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【Chemical machinery and equipment network Market analysis】With the development of new energy vehicles, the choice of battery materials has also become a problem in front of people, energy density, safety, cost and other factors are promoting the development and progress of the battery industry, in this context, sodium-ion batteries have attracted people's attention
.
.
According to estimates, sodium reserves are abundant, and its crustal reserves are 3 orders of magnitude
higher than lithium.
At the same time, sodium has good conductivity, and low concentration electrolyte can be used; The fast charging performance is good, and the sodium salt electrolyte of the same concentration has higher ion conductivity than that of lithium salt electrolyte; The safety is better and can meet some areas
where the demand for energy density is not high.
It has obvious advantages
in safety, charging speed, low temperature resistance and so on.
higher than lithium.
At the same time, sodium has good conductivity, and low concentration electrolyte can be used; The fast charging performance is good, and the sodium salt electrolyte of the same concentration has higher ion conductivity than that of lithium salt electrolyte; The safety is better and can meet some areas
where the demand for energy density is not high.
It has obvious advantages
in safety, charging speed, low temperature resistance and so on.
Sodium-ion batteries are similar to lithium-ion batteries in principle and manufacturing process, and are currently compatible with lithium battery production line equipment
.
The cathode material, negative electrode material and salt in the electrolyte of the lithium battery can be replaced with a sodium-containing material, the negative electrode material can be replaced with a negative electrode prepared by anthracite, and the positive electrode material does not use lithium iron phosphate, and copper-containing transition metal oxides
are used.
.
The cathode material, negative electrode material and salt in the electrolyte of the lithium battery can be replaced with a sodium-containing material, the negative electrode material can be replaced with a negative electrode prepared by anthracite, and the positive electrode material does not use lithium iron phosphate, and copper-containing transition metal oxides
are used.
In addition, the "hot" of sodium-ion batteries and the price of lithium batteries also have a certain relationship, in the past 1-2 years, the price of lithium carbonate per ton from 40,000 yuan, the highest rose to 500,000 yuan, an increase of more than 10 times, the increase in cost made companies look at lower price lithium-ion batteries
.
.
On October 11, 2022, the 1GWh sodium-ion cell production line jointly built by Zhongke Haina and Huayang Co.
, Ltd.
was officially put into operation, kicking off the mass production of sodium batteries, and up to now, CATL, Transtech Technology, Natron Energy, Altris, etc.
have clearly mass-produced sodium batteries in 2023, further stimulating industrial chain enterprises to accelerate the production process
.
, Ltd.
was officially put into operation, kicking off the mass production of sodium batteries, and up to now, CATL, Transtech Technology, Natron Energy, Altris, etc.
have clearly mass-produced sodium batteries in 2023, further stimulating industrial chain enterprises to accelerate the production process
.
At the end of October, lithium battery company CATL said that the industrialization of sodium-ion batteries is progressing smoothly, and it is expected that it will be officially mass-produced next year, and Funeng Technology also announced that mass production will be achieved next year, and Funeng Technology said that it will accelerate the industrialization
of sodium batteries.
of sodium batteries.
The layout of listed companies also shows that the track of sodium-ion batteries contains a huge market space
.
According to the "White Paper on the Development of China's Sodium-ion Battery Industry (2022)", the market space of sodium-ion batteries will reach 369.
5GWh in 2026, and the theoretical market size may reach 150 billion yuan
.
.
According to the "White Paper on the Development of China's Sodium-ion Battery Industry (2022)", the market space of sodium-ion batteries will reach 369.
5GWh in 2026, and the theoretical market size may reach 150 billion yuan
.
While the market scale is expanding, the application range of sodium-ion batteries is also expanding, according to the characteristics of sodium ions, it is more suitable for energy storage, two-wheelers, A00 and other scenarios
with low energy density requirements and lower costs.
with low energy density requirements and lower costs.
In recent years, relevant national departments have actively promoted the development of new batteries, taking the Ministry of Industry and Information Technology as an example, the Ministry of Industry and Information Technology formulated and issued the "Information Industry Development Guidelines (2016-2020)" to promote the progress and innovation of new battery technology and support the development of
new battery industries such as sodium-ion batteries and flow batteries.
new battery industries such as sodium-ion batteries and flow batteries.
Although sodium-ion batteries still have problems such as low energy density, short cycle life, and imperfect supporting supply chain and industrial chain in the process of industrialization, with the gradual maturity of battery technology and the continuous expansion of application scenarios, sodium-ion batteries or from energy storage to power in the future are expected to achieve affordable replacement
of lead-acid batteries and lithium iron phosphate batteries with the advantages of low cost and high performance.
of lead-acid batteries and lithium iron phosphate batteries with the advantages of low cost and high performance.
Original: The future is half lower than lithium batteries? The industrialization of sodium batteries is accelerating