CATL(SZ:300750) 市值风云·2026-02-05 10:08Industry Dynamics - Changan Automobile has unveiled the world's first sodium battery mass-produced passenger vehicle, expected to be launched in mid-2026 [5] - CATL has announced the sodium battery brand "Naxin," which will begin large-scale applications across multiple fields in 2026, indicating a trend of "sodium-lithium dual stars shining" [5] Companies with Scaled Deliveries - Companies that have achieved scaled delivery include: - Ruifeng Technology - Weiketech - CATL - Prilite - EVE Energy - Pylon Technologies - Greeenme [6] Core Materials in Mass Production - Companies with core materials in mass production include: - Dingsheng Technology - Dongfu Technology - Tianci Materials - Zhongwei Shares - Zhenhua New Materials [6] Technical Reserves in Pilot Testing - Companies in the pilot testing phase include: - Xiangtan Electrochemical - Xinwanda - Xiangfenghua - Weilan Lithium Core - Shengyang Shares [6] Industry Chain Support and Early Layout - Companies involved in industry chain support and early layout include: - Meilian New Materials - Zhongxin Fluorine Materials - Yingtian Shares - Zhichuan Shares [6]