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A brief review of milestone events in China's sodium-ion battery industry H1 2024

Source: Mysteel May 31, 2024 11:47
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January 1, 2024

 

Farasis Energy: The first A00-class sodium-ion battery electric vehicle model "Jiangling Yizhi EV3 (Youth Edition) 251km version" in cooperation with Jiangling Group rolled off the assembly line

 

HiNa Battery: The first mass-produced sodium-ion battery EV in cooperation with JAC Motors rolled off the assembly line. The new model will start mass delivery in January 2024, with a starting price of Yuan 59,900

 

National Energy Administration: On December 27, a notice was issued to announce a new batch of new energy storage pilot demonstration projects, including 3 sodium-ion battery-related energy storage projects

 

University of Maryland: Researchers developed a solid-state sodium-ion battery architecture

 

January 7, 2024

 

HiNa Battery: The first sodium-ion battery produced in cooperation with JAC Motors was officially delivered

 

BYD: The sodium-ion battery project in Xuzhou City, Jiangsu Province started construction with a total investment of Yuan 10 billion and a planned annual production capacity of 30GWh

 

January 14, 2024

 

Shenzhen Prolto & Nayi New Energy: They jointly built a sodium-ion battery R&D center in Zhuhai

 

Tongxing Environmental Protection: Hefei Haosheng New Energy Technology Co., Ltd. was established via joint investments with natural persons Niu Yubin and Ma Qianru

 

Wuhan Lishen: It completed the design of the first sodium-ion battery system, suitable for the low-speed vehicles, and has started mass production

 

Hunan Nake New Materials: The pilot production line with an annual capacity of 1,000 tonnes of biomass-based hard carbon anode materials commenced

 

January 21, 2024

 

Qingna Technology: Lima Group's annual sodium-ion battery procurement target is 0.5GWh; and it also received an order from Zhongli Forklift

 

Chuanyi Technology: The second phase of the sodium ion battery project started

 

January 28, 2024

 

Luyuan Energy Materials: It signed a cooperation agreement with the People's Government of Huimin County, Shandong Province on GW-level large-scale energy storage projects and sodium-ion battery cell construction. The two parties will build a sodium-ion battery cell project and a 1GW/2GWh large-scale energy storage power station project within the jurisdiction of Huimin County

 

Nake Energy: It signed a strategic cooperation agreement with Pangu New Energy, with a supply and sales plan of no less than 3,000 tonnes in the next three years

 

February 4, 2024

 

Natrium: The Yadea "Ji'na No. 1" sodium-ion battery system made with the core materials of Natrium has entered the mass production stage, and was equipped to the two-wheel vehicles

 

Datang: On January 31, Datang announced the bidding winners for the Xiongkou 50MW/100MWh sodium ion new energy storage power station demonstration project in Qianjiang. The unit price of the first winner was 1.475 yuan/Wh

 

February 18, 2024

 

Lead Intelligent: It officially signed a global strategic cooperation agreement with French company Tiamat. The two parties will jointly explore the key technologies of sodium-ion batteries and promote the large-scale production of sodium-ion batteries in the European market

 

Huana New Energy: It held a signing ceremony for the sodium-ion battery project with the People's Government of Lanshan District, Linyi City, Shandong Province

 

February 25, 2024

 

HiNa Battery: The country's first sodium-ion battery energy storage system for power storage power stations has been successfully developed

 

VASTNA: The first 100kWh sodium-ion battery photovoltaic storage integrated near-zero carbon system developed by Wasi Tena of PetroChina was put into operation

 

Lishen Battery: The second generation of high specific energy sodium-ion battery is unveiled, packaged in 46120 large cylinder, with a capacity of 20Ah

 

March 3, 2024

 

CATL: In the process of developing the second generation of sodium-ion batteries

 

DeChuang Environmental Protection: Striving to achieve tonne-level production by the end of March this year

 

March 10, 2024

 

Chery: There was news that Chery will soon mass-produce sodium-ion electric vehicles

 

PRET: Highstar is conducting application verification experiments in Komatsu's 1.5-tonne electric forklift

 

March 17, 2024

 

DFD: It won the bid for China Tower's 2024 low-temperature sodium-ion battery product technology research and development project for battery replacement

 

Jinna Technology: The R&D and manufacturing of ultra-large cylindrical energy storage sodium-ion batteries was launched in Zhao'an County, with an estimated total investment of Yuan 800 million

 

VASTNA: The sodium ion battery cathode active material project was signed and settled in Wangcheng Economic Development Zone, with a total investment of Yuan 2 billion

 

March 24, 2024

 

Yadea: 1) It held a pilot launch meeting for sodium-ion battery replacement for electric vehicles engaging in takeaway businesses in Shenzhen with Meituan; 2) The sodium-ion battery production capacity in 24 years is expected to be 300,000-500,000 sets, and 7 of the 13 patents applied for have been authorized

 

Qingna Technology: In the next five years, Changzhou Hongji will purchase sodium-opn battery products worth more than Yuan 300 million from Qingna Technology and produce more than 100,000 sodium ion battery-powered two-wheel vehicles

 

The Standardization and Technology Department of the State Administration for Market Regulation: It issued a notice on soliciting public opinions on 29 proposed national standard projects, including the "Social Donation Management Specifications". Among them, there are 2 sodium-ion battery-related standards, namely "Safety Technical Specifications for Sodium-ion Batteries and Battery Packs for Electric Energy Storage Systems" and "Technical Specifications for Sodium-ion Batteries and Battery Packs for Electric Energy Storage Systems"

 

PRET: It released 2023 performance report, achieving a revenue of Yuan 8.709 billion, a year-on-year increase of 28.87%; net profit attributable to shareholders of the parent company was Yuan 465 million, a year-on-year increase of 130.23%

 

March 31, 2024

 

PRET: Nantong Longli Electronic Technolog's project with an annual production of 350,000 sets of communication intelligent sodium-ion and lithium-ion battery PACK has passed the environmental impact assessment approval

 

April 7, 2024

 

Zhongna Energy & Emma + Xinri: Jointly issued new models of two-wheel electric vehicles installed with sodium ion batteries

 

BYD: At the Second Sodium Battery Industry Summit, Zhang Jian, Product Line Director of Fudi Battery, said that BYD is expected to implement a pilot project for the comprehensive application of large cylindrical sodium-ion battery charging and swapping for two-wheel electric vehicles in Shenzhen in June; the energy density of the sodium-ion battery that Fudi Battery will mass-produce this year is 105Wh/kg, and the long-term goal is to be above 130Wh/kg

 

Huawei: According to the announcement of the State Intellectual Property Office, Huawei Technologies applied for a patent entitled "Sodium-ion Battery Composite Cathode Active Materials and Their Applications", CN117810379A, and the application date is September 2022

 

April 14, 2024

 

CATL: The installed capacity to EVs in Q1 was 0.7MWh, and the supplier was CATL

 

China Electronics Technology Standardization Institute: 4 sodium-ion battery material industry standards were under formulation

 

Guangxi Power Grid: The first phase of the 10MWh sodium-ion battery energy storage power station will be put into operation at the end of April this year. After the project is completed, the total scale will reach more than 100 MWh

 

April 21, 2024

 

Three Gorges Energy: On April 18, Three Gorges Energy Anhui Branch issued a tender for the development and application of sodium ion battery energy storage system

 

Qingna Technology: It signed a strategic cooperation agreement with Changhe Energy. Changhe Energy will purchase sodium-ion batteries from Qingna Technology with an intended purchase volume of 1GWh per year

 

April 28, 2024

 

State Power Investment Group: A 100MW/400MWh sodium ion battery centralized energy storage demonstration project in Inner Mongolia announced a procurement tender

 

Development and Reform Bureau of Zhao'an County, Fujian: It approved the ultra-large cylindrical sodium-ion energy storage battery pilot base project with a production capacity of 1GWh

 

Tailing Group: It released three two-wheel electric vehicle models installed with super sodium ion batteries

 

China Sodium Energy: It signed a purchase order for 10,000 sodium-ion batteries with Xinjiang Xingqiji Intelligent Technology Co., Ltd.

 

May 5, 2024

 

Guangzhou Exchange Group Co., Ltd.: On April 29, Guangzhou Development Honghu Economic Development Zone announced the tender project for its 100MW/200MWh Sodium Ion Energy Storage Power Station Demonstration Project (Phase I)

 

China Sodium Energy: On April 28, the first batch of 10,000 sets of "China Sodium II" low-temperature resistant, high-rate, and high-safety sodium-ion batteries began to be installed on vehicles.

 

May 12, 2024

 

China Southern Power Grid Guangxi Power Grid Company: On May 11, China's first large-capacity sodium-ion battery energy storage power station, the Fulin sodium-ion battery energy storage power station, was put into operation in Nanning, Guangxi, with an installed capacity of 2.5MW/10MWh

 

Huayang Group: The first set of 50kW/100kWh sodium-ion battery industrial and commercial energy storage cabinet of its subsidiary Huana Xinenng was recently launched

 

Varta: German automotive battery giant Varta's sodium ion battery project will start on June 1

 

Zhongna Yingdian: It held a signing ceremony for the cooperation agreement for the 2GWh sodium-ion battery production line project with the Xinxiang Power Industry Development Zone Management Committee

 

May 19, 2024

 

Farasis Energy: On May 14, the Yizhi EV3 sodium-ion battery powered electric vehicle was successfully delivered

 

Pangu New Energy: "Smart Sodium Electricity" communication base station-oriented energy storage battery products were successfully delivered to customers

 

May 26, 2024

 

Gansu Jinchang: On May 22, Jinchang City launched a tender for the 10GWh sodium-ion battery base project, planning to introduce and build a sodium-ion battery production line with an annual output of 10GWh

 

Lepu: On May 20, Fushun County signed a contract with Lepu (Shanghai) Co. for the "10GWh Energy Storage System Production Project"

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