鑫椤锂电·2025-11-04 08:12Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec) has signed an agreement with LG Chem to jointly develop key materials for sodium-ion batteries, targeting the energy storage and low-speed electric vehicle markets [1][6]. Group 1: Company Collaboration - The partnership focuses on the development of sodium-ion battery cathode and anode materials, aiming to accelerate commercialization [1][6]. - Sinopec, as the largest refining and chemical enterprise in China, has been transitioning towards new energy materials, with battery materials being a key focus area [3][6]. - LG Chem is recognized as a leader in the commercialization of cathode and anode materials in the new energy battery sector [3][6]. Group 2: Technical Advancements - Sinopec has developed a wide-temperature sodium battery electrolyte that maintains over 95% capacity at -10°C, showcasing its technical capabilities [3][6]. - Research institutes under Sinopec have established solid technical foundations in sodium battery electrolytes and separator materials [3][6]. Group 3: Market Potential - Sodium-ion batteries exhibit advantages over lithium-ion batteries, such as lower cost (30%-40% cheaper) and better performance in low-temperature environments [6][7]. - The high safety profile of sodium-ion batteries, including no risk of over-discharge and good thermal stability, makes them ideal for large-scale energy storage [7]. - Currently, lithium batteries dominate the new energy storage market in China, accounting for 97%, but sodium batteries have the potential for differentiated competition, especially in the two-wheeler and A0-class electric vehicle markets [7].