The Ministry of Industry and Information Technology promotes the full commercialization of sodium ion batteries.

The policy guidance of the Ministry of Industry and Information Technology to promote the comprehensive commercialization of sodium ion batteries has once again ignited the upsurge of sodium ion battery hype. On August 26th, Shandong 002598.SZ sealed the board, and Shengyang shares (002580.SZ) also rose strongly by the daily limit.

According to Shandong Zhanggu, the company's lithium / sodium ion battery production line has been able to carry out mass production, and the market development of semi-solid high-pressure lithium nickel manganate batteries in electric two-wheelers and electric tricycles will be strengthened in the future. and will increase the water system semi-solid zinc ion battery in the energy storage market development.

The company further said that the participating Kashgar Ander lithium / sodium ion battery is currently capable of producing non-solid batteries, while production of semi-solid batteries is expected to begin by the end of October, and the combined production capacity of the two products is expected to reach 70MWh/ years.

Industrial capital racing horse enclosure

The person in charge of a battery manufacturing enterprise in Shandong told reporters: "the new battery needs a process from research and development to mass production, and it also needs market testing." However, in the national policy guidelines and the participation of head players, sodium ion batteries and energy storage technology have broad prospects for future development, and the application scenario will be the first to start in the energy storage market. "

In the concept of sodium ion battery, Shandong 002598.SZ is undoubtedly the most eye-catching one. The company's new battery and CNC machine tool industry is the reason why the market is crazy.

Enogan, which is a shareholder of the company, is currently positioned as a company that develops applications such as BMS for Kashgar's battery products, mainly for the development and sale of semi-solid-state batteries made of Kashgar's unique PPS solid-state electrolytes.

The company revealed that Enogan's latest strategic plan to stop the production of existing supercapacitors and lithium titanate batteries will be aimed at new battery technology. At present, Kashgar Ande's main products are 46120 semi-solid high-pressure nickel manganate lithium battery and 80160 water system semi-solid zinc ion battery.

At present, semi-solid high-pressure lithium nickel manganate batteries are mainly used in electric two-wheelers and electric tricycles, while water-based semi-solid zinc ion batteries are mainly used in energy storage.

In terms of CNC machine tool industry, Shandong Zhanggu has nearly 100 sets of fine and thin equipment, including automatic machining centers (including advanced five-axis machining centers), CNC gantry boring and milling machines, CNC special milling machines, digital display boring and milling machines, coordinate measuring instruments, ultrasonic flaw detectors and other international advanced processing and testing equipment imported from Japan, Germany, Taiwan and other automatic machining centers (including advanced five-axis machining centers), CNC gantry boring and milling machines, digital boring and milling machines, three-coordinate measuring instruments and ultrasonic flaw detectors.

Based on the characteristics and market prospect of sodium ion battery, many listed companies in A shares have laid out the industry chain of sodium ion battery in advance. Ningde Times (300750.SZ) has recently released sodium ion batteries; 300207.SZ has a method of replenishing sodium for storing sodium ion batteries and patented technology for the invention of sodium ion batteries. According to the staff of the securities department of the company, the company currently takes lithium-ion battery as the main direction, and sodium-ion battery as a supplementary technology for reserve.

Shanxi Xinyang Clean Energy Co., Ltd., a subsidiary of Huayang Co., Ltd. (600348.SH), has an annual production line of 2000 tons of positive and negative materials for sodium ion batteries in cooperation with China Science and Technology Sea Sodium, and the project is being carried out as planned. In addition, companies such as Great Wall of China (000066.SZ), Dow Technology (300409.SZ), Baichuan (002455.SZ) and 002340.SZ have also carried out related layouts in the sodium ion battery industry chain.

Industrial policy is on the verge of coming out.

On August 26th, the popularity of the concept of sodium ion battery is inseparable from the promotion of policy.

In its reply to the CPPCC proposal, the Ministry of Industry and Information Technology revealed that it will promote the full commercialization of sodium ion batteries in the future, strengthen the layout in the relevant policy documents such as the 14th five-year Plan, do a good job in top-level design, improve industrial policies, and carry out the formulation of sodium ion battery standards in due course.

In the reply letter, the Ministry of Industry and Information Technology raised the development of sodium-ion batteries and lithium-ion batteries to the same height, and pointed out that the new batteries represented by them were used as ballast stones to promote the development of new energy industry. it is not only an important foundation to support the wide application of new energy in electric power, transportation, industry, communications, construction, military and other fields, but also one of the key supports to achieve the goal of carbon peak and carbon neutralization.

In the application of industrial scenarios, the Ministry of Industry and Information Technology also pointed out: "cost-effective sodium-ion batteries are expected to become an important supplement to lithium-ion batteries, especially in the field of fixed energy storage will have a good development prospect."

In addition, the Ministry of Industry and Information Technology said that sodium ion batteries have the advantages of wide distribution of resources, low cost, more stable electrochemical performance and safety, but in view of the imperfect development of industrialization, the development of sodium ion batteries will be supported in many aspects.

Compared with lithium-ion batteries with high industrialization and wide application, sodium-ion batteries have lower cost, easier access to raw materials, more stable and safer performance, but low energy density, short cycle life and imperfect industrial chain are the main disadvantages of large-scale commercial use. In the future, there will be better prospects in the fields of low energy density, such as energy storage, construction machinery, communication base stations, two-wheelers and so on.

In addition to promoting the full commercialization of sodium ion batteries, the Ministry of Industry and Information Technology will also organize relevant standards research institutions to carry out the formulation of sodium ion battery standards in a timely manner. In addition, the Ministry of Commerce will also list sodium ion battery technology as a key sub-task of "Energy Storage and Intelligent Electroweb Technology" to be implemented during the 14th five-year Plan period.