Our country has achieved a major breakthrough in sodium-ion batteries, and the prospects for the expansion of the sodium battery industry scale are promising.

On April 6, a team led by Hu Yongsheng at the Institute of Physics, Chinese Academy of Sciences, published a major breakthrough in Nature Energy: the team successfully developed a polymerizable nonflammable electrolyte (PNE) with self-protection functionality. For the first time in the world, it achieved a complete blockade of thermal runaway in ampere-hour–class sodium-ion batteries. The team broke the traditional belief that “flame-retardant electrolytes equal safety,” moved beyond a single line of defense, and built a three-in-one intelligent safety protection system of “thermal stability–interface stability–physical isolation.” When the battery temperature rises abnormally to above 150°C, the PNE automatically transforms from a liquid into a dense barrier by solidification, like building an “intelligent firewall” inside the battery, completely cutting off the propagation pathway of thermal runaway.

Huang Xiuyu from Dongguan Securities noted that sodium batteries have relatively strong comparative advantages in sub-sectors such as energy storage, electric two-wheelers, start-stop power supplies, and new-energy passenger vehicles below A0 level. In 2025, sodium batteries achieved scaled applications in the above core scenarios, with energy storage being the largest application market, accounting for more than 50%. Full-year shipments grew nearly twofold year over year. According to Sunla (鑫椤) sodium battery forecasts, shipment volume in 2026 is expected to increase significantly further. Meanwhile, overseas industry giants are also accelerating their deployment. With leading companies such as CATL (宁德时代) at the helm, sodium batteries in 2026 are expected to speed up market introduction.

According to the Caixin Media theme database, among the relevant listed companies:

Chuangyi Technology stated on its interactive platform that its sodium-ion battery project Phase I has already been put into production in 2023, while Phase II is still under construction.

C. E. Wei New Materials achieved breakthroughs in its sodium-based technology. Its “Research and Development of High-Performance Sodium-Ion Batteries with Wide Temperature Range” was selected as a provincial-level major science and technology tackling project. In 2025, its shipment volume exceeded one thousand tons, and the effects of commercialization have begun to emerge.

（Source: Caixin Media）