In July 28th, the official account of Ningde Times announced that the company will release sodium ion batteries at 15:30 on July 29th.
According to relevant sources of Ningde times, Zeng Yuqun, founder and chairman of Ningde times, will “appear” at the sodium ion battery press conference.
Affected by this news, as of midday, Ningde Times rose by more than 5%, and the share price returned to above 500 yuan to close at 520 yuan per share.
Image source: wind
The market space exceeds 50 billion yuan
Sodium ion battery is not a new technical route. This concept has been put forward in the 1970s. Now it is valued by the industry again because it has many advantages.
Cost is the most prominent advantage of sodium ion battery.
According to the data of zhongkehaina, in terms of resource reserves, sodium resources are distributed all over the world, and the price is about 2 yuan per kilogram; 75% of lithium resources are concentrated in the Americas, and the price is 150 yuan per kilogram.
In terms of collector selection, the positive and negative collector of sodium ion battery is cheap aluminum foil, while the negative collector of lithium ion battery must be expensive copper foil.
According to the calculation of zhongkehai sodium, benefiting from the low cost of cathode materials, the BOM cost of sodium ion battery is 30% – 40% lower than that of lithium ion battery. In addition, the electrochemical performance of sodium ion battery is relatively stable and more safe.
Source: China kehaina official website
However, sodium ion batteries also have unavoidable disadvantages.
Because the atomic mass of sodium is 3.3 times that of lithium, the energy density of sodium ion battery is only about 50% of that of lithium ion battery.
According to the calculation of CITIC Securities, the current energy density of sodium ion battery cell is only 120wh / kg, which is significantly lower than 180wh / kg of lithium iron phosphate battery and 240wh / kg of ternary battery.
In terms of cycle life, the current cycle times of sodium ion battery is about 1500, which is significantly lower than 6000 times of lithium iron phosphate battery and 3000 times of ternary battery.
In addition, sodium ion batteries are still in the process of commercial exploration and improvement, engineering equipment and supply chain support have not been formed yet, and product performance, cost control and adaptive application scenarios need to be further tested.