CBAK Energy Expands Model 32140 Capacity at Nanjing Phase II, Advances Digital Manufacturing

Rhea-AI Summary

CBAK Energy (NASDAQ: CBAT) announced expanded Model 32140 FS cell production capacity at its Nanjing Phase II facility, which currently has 3 GWh of annual capacity and is planned, under its long-term development plan, to reach 18 GWh, supported by about 2.9 million sq ft of planned gross floor area on roughly 58.8 acres.

The facility focuses on full-tab large cylindrical Model 32140 cells, with cumulative deliveries reaching 92 million units as of August 7, 2026. According to CBAK Energy, advanced process engineering, full automation of defined core processes, AI-enabled inspection and a “one cell, one digital identity” traceability system are used to enhance consistency, throughput, and digital quality control as production scales.

Positive

• Nanjing Phase II long-term plan to reach 18 GWh annual capacity, six times current 3 GWh
• 92 million cumulative Model 32140 cell deliveries as of August 7, 2026
• Planned facility footprint of about 2.9 million sq ft on approximately 58.8 acres
• Anode dual-roll continuous calendering improves electrode thickness consistency by 30%
• Winding equipment speed up to 240 units per minute; laser welding up to 120 units per minute
• AI-enabled inspection achieves 100% detection rate for insufficient-fusion weld defects within its defined scope

Negative

• None.

Market Context

The Aug 13 shipment update drew a -6.18% 24-hour reaction despite stronger reported volumes. That hi...

Analysis

The Aug 13 shipment update drew a -6.18% 24-hour reaction despite stronger reported volumes. That history adds context to this capacity expansion, while profitability and execution remain factors to watch.

Key Figures

Current annual capacity: 3 GWh Planned annual capacity: 18 GWh Planned capacity multiple: 6 times +5 more

8 metrics

Current annual capacity 3 GWh Nanjing Phase II

Planned annual capacity 18 GWh Nanjing Phase II long-term development plan

Planned capacity multiple 6 times Planned capacity versus current facility capacity

Cumulative deliveries 92 million units Model 32140 cells as of August 7, 2026

Thickness consistency improvement 30% Dual-roll continuous calendering on the anode line

Winding speed 240 units per minute Model 32140 cell assembly

Laser welding speed 120 units per minute per machine On-the-fly current-collector disk welding

Weld defect detection rate 100% AI-enabled inspection within defined inspection scope

Historical Context

5 past events · Latest: Aug 13 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Aug 13	Cell shipment growth	Positive	-6.2%	Model 32140 shipments surpassed prior-year and full-year 2025 volumes
Jul 14	Customer testing progress	Positive	+0.5%	Full-tab LFP cells advanced through customer testing and module validation
Jun 25	Battery product preview	Positive	-11.7%	High-rate LFP cells targeted AI data-center backup power applications
Jun 23	Corporate redomiciliation	Positive	+10.3%	Company completed its Nevada-to-Cayman Islands redomiciliation
Jun 12	Battery portfolio showcase	Positive	-3.5%	Company presented cylindrical battery solutions for European storage markets

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

CBAK's recent positive operational and product announcements more often diverged from the stock's immediate price reaction than aligned with it.

Key Terms

gigawatt-hours, calendering, induction heating, jelly-roll

4 terms

gigawatt-hours technical

"Nanjing Phase II currently has 3 gigawatt-hours (GWh) of annual production capacity."

Gigawatt-hours (GWh) measure a large amount of energy — one gigawatt-hour equals one billion watt-hours, which is the amount of power used continuously for one hour at a rate of one gigawatt. For investors, GWh shows the scale of electricity generation, storage or consumption for projects and companies, much like the number of gallons tells you the size of a fuel tank; it helps compare project capacity, potential revenue and the ability to meet demand.

calendering technical

"dual-roll continuous calendering on the anode line improves electrode thickness consistency"

Calendering is a manufacturing process that squeezes a sheet of material—like paper, rubber, plastic or fabric—between a series of heated rollers to make it thinner, smoother or to apply a uniform coating. Investors care because calendering affects product quality, production speed and material waste, which in turn influence a manufacturer’s costs, output capacity and profit margins; improvements can boost competitiveness like upgrading a production line.

induction heating technical

"IHA-based induction heating on the cathode line helps reduce the risk of web breaks"

Induction heating is a way of heating metal or other conductive materials by using a changing magnetic field to create electric currents inside the material, which then produce heat. It matters to investors because it is a fast, energy-efficient and controllable manufacturing method that can lower production costs, improve product quality, and enable new processes—think of it as a cooktop that heats only the pan, not the whole stove, making production more precise and often cheaper.

jelly-roll technical

"UV marking connects each finished-cell code to its corresponding jelly-roll code."

An options “jelly-roll” is a trading strategy that combines long and short positions in calls and puts with different expirations to isolate and profit from differences in option pricing, like interest rates or dividends, while minimizing exposure to the underlying stock’s directional moves. Think of it as rearranging pieces of a sandwich so you keep the filling but neutralize the bread; investors and traders watch for jelly-rolls because they reveal pricing imbalances or the implicit cost of carrying a position over time.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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DALIAN, China, Aug. 20, 2026 (GLOBE NEWSWIRE) -- CBAK Energy Technology Limited (NASDAQ: CBAT) (“CBAK Energy” or the “Company”), a leading lithium-ion battery manufacturer and energy solutions provider in China, today announced that it has expanded production capacity for its Model 32140 FS cells at its Nanjing Phase II facility. The expansion marks another step in the Company’s strategy to scale large cylindrical cell manufacturing for global markets and strengthens its ability to respond to evolving customer requirements across energy storage, electric mobility and other emerging applications.

Nanjing Phase II currently has 3 gigawatt-hours (GWh) of annual production capacity. Under the project’s long-term development plan, total annual production capacity is planned to reach 18 GWh—six times the facility’s current capacity. The planned expansion is supported by approximately 2.9 million square feet of planned gross floor area across a site of approximately 58.8 acres.

An aerial view of CBAK Energy’s Nanjing Phase II project

The facility’s principal product is CBAK Energy’s Model 32140 full-tab large cylindrical cell. As of August 7, 2026, cumulative deliveries of the Company’s Model 32140 cells had reached 92 million units, underscoring the commercial scale already achieved by the platform. At Nanjing Phase II, expanded capacity is supported by an integrated manufacturing approach that combines process engineering, automation and digital quality control to help maintain product consistency, operating efficiency and manufacturing traceability as production scales.

Automated equipment handles Model 32140 cells on a production line, supporting repeatable processing and reduced manual intervention.

Advanced Process Engineering for Consistency and Reliable Supply

Nanjing Phase II applies advanced process solutions across key stages of Model 32140 production. During electrode rolling and slitting, dual-roll continuous calendering on the anode line improves electrode thickness consistency by 30%, while IHA-based induction heating on the cathode line helps reduce the risk of web breaks during high-speed processing. Together, these technologies enhance cell-to-cell consistency and production continuity—key requirements for reliable high-volume supply.

A rotary indexing system performs high-speed tab rubbing and single-step full-tab forming during Model 32140 cell assembly.

In downstream cell assembly, winding equipment operates at up to 240 units per minute, while a rotary indexing system integrates tab flattening into a single-step full-tab forming process. Laser welding further enhances throughput and process repeatability: on-the-fly laser welding of current-collector disks reaches up to 120 units per minute per machine, while bottom laser penetration welding increases the current-carrying area by approximately one-third, with an average cycle time of approximately 0.35 seconds per weld. Together, these capabilities combine speed and repeatability to support efficient high-volume production.

Automation Enabling Scaled Production

Automation supports a low-touch operating model across material handling and core production at Nanjing Phase II. Automated guided vehicles provide end-to-end material delivery, and 100% of the line’s defined core manufacturing processes are automated. By minimizing manual handoffs, this integrated approach helps reduce operating variation and production interruptions, reinforcing operational stability at scale.

An integrated robotic material-handling system transfers Model 32140 cells between production stages.

Digital Quality Control and Cell-Level Traceability

Nanjing Phase II uses a “one cell, one digital identity” traceability architecture that links each cell to its manufacturing record. More than 100 critical product parameters are inspected in-line and continuously tracked, while UV marking connects each finished-cell code to its corresponding jelly-roll code. This cell-level digital thread supports manufacturing traceability and enables more targeted root-cause analysis when a quality issue is identified.

Within its defined inspection scope, the line’s AI-enabled inspection system achieves a 100% detection rate for insufficient-fusion weld defects. All identified quality issues are routed through a closed-loop corrective-action process, helping the production team detect deviations earlier, accelerate corrective action and strengthen quality control.

Automated production equipment operates within a digitally managed manufacturing system that links each cell to its production record.

“Manufacturing excellence is how we translate battery innovation into dependable supply for customers,” said Chenggang Yuan, Deputy General Manager of Nanjing CBAK New Energy Technology Co., Ltd. “At Nanjing Phase II, process discipline, automation and manufacturing traceability operate as an integrated system. As we execute the project’s long-term plan toward 18 GWh of annual capacity, this platform is designed to help us scale Model 32140 production while maintaining the consistency, responsiveness and traceability required by customers across energy storage, advanced electric mobility and other emerging applications.”

About CBAK Energy

CBAK Energy Technology Limited (NASDAQ: CBAT) is a leading China-based high-tech enterprise that develops, manufactures and sells high-power lithium-ion and sodium-ion batteries, as well as raw materials used in high-power lithium battery manufacturing. The Company’s products and solutions serve electric vehicles, light electric vehicles, energy storage systems and other high-power applications. In January 2006, CBAK Energy became the first Chinese lithium battery manufacturer to list on the Nasdaq Stock Market. The Company operates subsidiaries in Dalian, Nanjing, Shaoxing and Shangqiu and maintains a large-scale research, development and production base in Dalian.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Statements that are not historical facts, including statements regarding the planned expansion of Nanjing Phase II’s annual production capacity from its current 3 GWh to 18 GWh; the timing, pace and completion of that planned expansion; the Company’s ability to scale Model 32140 production while maintaining product consistency, operating efficiency, manufacturing traceability and reliable supply; and the expected benefits of its process engineering, automation, digital quality-control and AI-enabled inspection systems, are forward-looking statements. These forward-looking statements are based on the Company’s current expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied. Actual results may differ as a result of various factors, including production-line performance, commissioning, utilization and ramp-up; the Company’s ability to fund, construct, equip and achieve the planned capacity expansion; its ability to convert additional capacity into output, shipments and revenue; manufacturing yields, product quality and consistency; the performance, availability and integration of automation, inspection and digital systems; the availability and cost of raw materials, equipment, labor, energy and other production inputs; changes in customer demand, order timing, order volumes or product mix; supply chain and logistics conditions; competition; macroeconomic, market and regulatory conditions; and other risks described in the Company’s filings with the U.S. Securities and Exchange Commission. Readers are cautioned not to place undue reliance on these forward-looking statements. Except as required by applicable law, the Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

For more information, please visit: https://en.cbak.com.cn/
Email: marketing@cbak.com.cn
LinkedIn: https://www.linkedin.com/company/cbakenergy
X: https://x.com/CBAKEnergy
Stocktwits: https://stocktwits.com/CBAK_Official
Investor Relations
Email: ir@cbak.com.cn
Website: https://ir.cbak.com.cn/

Photos accompanying this announcement are available at
https://www.globenewswire.com/NewsRoom/AttachmentNg/7a0f8a23-4d54-4953-8420-af6c974ed21e

https://www.globenewswire.com/NewsRoom/AttachmentNg/470a7931-1320-4318-b4af-03ded4d0cd18

https://www.globenewswire.com/NewsRoom/AttachmentNg/86b029f2-8105-4c83-a5f4-53400e088677

https://www.globenewswire.com/NewsRoom/AttachmentNg/e3b013ea-32ec-460f-9d9e-b29c6c2c34e1

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FAQ

What capacity expansion is planned at CBAK Energy's Nanjing Phase II facility for Model 32140 cells (NASDAQ: CBAT)?

CBAK Energy plans to increase Nanjing Phase II’s annual capacity from 3 GWh to 18 GWh. According to CBAK Energy, this six-fold long-term expansion is backed by about 2.9 million square feet of planned gross floor area on roughly 58.8 acres.

How many Model 32140 battery cells has CBAK Energy (CBAT) delivered as of August 2026?

CBAK Energy reports cumulative deliveries of 92 million Model 32140 cells as of August 7, 2026. According to CBAK Energy, this figure highlights the commercial scale already achieved for its full-tab large cylindrical cell platform in global energy storage and electric mobility markets.

What manufacturing automation features are used at CBAK Energy's Nanjing Phase II Model 32140 line (CBAT)?

Nanjing Phase II uses a low-touch, fully automated core manufacturing line, including automated guided vehicles and robotic handling. According to CBAK Energy, 100% of the line’s defined core processes are automated to help reduce operating variation, manual handoffs, and production interruptions as volume grows.

How does CBAK Energy improve process consistency for Model 32140 batteries at Nanjing Phase II (NASDAQ: CBAT)?

CBAK Energy applies dual-roll continuous calendering and IHA-based induction heating to improve electrode quality and reduce web breaks. According to CBAK Energy, anode thickness consistency improves by 30%, while integrated tab forming and laser welding support higher throughput and more repeatable production at scale.

What digital traceability system does CBAK Energy use for Model 32140 cells at Nanjing Phase II (CBAT)?

Each Model 32140 cell receives a unique digital identity linked to its manufacturing record. According to CBAK Energy, more than 100 critical parameters are tracked, with UV marking tying finished-cell codes to jelly-roll codes, supporting traceability and more targeted root-cause analysis when quality issues arise.

How does CBAK Energy use AI inspection in its Nanjing Phase II battery production line (NASDAQ: CBAT)?

The Nanjing Phase II line uses AI-enabled inspection to monitor weld quality in real time. According to CBAK Energy, within its defined inspection scope, the system achieves a 100% detection rate for insufficient-fusion weld defects, feeding a closed-loop corrective-action process to strengthen quality control.