In the capital market, your knowledge determines your "wealth". Every technological change brings unlimited business opportunities, which are investment opportunities in the capital market. For example, the accelerated commercialization of HJT batteries has set off a big wave of

In the capital market, your knowledge determines your "wealth".

Every technological change brings unlimited business opportunities, which are investment opportunities in the capital market. For example, the accelerated commercial use of HJT batteries has set off a big wave of market trends in the capital market.

Today we are going to talk about sodium ion battery .

sodium-ion battery development history:

Sodium-ion battery (Sodium-ion battery) is a secondary battery (rechargeable battery) that mainly relies on sodium ions to move between the positive and negative electrodes to work. It works with lithium-ion battery The principle is similar.

Sodium-ion batteries started not too late. In 1976, Whittingham research found that TiS2 can insert and extract Li, and can also insert and extract Na. However, due to the use of unstable metallic lithium as the negative electrode, this system has The battery was never commercialized.

With the later commercialization of lithium-ion batteries, the research on sodium-ion batteries was put on hold.

21 Since the 121st century, with the shortage of lithium ore resources, everyone has begun to gradually study sodium-ion batteries. What followed was the rapid development of this technology,

The world's first sodium-ion battery company, the British Faradion Company It was established in 2011 and applied the layered oxide system sodium-ion battery produced to electric bicycles for the first time in 2015. At that time, the energy density of the sodium-ion battery was only around 80Wh/kg.

On July 29, 2021, CATL New Energy Technology Co., Ltd. held its first online press conference. CATL chairman Dr. Zeng Yuqun released CATL's first-generation sodium-ion battery.

Advantages of sodium-ion batteries:

First: Rich raw material resources.

my country is rich in sodium resource reserves. The sodium storage reserves in salt lakes alone are as high as more than 50 billion tons. In 2020, the world's sodium production was about 160,500 tons, and China alone produced 82.55% of the sodium content. The level of sodium resource mining is world-leading. .

Global lithium resource reserves are not abundant, the content in the earth's crust is only 0.0065%, and the geographical distribution is also relatively uneven. my country currently relies on imports for 80% of its lithium resource supply, making it the world's largest importer of lithium resources.

Second: High security.

Sodium-ion batteries electrochemical performance is relatively stable, easy to passivate and deactivate during thermal runaway, and safety experiments perform better than lithium-ion batteries.

Third: lower cost.

(Chart source: Senwei Automobile)

Although sodium-ion battery materials have advantages in cost, at this stage, the sodium-ion battery industry chain is not perfect, resulting in the early price of battery cells being higher than that of lithium batteries, currently about 1 yuan /Wh, but if large-scale production is carried out, the theoretical cost is expected to reach 0.2-0.4 yuan/Wh.

Fourth: low temperature resistance.

Compared with other traditional lithium-ion batteries, sodium-ion batteries have more advantages in alpine areas. CATL's first-generation sodium-ion battery cells can withstand temperatures as low as -20 degrees Celsius and have a discharge retention rate of over 90%.

The application prospects of sodium-ion batteries

sodium-ion batteries are not intended to replace lithium batteries, because sodium-ion batteries have inherently poor energy density, and the capacity density of sodium-ion batteries is 70-200Wh/Kg. At this stage, sodium batteries are mainly concentrated in 130- 150Wh/Kg range, while the lithium battery capacity density is 150-350Wh/Kg.

So his main target is not the lithium battery market, but the current lead-acid battery market , such as two-wheeled electric vehicles, low-speed four-wheeled vehicles, and in addition, it can also be used in energy storage power stations. Home energy storage, 5G base stations and other fields occupy a position.

Data source: Guanyan Report Network's "2022 China Sodium-ion Battery Industry Analysis Report—Industrial Scale and Development Planning Trends"

Everbright Securities believes that sodium-ion batteries are in the fields of energy storage, electric two-wheeled vehicles and A00-level automobiles All have good application prospects. It is expected that domestic battery demand in these three fields will reach 123GWh in 2025.

Specifically, in terms of energy storage, domestic energy storage installed capacity demand totaled 17GWh in 2020 and is expected to reach 48GWh by 2025; in terms of two-wheeled vehicles, domestic two-wheeled vehicle battery demand is approximately 32GWh in 2020 and is expected to reach 41GWh by 2025. ; In terms of A00-class vehicles, domestic A00 vehicle power battery demand will be approximately 7GWh in 2020, and is expected to reach 34GWh by 2025.

Latest news on sodium-ion batteries:

Recently, the Institute of Physics of the Chinese Academy of Sciences, Yangtze River Delta Physics Research Department, Tianmu Lake Advanced Energy Storage Technology Research Institute and Zhongke Haina reported a method using fine interface engineering in the internationally renowned journal Nature Energy. Achieve sodium batteries with energy density exceeding 200 Wh/kg. By using graphitized carbon-coated aluminum current collectors, boron-containing electrolytes and high-specific-energy O3 phase layered oxide cathodes, a stable electrode/electrolyte interface phase can be achieved, thereby achieving reversible uniform deposition of sodium. Thanks to the synergistic interface effect, the sodium battery has a cycle life of up to 260 cycles without applying additional pressure. The insights from this work on sodium deposition/stripping behavior and interfacial chemistry provide valuable insights for further development of higher performance sodium-ion batteries.

Ningde Times stated on the interactive platform 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%. In a low temperature environment of -20%℃, it can also With a discharge retention rate of more than 90% and a system integration efficiency of more than 80%, the company is committed to promoting the industrialization of sodium-ion batteries in 2023.

Therefore, the prospects for sodium-ion batteries are still relatively broad. With the gradual improvement of the sodium-ion battery industry chain, related companies will usher in more opportunities for revaluation.

Some sodium-ion battery-related companies ( is only information compiled from public information and does not constitute buying and selling advice, do not follow suit ):

Rongbai Technology is in sodium-ion battery cathode material technology, solid-state battery cathode material technology, etc. All have layouts;

Xiangfenghua has successfully developed high-performance hard carbon anode materials and is currently being tested;

Fluorodo has mass-produced and sold sodium hexafluorophosphate.

Midstream battery suppliers including CATL, Xinwangda, and Penghui Energy are accelerating research on sodium-ion battery technology.

Welcome to pay attention to logic and investment, see you at 20:00 every night;

review ideas and analyze logical opportunities (the stocks involved in the article do not constitute buying and selling advice, the stock market is risky, and you need to be cautious when entering the market).

If the content of the article is helpful to you, please like and forward it.