国泰海通｜电新：钠电团体标准正式发布，产业化加速推进

Core Viewpoint - The formal implementation of the group standard "Technical Requirements for Sodium-ion Batteries for Energy Storage" marks a new phase in the standardization of sodium-ion batteries in China's energy storage sector, indicating that the sodium battery industry chain has completed its cold start and is expected to enter a period of industrial scale expansion [1][2]. Group 1: Industry Development - The sodium battery industry is expected to accelerate its deployment, with companies involved in the sodium-ion battery industry chain likely to benefit first from the newly approved group standard [2]. - The group standard, effective from February 1, 2026, provides clear regulations on terminology, testing methods, inspection rules, labeling, packaging, transportation, and storage for sodium-ion batteries used in energy storage [2]. - Sodium batteries are anticipated to become an effective supplement to lithium batteries, with a cost advantage highlighted by the ability to use cheaper sodium carbonate instead of lithium carbonate, and aluminum foil instead of copper foil, resulting in a 30%-40% lower material cost compared to lithium batteries [2]. Group 2: Technological Advancements - In April 2025, CATL launched its new sodium-ion battery brand "CATL Sodium New," achieving an energy density of 175Wh/kg, comparable to lithium iron phosphate batteries, with a range of 500 kilometers and excellent low-temperature performance, maintaining 90% usable capacity at -40°C [3]. - The sodium battery industry chain has completed its basic ecological construction, and rising prices of lithium battery materials are gradually narrowing the cost gap between sodium and lithium batteries, indicating a positive market introduction for sodium batteries driven by leading battery companies like CATL [3].