In the context of the high market price of lithium carbonate, many listed companies are eyeing sodium ion batteries. Compared with lithium ion batteries, sodium ion batteries have greater resource advantages and lower sodium price. In addition, the positive and negative current collectors of sodium ion batteries are aluminum foil. In general, the cost of raw materials required by sodium ion batteries (non battery comprehensive cost) is about 30% to 40% lower than that of lithium ion batteries. From the perspective of application scenarios, sodium ion batteries are expected to continue to penetrate into large-scale energy storage and low-speed vehicles and other application fields by virtue of cost advantages.

12-02

2022