机构：钠离子电池增长空间广阔 相关产业链或受关注

Group 1 - China Chemical (601117) and the Physical Power Source Industry Association have approved the release of the group standard "Technical Requirements for Sodium-ion Batteries for Energy Storage" (T/CIAPS0052-2026), which includes definitions, general requirements, testing methods, inspection rules, labeling, packaging, transportation, and storage for sodium-ion batteries and modules [1] - According to QYResearch's report "Global Sodium-ion Battery Market Report 2025-2031," sodium-ion batteries operate similarly to lithium-ion batteries and are expected to partially replace lithium batteries, with a projected global market size of $5.11 billion by 2031 and a compound annual growth rate (CAGR) of 32.2% in the coming years [1] Group 2 - Guohai Securities states that sodium-ion batteries have advantages such as low-temperature performance and excellent economic potential, with leading manufacturers actively advancing product development and industrialization, indicating significant growth opportunities in the sector [2] - Recommended companies for investment in the sodium-ion battery industry include Rongbai Technology, Zhenhua New Materials, Dangseng Technology, and Zhongke Electric, as well as leading battery manufacturers like CATL, Yiwei Lithium Energy, and Penghui Energy [2]