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Sodium-ion batteries become the "new favorite" of the market?

 Last Update: 2023-01-04
 Source: Internet
 Author: User

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【Chemical Machinery and Equipment Network Market Analysis】With the bottleneck of lithium resource supply prominent, lithium prices have become "unaffordable"
.
According to data released by Shanghai Steel Union, on September 19, battery-grade lithium carbonate rose by 2,500 yuan / ton, with an average price of 505,000 yuan / ton
.
As a result, sodium batteries with cost advantages have gained market attention
.

Many companies have added sodium-ion batteries

On the evening of September 18, Colorful Chemical and Meilian New Materials successively announced that the two sides plan to jointly invest 2.
5 billion yuan to build the "180,000 tons of battery-grade Prussian blue (white) project", which is committed to the research, development and industrialization of Prussian blue (white) series products of sodium-ion battery cathode materials, and promotes the development of
sodium-ion battery industry.

It is worth noting that recently, Meilian New Materials has frequently moved in the field of sodium-ion batteries:

On August 8, the company issued an announcement that the company and other investors intend to increase the capital of Sino Sodium New Material with a total investment of 45 million yuan, of which Meilian New Material will pay 14 million yuan in currency, after the completion of this capital increase, Meilian New Material will hold 7% of the equity
of Huana New Material.
It is reported that Huasodium New Material focuses on the research and development and production
of sodium-ion batteries.

On August 23, Midland New Materials said that its subsidiary Anhui Meixin and Changsha Meiyue signed an "Investment Agreement" in Tongling City, Anhui Province on the same day, agreeing to jointly invest in the establishment of Changsha Meinan New Materials Co.
, Ltd.

The registered capital of the joint venture is RMB 15 million, of which Anhui Meixin contributed RMB 13.
2 million in currency, and the registered capital of the subscribed target company is RMB 13.
2 million, accounting for 88%
of the registered capital of the target company.
After the completion of this transaction, Meinan New Materials became a holding subsidiary
of Anhui Meixin.

CATL also revealed on the interactive platform a few days ago that the company is committed to promoting the industrialization of
sodium-ion batteries in 2023.

On July 29 last year, CATL released the first generation of sodium-ion batteries, according to reports, the main performance indicators of the battery are: the energy density of the cell cell has reached 160Wh/kg; Charging at room temperature for 15 minutes, the power can reach 80%, with fast charging ability; In a low temperature environment of minus 20 °C, there is still a discharge retention rate of more than 90%, and at the same time, the system integration efficiency can reach more than
80%.
With excellent thermal stability, it has exceeded the safety requirements
of the national power battery strong standard.

CATL said that the energy density of the cell cells of the second-generation sodium-ion battery will exceed 200Wh/kg
.

On September 8, an announcement issued by Transtech Technology showed that the company intends to cooperate with Yangzhou Haiying Huixin, natural person Kang Shuwen, Yang Lei, Zhang Weimin, Ji Yuehua and Yang Chongyi through its wholly-owned subsidiary Jiangsu Zhiwei Electronics, which cooperates with Yangzhou Haiying Huixin, natural person Kang Shuwen, Yang Lei, Zhang Weimin, Ji Yuehua and Yang Chongyi to establish Sun Company "Jiangsu Chuanyi Sodium Electric New Materials Co.

, Ltd.
" At the same time, Jiangsu Chuanyi Sodium Electric New Materials Co.
, Ltd.
plans to plan to build the first phase of 50,000 tons/year and the second phase of 100,000 tons of sodium-ion battery electrolyte projects
.

Recently, Jiangsu Chuanyi Sodium Power New Materials Co.
, Ltd.
was established with a registered capital of 30 million yuan, and its business scope includes: research and development of electronic special materials; High-performance fiber and composite manufacturing; Sales of new membrane materials, etc
.
The company's equity penetration shows that the company is jointly held by Jiangsu Zhiwei Electronic Technology Co.
, Ltd
.
, a wholly-owned subsidiary of Chuanyi Technology.

Tongxing Environmental Protection recently signed the "University of Science and Technology of China Tongxing Environmental Protection Technology Co.
, Ltd.
to jointly build the "China University of Science and Technology-Tongxing Environmental Protection Energy Storage Battery Materials and Devices Joint Laboratory" cooperation agreement with the University of Science and Technology of China.

The joint laboratory will carry out research on basic, forward-looking technologies and key common technologies related to energy storage battery electrode materials such as sodium-ion batteries, and carry out industry-university-research cooperation
.

In addition, Huayang Co.
, Ltd.
, Zhongke Hai Na, Penghui Energy, Shengyang Co.
, Ltd.
, Sunwoda and other enterprises have the layout
of sodium-ion batteries.

Sodium-ion batteries are also "favored" by the capital market: in August, sodium-ion battery start-up Jiasodium Energy completed an angel round of financing of nearly tens of millions of yuan, which was exclusively invested
by Shunwei Capital.
The company's founder and general manager said that the financing funds will be mainly used for pilot line construction, plant construction, personnel expansion and other aspects
.

Since it is so "favored", what are the advantages of sodium-ion batteries and how will they develop in the future?

Advantages of sodium-ion batteries

Sodium-ion battery (Sodium-ion battery) is a secondary battery (rechargeable battery), mainly relying on sodium ions to move between the positive and negative electrodes to work, similar to the working principle of lithium-ion batteries
.

Sodium-ion batteries have certain advantages
in terms of resource richness and cost.
Especially in terms of cost, according to Zhongke Hai sodium data, in theory, sodium-ion batteries can reduce the material cost of lithium-ion batteries by 30%-40%
compared with lithium-ion batteries.
The main cost reduction method is to replace the lithium element in the positive electrode and electrolyte, reduce the cost of the negative electrode by using the raw material anthracite, and replace the copper foil of the negative electrode with aluminum foil
for the negative electrode current collector.

At present, the cathode material system of sodium-ion battery is mainly divided into three technical routes: layered transition metal oxide, polyanion and Prussian blue, among which the layered transition metal oxide cathode has the characteristics of low cost, simple process and relatively mature technology, and is expected to be mass-produced.
The anode system mainly includes hard carbon and soft carbon, CICC believes that hard carbon sodium storage environment is good, combined with its low price, small volume deformation after sodium insertion, low temperature and good fast charging performance, it is more likely to become a commercial sodium electric anode material
.
The electrolyte solute of sodium-ion batteries replaces lithium hexafluorophosphate with sodium hexafluorophosphate
.

The first generation of sodium-ion batteries in CATL uses Prussian white materials with higher gram capacity as cathode materials to rearrange
the bulk phase structure of the materials.
The negative electrode material is a hard carbon material
with a pore structure.
In terms of electrolyte, CATL has developed a new electrolyte system
adapted to cathode and anode materials.

The future of sodium-ion batteries

The Yin Zhongshu team of GF Securities predicts that the demand for potential application scenarios of domestic sodium-ion batteries in 2025 will be 123GWh, measured by the price of lithium iron phosphate batteries, corresponding to a market space
of about 53.
7 billion yuan.

A number of institutions said that sodium-ion batteries are expected to be commercialized in scenarios such as energy storage, construction machinery, communication base stations, and two-wheelers with low energy density requirements, forming a certain supplement
to mature energy storage technologies such as lithium-ion batteries and lead-acid batteries.

Especially in the field of energy storage, sodium-ion batteries have a huge
space.
Northeast Securities Research Report shows that driven by the economic appeal of energy storage, the mass production of sodium-ion batteries has accelerated
.
Under the expectation of tight supply and demand balance of lithium carbonate, sodium-ion batteries are expected to gradually penetrate
into price-sensitive fields such as two-wheel electric vehicles and low-cruising range A00-class electric vehicles by virtue of their cost advantages.

In the research report, Kaiyuan Securities estimated that the demand for sodium-ion batteries in the field of low-speed vehicles in 2025/2030 will be 16/51GWh; In the field of power energy storage, the new demand in 2025/2030 will be 19/68GWh
respectively.
The research report analyzes that at present, the domestic sodium-ion battery industry chain is gradually taking shape, and due to the compatibility of lithium battery and sodium battery production lines, the elasticity of production capacity gives sodium-ion battery explosive potential
.

In short, at present, China's sodium-ion battery industry chain is still in its infancy, the industrial layout is not mature, has not yet entered large-scale production and scenario-based applications, and whether it can occupy a place in the market in the future needs to be tested
in many aspects.
At the same time, enterprises engaged in sodium-ion battery investment must also improve their own strength, so as not to be eliminated in the fierce competition! (Note: The original text has been deleted and modified).

Original: Sodium-ion batteries have become the "new favorite" of the market?

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