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, marking a significant year for the commercialization of sodium batteries [2]. Industry Development - Over the past three years, the global sodium battery industry has seen breakthroughs across the entire supply chain, including materials and battery technology. Major companies are signaling increased investment and expansion in the sodium battery sector, with innovations such as lithium-sodium hybrid batteries and ultra-high-rate sodium batteries emerging [2]. - The upcoming 2025 is anticipated to be a pivotal year for the sodium battery industry, with mass production and significant advancements in materials, batteries, and applications expected to occur [2]. Event Overview - The 8th Sodium Battery Summit Forum will take place on August 28, 2025, in Shenzhen, focusing on the theme "Full Chain Technology Capacity Leap, GWh Shipment 'True' Year." The forum aims to provide a high-end communication platform for industry leaders and experts to share insights and foster collaboration [3][5]. - The forum has a history of seven successful editions and is recognized as one of the most influential platforms in the sodium battery industry [3]. Agenda Highlights - The forum will feature a series of presentations and discussions on various topics, including production challenges, application scenarios, and technological advancements in sodium batteries. Notable speakers include industry leaders from companies such as Jin Na Technology, Wei Ke Technology, and others [7][13][14]. - Key topics include the identification and resolution of production difficulties in large cylindrical sodium batteries, the development of new electrochemical storage batteries, and the exploration of application scenarios for sodium batteries [7][13][14]. Participation Details - Registration for the forum is priced at 2,288 yuan per person, which includes access to the conference, lunch, conference materials, and a simplified version of the 2025 sodium battery industry white paper [16][17].

Financial Performance - The company reported a revenue of approximately 405 million yuan, representing a year-on-year increase of 33.49% [1] - The net profit attributable to shareholders was about 52.48 million yuan, showing a significant year-on-year growth of 166.07% [1] - Basic earnings per share reached 0.4 yuan, reflecting a year-on-year increase of 166.67% [1] Business Development - The traditional flue gas treatment business has expanded into the paper industry while consolidating its position in the steel and coking sectors, achieving a leading status [1] - The company has established partnerships with several enterprises, including Guangxi Beigang New Materials and Hubei Zhongte Coking, among others [1] - In the paper industry, the company completed the delivery of a low-temperature denitrification project for Asia Pacific Senbo and secured new orders from various paper companies [1] Strategic Initiatives - The company’s "one body, two wings" strategy has made positive progress in carbon capture and storage (CCUS) and sodium battery sectors [2] - In the CCUS business, the company is promoting the TX series absorbents for ship carbon capture applications and has signed strategic cooperation agreements with leading enterprises and research institutions [2] - The company has developed a two-phase absorbent with significant engineering application potential, overcoming various industry challenges [2] Sodium Battery Development - The third-generation sodium battery positive material (NFPP) exhibits high specific capacity, long cycle stability, and low cost, reaching a leading level domestically [3] - The first-generation high initial charge S-NFPP material has successfully completed pilot testing with stable performance [3] - The third-generation NFPP material has undergone short cell trials and is aimed at applications in low-speed electric vehicles and energy storage [3]

Core Viewpoint - Shanxi Huayang Group is committed to high-quality development, showcasing significant progress in various sectors, including production, innovation, and community engagement, as part of its strategy to build a "Five-Type Huayang" [1] Group 1: High-Quality Development Initiatives - In Q2 2025, Shanxi Huayang Group achieved a production of 19.06 million tons of raw coal, completing over half of its stable production target ahead of schedule [4] - The company reported that its sales of commercial coal, gas extraction, and aluminum production exceeded targets by 5%, 29.8%, and 2%, respectively [4] - The group is advancing its sodium battery industry, with new product development tasks completed and high-performance carbon fiber projects progressing efficiently [4] Group 2: Community and Environmental Engagement - From April to mid-May, the company organized a tree-planting campaign, planting nearly 6,000 saplings, contributing to a total of 85,000 trees planted with a survival rate exceeding 95% [5] - The green coverage rate of the mining area has reached 34.5%, reflecting the company's commitment to environmental sustainability [5] Group 3: Labor and Skills Development - The company has recognized outstanding employees, with several awards including "National Labor Model" and "Shanxi Province May Day Labor Award," highlighting its focus on labor spirit and civilizational achievements [8] - A technical skills competition was launched, covering 117 job categories, aimed at enhancing workforce capabilities through competitive learning [13] Group 4: Infrastructure and Policy Improvements - The company has restarted its housing provident fund loan services, addressing historical issues related to affordable housing access for employees [15] - New policies for old housing replacement loans have been implemented, allowing 89,000 units to qualify for loans, thereby reducing financial burdens on employees [15] Group 5: Industry Integration and Innovation - The aluminum industry chain integration project is progressing, with a feasibility study for a 394,000-ton electrolytic aluminum project approved, aiming to enhance the coal-electricity-aluminum industry chain [9] - The sodium battery emergency power supply project has been recognized as a model for improving safety standards in the coal mining industry [10][11]

Core Viewpoint - The sodium battery industry is accelerating its development with a focus on application scenarios, scaling production capacity, and building an ecosystem for industrialization [2]. Group 1: Application Scenarios - Exploration of application scenarios is accelerating in the energy storage field, including power storage, commercial and residential storage, data center UPS, and backup power for base stations [2]. - In the transportation sector, various vehicles such as two-wheelers, three-wheelers, starting power sources, engineering machinery, microcars, and passenger cars are beginning to explore sodium battery applications [2]. - Business models for light vehicle battery swapping and secondary dealerships are gradually being developed [2]. Group 2: Production Capacity - Several companies, including Zhongke Haina, Jiana, Huayang, and Zhongna, have launched production lines with a capacity of tens of thousands of tons, promoting the industrialization of core materials such as layered oxide cathodes and hard carbon anodes [2]. Group 3: Industrial Ecosystem - The sodium battery industry is rapidly constructing an ecosystem with companies accelerating their layout in key materials such as cathodes, anodes, electrolytes, separators, and current collectors [2]. - The domestic production rate of key materials has reached 95%, and the specialization of key material segments is gradually being realized [2].

2025年3月28日·深圳宝安登喜路国际酒店2楼国际厅 暨钠电行业50强排行榜发布会 第七届起点钠电论坛 1、钠电正极材料、负极材料、电解液、设备等产业链环节全面突破，钠电池电芯 性价比提升超预期，钠电迈向市场应用新征程。 2、钠电在增混电动汽车、低速电动车（两轮、三轮和四轮）、启动电源、工程机 械、储能、高速电摩及电动工具等领域多点开花，商业化应用爆发在即。 3、起点研究院（SPIR）钠电行业竞争力50强排行榜权威发布（覆盖钠电芯、设 备、材料等关键环节），展现行业标杆企业。 4、钠电行业最前沿技术探讨，最精准资源对接，最权威数据发布。 活动组织架构 2 活动名称： 第七届起点钠电论坛暨钠电行业50强排行榜发布会 举办地点： 深圳宝安登喜路国际酒店2楼国际厅 演讲及赞助单位： 中国电子技术标准化研究院 江苏隐功科技有限公司 深圳市金钠科技有限公司 易事特钠电科技（广东）有限公司 北京希倍动力科技有限公司 1 活动主题： 技术成本突破 市场爆发元年 主办单位： 起点钠电、起点研究院（SPIR） 活动规模： 500+ 举办时间： 2025年3月28日 深圳市科迈罗光电技术有限公司 深圳珈钠能源科技有限公司 活动 ...

第七届起点钠电论坛 暨钠电行业50强排行榜发布会 2025年3月28日·深圳宝安登喜路国际酒店2楼国际厅 活动背景及亮点 1、钠电正极材料、负极材料、电解液、设备等产业链环节全面突破，钠电池电芯 性价比提升超预期，钠电迈向市场应用新征程。 2、钠电在增混电动汽车、低速电动车（两轮、三轮和四轮）、启动电源、工程机 械、储能、高速电摩及电动工具等领域多点开花，商业化应用爆发在即。 3、起点研究院（SPIR）钠电行业竞争力50强排行榜权威发布（覆盖钠电芯、设 备、材料等关键环节），展现行业标杆企业。 4、钠电行业最前沿技术探讨，最精准资源对接，最权威数据发布。 活动组织架构 活动名称： 第七届起点钠电论坛暨钠电行业50强排行榜发布会 江苏隐功科技有限公司 深圳市金钠科技有限公司 湖南立方新能源有限公司 易事特钠电科技（广东）有限公司 10:50 北京希倍动力科技有限公司 1 2 活动主题： 技术成本突破 市场爆发元年 主办单位： 起点钠电、起点研究院（SPIR） 活动规模： 500+ 举办时间： 2025年3月28日 举办地点： 深圳 演讲及赞助单位： 深圳市科迈罗光电技术有限公司 深圳珈钠能源科技有限公司 东阳瑞 ...

第七届起点钠电论坛 暨钠电行业竞争力50强排行榜发布会 2025年3月28日·深圳宝安登喜路国际酒店2楼国际厅 活动背景及亮点 1、钠电正极材料、负极材料、电解液、设备等产业链环节全面突破，钠电池电芯 性价比提升超预期，钠电迈向市场应用新征程。 2、钠电在增混电动汽车、低速电动车（两轮、三轮和四轮）、启动电源、工程机 械、储能、高速电摩及电动工具等领域多点开花，商业化应用爆发在即。 3、起点研究院（SPIR）钠电行业竞争力50强排行榜权威发布（覆盖钠电芯、设 备、材料等关键环节），展现行业标杆企业。 4、钠电行业最前沿技术探讨，最精准资源对接，最权威数据发布。 活动组织架构 主办单位： 起点钠电、起点研究院（SPIR） 活动规模： 500+ 1 2 举办时间： 2025年3月28日 举办地点： 深圳宝安登喜路国际酒店2楼国际厅 大会议程 第七届起点钠电论坛暨钠电行业竞争力 50强排行榜发布会 | | | 08:00- 09:00 签到入场 活动名称： 第七届起点钠电论坛暨钠电行业竞争力50强排行榜发布会 活动主题： 技术成本突破 市场爆发元年 大会开幕式 钠电池电芯技术专场 --金钠科技 技术总工 贾建民 1 ...