According to the latest released data, sodium battery production capacity is only 2GWh by the end of 2022, and by the end of 2023, sodium battery production capacity is expected to increase to 21GWh, 950% year-on-year increase.

2023 is the first year of large-scale sodium-ion batteries, a number of listed companies cut into the sodium-ion battery track, CATL recently revealed that this year's sodium-ion battery will be industrialized.Sodium batteries have a good cost advantage, and the total cost of sodium batteries is 30-40% lower than that of lithium batteries. The White Paper on the Development of China's Sodium-Ion Battery Industry (2023) predicts that the actual shipment of sodium-ion batteries will reach 347.0GWh by 2030.

The capacity of the hard carbon anode is related to the energy density of sodium-ion batteries, which is the biggest difficulty in the current industrialization of hard carbon. Anode material hard carbon manufacturers have successfully developed high-capacity, high-first-effect hard carbon materials and taken the lead in industrialization.

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