Will Ningde era release sodium ion batteries to the energy storage market?

According to the official account of Ningde Times today, the press conference of Ningde Times Sodium Ion Battery will be held at 15:30 on July 29th. After Zeng Yuqun disclosed the relevant research and development trends at the shareholders' meeting at the end of May, this new technology is about to be unveiled.

Sodium ion battery is not a new battery technology. This concept was first put forward in the 1970s and is still in the early stages of industrialization.

This technology has three main advantages:

1. Rich in resources. The crustal abundance of sodium ions is about 2.36%, much higher than 0.002% of lithium ions. In addition, the distribution of global lithium reserves is mainly concentrated in Chile, Australia and Argentina, which is extremely uneven. on the contrary, all countries can use seawater to prepare sodium salt, and the distribution of sodium resources is uniform.

two。 The cost advantage is obvious. The price of sodium ion compound is stable and low, about 250 yuan / ton, which is about 50% of the price of battery-grade lithium carbonate. According to Zhongke Hainer data, the BOM cost of sodium ion battery is about 30% lower than that of lithium battery.

3. The electrochemical performance of sodium ion battery is relatively stable and more safe.

However, sodium ion battery still has some disadvantages: 1. The energy density is low. The energy density of lithium iron phosphate battery, ternary battery, sodium ion battery and sodium ion battery can reach 200 Whshock kg, 240 Whhand kg and 100-150 Whhand kg, respectively, which still has a big gap with the former two. (2) there is still a big gap between lithium iron phosphate battery and sodium ion battery. The cycle life is short. The maximum number of cycles of sodium ion battery is about 1500, which is significantly lower than that of lithium iron phosphate battery (6000) and ternary battery (3000), and is expected to be further improved in the future. The industrial chain is still not perfect, and the product performance, cost control and adaptive application scenarios need to be further tested.

From the perspective of application prospect, Guangfa Securities Yin central team predicts that the potential demand for sodium ion batteries in China will be 123 GWh, in 2025, which is measured by the price of lithium iron phosphate batteries, corresponding to a market space of about 53.7 billion yuan.

Citic Securities, Guotai Junan and Huajin Securities all said that they are optimistic about the application of sodium ion batteries in energy storage. It is believed that this technology is expected to be commercialized in scenarios with low energy density, such as energy storage, construction machinery, communication base stations, two-wheelers, and so on. It forms a certain supplement to mature energy storage technologies such as lithium-ion batteries and lead-acid batteries.

It is worth mentioning that on July 23, in the guidance for the development of new energy storage, the National Development and Reform Commission and the Energy Bureau proposed to speed up the large-scale test and demonstration of sodium ion batteries and other technologies.

In terms of power batteries, due to the disadvantage of energy density, sodium ion batteries are difficult to meet the mileage requirements of power batteries, so they are less competitive than lithium batteries.

In addition to the above-mentioned Ningde era, domestic enterprises that have distributed sodium ion batteries are as follows:

Xinwanda has reserved the patent of sodium ion battery.

The first set of 1MWh sodium ion battery energy storage system in the world has been officially put into operation.

Huayang has taken a stake in China Kehina and plans to invest 8000 yuan and 60 million yuan respectively for the construction of 2000 tons of sodium ion battery positive and negative materials.