机构：关注钠离子电池产业化加速带动的投资机会

Core Viewpoint - China Chemical (601117) has announced the approval of the group standard "Technical Requirements for Sodium-ion Batteries for Energy Storage" (T/CIAPS0052-2026), which outlines definitions, general requirements, testing methods, inspection rules, and packaging for sodium-ion batteries and modules [1] Group 1: Industry Insights - Sodium-ion batteries are recognized for their cost-effectiveness and excellent low-temperature performance, indicating significant potential for applications in electric vehicles and energy storage [1] - The rapid development of electric vehicles and energy storage stations, combined with advancements in sodium-ion battery technology and accelerated industrialization, is expected to lead to a quick increase in market penetration and growth in market size [1] - The industry is advised to focus on investment opportunities arising from the accelerated industrialization of sodium-ion batteries [1] Group 2: Market Potential - Sodium-ion batteries possess advantages such as low-temperature performance and high power density, along with excellent economic potential [1] - Leading manufacturers are actively advancing product research and industrialization processes, continuously optimizing product performance through collaboration with downstream customers and upstream suppliers [1] - There is significant growth potential for sodium-ion batteries, particularly for material manufacturers with strong R&D capabilities and battery manufacturers that are at the forefront of technology [1]