中国在该领域的发展处于领先地位。宁德时代已于2025年推出其钠离子电池产品线Naxtra并宣布开始大 规模生产；比亚迪也正在建设大型钠离子电池生产基地。在应用端，钠离子电池已开始落地：2024年， 江铃集团为其EV3车型提供钠离子电池选项；中科海钠的电池用于低速电动汽车；雅迪在2025年推出了 四款钠离子两轮车。此外，深圳等多个中国城市已试点钠离子电池换电站。 尽管当前能量密度仍低于高端锂离子电池，但其性能持续提升，已能满足小型车辆需求。业界认为，钠 离子电池最重要的影响可能在于电网储能领域。其低成本、高安全性和长寿命的特点，使其成为储存太 阳能和风能的有力选择。美国初创公司Peak Energy已开始部署电网规模的钠离子储能系统。 全球煤炭消费进入平台期 2030年前或小幅下降 近日，《麻省理工科技评论》发布了2026年度"十大突破性技术"榜单。其中，钠离子电池与下一代核能 技术作为能源领域的核心突破入选，展现了全球向更安全、更经济、更可持续的能源体系转型的关键方 向。这两项技术均被认为在未来3至5年内有望实现规模化成熟应用。 氢离子电池 钠离子电池凭借其原料丰富、成本低廉及安全性更佳的特性，正成为锂离子电 ...

Core Insights - Oklo, a nuclear energy start-up, experienced a nearly 30% stock surge following the announcement of a contract with the U.S. military for a project in Alaska [1][2] Company Developments - Oklo received a notice of intent to award (NOITA) from the Defense Logistics Agency for supplying nuclear power to Eielson Air Force Base [2][4] - The project involves designing, building, and operating an energy-generating facility to provide power and heat to the base, leveraging the ability to operate off the traditional electricity grid [4][5] - The announcement follows previous disclosures that Oklo was provisionally selected for the project, which faced delays due to protests from other applicants [5][6] Industry Implications - The contract with a military branch serves as a significant confidence booster for Oklo and the next-generation nuclear technology sector [6][7] - CEO Jacob DeWitte emphasized that the deal reflects confidence in Oklo's capability to deliver clean and secure energy solutions for critical infrastructure [6][7]