back then, how crazy sodium batteries are now.
Since the "sacrifice" of sodium batteries in the Ningde era, the industry's investment in sodium batteries has been out of control. On the one hand, new forces of sodium batteries with huge amounts of financing are constantly emerging, on the other hand, lithium battery industry chain giants are competing for layout, even the original "eight poles can not hit the Internet giants" have come to "horse race enclosure".
Xiaomi 's interest in batteries has grown since it announced it would build a car. Jia Na Energy recently announced that it has completed the Pre-A + round of financing, and Shunwei Capital, as an old shareholder, continues to add capital. According to the ownership structure chart of Tian Eye Check, the main body of Shunwei Capital is Beijing Shunwei Capital Investment Consulting Co., Ltd. and the legal representative is Lei Jun, chairman of Millet Group.
As the gold medal angel investor who has been in power for many years, Lei Jun's vision has always been good.
Battery China understands that Jiana Energy currently focuses on the development of polyanion cathode materials and biomass hard carbon anode material systems suitable for energy storage needs. The company's third generation of high-end customized hard carbon anode materials has a specific capacity of about 400mAh/G. Jia Na Energy has launched a 1000-ton production line in July this year, and plans to start laying out a 10000-ton production line by the end of 2023.
In addition to Xiaomi , Meituan , the tech retail giant, is also in the game. In June this year, ultra-sodium new energy completed round A financing, with the amount of financing exceeding 100 million yuan. At the same time, the company announced the formal establishment of the "Super America China" Sodium Electricity Alliance. This "super" refers to super sodium new energy, while "beauty" refers to Meituan. Last August, Super Sodium New Energy completed the pre-a round of financing, which was exclusively invested by Meituan.
According to Battery China, Meituan's Beijing Cool News Technology holds 10% of the shares of Super Sodium New Energy. Ultra-sodium new energy currently has a high-performance sodium-ion battery material zero-carbon intelligent production line project in Huzhou, including a cathode material production line with an annual output of 2000 tons, a Prussian blue-ton pilot line and an electrolyte production line with an annual output of 20000 tons.
It is worth noting that Meituan has also invested strategically in Xinwangda, one of the leading batteries. According to Xinwangda, the company's sodium-ion batteries will be put into mass production in the third quarter of 2024. Its energy density is 160 Wh/kg, which can meet the market demand of new energy vehicles such as A00, A0 and A.
Not only that, Meituan also participated in the financing of Wuhan Tianna in December last year, and obtained 9. Recently, Wuhan Tianna plans to invest about 1.5 billion yuan to build a 100,000-ton sodium battery energy storage hard carbon anode production line in Fuyang, Anhui Province. In February this year, Wuhan Tianna also planned to invest about 7.
Lithium power enterprises competed for the new forces
of sodium power, in addition to the enterprises selected by Xiaomi and Meituan. There are also more than 20 enterprises including Zhongke Hai Na, Pangu Na Xiang, Zhong Na Energy, Hua Na New Material, Na Innovation Energy, Ying Na New Energy, Lepu Na Electricity, Baisige, Weifang Energy, Cubic New Energy, Rouchuang Na Branch, China Na Age, Hao Na New Energy, Carbon Science and Technology, Guoke Carbon Beauty, Rong Na New Energy, Qi Na New Energy, Na Yi New Energy, Cold and Heat Science and Technology, etc., which have obtained financing. Behind the financing of
these sodium power enterprises, the heavyweight enterprises in the lithium battery industry chain frequently appear. Pineng Technology, Star Source Material, Xiongtao Power Supply, Xinzhuobang, Greenmay, Zijian Electronics, American Union New Material.. The line-ups is quite luxurious. In June this year
alone, a number of sodium power companies received financing.
For example, energy storage battery leader Pai Neng Science and Technology has increased its capital to public sodium energy . Upon completion of the capital increase, Pineng Technology will hold Zhongnan Energy 1. A month ago, Zhongnan Energy launched the largest single sodium battery project in China in Guangde, Anhui Province. With a total investment of 10 billion yuan, the project plans to build a mass production base with an annual output of 20 GWh energy storage batteries and 10 GWh energy storage systems.
The most popular should be Pangu Naxiang , which has just completed tens of millions of RMB angel rounds of financing, including Star Source Material, Xiongtao Power Supply, Xinzhuobang, Greenmay and other well-known enterprises in the lithium battery industry chain.
In the same month, with a total investment of 26.7 months, Pangu Naxiang launched Panxing series of high energy density sodium batteries , whose energy density will reach 320Wh/L, close to the level of lithium batteries.
In addition, Hua Na New Material, a sodium cathode material company, has also received tens of millions of yuan in strategic financing, and the investor is Chongqing Weiduli, a wholly-owned subsidiary of Zijian Electronics. In August last year, American Union New Material, a lithium battery diaphragm manufacturer, increased its capital by 14 million to Warner New Material, which held a 7% stake in Warner New Material. In June
this year, the American Federation of New Materials made another move. The company intends to increase the capital of Cubic New Energy. After the transaction is completed, the company will hold Cubic New Energy. 2. In July this year, Cubic New Energy signed an agreement with Anyi Control. The two sides will jointly build the first domestic and international sodium-ion battery-powered ship.
The above-mentioned intensive sodium battery financing projects show with real gold and silver that the tuyere of sodium batteries is really coming . Zheshang Securities predicts that the total demand for sodium electricity in China will reach 88 GWh in 2025 and 378 GWh in 2030. In fact, 2023 has become the first year of mass production of sodium-ion batteries, and loading is also speeding up rapidly.
In the plan of Ningde era, sodium batteries will form a basic industrial chain in 2023. When the first generation of sodium battery is released in 2021, the energy density of single cell has reached 160 Wh/kg; while the energy density of the next generation of sodium battery in Ningde era will exceed 200 Wh/kg, which is close to that of lithium iron phosphate battery. In June this year, the Ministry of Industry and Information Technology approved the loading of sodium-ion batteries, and the disclosed Chery ice cream sodium battery pack was provided by Ningde Times. At the same time, the
Ministry of Industry and Information Technology disclosed the Jiangling Yichi model, which is equipped with the sodium battery of Funeng Technology. At the beginning of this year, Funeng Technology received the "EV3 Sodium Battery Fixed Point Letter" from Jiangling Group. Jiangling Group will purchase sodium-ion battery pack assembly from Funeng Technology and require it to start mass production by June 30 this year. Earlier
, the industry's first sodium-ion battery prototype vehicle jointly built by Sihao New Energy and Zhongke Haina was unveiled at the beginning of the year. In this loading test, the Sihao EX10 Huaxianren-A00 short-distance vehicle is equipped with the sodium-ion battery pack with the first application of honeycomb battery technology; the energy density of the battery core is 140Wh/kg.
The day before the appearance of Sihao "Flower Fairy", Dofdo said that they had sodium battery products loaded and tested on customers'cars. It is understood that at present, Jiaozuo New Energy, a subsidiary of Dofdo, has a capacity of 1GWh/year sodium batteries, and Ningfu New Energy, a subsidiary of Guangxi, has planned a capacity of 5G Wh/year sodium batteries. In addition, according to the plan, Dofdo will build a 1G Wh/year sodium battery production line in 2023.
It is worth noting that, according to media reports, BYD sodium-ion batteries will be mass-produced in the second half of this year, carrying models or A00 seagulls, the new car will take the lead in adopting the scheme of mixing sodium-ion and iron-lithium batteries. The car is expected to sell for 60000 yuan and has a range of 300 km, which has a price advantage of nearly 20000 yuan compared with lithium battery models.
In addition, Chuanyi Technologies said that the actual shipment of sodium batteries in 2023 is expected to reach 2GWh-3GWh. Penghui Energy revealed that the company will launch 6000 cycles of sodium-ion battery production products, which are expected to achieve mass production in 2023. It is reported that the energy density of the anode-free sodium vanadium phosphate battery developed by Penghui is over 160 wh/kg, and its performance will be close to that of lithium iron phosphate battery.
Compared with lithium batteries, sodium batteries not only have the advantages of better safety, wider working temperature range and higher rate performance, but also have great cost advantages. According to industry estimates, in theory, even at the price of 150000 yuan/ton lithium carbonate, the cost of sodium battery materials is still expected to be 30% -40% lower than that of lithium batteries.
In terms of resource reserves, the reserves of sodium resources on the earth are hundreds of times that of lithium resources. According to the data, sodium is the sixth element in the world. Sodium resources are widely distributed all over the world, and its reserves are extremely abundant. The proportion of reserves in the earth's crust is as high as 2.
For a long time, the industry has been looking forward to batteries with lower cost and excellent performance. Although lithium batteries are gifted in terms of performance, they are inferior to sodium batteries in terms of theoretical cost. Although the current market size is still too small, materials, equipment and other industries are not perfect, sodium batteries do not have a cost competitive advantage in the short term.
But the dream will come true. As far as cost is concerned, even if lithium iron phosphate, ternary, lithium manganese iron phosphate, lithium titanate, all kinds of technical routes "thousands of sails race", sodium batteries will eventually usher in their own dawn in the "oblique light pulse".
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