Guolian Minsheng Securities released a research report stating that sodium-ion batteries have the three major advantages of economy, safety, and quick charging performance at low temperatures. The main application scenarios include energy storage and new energy vehicles. Sodium-ion batteries will enter the first year of mass production in 2026. The bank expects sodium-ion battery shipments to exceed 20 GWh in 2026, 500 GWh in 2030, and the sodium-electric penetration rate is expected to increase to close to 10% in 2030. The bank is optimistic about the development of future market space and application scenarios for sodium-ion batteries.

Zhitongcaijing · 1d ago
Guolian Minsheng Securities released a research report stating that sodium-ion batteries have the three major advantages of economy, safety, and quick charging performance at low temperatures. The main application scenarios include energy storage and new energy vehicles. Sodium-ion batteries will enter the first year of mass production in 2026. The bank expects sodium-ion battery shipments to exceed 20 GWh in 2026, 500 GWh in 2030, and the sodium-electric penetration rate is expected to increase to close to 10% in 2030. The bank is optimistic about the development of future market space and application scenarios for sodium-ion batteries.