CATL(SZ:300750) 鑫椤锂电·2026-01-09 07:49Core Insights - The article highlights the significant surge in lithium battery material prices, with lithium carbonate futures exceeding 140,000 yuan/ton and copper prices surpassing 100,000 yuan/ton, which is expected to benefit the sodium battery industry [1] - The "sodium-lithium dual-star" pattern is emerging, with major players like CATL planning large-scale applications of sodium batteries in various sectors by 2026 [2] - The sodium battery industry is projected to see substantial growth, with an expected shipment of approximately 3.5 GWh in 2025, nearly doubling year-on-year [3] Price Trends - The current price for battery-grade lithium carbonate is around 142,000 yuan/ton, while copper foil costs are also rising due to increased copper prices [1] - Sodium battery prices are detailed, with various types of sodium battery cells priced between 0.38-0.6 yuan/Wh, indicating a competitive pricing landscape [5] Industry Developments - CATL's supplier conference announced plans for sodium battery applications in multiple sectors, indicating a strategic shift towards sodium technology [2] - Qingna Technology has begun shipping its first batch of sodium-ion batteries to Europe, with a projected procurement of 5 million units by 2026 [2] - Haishida Sodium Star has secured over 100 million yuan in strategic financing, showcasing strong investor interest in sodium battery technology [2] Future Outlook - The sodium battery production in China is expected to reach 11.7 GWh by 2026, with a significant portion coming from polyanionic products [4] - The industry is entering a phase of accelerated capacity deployment, technological breakthroughs, and expanded applications, with major companies like EVE Energy and CATL leading the charge [6]