Sodium Battery Industry Sees Rapid Developments in July

As July begins, the sodium battery industry is experiencing a surge of activity. With ongoing breakthroughs in technology and performance, coupled with the gradual improvement of the supply chain and the release of scale effects, the application scenarios for sodium batteries are continuously expanding, and the industrialization process is accelerating. Amid the global energy transition wave, sodium batteries are gaining attention as an important supplement to lithium batteries. The Battery Hundred Association has noted that July has brought significant developments in the sodium battery sector, including technical breakthroughs, project implementations, commercial collaborations, and capital inflows. Meanwhile, application scenarios are diversifying, providing strong momentum for the diverse development of the new energy industry. On July 2, China Science and Technology Sodium announced the delivery of a 1.1MWh sodium-ion battery energy storage system to a major energy company in Germany, which will be integrated into a high-performance containerized energy storage system. The delivered battery cluster features high safety, long lifespan, and wide temperature range operation, and complies with IEC62619, UN38.3, ROHS, and REACH standards. On July 3, Jiangsu Yancheng Baigu Energy Technology Co., Ltd. officially opened, with a total investment of 300 million yuan to establish a sodium-ion solid-state battery production line and a new battery R&D center to support solid-state battery technology iterations. On July 4, an opening ceremony was held for the construction of a 6,000-ton sodium battery cathode material project at Rongbai Technology's Xiantao base in Hubei, leveraging the group's innovative sodium battery materials technology. The project aims to improve production efficiency by over 20%. On July 8, Jiamusi City in Heilongjiang Province and Shenzhen Zichengxing New Energy Co., Ltd. held a cooperation meeting and signed an investment agreement to establish a sodium-ion battery production and R&D base, with a total investment of approximately 1.439 billion yuan, expected to begin trial production in 2026. On July 15, Jiangsu Yingong Technology Co., Ltd. announced the launch of a 21Ah sodium-ion soft package cell and complete solutions for electric two- and three-wheelers. This product features a negative-free technology architecture, achieving a high energy density of 180Wh/kg while maintaining cost, low-temperature, and safety advantages. On July 17, Beijing Xibei Power Technology Co., Ltd. and Yuchai Xinlan New Energy Power Technology Co., Ltd. signed a strategic cooperation agreement to collaborate on sodium-ion battery technology R&D and market promotion. On July 18, Yingong Technology announced the completion of a nearly 100 million yuan Pre-A round financing led by IDG Capital, reflecting strong market recognition for the new generation of high-energy sodium battery technology. On July 19, Jiangsu Zhongna Energy Technology Co., Ltd. reached a strategic cooperation with an electric two-wheeler control system company to promote sodium iron sulfate batteries in light power applications, with agreements to deliver at least 5,000 tons of material. On the same day, Zhejiang Xupai Power Technology Co., Ltd. and Green Power Zhizhi held a launch ceremony for 500,000 sodium-ion starting batteries, marking a significant production milestone. On July 20, Yishite's sodium-ion battery for diesel engine start-up applications passed project acceptance in Guangdong, marking a critical step for sodium batteries in industrial power applications. By July 29, Xiongtai Co., Ltd. announced that Wuxi Pangu New Energy Co., Ltd. is integrating sodium battery technology with application scenarios to provide safe and sustainable energy solutions. With more companies entering the field, sodium battery technology is accelerating its iteration, transitioning from laboratory results to market competitiveness, and providing important support for the diversified layout of the new energy industry. The "China Sodium-ion Battery Industry Development White Paper (2025)" predicts that in 2024, China's sodium-ion battery shipments will reach 3.7GWh, primarily for energy storage and small power applications, with limited use in electric vehicles. As sodium-ion battery technology continues to improve and the supply chain develops, cost advantages will become more apparent, with expectations for rapid market penetration in various sectors by the second half of 2025, providing innovative options for global energy transformation.