Core Insights - The implementation of the group standard "Technical Requirements for Sodium-ion Batteries for Energy Storage" marks a new phase in the standardization of sodium-ion batteries in China's energy storage sector [1] Group 1: Industry Developments - The group standard for sodium-ion batteries was officially approved and will be implemented on February 1, 2026, covering various aspects such as terminology, testing methods, inspection rules, and storage [1] - Since the second half of 2025, the rising demand has led to an increase in lithium carbonate prices, highlighting the cost advantages of sodium batteries, which can use cheaper sodium carbonate instead of lithium carbonate, resulting in a 30%-40% lower material cost compared to lithium batteries [2][3] Group 2: Market Potential - Sodium batteries are expected to complement lithium batteries due to their favorable cost-performance ratio, good rate performance, low-temperature performance, and stable electrochemical properties, making them suitable for energy storage, two-wheeled vehicles, and A0-class passenger cars [2] - CATL has launched a new sodium-ion battery brand "CATL Sodium New," with an energy density of 175Wh/kg, comparable to lithium iron phosphate batteries, and capable of maintaining 90% usable capacity in extreme cold conditions [3] Group 3: Investment Opportunities - The sodium battery industry is anticipated to accelerate, with companies involved in the sodium-ion battery supply chain expected to benefit first. Recommended stocks include CATL (03750), Rongbai Technology (688005.SH), and Zhongwei Co., Ltd. (300919.SZ), with related stocks being Dingsheng New Materials (603876.SH) and Zhenhua New Materials (688707.SH) [4]

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