CATL(SZ:300750) Huan Qiu Wang·2025-04-22 01:40Core Viewpoint - CATL has launched its sodium-ion battery brand "Sodium New," introducing three power battery products and one energy storage battery product, marking a significant step in battery technology and customization [1][3]. Group 1: Product Launch and Features - The newly launched Sodium New brand includes two main products: Sodium New passenger vehicle power battery and Sodium New 24V heavy truck integrated energy storage battery, both capable of operating in extreme temperatures from -40°C to 70°C [3]. - The Sodium New passenger vehicle battery retains 90% usable capacity at -40°C, while the 24V heavy truck battery boasts a lifespan exceeding 8 years and a total lifecycle cost reduction of 61% compared to traditional lead-acid batteries [3]. Group 2: Technological Advancements - CATL has overcome technical challenges related to energy density, safety, and lifespan in sodium-ion batteries, pushing them towards large-scale production [3]. - The "dual-core architecture" of the new products allows for two independent energy zones, enhancing power output stability and safety, with five core functionalities including high-pressure and low-pressure dual cores [4][5]. Group 3: Market Implications - The introduction of multi-core technology is expected to shift the focus towards user-centric battery customization, emphasizing performance and cost-effectiveness [3][4]. - The application of multi-core technology is anticipated to extend beyond passenger vehicles to electric buses, heavy trucks, aircraft, and maritime industries, facilitating broader industrialization of new energy solutions [4]. Group 4: Future Outlook - The self-generating negative electrode technology is a breakthrough that can increase volume energy density by 60% and weight energy density by 50%, allowing for more energy storage in the same battery space [5]. - The second-generation supercharging battery features a peak range of 800 kilometers and a peak charging power of 1.3 megawatts, enabling rapid charging capabilities even in low-temperature environments [5].