Core Insights - The core viewpoint of the article is the significant growth forecast for the global sodium-ion battery industry, particularly in the production and shipment of negative electrode materials, which are expected to reach 1.2 million tons by 2025, marking a 140% year-on-year increase, and potentially 1.419 million tons by 2030, with hard carbon electrodes comprising over 85% of this market [2]. Group 1: Industry Overview - The sodium-ion battery industry is characterized by its unique working principles and production processes, which differentiate it from other battery technologies [8]. - The advantages of sodium-ion batteries include cost-effectiveness and resource availability, while disadvantages may include lower energy density compared to lithium-ion batteries [8]. - The development history of sodium-ion batteries shows a growing interest and investment in this technology, supported by relevant policies [8]. Group 2: Market Data and Projections - The average price of sodium-ion negative electrode materials is projected to be 29,000 yuan per ton in 2025, reflecting a 24.1% decrease year-on-year, with expectations to drop further to 15,000 yuan per ton by 2030 [3]. - The top ten companies in the global sodium-ion negative electrode materials market by shipment volume in 2025 include Basige, Bettery, NaTech New Materials, and others, indicating a competitive landscape [6]. Group 3: Research Institution Profile - Qidian Research Institute (SPIR) specializes in the new energy and new materials industry chain, with over 15 years of research experience in the field, providing data reports and insights to leading global companies [9].

2025 年 12 月 10 日 碳酸锂：现货成交仍偏淡，偏弱震荡 | | 邵婉嫕 | | 投资咨询从业资格号：Z0015722 | | | shaowanyi@gtht.com | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 刘鸿儒（联系人） 期货从业资格号：F03124172 | | | | liuhongru@gtht.com | | | 【基本面跟踪】 | | | | | | | | | 碳酸锂基本面数据 | | | | | | | | | | | T | T-1 | T-5 | T-10 | T-22 | T-66 | | 2601合约（收盘价） | | 91,000 | -2,060 | -3,860 | -4,400 | 8,700 | 14,360 | | 2601合约（成交量） | | 55,384 | -38,676 | -17,812 | -455,895 | -755,271 | -24,623 | | 2601合约（持仓量） | | 150,660 | -19,773 | -86,722 | -192,539 | ...