[Sodium Battery: Prussian Blue Sodium Battery Completes Thousand-Ton Capacity Construction]

According to customs data released on May 20, 2026, China’s phosphate ore imports stood at 207,000 mt in April 2026, rising 13.5% month-on-month from 182,000 mt in March. April total import value hit US$19.741 million, a MoM increase of 35.7% versus US$14.552 million in March. The average import unit price was US$95.5 per mt, up 19.6% from US$79.9 per mt in March.

SMM reported that during the public notice period from April 30 to May 7, Sail Limited Liability Company released a sourcing plan (GX-20260430461), intending to procure a batch of sodium-ion battery modules and casings through sole-source procurement, designating Guangdong Highstar Sodium Star Technology Co., Ltd. as the supplier. The order was intended for R&D and exhibition participation in a sodium-ion battery project, with delivery required by May 30. Highstar Sodium Star is PRET's core sodium-ion battery platform, focusing on the polyanion (NFPP) route. Its products feature wide temperature range, high safety, and long cycle life advantages, and have achieved volume supply in energy storage, backup power supply, and low-speed vehicle applications. This supplier designation marked another milestone for the company in automotive start-stop power supply and OEM supporting applications. The commercialization of sodium-ion batteries in China is rapidly expanding from energy storage to automotive scenarios.

According to SMM data, compared with the rapid growth of cathode and anode materials, the electrolyte and battery cell markets maintained high YoY growth but were affected in the short term by factors such as cost control, capacity alignment, and the pace of end-use demand release, presenting an operational landscape of "stability with adjustments."