“小电驴打破各国美梦：在电池领域，无法绕过中国这座大山”

Group 1 - China maintains a dominant position in the global lithium battery market, while other countries are attempting to reduce their reliance on Chinese batteries. Sodium-ion batteries are seen as a potential shortcut for these countries, but data indicates that China will again lead in this field [1][2][13] - The widespread application of sodium-ion batteries in electric two-wheelers, known as "little electric donkeys," is noted, with prices ranging from $400 to $660 and rapid charging capabilities [1][4] - Chinese manufacturers, including Yadea, are at the forefront of sodium-ion battery production, indicating the rapid development of China's clean technology industry [1][2][5] Group 2 - China is among the first countries to launch sodium-powered vehicles, with CATL planning to mass-produce sodium-ion batteries for heavy trucks and cars under the new brand Naxtra [2][5] - The market for sodium-ion batteries is expected to grow significantly, with projections indicating that by 2030, 15% of China's electric two-wheelers will be powered by sodium-ion batteries, up from just 0.04% in 2023 [5][9] Group 3 - Sodium-ion batteries are considered safer than lithium-ion batteries due to their more stable chemical properties, which reduce the risk of overheating and combustion [10][11] - The global market for energy storage is anticipated to grow rapidly, with the International Energy Agency estimating that global energy storage capacity needs to increase nearly 35 times by 2030 to achieve net-zero emissions by 2050 [9] Group 4 - China holds nearly 60% of the global lithium refining capacity, while sodium is more abundant and easier to source, potentially lowering production costs and alleviating supply chain bottlenecks [10][11] - The development of sodium-ion batteries is seen as a strategic move for Chinese companies to maintain competitiveness in the global market, with significant advancements already made by companies like CATL [13][15]