宁德时代新产品再扩容 推出钠离子电池品牌“钠新”

Core Viewpoint - CATL has launched its first sodium-ion battery brand "Sodium New" at the Super Technology Day event, aiming to reduce reliance on lithium resources and potentially replace half of the lithium iron phosphate battery market in the future [1][2]. Product Launch - CATL introduced two sodium-ion battery products: Sodium New passenger vehicle power battery and Sodium New 24V heavy truck integrated battery [1][2]. - The Sodium New passenger vehicle battery can maintain 90% usable capacity at -40°C and features 5C fast charging capability, set for mass production in December [2]. - The Sodium New 24V heavy truck battery has a lifespan exceeding 8 years and a total lifecycle cost 61% lower than traditional lead-acid batteries, with mass production scheduled for June [2]. Technological Advancements - The second-generation Shenxing supercharging battery was also unveiled, capable of charging for 5 minutes to achieve over 520 kilometers of range, and features 830kW output power even in low battery states [3]. - The new "Xiaoyao Dual-Core Battery" utilizes a dual-core architecture to enhance energy management and safety, ensuring stable and reliable power output [3][4]. Market Performance - In Q1 2023, CATL's battery sales exceeded 120GWh, a year-on-year increase of over 30%, with energy storage batteries accounting for nearly 20% of sales [4]. - CATL's market share in Europe has grown from 17% in 2021 to 38% in 2024, maintaining the top position in the region [4][5]. - The company is actively pursuing large energy storage projects in emerging markets like the Middle East and Australia, driven by strong demand for renewable energy and AI data centers [5]. Strategic Developments - CATL's H-share listing application has progressed smoothly, enhancing its international strategic layout [5].