研判2025！全球及中国钠电池负极材料行业发展背景、市场现状、建设项目及未来趋势分析：硬碳占据绝对主流，“万吨级”项目接连落地[图]

Core Insights - Sodium-ion batteries are gaining traction due to their cost-effectiveness and technological advancements, with significant growth in market demand expected in the coming years [1][9][10] - The global shipment of sodium-ion batteries is projected to reach 3.6 GWh in 2024, with a remarkable 259% year-on-year growth expected in the first half of 2025 [10] - The shipment of sodium-ion battery anode materials is also on the rise, with a forecasted 194% increase to 4,800 tons in 2024 and a 276% increase in the first half of 2025 [11][13] Sodium-ion Battery Anode Materials Overview - Anode materials for sodium-ion batteries include metal compounds, carbon-based materials, alloy materials, and non-metal elements, with carbon-based materials being the most effective due to their strong sodium storage capacity [1][4] - Hard carbon is the dominant anode material, accounting for 94.3% of shipments in the first half of 2025, while soft carbon's share has increased to 5.7% [11][12] Market Dynamics - The price of sodium-ion battery anode materials has significantly decreased from 120,000 yuan/ton in 2021 to 27,000 yuan/ton in the first half of 2025, driven by increased production capacity and economies of scale [11][12] - In China, the market for hard carbon anode materials is rapidly expanding, with shipments expected to exceed 4,000 tons in 2024 and a 211% increase in the first quarter of 2025 [13] Industry Development Trends - The sodium-ion battery industry is supported by favorable policies and a growing focus on sustainable energy solutions, leading to a robust growth trajectory [8][9] - By 2030, global demand for sodium-ion battery anode materials is expected to reach 1.708 million tons, with hard carbon constituting 91.4% of this demand [14] - The industry is likely to see a shift towards new high-capacity anode materials, such as alloy and metal oxide materials, to meet future energy density requirements [14]