CATL(SZ:300750) 证券时报·2025-04-21 10:33Core Viewpoint - CATL has launched multiple "world's first" products, including the second-generation supercharging battery and the "Sodium New" battery, highlighting advancements in battery technology and safety features [1][2]. Group 1: Supercharging Technology - The second-generation supercharging battery features an 800 km range and a peak charging rate of 12C, allowing for over 520 km of range with just 5 minutes of charging [2][4]. - This battery can achieve a peak charging power exceeding 1.3 MW and can charge from 5% to 80% in just 15 minutes at -10°C, doubling the current industry standard [4]. - The battery utilizes a new generation of super crystalline graphite and a dedicated "smart electrolyte" production line to enhance charging capabilities [4]. Group 2: Safety Innovations - The "Xiao Yao Dual-Core Battery" employs a dual-core architecture, ensuring continuous and stable power output even in cases of battery damage or thermal runaway [5]. - This design is crucial for the safety of smart driving technologies, making battery safety a priority in the automotive industry [5]. Group 3: Sodium Battery Development - The "Sodium New" battery is the world's first sodium-ion battery for automotive applications, demonstrating high safety standards under extreme conditions [6][7]. - It maintains 90% energy retention at -40°C, with an energy density of 175 Wh/kg, and supports over 10,000 charge cycles [7]. - The first product, a 24V sodium-ion battery for heavy trucks, is set to enter mass production in June 2023, with a broader rollout planned for December 2025 [7]. Group 4: Market Potential - The global sodium battery market is projected to grow from $320 million in 2023 to nearly $1 billion by 2030, driven by increasing demand for energy storage solutions [9]. - Sodium batteries are expected to complement lithium batteries in various applications, including communication stations and energy storage systems, providing a significant market opportunity [9].