As of the end of August, the semi annual reports of several listed companies in the battery industry chain have been released, and battery companies such as CATL, Prudential (Haisida Sodium Star), and Vico Technology have announced the latest progress in sodium batteries; Top material companies such as Dangsheng, Rongbai, and Meilian New Materials have announced their technological expansion and production capacity in sodium positive electrode materials.

In terms of applications, according to the semi annual reports of listed companies in the battery and materials industry, the main supply areas include two wheelers, passenger cars, energy storage, backup power, start stop, and special vehicles.

It is worth mentioning that with the release of the new sodium battery product "Sodium New" by CATL in April, the key direction of sodium battery application this year has been basically determined, and sodium battery start stop power supply has become a key product that the industry is competing to layout.

Head tuning, expanding the application boundaries of sodium electricity

In the battery sector, in order to broaden the temperature adaptability of products and reduce lithium resource dependence, CATL has launched sodium new power batteries with excellent low-temperature energy retention and safety performance in the passenger car market.

In addition, CATL's new series of sodium batteries also targets the heavy-duty truck start stop market, launching the sodium new start stop integrated battery, which is expected to achieve a comprehensive replacement for lead-acid batteries in this market.

Hai Sida Sodium Star is also laying out sodium electric products in the start stop market. According to the annual report of Pruitt, the polyanion sodium battery of Haisida Sodium Star has been widely used in energy storage, backup power, start stop, special vehicles and other fields, with signed orders exceeding 200 million yuan, and ranked fourth in sodium battery production in the first half of the year.

In addition, the next generation high-capacity, long cycle, wide temperature range sodium ion battery product of Haisida Sodium Star is expected to be completed and launched in the second half of 2025.

Under the leadership of CATL, the commercialization direction of sodium batteries will expand to the start stop market in 2025, synchronously driving new forces in sodium batteries, and even leading lead-acid enterprises to develop sodium battery start stop power supplies.

In terms of new forces in the field of sodium electricity, Zhongna, 014, China Sodium Electricity, Xibei Power, Yingong Technology, Qingna, Haisida Sodium Star, Super Sodium, etc. have all made layouts.

In terms of lead-acid enterprises, Tianneng recently released its passenger car sodium electric start stop product "Tianna", which has breakthrough advantages in safety, wide temperature range performance, fast charging capability, cycle life, and cost; Chaowei 4G intelligent parking sodium battery, suitable for various vehicle models such as high horsepower and gas heavy-duty trucks, with excellent low-temperature performance.

Sodium based materials: Polyanion heads up

In terms of materials, listed companies specializing in positive electrode materials are currently the main force in the layout of sodium based materials. Related listed companies include Dangsheng Technology, Rongbai Technology, Zhenhua New Materials, Xiamen Tungsten New Energy, Meilian New Materials, Minmetals New Energy, Wanrun New Energy, Tongxing Environmental Protection, etc.

In terms of layout scale, unlike the new forces of sodium batteries, lithium battery material companies are more cautious in building sodium battery material production lines. Currently, the production line scale is still in the range of hundreds to thousands of tons.

In terms of technological transformation, more material companies will focus on the research and development of polyanion systems in 2025, and Rongbai Technology has launched a 6000 ton polyanion production line. It is worth mentioning that Meilian New Materials is still the main player in the Prussian Blue technology route.

According to the sodium electricity related information disclosed in the 2025 semi annual report, Dangsheng Technology actively promotes the development and technological upgrading of sodium electricity layered oxide materials and polyanion materials, and has already supplied in bulk to downstream customers for projects such as cylindrical start stop, square energy storage, and power.

Rongbai Technology's sodium positive electrode materials have been supplied in bulk to downstream customers for projects such as cylindrical start stop, square energy storage, and power. In addition, its 6000 ton polyanion cathode material production line has been launched in Xiantao.

Zhenhua New Materials' layered oxide materials have multiple generations of product reserves and have been shipped and loaded onto vehicles. The new generation of products has significantly improved their capacity and cycling performance through material structure reconstruction, effectively adapting to high-voltage systems; The pilot production line for its polyanion material with an annual output of 100 tons has been basically completed, and comprehensive production line evaluation and verification work is currently underway.

Meicai New Materials, a subsidiary of Meilian New Materials, is mainly engaged in the research and manufacturing of Prussian blue/white positive electrode materials; The company's equity partner, Hua Na New Materials, is mainly engaged in the research and manufacturing of polyanion and layered oxide cathode materials.

In addition, Huihong Technology, a subsidiary of Meilian New Materials Holdings, has become the world's first enterprise to industrialize the production of Prussian blue sodium ion battery cathode materials.

Entering the second half of the year, CATL's sodium new start stop integrated battery has entered mass production, and the mass production of sodium new passenger car batteries will be launched in December; Multiple sodium electric new forces have achieved overseas delivery of two wheeled vehicle batteries; With the arrival of the new national standard for electric bicycles, lead-acid companies are also intensifying their layout in the sodium electric two wheeler market.

The competition has already begun in the second half of 2025, and various forces are vigorously attacking their respective advantageous tracks. The industrialization and commercialization of sodium electricity will also present new changes.