7 July 1, sodium battery leader Chuanyi Technology has 8 boards in 10 days; since June 20, the stock price has increased by more than 100%. The company previously announced the establishment of a joint venture subsidiary to engage in sodium ion batteries and lithium-ion batteries, positive and negative electrode materials and electrolytes. In the
sector, Shandong Zhanggu followed the daily limit, and Huayang shares had 3 boards in the previous 5 days.
sodium battery is expected to accelerate industrialization. Previously CATL stated that the company has released a sodium-ion battery with a single cell energy density of up to 160Wh/kg. It can be charged for 15 minutes at room temperature and the power can reach more than 80%. It also has the ability to operate in a low temperature environment of -20%℃. The discharge retention rate is more than 90%, and the system integration efficiency can reach more than 80%. The company is committed to promoting the industrialization of sodium-ion batteries in 2023.
According to calculations such as Ping An Securities Research Report, CATL's sodium battery production capacity plan will reach more than 790GWh by the end of 2025.
Domestic companies are expected to lead the world
Entering 2022, it is obvious that capital investment in sodium batteries has begun to increase.
html On May 27, Huayang Group , Zhongke Haina Company, Polyfluoropoly Company, and Yangquan High-tech Zone Management Committee held working talks at the Yangquan Hotel to discuss and plan the sodium ion energy storage 100 billion industry. html On April 1, Huawei Hubble invested in Zhongke Haina. Its company mainly engages in the research, development and production of sodium-ion batteries. In March, Country Garden led a new round of financing in a company called "Zhong Na Energy" - this company's business is mainly the research and development of sodium-ion batteries.Guotai Junan Comparing internal battery technology at home and abroad, it shows that domestic sodium-ion battery research and industrialization are leading the world. Domestic sodium-ion battery companies can be divided into two categories: one is a start-up company created by transforming self-developed technology from scientific research institutes; Zhongke Haina is represented; the other type is mature lithium-ion battery companies that have entered the sodium-ion battery track to participate in the competition, represented by CATL.
Foreign sodium-ion battery companies are mainly located in developed countries such as Europe, the United States and Japan. Various material systems and technical routes are adopted by companies. Most of these companies have been established for a short period of time and have limited production scale, but their technology is very forward-looking.
According to China Energy News , whether it is national policy and market guidance, or the company's own technological development and industrial layout, China has the opportunity to gain dominance in the development of the sodium-ion battery industry.
is not "suppressed" by cost, and sodium ions have obvious advantages.
Guohai Securities stated that sodium resources are widely available around the world in the form of sodium chloride, that is, table salt, while lithium minerals are becoming a global Scarce resources exist in the form of salt lakes and lithium mines.
Domestic lithium mines are small in scale. Once lithium mines become strategic resources, they may become a bottleneck problem, and downstream production may be affected by the international situation; sodium salt is an inexhaustible resource in the ocean and can Large-scale mining is not affected by international relations, and domestic companies can also take the initiative in raw material procurement.
In fact, although the energy density of sodium batteries is affected due to low embedding efficiency, the cost advantage gives the industry room for development.
According to data from Zhongke Haina, the cost of copper-based cathodes for sodium-ion batteries can be reduced by nearly 60% compared to lithium iron phosphate cathodes; at the same time, since sodium and aluminum are not prone to alloying reactions, all current collectors can use aluminum foil instead of Copper foil , the cost can be reduced by nearly 70%.
In addition, it has relatively stable electrochemical performance. From the perspective of industry industrialization, the principle and structure of sodium-ion batteries are similar to lithium-ion batteries, and the preparation processes are different. However, the production equipment is compatible, which is also the reason why the industry can develop on a large scale in the future. What are the application fields of
sodium battery?
Guotai Junan pointed out that the current theoretical energy density and cycle performance of sodium-ion batteries are not as good as those of lithium-ion batteries, which determines that it is difficult to completely replace lithium-ion batteries. Instead, it should be used as a supplement and extension of the latter to achieve partial replacement under some special application conditions. , while opening up new application scenarios.
According to China Energy News, 80% of my country's lithium resources rely on imports. Currently, lithium-ion batteries are difficult to support the development of electric vehicles and energy storage industries at the same time.The search for alternative or alternative energy storage technology is becoming the focus of technology competition among countries around the world.
sodium-ion battery has the characteristics of low cost, high safety performance and wide operating temperature range. It can be widely used in low-speed electric vehicles , renewable energy access and 5G communication base stations and other fields.
Zhong Na Energy Chief Scientist Zhao Jianqing said that there is no obvious bottleneck in large-scale mass production of sodium-ion batteries, but industrialization development requires a process. Relevant companies are currently accelerating the expansion of production capacity, and it is expected that the sodium ion industry chain will become more complete from 2023 to 2025. By then, the cost advantage of sodium-ion batteries will be highlighted.
The following table is the layout of related sodium battery listed companies:
*Disclaimer: The content of the article is for reference only and does not constitute investment advice
*Risk reminder: The stock market is risky, so you need to be cautious when entering the market
