Event Overview - The 8th Qidian Sodium Battery Summit and the 3rd Sodium Battery Anode and Cathode Materials Summit will be held on August 28, focusing on "Full Chain Technology Capacity Leap, GWH Level Shipment" as the main theme [1] - The agenda includes various specialized sessions such as "One-stop Process and Production Line Solutions for Sodium Battery Cathode Materials" and "Development of Biomass-based Hard Carbon Materials" [1] Industry Insights - According to EVTank, China's sodium-ion battery actual shipment volume is expected to exceed 1.5 GWh in 2024, significantly higher than 0.7 GWh in 2023 [6] - By 2025, China's planned production capacity for sodium-ion batteries is projected to reach 60 GWh, with shipments expected to exceed 7 GWh, and over 200 GWh by 2030 [6] - The industry has reportedly broken through the critical point of large-scale cost, with significant demand growth noted, especially in extreme environment energy storage and electric two-wheeler applications [6] Key Companies and Stocks - Notable companies in the sodium-ion battery supply chain include CATL, Penghui Energy, Huayang Co., and Chuan Yi Technology [11] - Upstream material companies such as Yuanli Co. and Shengquan Group are also highlighted, along with aluminum product companies like Dingsheng New Materials and Nanshan Aluminum, which are expected to benefit from the adoption of aluminum foil in sodium-ion batteries [11]