CBAK Energy’s Model 32140 Cell Shipments More Than Double Year over Year in the First Seven Months of 2026, Surpassing Full-Year 2025 Volume
Rhea-AI Summary
CBAK Energy (NASDAQ: CBAT) reported that shipments of its Model 32140 cylindrical cells for the seven months ended July 31, 2026 reached 32.55 million units, up 101.5% from 16.15 million a year earlier and about 8.6% above full-year 2025 shipments of 29.98 million units.
The company linked this growth to the ramp-up of its Nanjing Phase II automated lines, whose daily production capacity rose 174.0% from 64,900 in January to about 177,800 cells by July 2026, or 80.8% of its year-end target. CBAK Energy aims to reach 220,000 cells per day by the end of 2026 and highlighted ongoing demand from light electric vehicle and energy storage markets.
Positive
- Model 32140 shipments +101.5% YoY to 32.55 million units in first seven months 2026
- Seven-month 2026 shipments exceeded full-year 2025 volume by approximately 8.6%
- Nanjing Phase II capacity +174.0% from 64,900 to 177,800 cells per day January–July 2026
- Phase II capacity at approximately 80.8% of year-end target by July 2026
- No. 3 ranking in China for 2025 Model 32140/33140 shipments, according to SPIR
Negative
- Phase II daily capacity at only 80.8% of year-end target as of July 2026
- Management notes customer demand has at times exceeded available capacity, indicating supply constraints
Market reaction after 32140 shipment update: CBAT -6.18% in the Aug 13 session
In the Aug 13 session, CBAT declined 6.18%, reflecting a notable negative market reaction. Argus tracked a trough of -6.6% from its starting point during tracking. Our momentum scanner triggered 6 alerts that day, indicating moderate trading interest and price volatility. Trading volume was exceptionally heavy at 29.0x the daily average, suggesting significant selling pressure.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Jul 14 | AI cell testing | Positive | +0.5% | Customer testing progressed toward joint module-level validation for new AI backup-power cells. |
| Jun 25 | AI cell preview | Positive | -11.7% | Company previewed next-generation high-rate LFP cells for AI data-center backup power. |
| Jun 23 | Corporate redomiciliation | Neutral | +10.3% | Merger completed the company’s redomiciliation from Nevada to the Cayman Islands. |
| Jun 12 | Battery showcase | Positive | -3.5% | Company showcased cylindrical battery solutions for European portable and residential storage markets. |
| May 18 | Q1 earnings report | Negative | -6.0% | Revenue growth coincided with lower gross margin and a reported net loss. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Recent positive operational and product announcements produced mixed price reactions, while the latest earnings release aligned with a negative reaction.
Key Terms
lithium-ion battery technical
cylindrical cells technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
Nanjing Phase II daily production capacity increased
DALIAN, China, Aug. 13, 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 provided an operational update for the seven months ended July 31, 2026, reporting that shipments of its Model 32140 cylindrical cells increased
For the first seven months of 2026, shipments of the Company’s Model 32140 cells totaled 32.55 million units, up
The strong shipment growth was supported by the continued ramp-up of the Company’s Phase II automated production lines in Nanjing. As of July 2026, the Phase II lines had a production capacity of approximately 177,800 cells per day, up
“Our Model 32140 cell shipments more than doubled year over year and surpassed full-year 2025 volume in just seven months, underscoring the progress of our Nanjing Phase II ramp-up,” said Zhiguang Hu, Chief Executive Officer of CBAK Energy. “Strong customer demand has at times exceeded available capacity. We are beginning to ease that constraint and remain focused on scaling output to capture growth opportunities across the light electric vehicle and energy storage markets.”
A video tour accompanying this press release gives investors an inside look at CBAK Energy’s Nanjing Phase II automated production lines, including the facility’s automated manufacturing processes and recent production ramp-up.
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 and produces raw materials used in manufacturing high-power lithium batteries. 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 Company’s target to increase the production capacity of its Nanjing Phase II production lines to 220,000 cells per day by the end of 2026; the timing, pace and expected benefits of the Phase II ramp-up; the Company’s ability to increase production capacity and output, ease capacity constraints, fulfill customer orders and address customer demand; and the Company’s ability to capture growth opportunities in the light electric vehicle and energy storage markets, 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 and utilization; the Company’s ability to achieve planned capacity and output levels and convert additional capacity into shipments and revenue; manufacturing yields and product consistency; the availability and cost of raw materials and other production inputs; changes in customer demand, order timing or order volumes; supply chain and logistics conditions; competition; macroeconomic 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/
A video accompanying this announcement is available at: https://www.globenewswire.com/NewsRoom/AttachmentNg/15e0304b-6561-484d-8dd6-109eac69f528
