Since the production of sodium batteries two years ago in the CATL, sodium batteries have received attention from the industry. Zhejiang Securities predicts that the total demand for sodium electricity in China will reach 88GWh in 2025 and 378GWh in 2030. Entering 2023, the investment heat in the sodium electricity field continues to heat up.
One sodium power project after another. In August of this year, the Shandong sodium ion battery positive electrode material project with a total investment of 2.13 billion yuan began construction, with plans to install 72 new production lines for sodium ion positive electrode materials and 4 electrolyte production lines. Prior to this, they planned to invest in the establishment of a sodium ion battery positive electrode raw material manufacturing and research and development center, and plan to build an annual production line of 90000 tons of Prussian blue sodium ion positive electrode materials and 50000 tons of electrolyte. It is expected that the products will be officially launched on the market in 2024.
In June of this year, the Pangu Naxiang sodium ion battery R&D headquarters and manufacturing base project with a total investment of 2.62 billion yuan was signed and landed in Wuxi, which will build a sodium ion battery R&D center and a 5GWh mass production line. Zhongbi Energy and Huabao New Energy have reached a deep cooperation on promoting the research and development of sodium ion batteries, and have signed a strategic cooperation agreement. According to official company information, this cooperation will help Zhongbi New Energy become the world's first enterprise to produce large-scale cylindrical sodium ion batteries in bulk.
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