The industrialization of sodium-ion batteries is accelerating. These scenarios or changes?   Based on the accumulation of technology and under the warm air of policies, the industrialization of sodium-ion batteries in my country will begin to accelerate in 2022.   The global electric vehicle and energy storage industries are developing rapidly, driving the demand for lithium-ion batteries, the mainstream type of battery, to grow rapidly. However, there is a sodium-ion battery with a lower cost than lithium batteries, which is being closely watched and deployed by the industry, and is expected to "make a big splash" in the energy storage and low-speed electric vehicle markets. Recently, the National Development and Reform Commission, the National Energy Administration, the Ministry of Industry and Information Technology, the Ministry of Science and Technology and other nine ministries and commissions jointly issued the "14th Five-Year Plan for Renewable Energy Development". and other high energy density energy storage technologies. As early as August last year, the Ministry of Industry and Information Technology stated that it would strengthen the layout in policy documents such as the "14th Five-Year Plan" related plans, and start from the promotion of cutting-edge technology research, improve supporting policies, and develop market applications. Improve industrial policies and coordinate and guide the high-quality development of the sodium-ion battery industry. At the same time, the Ministry of Science and Technology also stated that it will implement the key project of "Energy Storage and Smart Grid Technology" during the "14th Five-Year Plan" period, and list sodium-ion battery technology as a sub-task to further promote the scale and cost reduction of sodium-ion batteries. , to improve the overall performance.    In fact, the reason why so much attention is paid to the industrialization of sodium-ion batteries is mainly due to its advantages in resource abundance and cost.   The working principle of sodium-ion batteries is similar to that of lithium-ion batteries. It mainly relies on the movement of sodium ions between the positive electrode and the negative electrode to realize charging and discharging. It can be compatible with some of the existing raw materials and production equipment of the latter. From the perspective of reserves, the reserves of lithium resources in the earth's crust are only 0.002%, which is less than one thousandth of sodium, and Australia, Chile, Argentina and other countries are the main producing areas in the world. The domestic lithium resources have insufficient production capacity and currently rely heavily on imports. .    Sodium is the sixth most abundant element in the earth's crust, and its geographical distribution is uniform, so it is not easy to have a resource crisis, which makes it easier to obtain sodium ion compounds and has a lower processing cost. &...

Monthly global power battery TOP10: BYD surpasses LG and rises to "second place"! Sunwanda ranks 9th in the world! Recently, data released by South Korean market research agency SNE Research showed that in April 2022, the global installed capacity of power batteries reached 27.1GWh, a  year-on-year increase of 52.3%, and maintained steady growth for 22 consecutive months. From January to April, the global installed capacity of power batteries was 122.9GWh, a year-on-year increase of 83.4%. While the global installed capacity of power batteries has steadily increased, huge changes have taken place in the rankings of companies. The most obvious example is that BYD has surpassed LG New Energy and took the second place. The top 10 global power battery installed capacity companies in April are: CATL, BYD, LG New Energy, Panasonic, SK On, Samsung SDI, China Innovation Aviation, Guoxuan Hi-Tech, Sunwoda, and Honeycomb Energy. Ningde era's market share declines In April, the installed capacity of Ningde era power batteries was 8GWh, a decrease of 46.3% from the 14.9GWh in March. However, CATL remains the champion with a market share of 29.6%, which is 13.6 percentage points higher than the second BYD's 15.9%, and higher than the sum of BYD and LG New Energy. Affected by the epidemic, the production capacity of CATL was constrained, and the sales of its important customers Tesla, SAIC, FAW, Geely, Changan, Weilai, Weimar and other serious declines were the reasons for CATL's decline in power battery installed capacity and market share in April. major factor. With the recovery of the market in the later period, the possibility of the CATL era returning to normal is high. BYD's upward momentum is fierce In April, BYD's installed capacity was 4.3GWh, up 2.4% month-on-month, surpassing LG New Energy for the first time in second place. The market believes that BYD's excellent performance is mainly due to its almost comprehensive independent supply chain system and 23 production bases, so that its sales of new energy vehicles have not been greatly affected, so the installed capacity of power batteries has not been affected, so the market share The rate increased by 5.8 percentage points to 15.9% from 10.1% in March, and also increased by 8.6 percentage points year-on-year. There are traces of BYD's excellent results in April. As early as May 11, in the battery alliance's release of monthly data on power batteries for April and January-April 2022, BYD has performed well in the installed capacity of domestic power batteries and has narrowed the distance with the Ningde era. The installed capacity of mainstream lithium iron phosphate batteries ranks first in China and first in the world. The current sales data of new energy vehicles in May have been announced. With the support of sales of up to 114,200 new energy vehicles, BYD will be strong in May and in the longer term! In the secondary market of "Spring River Plumbing Duck Prophet", on June 10, BYD rose st...