Ningde Times released sodium batteries at the end of July, and then the industry will pass the Ningde era quot; speculation concept quot; sound. But recently, this thing seems to make Ningde era quot; bet quot; right.
Recently, the Ministry of Industry and Information Technology said in response to the Political Consultative Conference: The relevant departments will promote the comprehensive commercialization of the sodium ion battery. Moreover, the relevant departments will support the conversion of sodium ion batteries to accelerate innovation and support advanced product capacity capacity. Here is to be reminded that the commercialization of the sodium ion battery is definitely not large enough to fall into the new energy car. Although mentioned in Ningde era, it will consider its high quality guarantee on the new energy vehicle power battery, but this sodium battery is not necessarily used on new energy vehicles. The development of lithium batteries is in full swing, and technology is mature, and the innate performance and durable advantage will not be alternative to sodium batteries.
So, today we analyze the details of the commercial landing of sodium batteries.
Accelerate recommendation of sodium cells, lithium batteries are not fragrant?
Simple analysis, the sodium battery is replacing. Sodium batteries are certain without lithium battery performance, but also need to face many problems. It is not a lithium battery that is not fragrant, but it is too guilty.
The sodium ion battery technology is not a innovative technique. The relevant research has started very early, in the 1980s, almost synchronous with lithium batteries, the exact sodium battery has been around ten years later than the lithium battery, and now the sodium battery has actually applied cases. There is no so-called quot; breakthrough quot; innovation, the current sodium ion battery is still in the early stage of industrialization, technology and performance have improved space.
Why do you recommend sodium batteries without lithium batteries? Lithium battery performance and technology must be better and more mature, but because lithium elements are more scarce relative to sodium elements, the market cost is not high and continue to climb. The average price of domestic imported lithium glow colradiation has been $ 865 / ton. The increase since this year has been 116%, and the transaction price of the second half is expected to exceed $ 1200 / ton.
Currently, the market is related to sodium ionsNote, mainly from the scarcity of lithium resources and high cost of lithium raw materials.
Due to the scarce of lithium elements, the price of lithium resources is raised, and it will be greatly hindered by the popularity of new energy vehicles. So, what should I do? With a lithium battery without a lithium battery, you can find a replacement product to give the lithium battery priority to the new energy vehicle to complete the carbon. Battery manufacturers start to find products that replace lithium batteries, and sodium batteries have become the point of mainstream battery manufacturers and material manufacturers.
Sodium ions are richer than lithium ions, and the Earth’s reserve is richer, and the extraction and raw material cost is low (after large scale commercialization), and low temperature and fast charge have advantages. However, the disadvantage is that the sodium cell is in the early stage of the industry, and the technology is not mature, and the cost advantage is low, the cost advantage is not obvious, and the industrial chain is not mature. The current sodium battery energy density is 100-150Wh / kg, and the cycle is used for more than 2000 times. The energy density of the lithium battery is 150-250Wh / kg and more than 3000 times of service life.
Ningde Times announced its sodium cell products at the end of July this year, another company, Sodium Sodium Sea has achieved mass production of sodium batteries in September last year.
Business landing in the energy storage, electric vehicle market is not large
In the Ningde Times, the sodium cell is to seize the energy storage business. In the first half of 2021, Ningde Times, the gross profit margin of the power battery decreased by 3.5 percentage, and the energy storage business increased by 12% year-on-year. The sodium battery is an important product that is closely related to the energy storage business.
Sodium battery commercial land, mainly there are several fields:
1. Low speed electric car, electric bicycle, Electric bus and electric sailboat;
2. Home / Industrial storage, 5G communication base station and other energy storage facilities.
In the current domestic market, it is ready to advance the commercialization of soda batteries. So, in recent years, there is a development of quot in China; exampleSuch as your neighbor’s lead-acid battery electric car, such a battery has a harmful substance or a non-degradable metal element, so future size will encounter an environmental problem in the late stage of storage.
In addition, the cycle life of such batteries is not high. If all gradually replace the lithium battery? The cost is a problem; if it is a sodium battery, life and cost problems can be resolved. 
So, the largest commercial position of soda cell is a large-scale energy storage scene. Others will ask, why do you choose a sodium battery in large-scale energy storage?
1. Price advantage, raw material is extraction and low price, it is easy to meet the needs of large-scale supply and cost performance;
2. Can meet the applications under all climatic conditions, not completely dependent temperature Adjusting equipment, especially in cold weather;
3. Good recycling, avoid environmental pollution and resources waste.
The cost-effective high does not discharging, simply talking about the distribution. The crust abundance of sodium is 2.57 percentage, and the world has distribution or even the nautical miles; lithium crust abundance is 0.0065 percentage, mainly distributed in the Americas. There are dilutes, and sodium elements are not thin. Then it is its operating temperature range, the sodium ion battery is not easily affected by temperature, and it can work with high temperatures and low temperatures. The lithium battery, which is extremely susceptible to the temperature effect, and the lithium-ion battery is easier to strike in a low temperature state. In addition, more important factors are environmentally friendly. A large-scale energy storage device requires a large number of sodium cells, and a large number of waste sodium batteries will also produce. There are a large amount of metal and electrolyte in the abandoned soda battery, which have a recovery value. Then the positive and negative electrodes of the sodium battery use the aluminum foil, the battery structure is simple and the components are simple, which is easier to recover than the lithium battery.
To tell the truth, the potential to use the sodium battery in the new energy vehicle industry is not large. It can be used in electric vehicles, low-speed vehicles, and the mainstream battery of passenger cars will be active by lithium batteries. Of course, there is no elimination of some low-cost models to provide sodium batteries, but the corresponding energy density will expose the short-term shortage of endless mileage, but it is low in price, and may have market recognition. But now a clearer development path is a sodium battery more suitable for large-scale energy storage equipment.
Summary
The sodium ion battery mainly replaces the lead-acid battery market, not a lithium battery, but is complementary to the lithium battery. The second layer has the meaning of preventing lithium resource supply.
The mainstream of the power battery of new energy vehicles is still still lithium batteries, although the energy density of sodium batteries is low in energy density, but the cost and life is more important than energy density. Therefore, the soda battery and the lithium battery are ratio, although it is not a maximum energy density, it is indeed the most suitable energy storage device. Future sodium batteries are commercialized, which will be used in large-scale storage.