CNGR(SZ:300919) Ge Long Hui A P P·2025-09-18 07:21Core Viewpoint - Sodium-ion batteries are emerging as an ideal choice for various energy storage scenarios due to their abundant resources, low cost, high safety, and strong low-temperature performance [1] Group 1: Company Developments - The company has received orders for sodium-ion batteries at the kiloton level and has begun shipments [1] - The company is pursuing dual technical routes for sodium materials, focusing on the development of specialized precursors for sodium-ion battery cathode materials, which are currently in trial production [1] - A research project on layered oxide sodium-ion battery material precursors has achieved industry-leading cost and performance, entering the trial production phase [1] Group 2: Industry Context - The global energy storage market is primarily dominated by lithium iron phosphate batteries, with the company’s phosphate materials achieving rapid mass production across the 3rd and 4th generations [1] - The high-pressure density of the company’s phosphate materials has reached an advanced level within the industry [1]