Cbak Energy Technology, Inc. · NASDAQ:CBAT
Cbak Energy Technology — China BAK Battery — Investor Presentation (November 2007)
12 slides from Cbak Energy Technology's investor presentation, Nov 30, 2007
Slide 1: China BAK
China BAK Nov 2007
Slide 2: Safe Harbor Statement
Safe Harbor Statement CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS This presentation includes or incorporates by reference statements that constitute forward- looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securitie
Slide 3: Revenue: Reaffirming FY08
Revenue: Reaffirming FY08 For the fiscal years ended September 30
Slide 4: Q407/Q108 Update: Rebounding
Q407/Q108 Update: Rebounding Rev. up 49% vs. Q3, narrower loss Positive product mix shift continued FY07 full year profitable: critical to borrowing Headcount rationalization Challenges: Material Costs and Inventory
Slide 5: Revenue Mix Q-to-Q: Improving
Revenue Mix Q-to-Q: Improving
Slide 6: Key Rechargeable Battery Cell Applications
Key Rechargeable Battery Cell Applications Li-ion Rechargeable Batteries Cordless power tools Notebook Computers Cell phones PDAs Digital Cameras Bluetooth Headsets MP3/Portable Entertainment Hybrid-electric vehicles Light-electric vehicles Uninterruptible Power Supply
Slide 7: Replacement Mobile Battery Cell Market
Replacement Mobile Battery Cell Market Replacement market unique to China: 416 million cell phone subscribers in 2006, growing by another 250 million over the next 5 years Cell phones are sold and resold through an existing distribution network – not disposed of like in the US, creating strong needs
Slide 8: OEM Mobile Battery Cell Market
OEM Mobile Battery Cell Market Production shift of OEM’s factories to Asia in general and China in particular Lower cost vs. Japan and Korea: manufacturing costs, logistics, import duty New Customers Lenovo, China Tech Faith Wireless, UTStarcom, SIM Technology Group, Longcheer Technology, Hisense Qu
Slide 9: OEM Laptop Battery Cell Market
OEM Laptop Battery Cell Market Began commercial production in July 2006—the only Chinese manufacturer able to do so Significant increase in manufacturing sophistication as compared to mobile phone cells Customers Shenzhen Fonleate Electronics Letter of Intent signed with HP in Aug 07
Slide 10: Lithium Polymer Cells
Lithium Polymer Cells Utilized for small-format batteries customized in size and shape for specific applications Aggressively targeting OEM customers Current applications include: MP3 players Bluetooth headsets Ultra-light cell phones
Slide 11: Management Team
Management Team Xiangqian Li, Chairman and CEO Visionary leader in China Li-ion industry Led CBAK since founding; full time, operating CEO Tony Shen , CFO Former CFO at eLong Inc (Nasdaq: LONG), led eLong to its first quarter of operating profit Directed comprehensive cost/expense reduction efforts
Slide 12: Q & A
Q & A
China BAK Battery — Investor Presentation (November 2007) on 6ix