普利特(002324.SZ):拟投资建设年产6GWh钠离子电池生产基地

Core Insights - Company plans to establish a 6GWh sodium-ion battery production base in Neijiang Economic Development Zone with a total investment of approximately RMB 800 million [1] - The project aims to create a cost-effective and technologically advanced demonstration production base for sodium-ion batteries [1] - The company is accelerating the commercialization of sodium-ion batteries, having established Guangdong Haisida Sodium Star Technology Co., Ltd. for independent operation of the sodium battery segment [2] Investment and Production Plans - The new production base will include a 46-series large cylindrical sodium battery production line and a super large square or other model sodium battery production line [1] - The company will coordinate a RMB 98 million industrial guidance fund to support the initial phase of the project [1] - The investment aims to enhance the production capacity of sodium-ion batteries to meet the growing delivery demands from customers [2] Market Position and Strategy - The company has validated multiple sodium-ion cell and module products with leading downstream customers and has entered several core customer supply lists [2] - Sodium-ion batteries are positioned as the "next-generation main technology" in energy storage and automotive start-stop power supply due to their resource abundance, excellent low-temperature performance, and high safety [2] - The investment will further improve the company's capacity layout in the new battery sector and accelerate product research and development [2]