CATL(SZ:300750) Zhong Guo Zheng Quan Bao·2026-01-22 14:47Core Viewpoint - CATL has launched a series of customized products for light commercial vehicles, including the industry's first mass-produced sodium-ion battery, which is expected to be commercially available by July 2026 [1][2]. Group 1: Product Launch and Features - The new "Tianxing 2nd Generation Light Commercial" series includes various models tailored for different transportation scenarios, such as urban distribution and extreme weather conditions [1]. - The sodium-ion battery, specifically the low-temperature version, retains over 92% usable capacity at -20°C and can operate in extreme conditions, demonstrating significant safety features [2]. - The battery's high power discharge performance allows for a temperature rise of no more than 5 degrees at a 5C charging rate, eliminating the need for additional cooling systems [2]. Group 2: Market Trends and Projections - The commercial vehicle market is expected to see a dual growth in domestic demand and exports, with a projected 65.5% year-on-year increase in new energy commercial vehicle sales, reaching 954,000 units by 2025 [3]. - The light commercial vehicle sector is anticipated to enter a new phase of large-scale application, with sales expected to exceed 600,000 units in 2025 and 900,000 units in 2026 [3]. - The sodium-ion battery market is expected to transition from the initial commercialization phase to large-scale application by 2025, driven by the advantages of resource abundance and safety [4]. Group 3: Industry Insights - Industry experts predict that by 2028, the sodium-ion battery market will reach a scale of 100 GWh, marking a significant transition from commercialization to large-scale production [5].