[SMM analysis] Sodium ion battery has outstanding advantages or turns on partial lithium battery replacement

SMM7: on July 29th, Ningde Times officially announced its first-generation sodium ion battery technology at an online video conference. As soon as the battery was launched, it caused great repercussions in the market. Among them, the battery structure end, in addition to the diaphragm can be compatible with the existing lithium ion system, the other positive electrode, negative electrode, electrolyte and other parts have changed in varying degrees.

According to the battery performance information released at the Ningde Times press conference, this battery has many bright spots:

We believe that sodium ion batteries may be used in the following scenarios in the future:

At present, although the sodium-ion battery is still in the early stage of industrialization, according to the information released in the Ningde era, the advantages of the sodium-ion battery are more prominent, although there is still a certain gap between its energy density and the lithium-ion battery. For the time being, it can not be applied to the field of new energy vehicles that require high energy density, but it has cost advantages and fast charging performance. Low-temperature performance enables it to achieve differential positioning with lithium-ion batteries, and partially replace lithium-ion batteries in two-wheelers, energy storage, power exchange, and some high-latitude scenarios.

SMM New Energy Research team

Mei Wangqin 021-51666759

Huo Yuan 021-51666898

Liu Xiaoyi 021-51666716

Yuan Ye 021-51595792

Ren Pengfei 021-51595913