SMM December 31 News:
Key Points: On December 31, 2025, Sodium Technology announced that its large-format all-solid-state sodium-ion battery cells with capacities above 25 Ah achieved an energy density of 348.5 Wh/kg, certified by the China Automotive Technology and Research Center. The battery employs 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.
On December 31, 2025, the last day of the year, Sodium Technology's official account reported that Sodium Technology Technology Co., Ltd. achieved a sodium-ion battery energy density of 348.5 Wh/kg. Recently, Sodium Technology Technology Co., Ltd. released significant news: its large-format sodium-ion battery cells with capacities above 25 Ah broke through to an energy density of 348.5 Wh/kg and successfully passed authoritative certification by the China Automotive Technology and Research Center Automotive Test Center (Tianjin). This figure not only sets a new industry record but also completely shatters the stereotype of "low energy density in sodium-ion batteries," opening up unprecedented application possibilities for sodium-ion batteries.
Sodium Technology focuses on the R&D and production of core materials and battery cells for all-solid-state sodium-ion batteries. Its solid-state battery approach utilizes a "high-specific-energy cathode + anode-free" technology, with the cathode material being a layered oxide.
I. The Capacity Code of Sodium-Ion Batteries: Cathode Material Innovation + Anode-Free Technology
Cathode Material "Atomic-Level Surgery" Reconstructs Material Genes: Sodium Technology employs innovative composition and structural design, using "atomic-level surgery" to reconstruct material genes, overcoming the dual challenges of low energy density and cycle degradation in traditional sodium-ion battery cathodes.
Precise regulation of local electron orbitals triggers a new charge compensation mechanism, directly increasing the capacity per gram by over 15%. A unique surface nanoscale "ceramic armor" modification technology inhibits phase transition stress, maintaining ≥80% capacity after 2,000 cycles. Bulk gradient doping combined with a fast-ion conductor coating increases the ion diffusion coefficient by an order of magnitude, ensuring high specific capacity while maintaining excellent stability, laying the first cornerstone for achieving 350 Wh/kg.
Anode-Free Technology "Frees Up" 30% of Battery Space: Anode-free technology completely eliminates traditional anode materials. During the battery's initial charge, sodium ions deposit directly on the current collector surface, forming a dense metallic sodium anode layer. This design achieves a triple leap: significantly reducing inactive components, pushing internal space utilization to the extreme; simplifying the manufacturing process, notably lowering production costs; and breaking through material limitations, enabling a qualitative leap in energy density. II. Professional Certification and Testing: 350 Wh/kg, a New Industry Benchmark
With authoritative third-party testing and certification, Sodium Technology conducted a comprehensive evaluation of key indicators such as the energy density of its battery cells. The test results show that Sodium Technology's large-format pouch battery cells, with capacities above 25 Ah, have achieved an energy density of nearly 350 Wh/kg, setting a new industry benchmark.
A comparative analysis of energy densities of mainstream battery materials in the market reveals the following: within traditional lithium and sodium battery systems, ternary batteries, LFP batteries, sodium-ion layered oxide batteries, and sodium-ion polyanion batteries have energy densities of 300 Wh/kg, 180 Wh/kg, 160 Wh/kg, and 110 Wh/kg, respectively.
From the comparative data, it is evident that Sodium Technology's sodium-ion batteries have surpassed traditional ternary lithium batteries in the core indicator of energy density, entering the realm of solid-state batteries. Compared to lithium batteries, they also demonstrate significant advantages in cost, safety, and low-temperature performance after industrialization.
III. Sodium Technology Profile and Patents
Information shows that Sodium Technology is an R&D and manufacturing enterprise dedicated to the industrialization of all-solid-state sodium-ion batteries. Its R&D and operational headquarters are located in Shanghai, with an overseas forward-looking technology R&D center established in Osaka, Japan, and a pilot production line for key materials of all-solid-state batteries set up in Jiangyin. The company's core team comes from top global research institutions and industry leaders, possessing full-chain technical capabilities from R&D to production.
Currently, Sodium Technology has made major breakthroughs in core material R&D, having completed the development of a sodium-based solid-state electrolyte with high ionic conductivity and a high-specific-capacity sodium-ion battery cathode material, as well as the development of Ah-level all-solid-state batteries. The company has obtained dozens of patents, with multiple indicators reaching internationally leading levels. Its products will be widely applied in areas such as small power applications, electrified equipment, energy storage systems, consumer electronics, and the low-altitude economy.
IV. Sodium Technology Updates
[Sodium-Ion Battery Cathode Patent: Shanghai Sodium Technology's Patent for "A Cathode Material for Sodium-Ion Batteries, Its Preparation Method and Application"]
On October 18, 2024, according to information from the National Intellectual Property Administration, Shanghai Sodium Technology Technology Co., Ltd. had applied for a patent in June 2024 titled "A Cathode Material for Sodium-Ion Batteries, Its Preparation Method and Application," with the publication number CN118782772A.
This material consists of cathode active particles and a coating layer partially covering the surface of the cathode active particles. The coating layer is composed of nano-particles with an N5-type microcrystalline glass structure, represented by the chemical formula Na5+u/2Y1−u/2PuSi4−uO12, where 0 < u ≤ 0.3. The cathode active particles are represented by the chemical formula NaNi(1−x−y−z)MnxFeyAzO2, where 0 < x ≤ 0.5, 0 < y ≤ 0.5, 0 ≤ z ≤ 0.5, and A can be one or more of Cu, Zn, Al, Mg, Li, B, Ca, Ti, Nb, or Mo.
This cathode material utilizes specially structured nano-particles as a coating layer, offering good compatibility. When combined with layered oxide cathode active particles, the material exhibits significant advantages such as high air stability, a wide electrochemical stability window, and high conductivity.
[Sodium Technology Completes Angel Round Financing and Develops Ah-Level All-Solid-State Sodium Battery]
On March 5, 2025, the latest news from "Sodium Technology" indicated that Shanghai Sodium Technology Technology Co., Ltd. had completed tens of millions of yuan in angel round financing. This round was jointly led by Jinbang Capital and Jinyuan Development Group, with Snowline Capital participating as a co-investor. Existing shareholder Jiangyin Talent Innovation and Venture Angel Fund continued to increase its investment, supporting the commercialization of all-solid-state sodium battery technology.
SMM believes that the breakthrough in sodium-ion battery technology by Sodium Technology will expand the application fields of sodium batteries. Moving beyond current applications such as start-stop systems, low-temperature energy storage, and small power markets, sodium batteries will enter larger new energy EV markets and extend to application scenarios such as the low-altitude sector, aerospace, marine, and consumer batteries. A technological breakthrough has changed the industry perception that "sodium batteries are only suitable for low-energy-density scenarios," providing vast imaginative space for broadening the application scenarios of sodium-ion batteries. Coupled with CATL's statement at its supplier conference on December 28, 2025, the sodium battery market is expected to see more developments. CATL stated that it will large-scale apply sodium batteries in areas such as battery swapping, passenger vehicles, commercial vehicles, and energy storage by 2026, potentially forming a new trend of "dual prominence of sodium and lithium."
According to SMM forecasts, all-solid-state battery shipments will reach 13.5 GWh by 2028, while semi-solid-state battery shipments will reach 160 GWh. Global lithium-ion battery demand is projected to reach approximately 2,800 GWh by 2030, with the EV sector's lithium-ion battery demand showing a CAGR of around 11% from 2024 to 2030, ESS lithium-ion battery demand at a CAGR of about 27%, and consumer electronics lithium battery demand at a CAGR of roughly 10%. Global solid-state battery penetration is estimated at about 0.1% in 2025, with all-solid-state battery penetration expected to reach around 4% by 2030, and global solid-state battery penetration potentially approaching 10% by 2035.
**Note:** For further details or inquiries regarding solid-state battery development, please contact:
Phone: 021-20707860 (or WeChat: 13585549799)
Contact: Chaoxing Yang. Thank you!
