Ronbay Technology(SH:688005) 高工锂电·2025-07-08 14:15Core Viewpoint - Sodium batteries, leveraging both cost and performance advantages, are emerging as pioneers in the energy market rather than competitors to lithium batteries [3][4]. Group 1: Project Overview - The construction of the 6000-ton sodium battery poly-anion cathode material project in Xiangyang, Hubei, marks a strategic investment of 60 million yuan by the company [5]. - The project showcases the company's rapid execution, taking just over 100 days from signing to groundbreaking [5]. - The project is based on the company's innovative sodium battery material technology, achieving international leading levels in energy density and cycle life [6]. Group 2: Technological Advancements - The project introduces a unique "raw material processing - finished product sintering" integrated process, enhancing production efficiency by over 20% [6]. - The sodium battery poly-anion cathode material is expected to achieve an annual output value exceeding 200 million yuan upon reaching full production [6]. - The company has made significant technological advancements in sodium battery cathode materials, optimizing morphology, increasing packing density, and improving stability even at extreme low temperatures of -30°C [7]. Group 3: Future Prospects - The chairman emphasized the immense potential of sodium batteries in both power and energy storage markets, indicating plans for rapid expansion [6][7]. - The company is also entering the lithium iron phosphate sector, with plans for a high-end production line in Europe, while maintaining its leadership in ternary materials [7]. - The Xiangyang facility aims to become the largest, most advanced, and efficient green low-carbon cathode material production base globally, with a target output value exceeding 50 billion yuan [7].