（文/观察者网 张家栋 编辑/高莘） 2月5日，长安汽车与宁德时代在内蒙古牙克石联合举行长安汽车天枢智能新安全成果发布暨钠电战略全 球发布会。 在极寒测试环境中，双方正式发布钠电战略，并同步亮相全球首款搭载钠离子电池的量产乘用车。此举 也标志着钠离子电池首次进入量产乘用车应用阶段。 长安汽车宣布，宁德时代将作为其钠电战略唯一合作伙伴，同时，未来将在阿维塔、深蓝、启源、引力 等多品牌车型上将陆续搭载"钠新"电池，首款车型预计年中上市。这也意味着钠电技术将从单一车型试 点，走向多品牌、多平台同步导入。 此次乘用车量产落地，是钠电商业化的又一重要节点。今年1月，宁德时代刚刚发布面向轻型商用车的 量产钠离子电池产品"天行II轻商低温版"，并将率先在VAN和小微卡等车型上应用。 而短时间内从商用车扩展到乘用车市场，则显示出钠离子电池产业化节奏的提速。 从新能源汽车的发展阶段来看，钠离子电池并非全新概念，2020年，业内就曾推出过钠离子电池的试验 车，此后宁德时代还曾发布能量密度达到160Wh/kg的钠离子电池。 不过，由于钠离子比锂离子更大更重，导致钠离子电池在能量密度、倍率性能、循环寿命方面相对劣 势，该技术的量产化 ...

日前，宁德时代（300750）"天行II轻商"新品发布会推出四款定制化产品——"天行II轻商"超充版、长 续航版、高温超充版、低温版。ICC鑫椤钠电数据库显示，2025年中国钠离子电池产量为3.45GWh，同 比增长96%。2025年钠离子电池实际落地产能约20GWh，考虑到多数产能实际释放时间节点在2025年二 季度后，2025年市场产能利用率不足40%。 国海证券认为，性能适配与经济性共振，钠离子电池有望迎来发展新周期。钠离子电池具备低温性能、 倍率性能等优势，潜在经济性优异。龙头厂商积极推进新品研发和产业化进程，持续与下游客户及上游 供应商进行磨合迭代，产品性能不断优化，后续钠离子电池增长空间广阔，研发制造实力强、下游客户 卡位坚实的材料厂商及把握前沿技术的电池厂商均有优质发展机遇。 招商证券认为，过去几年，钠离子电池成本快速下降，能量密度也有较大提升，其应用场景与规模在不 断扩大。从终端场景来看，整车基于低温性能和成本的考虑，开始在A0/A00车型使用，并扩展到混动 车型。在二轮车市场，钠电较锂电有安全和成本优势；在储能领域，钠电从户储进入到大储应用。在动 力、储能等多个市场，钠离子电池有望逐步走向规 ...

Core Viewpoint - CATL is expanding its presence in the commercial vehicle sector with the launch of the Tianxing II light commercial vehicle solution, aiming to redefine its role from a hardware supplier to a smart manufacturing platform [1][2]. Group 1: Market Overview - The commercial vehicle market in China is projected to reach 4.25 million units in sales this year, with a penetration rate of new energy vehicles exceeding 35% [1]. - By the end of 2024, the penetration rate is expected to be only 10% [1]. Group 2: Product Launch and Features - CATL has launched the Tianxing II light commercial series, collaborating with 46 automakers and producing 678 new models, with a cumulative shipment of over 210,000 units [2]. - The Tianxing II features a long-range version with a 253 kWh battery, achieving a real-world range of 800 kilometers, targeting the intercity freight market [2][3]. Group 3: Cost Savings and Warranty - Utilizing off-peak electricity for charging, a single light truck can save up to 150,000 yuan in fuel costs annually [3]. - CATL offers a warranty of "10 years or 1 million kilometers" with a promise of no degradation in the first year, addressing concerns of long-distance drivers [3]. Group 4: Technological Innovations - The Tianxing II introduces the industry's first mass-produced sodium battery, which performs well in extreme cold, retaining over 92% usable capacity at -20 degrees Celsius [3]. - The supercharging version can charge to 80% in 30 minutes at -15 degrees Celsius, while the high-temperature version maintains a cycle life of 5,000 times at 45 degrees Celsius [3]. Group 5: Digital Solutions and Asset Management - CATL has launched the "Battery Manager" app, which generates health scores for batteries and addresses trust issues in second-hand vehicle transactions [4]. - The app is part of a broader strategy to improve the residual value of vehicles equipped with CATL batteries, potentially exceeding 10,000 yuan compared to competitors [4]. Group 6: Future Plans and Market Strategy - CATL plans to establish 3,000 battery swap stations by 2026, aiming to reduce vehicle purchase costs by 10% through a "separation of vehicle and battery" model [5]. - The company emphasizes that future competition will focus on systematic victories based on real operational scenarios rather than just battery specifications [5]. - The upcoming "trade-in" policy in 2026 is expected to enhance subsidies for new energy commercial vehicles, further accelerating user adoption [5].