According to incomplete statistics, in 2023, there have been 58 sodium power-related projects landed, with a total investment of nearly 172 billion yuan (some projects have not announced the investment amount, for the estimated value). From the distribution of provinces, Anhui 35.45 billion yuan, Hubei 21.2 billion yuan, Shandong 17.03 billion yuan, Jiangsu 15.16 billion yuan, Guizhou 15 billion yuan, Xinjiang 14.23 billion yuan, Inner Mongolia 12.4 billion yuan, Hunan 11.5 billion yuan, Henan 5.66 billion yuan, Hebei 4.63 billion yuan, Zhejiang 3.61 billion yuan, Guangxi 3.5 billion yuan, Sichuan 3.1 billion yuan, Jiangxi 26.8 billion, Gansu 2 billion yuan, Jilin 2 billion yuan, Shanxi 1.1 billion yuan, Guangdong 1 billion yuan, Chongqing 500 million yuan, Yunnan 220 million yuan.
It is worth noting that, with the outbreak of demand for energy storage batteries, a number of sodium battery projects started are aimed at the field of energy storage. It is predicted that the 2030 energy storage sodium ion battery market size will reach 600GWh.
Sodium-ion battery industry chain has more than 200 enterprises layout, of which the layout of the largest number of enterprises in Guangdong Province, amounting to 46, followed by Jiangsu, Zhejiang, the layout of the number of enterprises amounted to 27, 26, respectively.
Summary of investment in sodium power projects in various provinces
Entering the first year of mass production, the industrialization of sodium power around the obvious speed up
01 2023 Sodium Power Projects Landed Nationwide
Anhui: 35.45 billion yuan
May 28, Anhui Province, 16 projects focused on signing, including carbon a sodium electric total investment of 2 billion yuan, will be built in Huaining County, with an annual output of 50,000 tons of sodium anode materials and related projects.
On May 22, the first sodium-ion battery base of sodium new energy was signed in Guangde, Anhui Province, with a total investment of 10 billion yuan, and it is intended to build a production base with an annual capacity of 20Gwh sodium-ion battery cells and 10Gwh sodium-ion battery systems.
On May 10, Inergy signed a cooperation agreement with Huadian Anhui New Energy and Langxi County Government on Inergy's 10GWh sodium-ion energy storage battery project, with a total investment of RMB 5 billion, which will be set up in Langxi in two phases.
On April 19, Jin'an District, Lu'an City, Anhui Province, held a signing ceremony for the project of 20,000 tons of anode materials for sodium-ion batteries, 20,000 tons of anode materials and 10GWh of energy storage products with Dongguan Digital Energy.
On April 3, Dongchi New Energy's new sodium-ion battery project with an annual production capacity of 20GWh was started in Fuyang Economic Development Zone, with a total investment of 8 billion yuan, and a planned investment of 400 million yuan in 2023 for the construction of factory buildings, office buildings and sodium-ion battery production lines. All completed to form the annual output of 20GWh sodium-ion battery production capacity.
On March 23, Xuancheng Integral Pigment Co., Ltd. annual output of 15,000 tons of sodium-ion battery cathode materials project publicity, construction location Xuancheng High-tech Zone, the project construction cycle of 2 years, the total investment is expected to be 200 million yuan.
On February 28, Huaihai Industrial Group and Xiamen Minerva Energy held the signing ceremony of sodium-ion battery framework agreement, and planned to invest 3 billion yuan to build an annual output of 100,000 tons of sodium-ion battery cathode material project.
In February, Sky Sodium Technology invested and set up a wholly-owned subsidiary Hefei Sky Sodium, the company will invest about 750 million yuan to build 50,000 tons of sodium-ion battery power-type hard carbon anode production line. in July, the establishment of Fuyang Sky Sodium Energy, the company is located in Fuyang City, Fuyang City, Anhui Province, Fuyang Hefei Modern Industrial Park, with a total investment of about 1.5 billion yuan, to build the first 100,000-ton sodium-ion battery energy storage-type hard carbon anode production line.
Hubei: 21.2 billion yuan
On July 13, Mason New Energy announced that it has signed a letter of intent with Wuhan Chemical Industry Zone Administrative Committee to invest about 5 billion yuan to build Wuhan R&D technology center and industrialization base project in Qingshan District of Wuhan City. The project is planned to be implemented in two phases, the main investment in the construction of R & D technology center and industrialization base project, including lithium-ion batteries, sodium-ion batteries, solid-state batteries and hydrogen energy storage and other key materials research and development and mass production.
On February 27, vanadium-based polyanion sodium electrodes production line of 1,000-ton production line was launched in Guangshui City, Hubei Province, which was invested and constructed by Guangshui City Ennegi New Energy Co. The project is divided into three phases of construction, at present, a thousand-ton production line has the ability to put into production, the second phase of the two thousand-ton production line is expected to be completed and put into production in the second half of this year, the overall completion of the project will form a sodium anode materials 10,000 tons of production capacity.
On February 13, Xiongtao shares announced that the company signed an agreement with the People's Government of Jingshan City, Jingmen, Hubei, and planned to invest about 10.5 billion yuan to build a new energy battery industrial park. The total construction area is about 500,000 square meters, producing 15GWh lithium batteries and 10GWh sodium batteries.
January 8, a total investment of 5.5 billion yuan of sodium lithium new energy cathode materials project was officially signed in Yichang Zhijiang, Hubei, the project is invested by Xianfeng Holding Group, a total investment of 5.5 billion yuan, the proposed construction of 50,000 tons of scale of sodium materials, and a new project to deal with the annual processing of 100,000 tons of batteries disassembled and recovered recycling project.
Shandong: 17.03 billion yuan
On August 23, Shandong Hanhang new energy materials sodium ion battery cathode materials project started in Weihai Nanhai New District, with a total investment of 2.13 billion yuan, will be the new sodium cathode materials production line 72, electrolyte production line 4. In mid-June, Hanhang Technology invested in Nanhai, signed a 3 billion yuan investment in 10GWh sodium ion battery core manufacturing project.
August 23, settled in Lanshan District, Linyi, Yao Ling annual output of 2GWh sodium storage battery project started, with a total investment of 3 billion yuan, covers an area of 400 acres, construction area of 300,000 square meters, the main construction of the battery production workshop, complex building, warehousing and ancillary facilities.
In July, the first digital sodium-ion battery production line was successfully put into production, realizing the mass production of 18650 sodium-ion batteries. The sodium-ion battery production line was built by Shandong Yibo New Energy in cooperation with Zhongkehai Sodium. With a total investment of 200 million yuan, the project is located in Qingyun Zhongqing New Energy Industrial Park in Dezhou, Shandong Province, and plans to build four battery production lines, mainly producing 18650, 14500 and other types of batteries. After the completion of production, it can form an annual output of 600 million sodium-ion and lithium-ion battery production capacity.
On April 3, Dongchi New Energy's new sodium-ion battery project with an annual output of 20GWh was started in Fuyang Economic Development Zone, with a total investment of RMB 8 billion for the construction of plants, office buildings and sodium-ion battery production lines.
In April, a total investment of 200 million yuan of sodium-ion new energy battery project in Shandong Feicheng High-tech Industrial Development Zone, Feicheng City, Tai'an City, Shandong Province, landed installed, the new sodium-ion battery production line of two, capacity 0.5GWh. The project is funded by the city of Hefei Construction Investment Group in cooperation with Shandong Zero-One Advanced Materials.
In April, Shandong Jingu Keyuan new materials with an annual output of 20,000 tons of sodium-ion battery cathode materials project for approval, the project is located in Zibo City, Shandong Province, Linzi Economic Development Zone, Intelligent Manufacturing Industrial Park (North Area) - Intelligent Networked Vehicle Industrial Park, with a total investment of 500 million yuan.
Jiangsu: 15.16 billion yuan
On August 23, the sodium energy R & D and headquarters base project signed in Suzhou High-tech Zone Science and Technology City, with a total investment of not less than 800 million yuan.
July 26, sodium far new materials headquarters and R & D engineering integration center project signed in Wuxi High-tech Zone, Taihu Bay Science and Technology City, with a total investment of about 500 million yuan, planning to set up operations centers, engineering technology centers and production lines.
On June 25th, Pangu Sodium Xiang sodium ion battery R&D headquarters and manufacturing base project was signed and settled in Xishan Economic and Technological Development Zone, with a total investment of 2.62 billion yuan and a planned land of 200 acres, the project will build a sodium ion battery R&D center and a 5GWh mass production line.
On April 14, the groundbreaking ceremony for positive and negative electrode materials of Transfar Technology Sodium Electric was held in the positive electrode workshop. The annual output of 10GWh sodium-ion battery project of Transfar Technology is implemented by Transfar Sodium, located in Gaoyou, Yangzhou, Jiangsu Province, the project covers an area of about 410 acres, with a planned investment of RMB 5 billion, and an annual output of 37,200 tons of anode materials, 40,000 tons of anode materials, 10GWh sodium-ion batteries, and 150,000 tons of electrolyte.
On April 3, Jingchuang Lithium-Sodium Power Energy Storage System Intelligent Equipment Project with a total investment of 5 billion yuan started construction in Xinxing Town, Tinghu District, Yancheng City, Jiangsu Province. After the project is fully completed and effective, it can form an annual output of 8000 sets of new energy intelligent equipment production capacity.
On March 3, Pai Energy Technology announced that Yangzhou Pai Energy, a wholly-owned subsidiary of the company, intends to build Pai Energy Technology 1GWh sodium-ion battery project in Yizheng Economic Development Zone, with a total investment of 220 million yuan.
In January, the annual output of 50,000 tons of sodium iron sulfate sodium ion battery cathode material project settled in Zhenjiang Comprehensive Free Trade Zone, with a total investment of 1.02 billion yuan, a production capacity of 15,000 tons, before the first quarter of 2024 put into production.
Guizhou: 15 billion yuan
On May 18th, Guizhou annual output of 100,000 tons of manganese-based sodium-ion battery material production line project for the party's energy in Dalong Development Zone, the project is divided into two phases of implementation, the first phase of the land of 100 acres, the completion of the annual output value of up to 600 million yuan, the annual tax revenue of up to 30 million yuan; the second phase of the land of 200 acres, the completion of the full production line of 100,000 tons of manganese-based sodium-ion battery materials and put into production after one year, the annual output value of up to 4 billion yuan, the annual tax of not less than 200 million yuan. After the production line of 100,000 tons of manganese-based sodium ion battery materials is fully completed and put into operation for one year, the annual output value can reach 4 billion yuan, and the annual tax revenue will not be less than 200 million yuan.
On March 23rd, Weifang Energy signed a contract with Guizhou, and will land the mass production line of sodium-ion battery core and anode materials in Guizhou in three phases. One of the three phases will build 20,000 tons of sodium-ion anode materials and 2GWh of electric cores; the second phase will build 100,000 tons of sodium-ion anode materials and 10GWh of electric cores, with an annual output value of more than 10 billion yuan; and the third phase of the project will eventually build a R&D and production base of sodium-ion batteries with annual output of 20GWh of electric cores and 200,000 tons of sodium-ion batteries, with an annual output value of more than 20 billion yuan.
Xinjiang: 14.23 billion yuan
On March 14, Inergy has signed a cooperation framework agreement with Xinjiang Karamay Municipal Government on the construction of “Sodium Ion Battery Clean Energy Industrial Park”. According to the agreement, Inergy will layout 20GWh sodium-ion battery production and R & D base in Karamay, to build the sodium electric whole industry chain system, the project investment is expected to reach 9 billion yuan, plans to be completed in three phases, a planning landing 5GWh.
July 14, Xinjiang Han line of science and technology with an annual output of 60,000 tons of coal-based sodium-ion battery anode materials base project and an annual output of 60,000 tons of lithium battery anode materials integration base project has passed the public notice, the construction site is located in Jimusar County, north of the three Taiwan Circular Economy Industrial Park, the project has a total investment of 5.23 billion yuan, a total land area of 952 acres, the annual operating income of 6.5 billion yuan after reaching production. Inner Mongolia: 12.4 billion yuan
August 28, Inner Mongolia Hohhot Cilechuan Dairy Development Zone held Gordon Sai 12GWh power energy storage production and manufacturing projects, Gordon Sai 6GWh sodium-ion battery core production and manufacturing projects to start, the project's total investment of 4.9 billion yuan. Among them, 12GWh power energy storage production and manufacturing projects with a total investment of 2.4 billion yuan, after the project reaches production, it can realize an annual operating income of 12 billion yuan, profits and taxes of 960 million yuan.
At the beginning of August, Inner Mongolia Jianheng Ao Energy Technology Co., Ltd. sodium salt energy storage battery industry chain project started the second phase of the project, the project's total investment of 1.5 billion yuan, a total of three phases of construction, annual output value of up to 3 billion yuan, the annual profits and taxes of 390 million yuan.
On February 13, Fangchu New Energy signed a strategic cooperation agreement with Baiyun Ebo Mining District Government on “10GWh sodium-ion energy storage battery production and manufacturing project”. It is intended to promote the landing of 2GWh sodium-ion battery industrial project. The project plans to invest 2 billion yuan in the first phase, forming a complete energy storage industry chain integrating R&D, production, assembly and sales.
Hunan: 11.5 billion yuan
On May 31, Liuyang Economic Development Zone signed a 30GWh sodium-ion and lithium-ion battery and system production base project with Jiangsu Haisida Power Co.
On March 31, Sangrui New Materials signed a strategic cooperation agreement with Yiyang Hi-tech Zone, intending to invest in the construction of 60,000 tons of cathode materials production line, of which the first phase of the construction in 2023 is planned to add 25,000 tons of lithium iron phosphate production line and 10,000 tons of sodium electrode cathode materials.
On March 8, ST Kaiyuan announced that the company's holding 40% of the grandson company Luyuan Innovative Energy intends to sign an entry agreement and supplemental agreement with Xiangyin Hi-Tech Zone Management Committee and Hunan Dali Real Estate, investing in industrial projects in Xiangyin Hi-Tech Zone, investing in the construction of 2GWh of energy storage integration and 1GWh of sodium ion production line.
On February 22, Hunan Light Salt New Energy Battery Anode Material Project was signed and settled in Wangcheng Economic and Technological Development Zone, with a total planned investment of RMB 650 million, using about 65 acres of existing land of Metallic New Material, investing in the construction of intelligent production line with an annual output of 7,500 tons of lithium batteries and 15,000 tons of sodium battery anode material.
Henan: 5.66 billion yuan
At the beginning of August, DuoFuDuo's “annual output of 2GWh power-type sodium-ion battery project” was approved, the project is located in Jiaozuo City Economic and Technological Development Zone of Zhongzhan Station District, with a total investment of 560 million yuan, the project will build two sodium-ion battery production lines, with an annual production capacity of about 20.13 million power-type sodium-ion battery cells with the model number of 60130-33Ah. Sodium-ion battery single cell.
April 19, China Construction Science and Technology Group Puyang new energy industrial base project started, the project covers an area of 300 acres, with a total construction area of 150,000 square meters, mainly to build an annual production capacity of 14GWh sodium-ion battery production line and ancillary facilities. The total investment of the project is 5.1 billion yuan, and the capacity of 14GWh can be realized in 2025 after the completion of the project.
Hebei: 4.63 billion yuan
August 24, Tangshan Guye District Electricity Space Energy Equipment Co., Ltd. energy storage (sodium-ion) battery pilot and energy storage equipment manufacturing project started, the project plans to invest a total of 2.1 billion yuan, mainly the construction of sodium-ion battery pilot line, battery pack production line and complete sets of equipment production line of energy storage devices, after the completion of the annual output of 2GWh battery core, 1.8GWh Battery Pack, as well as 1.5GWh energy storage equipment, the project is expected to achieve 2.0 billion yuan in annual output value. After the completion of the project, the annual output value of 2 billion yuan can be realized.
June 17, Hebei Langfang Botou Economic Development Zone Management Committee and China Electricity Construction Group Jiangxi Provincial Hydropower Engineering Bureau on the “sodium-ion battery pilot line and the national energy storage demonstration experimental platform project” signed a contract, with a total planned investment of 2.3 billion yuan, plans to cover an area of 150 acres, the main production of sodium-ion battery pilot line production, PACK line equipment, Containerized energy storage equipment, household energy storage equipment and other products, with an annual production scale of 4G watts (about 800 units of energy storage equipment).
April 3, Hebei national sodium new energy annual output of 0.4GWh sodium-ion battery project through the approval of the construction site is located in Hengshui City, Hebei Province, Gucheng County Economic Development Zone, the project's total investment of 230 million yuan.
Zhejiang: 3.61 billion yuan
On April 9, the annual output of 10GWh sodium-ion large cylindrical battery construction project of Zhejiang Sodium Green Technology Co., Ltd. started in the Yangtze River Delta (Huzhou) Industrial Cooperation Zone. The project has a total investment of 2 billion yuan, a new 5GWh sodium-ion battery production line. The pilot line of the project was put into use on the same day, and the first 0.1GWh sodium-ion large cylindrical battery pilot product came off the line.
In April, Huzhou Super Sodium New Energy sodium-ion battery key materials and core R & D laboratory construction project through the approval of the construction site is located in Huzhou City, Zhejiang Province, South Taihu Lake New District, Yangjiabu, with a total project investment of about 110 million yuan.
On January 10th, Sodium Innovative Energy's “40,000-ton annual output of sodium-ion battery cathode materials project” started construction in Kangzhuang Base, the project is located in Kangzhuang Avenue, Binhai New District, Shaoxing, and the land for the project was acquired at the end of September 2022 through auction. The project has a total capacity of 80,000 tons and a total investment of 1.5 billion yuan.
Guangxi: 3.5 billion yuan
On June 6, Guangxi Fangchenggang Economic and Technological Development Zone Management Committee and Guizhou Dalong Huicheng New Materials Co., Ltd. signed the “100,000-ton annual output of sodium-ion battery manganese-based oxide cathode material project cooperation framework agreement”, the project's total investment of about 3.5 billion yuan. The main construction content is the production line of manganese-based oxide anode materials for sodium-ion batteries, as well as the environmental protection treatment system and other auxiliary supporting facilities.
Sichuan: 3.1 billion yuan
On February 28, the annual output of 5GWh sodium-ion battery project of Xingshu Century started construction in Zigong Hi-tech Zone of Sichuan. The project is divided into two phases of construction, with a total investment of about 2.5~3 billion yuan. The first phase of the project to build an annual output of 3GWh sodium-ion battery production line, covering a total area of about 250 acres; the first phase of the first batch capacity of 1GWh, covering an area of about 120 acres; the first phase of the second batch of 2GWh capacity, covering an area of about 130 acres; the second phase of the 2GWh production capacity, the neighboring plot of land of about 150 acres.
On January 17, Baisi Ge's first 1,000-ton hard carbon production line went into operation in Suining Hi-tech Zone, with a total investment of 100 million yuan, covering an area of 44 acres, constructed in two phases, with an annual output of 10,000 tons of hard carbon materials after the overall commissioning.
Jiangxi: 2.68 billion yuan
On May 27, WKT held the “Sodium Electricity Phase I Project Putting into Operation and Phase II Project Groundbreaking Ceremony” in Nanchang, Jiangxi Province. The total investment of about 680 million yuan, the main products for more than 20Ah square aluminum shell sodium ion batteries, the annual output scale of 2GWh.
On March 3, Kexiang shares announced that the company and Xinfeng County People's Government signed a “new 6GWh sodium-ion new energy battery project investment intention contract”, investing 2 billion yuan to build new energy industrial park of sodium-ion batteries and materials.
Gansu: 2 billion yuan
On the morning of February 28, Dunhuang City 2023 key projects to resume production, including Dunhuang Fangchu new energy sodium-ion battery project with a total investment of about 2 billion yuan, plans to build five production lines, core batching workshop, core assembly workshop, automatic capacity separation workshop, incoming inspection room and other production and processing facilities, after reaching production will form an annual output of 5GWh sodium-ion battery production capacity.
Jilin: 2 billion yuan
On February 21, Fangchu New Energy and Qian'an County Government signed a cooperation agreement on the “5GWh sodium-ion battery production project”.
Shanxi: 1.1 billion yuan
On February 22, Huayang Group started to lay the foundation stone for its 10,000-ton sodium-ion battery anode and cathode materials project in Xiahe Industrial Park of Shanxi Transformation Comprehensive Reform Demonstration Zone, with a total investment of about 1.1 billion yuan, and plans to put the materials into trial production at the end of October, with an annual output of 20,000 tons of anode materials for sodium-ion batteries and 12,000 tons of anode materials for sodium-ion batteries.
Guangdong: 1 billion yuan
HISDA 6GWh sodium-ion and lithium-ion battery and system production base project in Zhuhai Fushan Industrial Park held a signing ceremony, plans to invest a total of about 1 billion yuan, the new 6GWh sodium-ion and lithium-ion battery and system production base, the project will also be built as the first Zhuhai City, the first sodium-ion storage battery industrialization project, the annual output value of the entire construction is expected to be 4 billion yuan after the completion of production.
Chongqing: 500 million yuan
Zijian electronic announcement on August 28, intends to invest in the construction of “1GWh energy storage battery construction project” through its wholly-owned subsidiary - Shenzhen Viduri, the construction site is located in Wanzhou District, Chongqing, with a total investment of 500 million yuan, the construction period is expected to be 24 months.
Yunnan: 220 million yuan
On July 22, Yunnan Hard Carbon Technology, a subsidiary of Cold Heat Technology, invested in the construction of advanced electrode materials for new energy batteries in Yongping County, with a total investment of RMB 220 million and an annual output of 10,000 tons of advanced electrode materials.
02 2023 China Sodium Ion Battery Industry Chain Enterprise Distribution Map
According to incomplete statistics, as of the end of 2023, the sodium-ion battery industry chain has more than 200 enterprises layout. Among them, Guangdong Province has the most layout enterprises, amounting to 46, followed by Jiangsu and Zhejiang, with the number of layout enterprises amounting to 27 and 26 respectively.
Guangdong: 46
Shenzhen: BYD, Xinwanda, Topband, Xiongtao, Pangu Sodium Xiang, Forfang Energy , Pu Sodium Era, Pu Sodium Era, Pu Lutong, Bo Leida, Poly New Energy, Huabao New Energy, China Sodium Era, Betray, Jia Sodium Energy, Grimm's, Hua Sodium New Material, Cold Heat Technology, Zhongxin Energy, Xiangfenghua, Shenzhen Bo Sodium, Xin Zuobang, Xingyuan Material, Zhongxing New Material, Bosheng New Material, Guanli New Material; Zhuhai: Gree titanium; Shantou: Yinglian shares United States of new materials, Wanshun new materials; Jiangmen: Dow Technology; Huizhou: lithium, Kexiang shares; Guangzhou: Peng Hui energy, Rong Sodium new energy, Tianci materials; Foshan: sodium one new energy, Bonpublic circulation, Jinhui High Tech, Ying Bolei; Dongguan: Chuangming batteries, Easite, Bolivian, Xianfeng Group, Kaijin new energy, Dongyangyang Sunshine
Jiangsu: 27
Zhenjiang: Dingsheng New Material; Yangzhou: Chuanyi Technology; Yancheng: Hao Sodium New Energy, Jiangsu Fengshan Group; Wuxi: Haiji New Energy, Baichuan Stock, Sodium Energy; Suzhou: Zong Sodium Energy, Xingheng Power Supply, Azure Lithium, Yue Sodium New Energy, Ruitai New Material, Mingyi Material; Nantong: Haisida, Jiuyujiu Science and Technology; Nanjing: Longbang Science and Technology, Sinomaterials Science and Technology; Liyang: Zhongke Haijiao Sodium Energy, Xiangying New Energy, Zhong Sodium Source, Tianmu Pioneer; Changzhou: Gao Bo Energy, Beehive Energy, Hou Sheng New Energy, Jiangsu North Star.
Zhejiang: 26
Taizhou: Yongtai Science and Technology; Shaoxing: Zhejiang Sodium Creation, Changyi Sodium Electricity, Dechuang Environmental Protection, Lepu Sodium Electricity, Zhongxin Fluorine Material; Ningbo: Wike Technology, Rongbai Science and Technology, Sanshan Stock, Zuochuang Nako; Jinhua: Zhejiang Ruibang; Jiaxing: Medaray; Huzhou: Anli Energy, Tianneng Stock, Zhejiang Qingnian Sodium, Chaowei Group, Chao Sodium New Energy, Zhejiang Xinnian Sodium, Guoke Carbon Beauty; Hangzhou: Nandu Power Supply, Huayu Sodium Electricity, Yang Ming New Energy, Lilies Group, Haichuang Lithium, Blue Solid New Energy, Yongjie New Material
Hunan Province: 14
Zhuzhou: Cubic New Energy; Changsha: Changyuan Lithium, Luyuan Energy Material Technology, Light Salt Group, Zhongwei, Zhongke Xingcheng, Sodium New Material, Farnwright, Hangsheng New Energy; Xiangtan: Xiangtan Electrochemical, Sangrui New Material; Hengyang: Leader Surge; Changde: Sinoma Lithium Membrane; Chenzhou: Hao Sen Sodium Power
Shandong Province: 12
Zaozhuang: Fengyuan; Yantai: Nanshan Aluminum, Donghai Aluminum Foil; Qingdao: Lankotou; Jining: Sheng Yang Power Supply, Gordon Sai Energy; Dezhou: Yibo New Energy; Jinan: Shandong Zhanggu, Shengquan Group, Huana New Energy; Dongying: Shida Shenghua, Lifestyle Yiyiyuanyuan
Shanghai: 10
Shanghai Pu sodium energy, Pai energy technology, Ao Neng Rui La energy, Han line of technology, Benan energy, Vaner sodium, Pu Tai Lai, Shanghai washba, Luckys sodium storage, Huafeng aluminum
Henan Province: 8
Zhumadian: Huijiang new material; Zhengzhou: Mingtai Aluminum; Xinxiang: China Science and Technology; Shangqiu: Shenlong Baoding; Nanyang: Fusen new energy; Luoyang: Longding Aluminum; Jiaozuo: DuoFuDuo, Tianli Lithium Energy
Fujian Province: 8
Ningde: Ningde Times; Zhangzhou: Mangshi Technology; Xiamen: Xiamen Tungsten Xinergy, Xiamen Shun Aluminum; Nanping: Yuanli, Xinsen Carbon; Longyan: Longde New Energy; Fuzhou: Xucheng Technology
Hebei Province: 7
Langfang: Kunlun Materials; Hengshui: Aoguan Battery; Handan: Jinli; Cangzhou: Cangzhou Pearl; Baoding: Lizhong Group, Luckys New Materials, North China Aluminum
Sichuan Province: 6
Zigong: Xingshu Century; Mianyang: Changhong Energy; Chengdu: Yingnengji, Zhongzi Environmental Protection, Energizer, Baisi Ge
Hubei Province: 6
Wuhan: Central Yangtze River Technology, Ennegi, Kai sodium new energy, more help technology, Bixidi; Shiyan: Hubei Wanrun
Jiangxi Province: 5 Yi
Chun: Batwai, Jiangxi Star molecules; Jiujiang: Jiasheng new energy; Ganzhou: Fu energy technology, Dongteng lithium industry
Anhui Province: 5
Maanshan: Tongxing Environmental Protection; Huaibei: Huaihai Industrial Group, Anhui Zhongji; Hefei: Guoxuan Hi-Tech; Chuzhou: Boshi Hi-Tech
Beijing: 4
Three Gorges Energy, Amata Technology, Dangsheng Technology, CarbonGood Technology
Tianjin: 4
Tianjin Lixin, CEC Lantian, Tianjin Jinniu, Tianjin Donggao
Liaoning Province: 3
Yingkou: Kanghui New Material; Anshan: Star Sodium Electricity, Seven Colors Chemistry
Shanxi: 2
Yangquan: sodium core energy, Huayang shares
Qinghai Province: 2
Xining: Qinghai Beijie, Qinghai Juzhiyuan Yun
South Province: 2
Yuxi: Enjie shares; Kunming: Yunlv shares
Guangxi Province: 2
Qinzhou: ZhuoNeng New Energy; Nanning: NanNan Aluminum Foil
Xinjiang: 1
Shihezi: Tianshan Aluminum
Chongqing: 1
Enjie Numi Technology
Guizhou Province: 1
Guiyang: Zhenhua New Material
Gansu Province: 1
Jiuquan：Fangcun New Energy
03 Sodium power capacity is spreading rapidly, and the industrial chain is gradually taking shape
In 2023, a number of key data on sodium-ion batteries have produced changes, and it is also considered to be a key year for the industrialization of sodium-ion batteries in China. From the policy point of view, numerous policies around the world clearly to support the development of sodium-ion batteries, liquid flow batteries and other diversified technology routes. At present, a number of domestic production lines are planned to land, and have taken the lead in realizing the mass production of materials and cells.
With the flocking of major enterprises, sodium-ion battery production capacity may be spread rapidly, and the industrial chain is gradually taking shape. From the point of view of production line construction, China's sodium-ion battery capacity planning mainly involves enterprises such as Transfar Technology, Sodium Innovative Energy, Ningde Times, Xingshu Century, Azure Lithium Core, DuoFuDuo and Hunan Cube.
Among them, Transtech is the largest sodium-ion battery producer in the country, and is expected to form a dedicated mass production line capacity of 4.5GWh for sodium-ion batteries by the end of 2023, accounting for 33.3% of the total capacity in the country. Sodium Innovative Energy is the second largest sodium-ion battery producer in the country, and is expected to form 2.5GWh of dedicated mass production line capacity for sodium-ion batteries by the end of 2023, accounting for 18.5% of the national total capacity. Ningde Times is the third largest sodium-ion battery producer in the country, and is expected to form 1.8GWh of dedicated mass production line capacity for sodium-ion batteries by the end of 2023, accounting for 13.3% of the total national capacity.
From the point of view of the development of industrial commercialization, at this stage, the sodium-ion battery industry chain is still in the introduction stage, the battery materials and electrolyte process are in the early stage of development, and it will take a certain amount of time for the commercialization of the sodium-ion battery industry to land.
Source: Sodium Core
Copyright belongs to the original author, if there is any infringement, please contact us for deletion.
