摘要 作为钠电池的定义者和产业拓荒者，中国企业或将改写世界能源体系。 几乎在同一个月内，海辰储能、亿纬锂能（维权）、宁德时代三大锂电巨头在十四五收官之际，相继落 笔了钠电商业化蓝图与野心。 现阶段，锂电巨头们给出的较为清晰的路径分别为AIDC与动力市场。 具体来看，海辰储能与亿纬锂能都公布了钠电在AIDC场景的应用方案，并着手建设相关产能；宁德时 代则选择在换电、乘用车、商用车等动力领域布局，并率先发布了钠离子商用车启停与乘用车动力产 品。 巨头们纷纷涌入，不仅是对钠电技术与市场的重塑与定义，更是将钠电抬上了叙事更宏大、需求更广阔 的新能源大舞台。 钠电产业化"守夜"三年，巨头们此轮更加实质性的布局，是否将敲响拂晓之钟？这个答案，可能藏在钠 电会在哪个应用场景更快实现规模化商业落地。 其背后，与未来庞大的电力市场与全场景电动化对多元材料、多元形态电池需求有关。而钠电池在差异 化性能、远期成本、原材料供应稳定等优势上，不仅成为锂电池的有效补充，并逐步打开了独立市场。 一是，锂电池主材集体涨价，并以碳酸锂涨价为主要焦点，但走势并稳定。其12月26日的期货价格突破 13万元/吨，又在29日跌破12万元/吨。 而面对 ...

钠电产业化"守夜"三年，巨头们此轮更加实质性的布局，是否将敲响拂晓之钟 ？ 这个答案，可能 藏在钠电会在哪个应用场景更快实现规模化商业落地。 现阶段，锂电巨头们给出的较为清晰的路径分别为 AIDC 与动力市场。 具体来看，海辰储能与亿纬锂能都公布了钠电在 AIDC 场景的应用方案，并着手建设相关产能； 宁德时代则选择在换电、乘用车、商用车等动力领域布局，并率先发布了钠离子商用车启停与乘用 车动力产品。 摘要 作为钠电池的定义者和产业拓荒者，中国企业或将改写世界能源体系。 几乎在同一个月内，海辰储能、亿纬锂能、宁德时代三大锂电巨头在十四五收官之际，相继落笔了 钠电商业化蓝图与野心。 巨头们纷纷涌入，不仅是对钠电技术与市场的重塑与定义，更是将钠电抬上了叙事更宏大、需求更 广阔的新能源大舞台。 其背后，与未来庞大的电力市场与全场景电动化对多元材料、多元形态电池需求有关。 而钠电池 在差异化性能、远期成本、原材料供应稳定等优势上，不仅成为锂电池的有效补充，并逐步打开了 独立市场。 一是 ，锂电池主材集体涨价，并以碳酸锂涨价为主要焦点，但走势并稳定。其 12 月 26 日的期 货价格突破 13 万元 / 吨，又在 29 ...

因此，钠电规模化量产紧迫感十足，关系着能否顺利乘上此轮行业上行周期列车。 而这份紧迫感，一方面体现在钠电目前缺乏庞大的供应链，钠电池产线投产不仅面临工程化难题，还面临着规模化降本难题。 另一方面体现在锂电巨头纷纷下场重塑钠电产业链，尤其是全域电动化机遇下，钠电池如何在差异化场景中拿下独立市场，如何在部分场景与锂电、铅 酸、固态等电池产品展开竞争。 然而，钠电池量产并非简单的锂电池产线"嫁接"与改造，其中无数的工程化难题还未形成一套标准化的" know-how "。 从锂电到钠电的产线转型绝非简单改造可实现。 锂电新周期正成为钠电产业化、商业化"破局"的重要窗口。 高工产研（ GGII ）数据显示，今年前三季度锂电出货量已达 1.2TWh 。锂电池出货突破 TWh ，意味着更多场景广泛开启电动化尝试，同时也为其 他电池技术路线铺垫了市场化导入的可能。 而目前，钠电池有望乘锂电上行周期之风，开启新篇章。然而，尽管全域电动化将给予钠电池充分导入的机会，但产能规模跟不上也只是竹篮打水。 一个基本前提在于，钠电产线早期确实摸着锂电产线过河，并以其为模板。因此，拥有 锂电池研发制造深厚底蕴的企业，恰恰是解决钠电产线工程化 ...

摘要 多场景渗透 供应链协同 现阶段，钠电在动力、储能、启停、小动力等市场已经展现不同的商业价值，也是未来上量最快的几大场景，未来的市场规模将突破千亿级别。 动力市场，目前国内整体新能源车的渗透率已经很高，但南北方城市之间的渗透率差距很大，比如哈尔滨纯电车渗透率只有上海的十分之一，北方新 能源车市场对钠电来说仍是蓝海。此外，换电市场也是电池需求的未来新增量，钠电池同样有机会可以切入。 2025年钠电产业化迈入纵深发展阶段，技术迭代与场景验证双向发力，推动钠电从细分领域试点迈向多场景规模化渗透的关键转折期。 储能市场，源网测储能、工商业储能、户储、数据中心 AIDC未来10年合计有望迎来超13TWh的电池需求。其中，数据中心AIDC配储复合增长率最 高，导入钠电池的机遇十分广阔。 供应链协同创新持续深化，材料、工艺、制造端的降本增效成果显著，为钠电在 动力、储能、启停 等核心市场的商业化落地筑牢根基。 随着政策支持加码与市场需求释放，钠电凭借宽温域适应性、本质安全、成本优势等核心特质，正成为新能源产业多元化发展的重要支撑。 储能市场 作为钠电规模化应用的核心赛道，在源网荷储、工商业储能、数据中心 AIDC 等场 ...

头部企业主打汽车及储能，中小企业多场景开花。 储能市场依旧是钠电长坡厚雪的赛道 ， 发改委进一步明确相关目标，到2025 年，实现新型储能从商业化初期向规模化发展转变。行业、 政府逐步开 始重视钠离子技术，并将其作为储能领域的重要研究示范，将推动钠离子电池全面商业化。 商业化破冰 产业化攻坚 生态化拓圈 2025年钠电池产业化的不断成熟，钠电应用正在打破市场疑虑 ，各细分场景对钠电池的技术验证与商业验证已来到全新阶段。 启停市场已成为其钠电商业化突破的首站 ，2025年已在技术、供应链与经济性上形成闭环，具备批量应用条件，尤其在后装市场实现了多方盈利。 电动重卡、数据中心AIDC、两轮车换电、无人物流车等新兴市场 有望成为钠电应用未来的重要增量。展望明年，钠电出货有望实现100%的增长，达 到5-10GWh的规模。到2030年达到百GWh放量，同时带动材料实现30-50倍的增长。 12 月12 日，2025 高工钠电年会在深圳机场凯悦酒店圆满举办，年会主题为"商业化破冰 产业化攻坚 生态化拓圈"。 整场大会 共设两大专场， 众钠能源冠名的开幕式专场"钠电商业化应用破冰"、 容百科技冠名的市场应用与供应链 专场 ...

会议倒计时6天 峰会背景 ● 商业化破冰，头部企业牵引 2025 年以来，头部电池企业已从技术牵引走向产品 落地 。中科海钠发布"海星"钠离子电池商用车解决方案、宁德时代"钠新"电池瞄准电动重卡启 停及乘用车场景、亿纬锂能聚阴离子钠电储能成功并网运行。 钠电正在打破市场疑虑，实现初步的商业应用，如同破冰船开辟航道。 ● 产业化攻坚，产能规模初显 万吨级正负极材料产线、 GWh 级电芯产能的集中开工、投产，标志着产业正式从 " 实验室 - 中试 " 迈入 " 规模化制造 " 新阶段 。 更多企业则选择在专业化细分领域深耕，共同推动产业链生态趋于成熟与稳定。 产业链上下游需要打破成本、供应链、规模的瓶颈，实现产业发展 的决定性突破。 2025高工钠电年会 商业化破冰 产业化攻坚 生态化拓圈 主办单位： 高工钠电、高工产业研究院（GGII） 专场冠名： 众钠能源、 容百科技 会议时间： 2025年 12月12日 会议地点 ： 深圳机场凯悦酒店L层宴会厅 同期活动： 2025 高工储能年会暨高工金球奖颁奖典礼（ 12 月 9-11 日） | | | 卡儿酷科技 | 董 | | --- | --- | --- | -- ...

Group 1 - Rongbai Technology has signed a strategic cooperation agreement with CATL, becoming the first supplier of sodium battery cathode materials, marking a significant step in the large-scale application of sodium-ion battery technology [1] - Following the announcement, Rongbai Technology's stock price hit a 20% limit up, with a trading volume of 2.84 billion yuan, the highest since August 2022 [1] - The partnership is expected to enhance the adaptability of sodium batteries across various applications, facilitating their entry into the promotion phase [1][2] Group 2 - The cooperation aims to leverage the strengths of both parties in the industry, focusing on safety and low-carbon solutions in the new energy battery ecosystem [2] - Sodium-ion batteries are gaining attention due to their abundant raw materials, cost advantages, and safety performance, positioning them as a potential alternative in energy storage and light electric vehicles [2] - The Ministry of Industry and Information Technology has been promoting the industrialization of sodium-ion batteries, emphasizing the development of high-performance materials and large-scale storage systems [2] Group 3 - Despite the positive outlook for sodium-ion batteries, challenges remain regarding technological maturity, capacity construction, and market demand [3] - Experts caution that while many companies are accelerating their sodium battery material and cell layouts, there is a risk of overcapacity if downstream demand does not meet expectations [3] - The industry is advised to focus on technological iteration and matching application scenarios to enhance competitiveness and avoid blind expansion [3]

Core Viewpoint - Ningbo Ronbay New Energy Technology Co., Ltd. (容百科技) has signed a significant cooperation agreement with CATL (宁德时代), positioning itself as the primary supplier of sodium battery cathode materials, which is expected to help reverse its financial losses amid challenging market conditions [1][2]. Group 1: Cooperation Agreement Details - The agreement stipulates that CATL will source no less than 60% of its total procurement from Ronbay, contingent on the latter meeting specific technical and quality requirements [2][3]. - A cost-reduction mechanism is included, where Ronbay will offer better pricing if annual procurement reaches 500,000 tons or more [2]. - The agreement is valid until December 31, 2029, with an automatic renewal clause if both parties agree three months prior to expiration [3]. Group 2: Financial Performance and Challenges - Ronbay reported a net loss exceeding 200 million yuan in the first three quarters of 2025, with a significant decline in revenue and profit margins [1][5]. - The company’s revenue for Q3 2025 was 2.737 billion yuan, down 38.29% year-on-year, and the net profit for the same period was a loss of 135 million yuan, a 227.45% decline [5]. - Factors contributing to the losses include geopolitical uncertainties affecting market demand and increased costs due to underutilized production capacity [5][6]. Group 3: Market Position and Future Prospects - The partnership with CATL is seen as a validation of Ronbay's technological capabilities in sodium battery materials, which are expected to see increased application in various sectors [3][6]. - Ronbay has been proactive in expanding its production capacity, with a new production line in Hubei set to produce 6,000 tons of sodium battery cathode materials annually [3]. - Despite the positive outlook from the partnership, Ronbay faces significant challenges in meeting production demands while navigating external market fluctuations and internal capacity constraints [4][6].

Core Viewpoint - Ningbo Ronbay New Energy Technology Co., Ltd. (容百科技) has signed a significant cooperation agreement with CATL (宁德时代), positioning itself as the primary supplier of sodium battery cathode materials, which is expected to help reverse its current financial losses [1][2][3]. Group 1: Agreement Details - The cooperation agreement stipulates that CATL will source no less than 60% of its total procurement from Ronbay, contingent on the latter meeting specific technical and quality requirements [2][3]. - A cost-reduction mechanism is included, where Ronbay will offer better pricing if CATL's annual procurement reaches 500,000 tons or more [2]. - The agreement is valid until December 31, 2029, with an automatic renewal clause if both parties agree three months prior to expiration [3]. Group 2: Financial Performance - Ronbay reported a net loss exceeding 200 million yuan in the first three quarters of 2025, with a significant decline in revenue and profit margins [1][5]. - The company's revenue for Q3 2025 was 2.737 billion yuan, a year-on-year decrease of 38.29%, while the net profit for the same period was a loss of 135 million yuan, down 227.45% year-on-year [5]. - The cumulative net loss for the first three quarters of 2025 reached 204 million yuan, exacerbated by geopolitical uncertainties and idle production capacity [5][6]. Group 3: Production Capacity and Challenges - Ronbay has initiated a production line in Hubei with an annual capacity of 6,000 tons for sodium battery cathode materials, which is nearing completion [3]. - The company acknowledges that the fulfillment of the agreement is subject to internal factors such as production capacity and line commissioning, as well as external factors like market policy changes and demand fluctuations [4][6]. - The current mismatch between production capacity and demand poses a significant challenge for Ronbay, especially in light of its ongoing financial pressures [5][6].

Core Viewpoint - The sodium battery industry is experiencing rapid growth, with a projected market size of approximately 3.6 GWh in 2024, representing a year-on-year increase of 260%. By 2025, the shipment volume is expected to exceed 20 GWh, driven by cost reductions and technological advancements in sodium batteries [1]. Group 1: Industry Growth and Trends - The sodium battery market is entering a critical phase in 2025, characterized by significant breakthroughs across the entire supply chain, including materials, batteries, and applications [1]. - Major companies in the sodium battery sector are ramping up production capabilities, with leading firms achieving GWh-level shipments and entering the ten-thousand-ton shipment category for sodium battery materials [1]. - Innovations such as lithium-sodium hybrid batteries, sodium batteries without negative electrodes, and ultra-high-rate sodium battery technologies are emerging, indicating a shift towards more advanced solutions in the industry [1]. Group 2: Forum Overview - The 8th Sodium Battery Summit, themed "Full Chain Technology Capacity Leap, GWh Shipment 'True' Year," will take place on August 28, 2025, in Shenzhen, gathering industry leaders and experts to discuss the latest trends and developments [2][4]. - The forum aims to provide a high-end communication platform for sharing insights and fostering collaboration within the sodium battery industry, marking a new phase of high-quality development [2]. Group 3: Event Details - The event will feature over 500 participants and will include various sessions focusing on sodium battery technologies, applications, and market trends, with notable speakers from leading companies [5][6]. - The agenda includes discussions on production challenges, application scenarios, and technological advancements in sodium battery materials and manufacturing processes [5][6].