钠电池如何突围？李景虹院士：避开短板，不与锂电池抢市场

Core Viewpoint - The future of sodium-ion batteries is not about competing with lithium batteries but rather focusing on areas where lithium batteries struggle, presenting significant opportunities for development [1][2]. Industry Insights - Recent government policies have highlighted sodium-ion batteries, with a focus on establishing a high-quality battery storage system that includes sodium batteries as a key component [2]. - The sodium-ion battery industry is transitioning from sample validation to commercial application, with expectations for significant cost reductions and lifecycle savings for users by 2026 [3]. - The market anticipates that sodium batteries will become a crucial supplement to lithium batteries, particularly in fixed energy storage applications, due to their resource abundance and lower costs [2][3]. Market Dynamics - The sodium battery industry is experiencing rapid expansion across the supply chain, with expectations that the cost difference between lithium iron phosphate batteries and sodium batteries will reach a critical turning point next year [4]. - There is a belief that sodium battery costs could potentially decrease by half within the next two to three years, enabling sustainable commercial development [4]. Application Focus - Sodium batteries are seen as a vital direction for green energy, with strengths in high power, low-temperature performance, safety, and cost-effectiveness, making them suitable for applications such as hybrid vehicles, uninterruptible power supplies (UPS), and frequency regulation storage [6].