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钠电启停集体“上新”
高工锂电· 2025-10-25 11:19
Core Viewpoint - The sodium-ion battery market, particularly in the start-stop segment, is entering a stable and orderly development phase, driven by leading companies and new product launches [2][4][10]. Market Overview - The sodium-ion start-stop market is primarily focused on automotive and motorcycle applications, with significant growth expected as more companies enter the space, including traditional lead-acid battery manufacturers and new sodium-ion players [2][4]. - By 2024, the demand for start-stop batteries in China's passenger vehicle market is projected to exceed 90 million sets annually, with a total global market exceeding 100 GWh [8][9]. Product Development - Notable new products in the sodium-ion start-stop battery segment include offerings from companies like Ningde Times, TianNeng, and others, with over 10 new models launched this year [2][9]. - The Ningde Times "Sodium New" integrated battery has already entered mass production and is being utilized in vehicles such as those from FAW Liberation [2][4]. Technological Advancements - The sodium-ion batteries are being positioned as a viable alternative to lead-acid batteries due to their higher energy density, longer lifespan, and lower total lifecycle costs, with reports indicating a 61% reduction in lifecycle costs compared to traditional lead-acid batteries [5][6]. - The technology is particularly suited for cold weather and high-demand applications, making it attractive for cost-sensitive markets [6]. Industry Standards - An international standard proposal for 12V sodium-ion batteries for automotive start-stop applications has been approved, indicating a move towards formalizing industry standards [4]. Future Projections - The penetration rate of sodium-ion batteries in the start-stop market is expected to exceed 30% by 2030, supporting an estimated 20 GWh in shipments [10].