In the early trading of July 29, the concept of Ningde Times fluctuated and rose. As of press time, Shenghong shares, Xiangtan Electrochemical, Kerui Technology have followed the daily limit rise.
According to Ningde Times WeChat official account news, Ningde Times will hold a sodium ion battery press conference at 15:30 this afternoon.
It is understood that Ningde Times began to use sodium ion batteries as one of its main research directions in June 2020. In May of this year, Ningde Times chairman Zeng Yuqun stated at the shareholders meeting that the sodium-ion battery technology is mature and will be released in July.
Zeng Yuqun mentioned that sodium-ion batteries are not very cheap as soon as they come out, because the current supply chain is very small and the cost is more expensive than lithium batteries. According to his introduction, in 3-5 years, sodium ion batteries can have a mature industrial chain, but the practical problem of low energy density of sodium ion batteries is also the key to whether sodium ion batteries can be popularized.
From the perspective of application prospects, the team of GF Securities Yin Zhongshu predicts that the potential domestic demand for sodium-ion batteries in 2025 will be 123GWh, measured at the price of lithium iron phosphate battery, corresponding to a market of about 53.7 billion yuan space.
It is worth mentioning that on July 23, the National Development and Reform Commission and the Energy Administration proposed to speed up the large-scale experiment and demonstration of technologies such as sodium-ion batteries in the guidance opinions on the development of new energy storage.
Regarding market outlook, CITIC Securities, Guotai Junan , Huajin Securities, and Zhongtai Securities all expressed their optimism about the application of sodium ion batteries in energy storage.It is believed that this technology is expected to be commercialized in energy storage, construction machinery, communication base stations, two-wheeled vehicles and other scenarios with lower energy density requirements, and it will form a certain supplement to mature energy storage technologies such as lithium-ion batteries and lead-acid batteries.
Among them, Zhongtai Securities stated that compared with lithium-ion batteries, sodium-ion batteries have lower energy density, and future application scenarios may be mainly concentrated in the fields of energy storage, low-speed new energy vehicles and small power. lithium-ion batteries still It is the mainstream technology route for new energy vehicle batteries. Assuming that the demand for energy storage reaches 90gwh in 2025 and the penetration rate of sodium ion batteries reaches 30%-80%, the demand for lithium carbonate will be reduced by approximately 17 thousand to 45,400 tons, and the total demand for lithium carbonate will be Reaching more than 1 million tons, the application of sodium-ion batteries will not change the mid- to long-term high prosperous cycle of lithium carbonate.
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