Core Insights - The core viewpoint of the article is the significant growth forecast for the global sodium-ion battery industry, particularly in the production and shipment of negative electrode materials, which are expected to reach 1.2 million tons by 2025, marking a 140% year-on-year increase, and potentially 1.419 million tons by 2030, with hard carbon electrodes comprising over 85% of this market [2]. Group 1: Industry Overview - The sodium-ion battery industry is characterized by its unique working principles and production processes, which differentiate it from other battery technologies [8]. - The advantages of sodium-ion batteries include cost-effectiveness and resource availability, while disadvantages may include lower energy density compared to lithium-ion batteries [8]. - The development history of sodium-ion batteries shows a growing interest and investment in this technology, supported by relevant policies [8]. Group 2: Market Data and Projections - The average price of sodium-ion negative electrode materials is projected to be 29,000 yuan per ton in 2025, reflecting a 24.1% decrease year-on-year, with expectations to drop further to 15,000 yuan per ton by 2030 [3]. - The top ten companies in the global sodium-ion negative electrode materials market by shipment volume in 2025 include Basige, Bettery, NaTech New Materials, and others, indicating a competitive landscape [6]. Group 3: Research Institution Profile - Qidian Research Institute (SPIR) specializes in the new energy and new materials industry chain, with over 15 years of research experience in the field, providing data reports and insights to leading global companies [9].

◆ 电池 ◆ 弗迪电池超百亿电池项目落地 01 近日，弗迪电池两大项目迎来新进展，项目合计投资金额超600亿元，总产能达72GWh。其中， 3月27日，台州弗迪新能源动力电池项目环评文件获批，标志着项目正式进入落地实施阶段，该项 目项目计划总投资100.2亿元，将引入弗迪最新第六代刀片电池技术，实现能量密度提升15%、 生产成本下降10%；3月28日，潍柴弗迪(烟台)新能源动力产业园首台电池产品下线，标志着产业 园项目一期正式投产，该项目计划打造50GWh动力电池和储能系统电芯及配套零部件生产基地。 德加能源发布"极安"固态电池 02 据苏州德加能源科技有限公司（以下简称：德加能源）消息，3月30日，德加能源固态电池量产发 布暨固态电池研究院成立仪式在江苏昆山举行。德加能源此次发布的"极安"固态电池，据了解， 该电池支持3分钟充电100%。此前， 德加能源首批1GWh高比能固态电池量产项目正式投产。目 前，公司已在浙江长兴建成规划产能3GWh的电池生产基地。 ◆ 海外 ◆ 保时捷正式启动电动车 03 近日，宁德时代先后在北京、沈阳、济南、南通成立四家新能源公司。其中包括北京时代电服科技 有限公司、沈阳时代电服 ...