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On December 31, 2025, Sodium Technology announced that its large-format (above 25 Ah) all-solid-state sodium-ion battery cell achieved an energy density of 348.5 Wh/kg, certified by the China Automotive Technology and Research Center. The battery utilizes a "high-specific-energy layered oxide cathode + anode-free" technology. The cathode, optimized through atomic-level design, combined with the anode-free structure, significantly enhances energy density and cycle performance. This breakthrough challenges the traditional perception of low energy density in sodium-ion batteries, surpassing mainstream ternary lithium batteries, and is expected to promote the application of sodium-ion batteries in high-end power, aerospace, and other fields.

In November, the production end of sodium-ion battery cathode materials performed impressively, with production up 50% MoM and 54% YoY, indicating a continuous recovery in industry prosperity. In terms of product structure, poly-anion NFPP remains the market mainstream, accounting for 76% of total production, an increase of 4 percentage points from October, further highlighting the leading effect.

In the first half of 2025, all segments of the sodium-ion battery industry chain demonstrated significant growth. However, the industry also faced concurrent challenges of technological route changes, cost pressures, and market challenges, marking a critical turning point amid rapid development.