Sodium battery production and sales in October increased MoM. Market activity surged significantly. [SMM Sodium Battery Analysis]

SMM News on December 12,

November 2024 Market Overview: As the year-end approached, the sodium battery industry saw a series of positive developments. Many sodium battery cathode material companies successively announced signing agreements with downstream customers, with multiple thousand-ton supply contracts successfully concluded, preparing material reserves for market demand and application scenarios in 2025. However, in contrast, there were relatively few signing announcements for sodium battery anode materials, raising market concerns about the supply of hard carbon anode materials in 2025. Firstly, there were worries about whether there would be sufficient stable capacity to meet demand, and secondly, whether the price of anode materials could continue to decrease to enhance the market competitiveness of sodium batteries. In November, sodium battery projects totaling over 25 billion yuan were in progress, with sodium batteries and cathode materials dominating.

In November 2024, the sodium battery polyanion industry developed rapidly, with leading emerging companies accelerating capacity expansion and continuously signing orders for 2025. Meanwhile, the order volume in the layered oxide sector also increased significantly.

This month, 23 sodium battery projects were launched nationwide, with a total investment exceeding 25 billion yuan, up 40% MoM. These projects mainly focused on the production and research and development of sodium battery cells and sodium battery cathodes.

I. Sodium Battery Prices: Currently, market prices for sodium batteries are declining. However, prices for both layered oxide batteries and polyanion NFPP batteries remain higher than those of LFP batteries. Although NFS pouch batteries are priced close to LFP (energy storage type) batteries, they are mainly applied in the small power two-wheeler market, competing with lead-acid batteries, with no significant advantages yet.

II. Sodium Battery Industry Production: In November, production of both main materials and battery cells increased MoM, with sodium battery cathodes and cells increasing, while sodium battery anode production remained stable.

1. Cathode Materials:

In the sodium battery cathode material sector, among the three main directions and six sub-products, layered oxide O3 phase and polyanion NFPP maintained relatively high proportions of production. In November, sodium battery cathode production increased by nearly 1.3% MoM. With the approach of the Chinese New Year, demand is expected to weaken, and production is predicted to decrease MoM in December.

2. Hard Carbon Anode Materials

In the hard carbon anode material sector, hard carbon anode production increased significantly, up 32% MoM, but still faces challenges in improving energy density and reducing costs. Production is expected to continue growing until December, with a 16% MoM decrease.

In the domestic market, mainly biomass-based hard carbon anodes are being shipped.

3. Sodium Battery Electrolyte

Sodium battery electrolyte production increased by 9% MoM in November. In December, sodium battery cell production is expected to continue decreasing MoM. The main shipping companies include Capchem, Tinci, Kunlun, Langu, Nacreate, Fengshan, Jinhui, and other sodium battery electrolyte companies.

4. Sodium Battery Cells (Sodium-ion Batteries, Sodium Batteries)

With the approach of year-end, energy storage project progress weakened. November saw a 2% MoM increase, and in December, sodium battery cell production is expected to continue decreasing by 20% MoM.Overall, in November 2024, while there was market momentum, mass production still had a gap to bridge.

Market Dynamics in the Sodium-ion Battery Industry in November (Partial)

November 1-10

[Sodium-ion Battery Update: Shenzhen Huanan New Materials Ranks Among Top 100 High-Growth Enterprises in Greater Bay Area] On November 1, 2024, Southern Finance All-Media Group's 21st Century Business Herald, Guangdong-Hong Kong-Macao Greater Bay Area Research Institute, and Shenzhen Venture Capital Association jointly released the highly anticipated "2024 Top 100 High-Growth Enterprises in Greater Bay Area" case study list. Shenzhen Huanan New Materials Co., Ltd. was successfully included in the list due to its outstanding performance and strong growth momentum in the new energy materials sector. Company Director Pan Honglan attended the Greater Bay Area Innovation Economy Forum and was awarded a certificate of honor.

[Sodium-ion Battery Cathode Materials: Progress on Lepu Sodium-ion Battery Cathode Project] On November 4, 2024, according to Lepu Sodium-ion Battery's official account, the foundation construction for the 20,000 mt annual production project of key sodium-ion battery cathode materials has been fully completed. The project plans to purchase and install advanced process equipment for four production lines, including two 5,000 mt production lines for layered oxide sodium-ion battery cathode materials and two 5,000 mt production lines for polyanion compound sodium-ion battery cathode materials.

[Sodium-ion Battery: 1 Billion Yuan Sodium-ion Battery Robot Industrial Park Project Officially Signed] On November 4, 2024, the People's Government of Zhenglan Banner, Inner Mongolia, and Jiangsu Huidian Energy Development Co., Ltd. successfully held a signing ceremony, marking the official landing of the "Mobile Charging Sodium-ion Battery Robot" Intelligent Manufacturing Industrial Park project. Huidian Energy is a technology innovation enterprise focused on new energy mobile energy storage and charging. The project, with a total investment of 1 billion yuan, will establish a sodium-ion battery technology research center and a production base for robot core components and battery cells in Zhenglan Banner, injecting new momentum into industrial development.

[Sodium-ion Battery Cathode: Rongli's 10,000 mt Sodium-ion Battery Cathode Material Project Signed and Landed in Southeast Guizhou] On November 4, 2024, Guizhou Southeast High-tech Zone Management Committee, Hunan Rongli New Energy Technology Co., Ltd., and Changxia Electric Power (Anhui) Co., Ltd. jointly signed a strategic cooperation agreement for a new energy comprehensive demonstration project. Hunan Rongli New Energy Technology Co., Ltd. plans to invest 1.02 billion yuan in the Southeast Guizhou High-tech Industrial Development Zone, covering an area of about 100 mu. The company plans to build several production facilities, including a 4GWh annual production energy storage system integration factory, a 10,000 mt annual production sodium-ion battery cathode material factory, a 30,000 mt annual production isostatic graphite anode material factory, and a 10,000 mt lithium battery material recycling project. Additionally, Hunan Rongli New Energy Technology Co., Ltd. and Changxia Electric Power (Anhui) Co., Ltd. will jointly invest in developing a 500MW wind power new energy comprehensive demonstration project.

[Sodium-ion Energy Storage Project: Xuda's 2.5MW/10MWh Sodium-ion Energy Storage System Project in Kekeyi Ligeng Town Successfully Connected to Grid] On November 5, 2024, the 2.5MW/10MWh sodium-ion energy storage system project built by Xuda New Energy in Kekeyi Ligeng Town, Wuchuan County, Hohhot City, Inner Mongolia Autonomous Region, was successfully connected to the grid. This is the first sodium-ion energy storage system applied to the power grid side in Inner Mongolia, using string-type sodium-ion technology, providing an innovative solution for energy storage and management in the region. The sodium-ion cells use layered oxide cathodes and are supplied by Weike Power.

[SMM Sodium-ion Battery Analysis: Weike Technology Launches Sodium-ion Battery Products - "Energy Gathering Future" S180 Series and S60 Series] On November 6, 2024, Weike Technology unveiled two new NFPP sodium-ion batteries: S180 series and S60 series. These two new polyanion sodium-ion batteries feature ultra-high safety, ultra-high charge/discharge rate, and low-temperature continuous charge-discharge capability! It is expected that by the first half of 2025, NFPP sodium-ion battery products will exceed GWh level.

[Sodium-ion Battery Industry: MIIT Promotes Engineering and Application Technology Breakthroughs for Sodium-ion Batteries and Others] On November 6, the Ministry of Industry and Information Technology (MIIT) publicly sought opinions on the Action Plan for High-Quality Development of New Energy Storage Manufacturing Industry (Draft for Comments).

[Sodium-ion Battery: Zhongna Energy and Suzhou Miaoyi Jointly Promote No Less Than 1GWh of Product Solutions to Enter the Market] On November 6, 2024, Zhongna Energy and Suzhou Miaoyi Technology Co., Ltd. officially signed a strategic cooperation agreement in Suzhou, Jiangsu. The two parties will fully cooperate to develop and promote the sodium-ion commercial vehicle starting power supply project. According to the agreement, Miaoyi Technology will make Zhongna Energy its strategic supplier of NFS sodium-ion batteries, and the two parties plan to jointly promote no less than 1GWh of product solutions to enter the market from 2025 to 2027.

[Sodium-ion Project: Panke (Shanghai Panke) 4GWh Sodium-ion Battery Manufacturing and Supporting Industry Project Tops Out] On November 6, 2024, the factory buildings and comprehensive building of Jiuquan Panke Ruizhi Energy Storage Technology Co., Ltd. (Shanghai Panke) 4GWh sodium-ion battery manufacturing and supporting industry project have topped out. The power center is undergoing main construction and is expected to be completed by the end of the year, with equipment to be installed. The project has a total investment of 1.4 billion yuan and covers an area of 150 mu. The first phase plans to build 4GWh sodium-ion intelligent integration, energy storage BMS system, PCS system, and liquid-cooled energy storage cabinet projects. The second phase plans to build 4GWh sodium-ion battery materials, cells, and intelligent integration projects. After completion and operation, the project is expected to achieve annual sales revenue of about 1.5 billion yuan.

[Sodium-ion Battery: Zhongna Energy and Jiangsu Provincial Market Supervision Administration Promote Sodium-ion Battery Project] On November 7, 2024, Zhongna Energy announced through its official account that it has reached cooperation with Jiangsu Product Quality Supervision and Inspection Research Institute and Hohai University to jointly advance the "Key Technologies and Standard System Research for Sodium-ion Battery Health Monitoring and Safety Assessment" project. This project is a major scientific and technological breakthrough project initiated by the Jiangsu Provincial Market Supervision Administration in 2025.

[SMM Sodium-ion Analysis: Zhongna Energy Undertakes Major Scientific and Technological Breakthrough Project on Sodium-ion Batteries from Jiangsu Provincial Market Supervision Administration] On November 7, 2024, Zhongna Energy announced through its official account that it has reached cooperation with Jiangsu Product Quality Supervision and Inspection Research Institute and Hohai University to jointly advance the "Key Technologies and Standard System Research for Sodium-ion Battery Health Monitoring and Safety Assessment" project. This project is a major scientific and technological breakthrough project initiated by the Jiangsu Provincial Market Supervision Administration in 2025.

[SMM Sodium-ion Analysis: Zhongna Energy Signs 40 Million Yuan NFS Sodium-ion Battery Equipment Order with Golden Sun] On November 8, 2024, Zhongna Energy officially signed a supply and sales contract with Zhejiang Changxing Golden Sun Power Co., Ltd., involving 50,000 units of equipment with a total value of nearly 40 million yuan, covering multiple products in the "Poly-sodium - Golden Sun" series. This order represents a major breakthrough for Zhongna Energy in the light electric vehicle direction, following its 50,000-set order for Poly-sodium No. 1 in the two-wheeler replacement market in the third quarter of 2024.

[Sodium-ion Battery "Technical Specification for Sodium-ion Battery Energy Storage" Officially Released]: On November 8, 2024, the groupSodium-Ion Battery Energy Storage Project: Zhongna Wins Bid for Intelligent Energy Storage Station Project of China Railway 12th Bureau Engineering Co., Ltd.

On November 12, 2024, according to Zhongna's official account, Zhongna Energy achieved outstanding results in its commercial exploration of new-type energy storage, successfully winning the bid for the intelligent energy storage station project of China Railway 12th Bureau Engineering Co., Ltd. The 210KW/220KWh intelligent station project's energy storage system was independently designed by Zhongna Energy, using customized energy storage cells to develop high-performance battery packs, equipped with an advanced intelligent battery management system (BMS). This system can be widely applied in various scenarios such as industrial and commercial park energy storage, EV charging and battery swapping stations, distributed PV energy storage, power grid area energy storage, and microgrid energy storage systems.

Sodium-Ion Battery Cathode and Nickel Sulphate Raw Material Project Progress: Nater's 30,000 mt Sodium-Ion Battery Cathode Precursor and 10,000 mt Nickel Sulphate Project Completes 70% of Construction

The sodium-ion battery cathode precursor and supporting nickel sulphate project of Jiangxi Nater New Energy Technology Co., Ltd. is progressing smoothly. As of November 16, 2024, Liu Songhui, the on-site project manager, stated that the project includes 15 individual buildings, of which the main structures of 11 have been completed, and 35% of the steel structure roof installation has been finished. Currently, the exterior decoration of 3 buildings has been completed, and 80% of the interior decoration of Building 301 has been finished. The overall project has completed 70% of the construction work. With a total investment of 1.5 billion yuan and covering an area of 102 mu, the project plans to build production lines for 30,000 mt of sodium-ion battery precursors and 10,000 mt of nickel sulphate annually. After putting into operation, it will become the largest specialized production base for sodium-ion battery cathode precursor materials in China and even globally.

Sodium-Ion Battery: Yingna NFPP Project Progress

On November 18, 2024, according to Yingna's official account, the bid evaluation for the external line procurement of the 54-meter 6-column double-layer kiln project of Changxing Yingna New Energy Materials Co., Ltd. has been successfully completed, with Jiangsu Koen determined as the winning bidder.

Sodium-Ion Battery: Xiaoxiang Times Signs 5GWh Sodium-Ion Battery Project in Dazhou, Sichuan

On November 19, 2024, Xiaoxiang Times signed an agreement in Dazhou, Sichuan to build a 5GWh annual production capacity sodium-ion battery project. The advancement of this project will accelerate the market application of sodium-ion technology, providing stable and reliable power support for sectors such as PV energy storage and NEVs.

5 Billion Yuan Sodium (Lithium) Battery Project Signed

On November 19, 2024, Sichuan's Dazhou City successfully held an investment promotion event and project signing ceremony for the electronic information industry in Shenzhen. During the event, the People's Government of Kaijiang County, Dazhou, Sichuan, signed four project agreements on-site, including lithium (sodium) ion battery production, with a total investment of 5 billion yuan. Among them, the "5GWh Annual Production Capacity Sodium-Ion Battery Project" led by Hunan Xiaoxiang Times New Energy Co., Ltd. became one of the highlights.

Sodium-Ion Battery Cathode: Meidary's 5GWh Annual Production Capacity Sodium-Ion Battery Cathode Material Project Approved by Anhui Province Lu'an City Yua'an District Development and Reform Commission

On November 20, 2024, Meidary's 5GWh annual production capacity sodium-ion battery cathode material project was approved by the Development and Reform Commission of Yu'an District, Lu'an City, Anhui Province. Since its establishment in 2013, Meidary New Materials has been focusing on the R&D, production, and sales of layered oxide sodium-ion battery cathode materials and high-end lithium battery cathode materials. In September this year, the company established Anhui Meidary New Materials Technology Co., Ltd. in Lu'an, Anhui, planning to invest in the construction of this 5GWh sodium-ion battery cathode material production project.

Sodium-Ion Battery: Chilwee Chaoren Plans 5 Billion Yuan 10GWh Sodium-Ion Battery Project in Anqing

On November 20, 2024, Fan Ming, General Manager of Anqing Chaoren Energy Technology Co., Ltd., a subsidiary of Chilwee Group, revealed that Chilwee Group plans to invest 5 billion yuan in Anqing to build a 10GWh annual production capacity sodium-ion battery project. According to his introduction, the project will be constructed in three phases, with the first phase expected to officially start production in August next year, with a capacity of 2GWh. Adding to the previously existing 1GWh capacity, Chilwee Group's annual production capacity of sodium-ion batteries will increase to 3GWh by then.

November 21-30, 2024

Sodium-Ion Battery Cathode: Zhongna Partners with SMA to Develop NFS Sodium-Ion Battery PV Energy Storage Integrated Application

On November 21, 2024, according to Zhongna's official account, Zhongna Energy has become a research and development partner of SMA Solar Technology AG (SMA), a globally renowned provider of solar system solutions and services. The two parties will fully leverage the unique advantages of the sodium iron sulphate battery system in low-temperature resistance, high safety, and low cost, jointly developing a new type of sodium-ion battery PV energy storage integrated system. This collaboration aims to promote the application of sodium iron sulphate technology in global PV energy storage integration scenarios, thereby opening up new directions for the high-quality development of the global energy storage market.

Sodium-Ion Battery: Annuo and Knight's Home Collaborate on 50 Million Yuan Sodium-Ion Battery Project

On November 21, 2024, Qingyun County, Shandong Province, held a grand ceremony for the collective signing, commencement, completion, and production of key projects. Among them, Annuo Energy's sodium-ion battery demonstration and PACK project attracted much attention. The project, a collaboration between Wuxi Annuo Energy Technology Co., Ltd. and Knight's Home (Shandong) New Energy Technology Co., Ltd., plans to invest 50 million yuan. The project will fully utilize the advantages of sodium-ion batteries in low-temperature performance and charge/discharge rate, focusing on the northern market's two-wheeler electric vehicle shared battery swapping and PACK business.

Overseas Sodium-Ion Battery: US Invests 50 Million Dollars in Sodium-Ion Battery

On November 22, 2024, according to the official website of Argonne National Laboratory, the US Department of Energy (DOE) has allocated 50 million dollars to establish the Low-cost Earth-abundant sodium-ion Storage (LENS) consortium over the next five years.

Sodium-Ion Battery Patent: Huawei's Sodium-Ion Battery Electrolyte and Other Specialties

On November 22, 2024, Huawei announced that it has obtained a new patent titled "Electrolyte Additive and Its Preparation Method, Electrolyte and Sodium-Ion Battery". This patent significantly improves the initial efficiency and cycle life of sodium-ion batteries by optimizing the electrolyte formula. Huawei's innovation has made a major breakthrough in the initial efficiency and cycle performance of sodium-ion batteries, which is seen as a key advancement for the large-scale production of sodium-ion batteries.

Sodium-Ion Battery Cathode: Tongxing Shifts from Layered Oxide to Polyanion NFPP Route for Sodium-Ion Battery Cathode

On November 22, 2024, Tongxing Environmental Protection stated that there has been a strategy change in their sodium-ion battery project. Previously prioritizing layered oxides, the research team, through demonstration and market research analysis, made a comprehensive judgment and finally decided to adopt long-cycle polyanion as the route for sodium-ion battery cathode materials. Regarding production lines: A pilot plant with an annual capacity of 200 mt has been completed, and 180 mu of land has been purchased for the construction of a 20,000 mt annual production capacity sodium-ion battery cathode material project. The initial factory planning has been completed, and the subsequent construction progress will be determined based onSodium-Ion Battery Layered Oxide Cathode: Shuanghuan Sodium-Ion Project Layered Oxide Cathode Material Filing

On November 28, 2024, the layered oxide cathode material for the Hubei Shuanghuan sodium-ion project was filed. The project, named "Sodium-Ion Layered Oxide Cathode Material Pilot Base Construction Project", is expected to build a pilot production line with an annual capacity of 600 mt of sodium-ion layered oxide cathode material. The project will introduce advanced R&D and pilot equipment, supporting small-scale testing of sodium-ion cathode materials, powder testing, and full battery testing functions, thereby establishing a pilot base for sodium-ion layered oxide cathode materials and achieving innovative breakthroughs in core sodium-ion technology in the new energy sector. Located in Xiaogan City, Hubei Province, the project is invested by Hubei Shuanghuan Technology Co., Ltd. (hereinafter referred to as "Shuanghuan Technology") with a total investment of 44.5 million yuan. Construction is expected to begin in December 2024.

Sodium-Ion Battery NFPP Battery: Bid Announcement for Three Gorges Jinsha River Yunchuan Hydropower New-Type Sodium Iron Phosphate Battery Application Research Project in Power Plant Power Supply System

On November 28, 2024, the list of bid candidates for the research project on the application of new-type sodium iron phosphate batteries in power plant power supply systems was announced. Sichuan Shengli Electric Co., Ltd. bid 1.83 million yuan. On October 17, 2024, Three Gorges Jinsha River Yunchuan Hydropower Development Co., Ltd. issued a bid announcement for "Research on the Application of New-Type Sodium Iron Phosphate Batteries in Power Plant Power Supply Systems".

Sodium-Ion Battery Enterprise: Zhongna Introduces New Investor

On November 29, 2024, Jiangsu Zhongna Energy Technology Co., Ltd. adjusted its equity structure, introducing a new investor - Yancheng Huanghai Strategic Emerging Industry Investment Fund Partnership (Limited Partnership), an institution associated with Huanghai Financial Holdings. The fund became the ninth largest shareholder of Zhongna Energy with a 2.0313% stake.

Sodium-Ion Emergency Power Supply: Huayang Launches 17.04MWh Large-Capacity Sodium-Ion Coal Mine Emergency Power Supply

On November 29, 2024, Huayang Group officially launched its large-capacity sodium-ion coal mine emergency power supply product with an energy storage capacity of 17.04MWh. Previously, on November 26, this emergency power supply successfully completed off-grid load-bearing trial operation, supporting a total equipment power of about 6,280 kW, providing stable power supply for nearly 2 hours in emergency situations for coal mines.

Sodium-Ion Energy Storage: Jiana Jialing Wins Bid for Nearly 1.4 Million Yuan Sodium-Ion Energy Storage System Project

On November 29, 2024, Pingdingshan Finance Department announced the bid result for the Yaoshan Laboratory sodium-ion battery photovoltaic energy storage charging system procurement project. Henan Jialing New Energy Technology Co., Ltd., a wholly-owned subsidiary of Jiana, won the bid at 1.394 million yuan. The project includes the procurement, installation, and service of an NFPP sodium-ion battery-based energy storage system and accessories, photovoltaic power generation system and accessories, intelligent mobile charging robots and components, intelligent EV charging piles, as well as 8 photovoltaic car sheds and their accessories, intelligent monitoring and billing system hardware and software. According to the contract requirements, the project needs to be delivered, installed, debugged, and accepted within 20 calendar days after signing.

Sodium-Ion Energy Storage: China Southern Power Grid Successfully Puts into Operation Its First Distributed Sodium-Ion Battery Energy Storage System Project for Distribution Network in Binyang County, Nanning, Guangxi

On November 30, 2024, China Southern Power Grid successfully put into operation its first distributed sodium-ion battery energy storage system for distribution network in Binyang County, Nanning, Guangxi, located at Gulajie No. 3 substation area. The system adopts a modular design, combined with advanced technologies such as flexible DC distribution, which not only significantly improves the power supply capacity of Gulajie No. 3 substation area but also greatly enhances the consumption capacity of distributed new energy and the carrying capacity of the power grid.

Sodium-Ion Energy Storage: China Southern Power Grid Successfully Puts into Operation Its First Distributed Sodium-Ion Battery Energy Storage System for Distribution Network in Binyang County, Nanning City, Guangxi

On November 30, 2024, China Southern Power Grid successfully put into operation its first distributed sodium-ion battery energy storage system for distribution network at Gulajie No. 3 substation area in Binyang County, Nanning City, Guangxi, with a power capacity of 50MW and energy storage capacity of 100MWh. Each energy storage unit has a capacity of 50KW and can store 100KWh of electricity, capable of continuous charging/discharging for 2 hours at full power. Compared to lithium battery energy storage, it has better environmental adaptability and lower maintenance costs, with an energy conversion efficiency of over 90%.

Project Situation in Early December 2024:

Sodium-Ion Cathode: Tongxing Environmental Protection's NFPP Material Can Increase Full Battery Initial Efficiency to Over 95%

On December 4, 2024, Tongxing Environmental Protection stated in response to investor questions that the company has made significant breakthroughs in the research and development of cathode materials for sodium-ion batteries. The company adopts a polyanion route, which has inherent sodium supplementation capability, designed specifically for long-life cycle battery systems. Through a unique sodium supplementation agent coating process, the material significantly improves the first charge capacity and full battery cycle performance while maintaining excellent electrochemical properties and processability. This process can also optimize the material's pH value to 9, while keeping costs low. Currently, the industry's sodium-ion batteries generally have an initial charging efficiency of about 80%, while Tongxing Environmental Protection's material can increase this efficiency to over 95%, demonstrating significant energy density advantages.

Sodium-Ion Overseas: Australian Company PowerCap Plans to Launch Sodium-Ion Battery POD System (Power On Demand) in 2025

On December 4, 2024, according to local news reports, Australian energy storage startup PowerCap announced the launch of an innovative sodium-ion battery energy storage technology called the POD system (Power On Demand), planned for market release in 2025. After 10 years of research and development, Queensland-based PowerCap sees it as a safer and more sustainable alternative to lithium-ion batteries, suitable for the renewable energy sector. The PowerCap sodium-ion battery system is hailed as a major breakthrough in energy storage. Founder and CEO Dane (Ahmed) El Safty stated that the system will provide reliable energy storage solutions for a range of applications from EV charging to daily household appliances, achieving a greener future by combining public expectations for green transition with affordable energy options.

Sodium-Ion Battery NFPP Thousand-Ton Order: CNGR Signs Thousand-Ton Order with Zhenhua

On December 5, 2024, CNGR announced on its official account that the company has successfully signed a 10,000 mt order for sodium-ion battery materials with Zhenhua New Material.

SMM Sodium-Ion: Duozhu Technology Wins Bid for State Grid Hubei Electric Power Xiaogan Power Supply Company's Sodium-Ion Technology Project

Recently, Duozhu Technology (Wuhan) Co., Ltd. has made significant breakthroughs in sodium-ion battery technology and successfully won the bid for the 2024 project based on the DC system of substations of State Grid Hubei Electric Power Co., Ltd. Xiaogan Power Supply Company.

Sodium-Ion Hard Carbon Anode Patent: Anhui Xinna's "A High-Efficiency Sodium-Ion Battery Hard Carbon Anode and Its Preparation Method and Application"

On December 5, 2024, the State Intellectual Property Office disclosed a key battery technology patent. The patent "A High-Efficiency Sodium-Ion Battery Hard Carbon Anode and Its Preparation Method and Application" applied by Anhui Xinna New Material Technology Co., Ltd. was officially published, with the publication number CN 119069652 A. This patent application was submitted in September 2024.

Sodium-Ion Electrolyte: Nashu's "Preparation Method and Application of Fast-Charging Electrolyte for Sodium-Ion Batteries"

On December 5, 2024, the State【Sodium-Ion Battery Hard Carbon Anode Patent: Zhonghe Tiancheng's "Camphor Leaf-Based Hard Carbon Anode Material, Preparation Method, and Application"】According to a release on December 7, 2024, Zhonghe Tiancheng Technology Development (Beijing) Co., Ltd. is applying for a patent titled "Camphor Leaf-Based Hard Carbon Anode Material, Preparation Method, and Application." The publication number of this patent is CN 119079975 A, with the application date in August 2024. Relevant information has been disclosed by the National Intellectual Property Administration.

【Sodium-Ion Battery Precursor Procurement Agreement: Lepu Plans to Purchase No Less Than 5,000 mt of Sodium-Ion Layered Oxide Precursor from Pawa Over the Next Three Years】On December 9, 2024, Lepu Sodium-Ion Battery (Shanghai) Technology Co., Ltd. reached a cooperation agreement with Zhejiang Pawa New Energy Co., Ltd. According to the agreement, from January 1, 2025, to December 31, 2027, Lepu Sodium-Ion Battery will purchase no less than 5,000 mt of sodium-ion battery cathode precursor from Pawa New Energy. It is noteworthy that the precursor provided by Pawa New Energy adopts layered oxide technology.

【Sodium-Ion Battery Cathode Prussian Blue Order: Meilian Huihong Supplies 10 mt of Prussian Blue to Guohui Shunqian】On December 10, 2024, Meilian New Materials announced that its subsidiary Anshan Huihong Pigment Technology Co., Ltd. signed a sales contract with Ningbo Guohui Shunqian New Energy Technology Co., Ltd. Huihong Technology will supply 10 mt of Prussian Blue sodium-ion battery cathode material to Shunqian New Energy, with a total contract amount (including tax) of 360,000 yuan, averaging 36,000 yuan/mt. Currently, Huihong Technology has completed the construction of a 1,000 mt/year capacity for the "Annual Production of 5,500 mt Prussian Blue Cathode Material Technology Transformation Project." Meilian New Materials, in collaboration with Seven Color Chemical, is investing 2.5 billion yuan to build the "Annual Production of 180,000 mt Battery-Grade Prussian Blue (White) Project," which is expected to be fully completed and put into operation by the end of 2025.

【Sodium-Ion Battery Cathode: Ligong Qiangna to Build a Thousand-Metric-Ton Production Line for "Manganese-Doped Sodium-Ion Battery Cathode Material" in 2025】On December 10, 2024, Wuhan Ligong Qiangna New Energy Technology Co., Ltd. announced that they have successfully developed a "Manganese-Doped Sodium-Ion Battery Cathode Material." This technology marks the transition from academic research to practical application, and they plan to further build a thousand-metric-ton production line in 2025.

【Sodium-Ion Battery Electrolyte and Sodium-Ion Battery Patent: Xibei Power's "Sodium Metal Secondary Battery Electrolyte and Sodium Metal Secondary Battery" Patent】On December 10, 2024, the National Intellectual Property Administration announced a new patent application submitted by Beijing Xibei Power Technology Co., Ltd., titled "Sodium Metal Secondary Battery Electrolyte and Sodium Metal Secondary Battery," with the publication number CN 119092815 A and the application date in October 2024. The main components of this electrolyte include sodium salts and organic solvents, specifically sodium trifluoroacetate and sodium tetrafluoroborate.

【Sodium-Ion Battery Patent: BTR's "Anode Material, Preparation Method, and Sodium-Ion Battery"】On December 11, 2024, the National Intellectual Property Administration announced an important patent authorization. Shenzhen BTR Sodium-Ion New Materials Technology Co., Ltd. successfully obtained a key technology patent titled "Anode Material, Preparation Method, and Sodium-Ion Battery." The authorization announcement number of this patent is CN 117352727 B, with the application date tracing back to October 2023.

【Sodium-Ion Battery Patent: Chuanyi】On December 12, 2024, the National Intellectual Property Administration announced that Jiangsu Chuanyi Sodium-Ion New Materials Co., Ltd. successfully obtained a patent titled "Electrolyte Injection Equipment for Sodium-Ion Battery" (authorization announcement number: CN 222126947 U), with the application date in March 2024. This utility model discloses equipment specifically designed for injecting electrolyte into sodium-ion batteries, including a workbench with an injection cylinder firmly connected to the edge of the workbench top via an L-shaped column. A sealingly sliding injection rod is connected to the inner wall of the injection cylinder. An injection hose is connected to the outer wall of the top end of the injection rod, passing through the injection rod and communicating with the injection cylinder. The innovative aspect of this design lies in the movement of the inclined rod and sealing block driven by the lifting action of the injection rod. When the injection rod is raised, the inclined rod moves upward, driving the sealing block downward to block the injection cylinder; when the injection rod is lowered, the inclined rod moves to gradually move the sealing block away from the bottom of the injection cylinder, allowing for injection. This design effectively prevents electrolyte leakage when idle, avoiding electrolyte waste and damage to the workbench.

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