研判2025！全球及中国钠离子电池电解液行业发展背景、市场现状、竞争格局及未来展望分析：出货量激增，价格持续下滑[图]

Core Insights - The electrolyte is a crucial component of sodium-ion batteries, significantly impacting safety, energy density, cycle life, and rate performance [1][4] - The rapid development of sodium-ion batteries has led to explosive growth in the industry chain, with a substantial increase in demand for electrolytes [1][7] - The market for sodium-ion battery electrolytes is expected to see significant growth, with global shipments projected to reach 5,060 tons in 2024, a year-on-year increase of 182% [7][9] Industry Overview - Sodium-ion batteries operate similarly to lithium-ion batteries, relying on the movement of sodium ions between the anode and cathode [2][3] - The cost structure of sodium-ion battery materials shows that the electrolyte and cathode materials each account for 26% of the total cost, indicating the electrolyte's significant impact on manufacturing costs [5][6] Market Dynamics - The global sodium-ion battery market is projected to grow rapidly, with shipments expected to exceed 10 GWh in 2025, driven by the advantages of abundant sodium resources and lower production costs [4][8] - In China, the sodium-ion battery market is also expanding rapidly, with shipments expected to surpass 3 GWh in 2024, and a significant portion of this growth is attributed to advancements in technology and increased market demand [8][9] Competitive Landscape - The sodium-ion electrolyte market is characterized by high concentration, with the top three companies holding over 60% market share; Zhuhai Saiwei leads with over 30% market share [9][10] - The competitive landscape is shifting as the market for sodium-ion electrolytes grows, with many companies transitioning from lithium-ion to sodium-ion production capabilities [11] Future Outlook - The development of sodium-ion battery electrolytes presents significant opportunities and challenges, including the need for innovations in electrolyte formulations and safety assessments [11][12] - Continued advancements in electrolyte technology are expected to accelerate the commercialization of sodium-ion batteries, requiring collaboration across various scientific disciplines [11]