Guan Cha Zhe Wang·2026-02-05 08:35Core Viewpoint - Changan Automobile and CATL have officially launched the sodium-ion battery strategy and the world's first mass-produced passenger vehicle equipped with sodium-ion batteries, marking a significant step in the commercialization of sodium-ion battery technology [1][3]. Group 1: Sodium-Ion Battery Strategy - CATL will be the sole partner for Changan's sodium-ion battery strategy, with plans to equip multiple brands including Avita, Deep Blue, Qiyuan, and Gravity with "sodium new" batteries, with the first model expected to launch mid-year [3]. - The mass production of passenger vehicles using sodium-ion batteries represents a critical milestone in the commercialization of this technology, following CATL's earlier release of sodium-ion batteries for light commercial vehicles [3][4]. Group 2: Market Context and Demand - The demand for sodium-ion batteries is driven by the need for car manufacturers to compete with fuel vehicles, especially as the sales of new energy vehicles in China surpassed 50% last year, and as subsidies for new energy vehicles decline [4]. - The low-temperature performance and high safety characteristics of sodium-ion batteries are seen as a new technological pathway to activate more usage scenarios, particularly in cold northern regions where lithium batteries face challenges [6]. Group 3: Technical Specifications and Performance - The first mass-produced passenger vehicle with sodium-ion batteries has completed winter testing, featuring a pure electric range exceeding 400 kilometers and a maximum energy density of 175 Wh/kg [6]. - The sodium-ion battery demonstrates superior low-temperature performance, with discharge power nearly three times higher than lithium iron phosphate models at -30°C, and a capacity retention rate exceeding 90% at -40°C [8]. Group 4: Future Developments and Market Positioning - CATL plans to establish over 3,000 chocolate battery swap stations by 2026, focusing on northern cold regions to support the sodium-ion battery ecosystem, while also enhancing the lithium battery charging infrastructure [12]. - The future of electric vehicles is expected to feature a dual approach, with lithium batteries dominating long-range and high-performance models, while sodium-ion batteries will cater to medium-range, cold-weather, and high-safety demand vehicles [12].