德国海归博士创业NFS新材料，签订千吨级订单，将开启万吨级产能

Core Viewpoint - Sodium-ion battery company Sodium Far New Materials Technology has recently completed a financing round of several tens of millions of RMB, focusing on expanding production capacity and developing new technologies [5][7]. Financing Information - Financing Round: Pre-A - Amount Raised: Several tens of millions of RMB - Leading Investors: Guoxin Venture Capital, Ziliu Capital - Use of Funds: Mainly for expanding production capacity to tens of thousands of tons, R&D for negative-free sodium batteries, and expanding production, sales, and supply chain teams [7]. Company Overview - Founded: 2022 - Headquarters: Wuxi, Jiangsu Province - Core Product: Modified sodium iron sulfate (NFS) cathode material system (main material + specialized additives) - Technical Highlights: Unique "soft-hard combination" system, the only company capable of large-scale provision of NFS core "hard" additives, and significant breakthroughs in material performance [9][9]. Market Potential - The sodium battery industry is entering a phase of large-scale production. By 2030, the market for sodium battery cathode materials is expected to grow from 2,000 tons in 2023-2024 to 200,000 tons, corresponding to a market increase of 40 billion RMB. The overall sodium battery market is projected to grow from 4 GWh to 1 TWh, with a market space of 500 billion RMB [13]. Company Performance - Sodium Far New Materials has rapidly increased revenue, having established a 5,000-ton NFS production line in Jiangxi and planning a 10,000-ton production line in Lu'an, Anhui. The company has already signed contracts for thousands of tons of orders with over a hundred clients [15]. Team Background - The company was founded by a team of PhD professionals with strong German industrial and research backgrounds, combining rigorous German engineering with efficient Chinese execution [19]. Founder Insights - The raw materials for the NFS are chemical by-products, making them very cost-effective. The BOM cost of the material is under 10,000 RMB, with current energy density at 120 Wh/kg and potential for the next generation of negative-free batteries to reach 200 Wh/kg [21]. Market Strategy - The lightweight power market is currently dominated by lead-acid batteries, representing a significant opportunity for sodium batteries. The company aims to scale up and penetrate this market effectively [22]. - Future R&D will focus on the development of the poly-anion material system and negative-free battery technology, with plans for international market expansion, particularly in Europe and Southeast Asia [23]. Investor Perspectives - Guoxin Venture Capital emphasizes the importance of core technology and scalability in new materials companies, highlighting Sodium Far New Materials' complete technical loop from R&D to production [23]. - Ziliu Capital notes the alignment of the company's negative-free sodium battery technology with industry leaders, indicating a promising path for cost reduction and efficiency improvements [23].