在西北地区某新型储能电站内，锂电池与钠电池形成协同分工：锂电池反应迅速，可高效完成电网调频 任务，如同短跑运动员；钠电池承担长时调峰工作，即便在夜间低温环境中仍能稳定输出电能，恰似耐 力型长跑健将。这一组合在降低电站成本的同时，大幅提升了运行效率。 锂电池凭借毫秒级响应速度、高充放电效率和紧凑体积等优势，目前仍是储能领域技术最成熟、应用最 广泛的"全能型顶流"；而钠电池则以低廉的原料成本、高安全性、优异的极端环境适应性及长时储能适 配性，成为储能赛道备受关注的"后起之秀"。 在全球能源转型的浪潮中，锂电池在很大程度上推动了电动化革命的进程。但随着资源约束加剧、成本 波动风险上升，单一依赖锂电池的能源结构逐渐显现短板。如今，钠电池凭借独特的资源优势和快速的 技术突破，与锂电池形成"锂钠互补"的新生态，共同构建多元化能源供给新格局，为新能源产业可持续 发展提供了全新路径。 突破与创新 钠电池走向产业化 钠电池是依靠钠离子在正负极之间移动完成充放电的二次电池，工作原理与锂电池相似。与锂电池使用 的锂盐相比，钠电池使用的电极材料以钠盐为主，不仅储量更丰富，价格也更低廉。随着能源转型步伐 加快，钠电池正迅速从实验室走向 ...

新能源车ETF（159806）跟踪的是CS新能车指数（399976），该指数从沪深市场中选取涉及锂电池、智 能驾驶技术、新能源整车制造等业务的上市公司证券作为指数样本，全面覆盖新能源汽车产业链的上游 材料、中游零部件及下游应用环节。指数聚焦绿色能源与先进制造领域，重点配置锂电及相关材料等核 心产业，旨在反映中国新能源汽车产业的整体市场表现。 （文章来源：每日经济新闻） 新能源车ETF（159806）跌超5%，锂电需求与钠电替代引关注。 国泰海通指出，碳酸锂价格近期大幅上涨，自10月9日以来期货价格上涨超过30%，引发市场关注。赣 锋锂业董事长预测，若2026年碳酸锂需求增速超过30%，价格可能突破15万元/吨甚至20万元/吨。钠电 产业链已完成冷启动，随着碳酸锂等锂电材料价格上涨及龙头公司推进钠电业务，钠电行业有望迎来产 业规模扩张期。钠电池在储能、两轮车及A0级以下乘用车细分赛道具备较好的比较优势，有望成为锂 电池的有效补充。宁德时代推出的钠离子电池品牌"钠新"能量密度达175Wh/kg，容百科技等企业也在 加速钠电正极材料的产能布局。 ...

Core Viewpoint - The development of new energy vehicles (NEVs) in China has significantly progressed, overcoming previous limitations in cold and high-altitude regions, leading to increased market penetration and technological advancements [4][22]. Group 1: Technological Breakthroughs - Major advancements in battery technology have been achieved, allowing NEVs to perform effectively in low-temperature environments, with new systems maintaining up to 68% of their range at -7°C and functioning at -40°C [6][8]. - The introduction of innovative heating technologies, such as the wide-temperature micro-nuclear high-frequency pulse heating technology, enables rapid battery heating and efficient operation in extreme cold [9][20]. - Companies like BYD and Geely have developed advanced battery systems that enhance charging efficiency and reduce energy loss in low temperatures, with some batteries maintaining over 90% capacity at -40°C [18][19]. Group 2: Market Trends and Adoption - The market share of plug-in hybrid electric vehicles (PHEVs) in northern regions has exceeded 70%, driven by their ability to alleviate range anxiety and their lower dependency on charging infrastructure [12][14]. - In high-altitude areas like Tibet, NEVs are gaining traction due to the high cost of fuel and the availability of clean energy resources, making them more economically viable [14][15]. - The penetration rate of NEVs in regions such as Jilin and Inner Mongolia is increasing, with projections indicating significant growth in production and sales by 2026 [21][22]. Group 3: Infrastructure Development - The Chinese government is actively promoting the construction of charging infrastructure, aiming for a balanced and advanced network by 2025, particularly in remote areas [15][22]. - Recent initiatives have led to the establishment of numerous charging stations along key routes, enhancing the convenience of using NEVs in previously underserved regions [15][22].