was CNY 96.71 million, a 252.49 % increase from the same period a year earlier, indicating strong profitability and margin expansion.

  2. Strategic product developments

    • Highpower Technology has announced that its semi‑solid‑state battery achieves an energy density of 950 Wh/L and has shipped samples to major international wearable customers.
    • The company plans to commence test production of fully solid‑state batteries in 2026, positioning it to supply energy solutions for AI/AR/VR and robotics applications.

  3. Demand from AI and robotics markets

    • In the wake of Meta’s announcement that it will showcase AI‑glasses at its Meta Connect 2025 event, investor sentiment toward companies involved in AI hardware has surged.
    • Highpower Technology is slated to supply stacked‑panel steel‑case batteries to key AI‑glasses customers and is actively pursuing orders for AI‑assisted robots, quadruped dogs, and humanoid robots for the second half of 2025.

  4. Market sentiment and sector rotation

    • The energy‑storage theme gained traction on the day, with the Ningde Times report highlighting a 6‑fold increase in global storage installations over the past five years.
    • Highpower Technology’s focus on batteries aligns with this trend, bolstering its attractiveness to investors seeking exposure to the growing energy‑storage sector.

Summary

Highpower Technology’s stock closed at its 52‑week high, reflecting a combination of robust earnings growth, advanced battery technology, and strong demand from the AI and robotics sectors. The broader market rally across technology and energy subsectors, coupled with significant capital inflows into the electric‑power‑equipment industry, contributed to the company’s positive trading performance.