Core Viewpoint - The battery industry is at a critical turning point, with CATL planning to widely apply sodium-ion batteries in various sectors by 2026, indicating a promising future for this technology [1] Group 1: Sodium-Ion Battery Development - CATL has received new national standard certification for its sodium-ion batteries, removing the last compliance barrier for manufacturers [2] - The introduction of the "AB battery system" combines lithium and sodium cells to enhance performance and reduce costs, addressing the limitations of sodium batteries [2] - Major competitors like BYD and EVE Energy are also advancing in sodium-ion battery production, indicating a competitive landscape [2] Group 2: Market Dynamics and Demand - The demand for sodium-ion batteries is expected to rise due to the growth of AI data centers, which require high-temperature stability and instant power supply [3][4] - The anticipated increase in lithium carbonate prices and the tight balance in the market for 2026 highlight the need for alternative battery solutions like sodium-ion [5] - The energy sector's next growth cycle will be driven by storage solutions, necessitating cost-effective alternatives to lithium batteries [5] Group 3: Long-term Industry Implications - The shift towards sodium-ion batteries represents a move towards a more resilient energy system, reducing reliance on lithium and stabilizing supply chains [6] - As acceptance of sodium-ion technology increases among manufacturers, the transition from testing to large-scale production is expected to occur [6] - The strategic focus on sodium-ion batteries aims to mitigate price volatility and ensure long-term stability in the energy market [6]