容百科技董事长白厚善：新能源时代“能源奇点”将来临

Core Viewpoint - Ningbo Ronbay New Energy Technology Co., Ltd. (Ronbay Technology) is optimistic about the future of energy supply, predicting the arrival of an "energy singularity" within the next 3 to 5 years, driven by solar energy and advancements in battery technology [1][2] Group 1: Energy Singularity Concept - The concept of the "energy singularity" relies on free and abundant solar energy, combined with photovoltaic and energy storage technologies, along with artificial intelligence and smart grids, leading to unlimited energy supply and decreasing costs [1] - The chairman, Bai Houshan, emphasized that this new energy era will allow humanity to overcome energy constraints and enter a new civilization of energy [1] Group 2: Battery Development Trends - The core development trend for future batteries is shifting towards "non-rare, non-critical, and inexpensive" metals, with sodium-ion batteries being the most aligned with this direction [1] - Sodium batteries offer advantages over lithium batteries in terms of safety, cost, temperature adaptability, and performance [1] Group 3: Market Predictions - By 2035, the market share of lithium iron phosphate batteries and sodium batteries is expected to reach a ratio of 4:6, with a projected demand of 15 million tons for lithium iron phosphate and 20 million tons for sodium battery cathode materials [1] Group 4: Production Capacity Plans - Ronbay Technology plans to achieve a production capacity of 1 million tons of sodium battery materials by 2029, while lithium iron phosphate material capacity is set to reach 300,000 tons by July next year [2]