Zheng Quan Shi Bao·2026-01-26 17:44Group 1 - CATL launched four customized products under the "Tianxing II Light Commercial" series, including ultra-fast charging, long-range, high-temperature fast charging, and low-temperature versions [1] - The release of the low-temperature version of the sodium-ion battery marks the acceleration of sodium battery commercialization [1] - By 2025, China's sodium-ion battery production is expected to reach 3.45 GWh, a year-on-year increase of 96%, with actual production capacity around 20 GWh [1] Group 2 - The sodium-ion battery market is projected to enter a phase of large-scale application in 2026, driven by technological advancements, cost reductions, policy support, and ecosystem improvements [1] - The global sodium battery market for energy storage is expected to reach 580 GWh by 2030, while the automotive sodium battery market may exceed 410 GWh [1] - Nearly 40 companies in the A-share market are involved in the sodium battery industry, with an average increase of 9.13% in sodium battery concept stocks this year [1] Group 3 - Qicai Chemical has seen a cumulative increase of 51.3% since January, leading the market [2] - Li Min Co. is expected to achieve a net profit of 465 million to 500 million yuan in 2025, representing a year-on-year growth of 471.55% to 514.57% [2] - Dao Shi Technology anticipates a net profit of 480 million to 580 million yuan in 2025, with a year-on-year increase of 206.01% to 269.76% [2] Group 4 - Penghui Energy expects a net profit of 170 million to 230 million yuan in 2025, marking a turnaround from losses [3] - The company has been developing sodium-ion batteries since 2021 and has achieved commercial delivery of its first-generation sodium battery in 2023 [3]