Tianyi Energy Supplies TC Series Power PACKs for Chitian Electric Mine Trucks, Marking a Milestone in Electrification Collaboration

This week, the sodium-ion battery industry operated steadily overall, with industry prosperity continuing to rise. On the technological front, key performance metrics such as high safety, long cycle life, and low cost continued to achieve breakthroughs, laying a solid foundation for large-scale applications. With policy and industry working in synergy, upstream and downstream projects along the industry chain advanced steadily. Supporting infrastructure across materials, battery cells, system integration, and end-use applications continued to improve, with capacity deployment gradually materializing. The pace of scenario validation in energy storage, telecom backup power, and other fields accelerated, and market recognition of sodium-ion batteries' substitution and complementary effects increased. Overall, the industry is demonstrating a development trend characterized by **accelerating technological iteration, broadening application scenarios, and an increasingly mature industry chain**. The industrialisation of sodium-ion batteries continues to advance, with a promising medium and long-term development outlook.

On April 16, Contemporary Amperex Technology Co., Limited (CATL) released its investor relations activity record. It mentioned that in the first quarter of 2026, CATL's combined sales of power and energy storage batteries exceeded 200GWh, of which power batteries accounted for approximately 75% and energy storage batteries accounted for 25%, marking a significant increase compared to previous quarters. Against the backdrop of declining sales in the domestic passenger car industry, the company's power battery shipments continued to maintain relatively fast growth, driven primarily by two key factors: first, the continuous expansion of market share; second, the steady increase in battery capacity per vehicle.

Recently, Samsung SDI has been engaged in final-stage negotiations with Mercedes-Benz regarding a cooperation for the supply of prismatic batteries for electric vehicles. The core content of the cooperation is that Samsung SDI will supply prismatic batteries for new electric vehicle models to be launched by Mercedes-Benz in 2028. To ensure supply stability and cost control, both parties are exploring the establishment of a production base or dedicated production line exclusively for Mercedes-Benz in Europe. Potential candidate locations for the new factory include Austria, Slovakia, and the Czech Republic. Industry insiders have revealed that the overall scale of this supply project is relatively large, with the battery supply expected to reach tens of GWh.