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CBAK Energy has signed an investment agreement with the Nanjing Gaochun Economic Development Zone for a planned 12 GWh of annual cell capacity. The lines are intended for sodium-ion cells but could also make lithium-ion cells; project development is expected to advance in phases from the second half of 2027, subject to financing, demand and readiness. Separately, the company expects to add 6 GWh at its existing Nanjing facility by the end of 2026.
CBAK Energy has signed an investment agreement with the Nanjing Gaochun Economic Development Zone for a planned facility with 12 GWh of annual battery-cell capacity, advancing the Chinese manufacturer’s sodium-ion expansion plans. The project in Nanjing, Jiangsu province, is designed to make large cylindrical cells and integrate them into modules and battery packs, but the production lines could also manufacture lithium-ion cells.
The agreement covers research, development and manufacturing of large cylindrical sodium-ion cells and integrated battery systems. CBAK says production-line flexibility will allow it to choose between sodium-ion and lithium-ion output according to market conditions and customer demand. The company has not described the project as an already operating factory: development is expected to proceed in phases, with the investment and schedule dependent on financing, demand and project readiness.
CBAK estimates that, if the 12 GWh capacity runs at full output and all cells are sold at current lithium-ion cell market prices, it could generate CNY 4.8 billion to CNY 5 billion in annual revenue, equivalent to about $712 million. That figure is a company estimate, not a revenue forecast; it relies on full utilization, sales of all output and the cited market-price assumption. CBAK expects to advance the project in the second half of 2027, subject to securing financing.
The announcement is separate from an expansion at the company’s existing Nanjing facility. CBAK expects to add 6 GWh of annual capacity by the end of 2026, on top of the site’s current 4.5 GWh of capacity for Model 32140 cells. If completed as planned, the addition would raise the site’s stated total cell capacity to 10.5 GWh. CBAK says it is weighing two Model 60150 production lines or a combination of one Model 60150 line and one Model 32140 line; the configuration may change as demand develops.
A Flexible Route Into Sodium-Ion Production
The agreement sets out a potential manufacturing scale-up for sodium-ion cells while retaining the option to produce lithium-ion cells on the planned lines. That flexibility matters because CBAK itself says it will base the chemistry choice on customer demand and market conditions. The announcement signals a plan, not a commitment that all 12 GWh will be sodium-ion capacity or that buyers have already contracted for the output.
The project also sits alongside a nearer-term expansion at the existing Nanjing site. The two plans could increase CBAK’s potential production footprint, but their timing and commercial impact differ: the company expects the 6 GWh addition by the end of 2026, while the 12 GWh project is expected to move forward from the second half of 2027 and depends on financing. CBAK’s revenue estimates illustrate the possible scale if capacity is fully used and sold, but do not establish future sales or earnings.
For customers, the proposed research and manufacturing scope covers cells as well as module and pack integration, linking cell production with finished battery systems. CBAK reports that sample testing is underway for sodium-ion cells in residential and portable energy storage and electric mobility. The company has not disclosed customer names, test results or orders, so the commercial readiness of those applications remains unverified in the announcement.
large cylindrical sodium-ion batteries
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Two Nanjing Expansion Plans
CBAK describes the new agreement as part of a previously announced sodium-ion expansion plan. The company’s stated project scope includes large cylindrical cells and integrated battery systems. Its option to make lithium-ion cells on the planned lines means the eventual production mix is not fixed by the agreement as described in the report.
The separate 6 GWh expansion responds, according to CBAK, to strong demand for Model 60150 large cylindrical cells. The company currently lists 4.5 GWh of annual capacity for Model 32140 cells at the existing Nanjing facility. It has not settled the added lines’ final model mix, and says it may adjust the configuration with market conditions and customer demand.
The new investment agreement follows CBAK’s report in September 2026 of internal testing on its 32140 NH-7Ah sodium-ion cell. The company said the test covered temperatures from -40°C to 70°C and identified the cell’s cathode material as sodium iron phosphate pyrophosphate, or NFPP. These are company-reported test details; the announcement does not provide independent validation or customer test outcomes.
“The 12 GWh investment agreement advances our plans for sodium-ion production. Designing the lines to produce lithium-ion cells as well would give us more options to serve customers as demand develops in both markets.”
— Zhiguang Hu, CEO of CBAK Energy
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Financing, Buyers and Final Capacity Mix
The agreement announcement does not specify the project’s total investment cost, construction start date, completion date or financing sources. CBAK says development is expected to advance in the second half of 2027, but the company’s stated schedule is conditional on securing financing and is subject to phased development.
It is also not clear how much of the planned 12 GWh would ultimately be used for sodium-ion cells rather than lithium-ion cells. CBAK says it will decide based on market conditions and customer demand, but has not disclosed a target production split, confirmed orders or named customers. The status and findings of customer testing of sodium-ion samples have not been detailed.
For the separate 6 GWh expansion, the final choice of cell models and line configuration remains open. CBAK’s revenue figures for both projects assume full capacity and that all output is sold; the report does not provide a sales baseline or evidence that those conditions have been secured.
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Financing Sets the Project Timetable
CBAK says it plans to advance the 12 GWh project in the second half of 2027, with development staged according to financing availability, customer demand and project readiness. The company’s next material updates would need to clarify financing, investment levels, construction milestones and the intended production mix; none of those details is established in the announcement.
In the nearer term, the company expects the separate 6 GWh addition at its existing Nanjing facility by year-end 2026. CBAK may still revise which cell models the expansion produces as it evaluates demand. Progress against that schedule, together with further information about sodium-ion sample testing and customer commitments, will help show whether the announced capacity plans are moving toward production.
high capacity lithium-ion battery packs
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Key Questions
What did CBAK Energy agree to build in Nanjing?
CBAK signed an investment agreement with the Nanjing Gaochun Economic Development Zone for a planned project with 12 GWh of annual cell capacity. Its scope includes research, development, cell manufacturing and module and battery-pack integration.
Will all 12 GWh be sodium-ion capacity?
That has not been decided. CBAK says the planned lines could make sodium-ion or lithium-ion cells and that production choices will depend on market conditions and customer demand.
When could the 12 GWh project move forward?
CBAK expects to advance the project in the second half of 2027, subject to securing financing. The company says development is planned in phases, and has not announced a construction completion date.
How is this different from CBAK’s 6 GWh expansion?
The 6 GWh expansion is a separate plan for the company’s existing Nanjing facility, which currently has 4.5 GWh of annual Model 32140 capacity. CBAK expects the additional capacity by the end of 2026; the 12 GWh project is a separate, later plan.
Has CBAK disclosed customers or confirmed sales for the planned capacity?
No customer names, firm orders or sales commitments are provided in the report. CBAK says customer testing of sodium-ion samples is underway in residential and portable energy storage and electric mobility, but has not disclosed results.
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