Sodium-ion batteries have officially entered the GWh era this year.
Gelonghui, June 5 | According to Yicai, “Sodium-ion batteries have entered an era of full-scale commercialization,” said Lin Jiubiao, CTO of Domestic Energy Storage Solutions at CATL, at the recent “Technical and Application Research Exchange on Sodium-Ion Battery Energy Storage Industry.” Meanwhile, CATL also disclosed a key timeline for the commercialization of its sodium-ion battery energy storage systems: it will deliver the first batch of sodium-ion battery energy storage systems to customers in September this year and achieve GWh-level shipments by year-end. This marks the official entry of sodium-ion battery energy storage into the “GWh era.” Scientific research on sodium-ion batteries began in the 1970s, nearly concurrent with that of lithium-ion batteries. However, early development was constrained by the inferior performance of initial sodium-ion battery
GGII: Global EV battery installations reached 326.1 GWh in January–April, up 15% year-on-year.
Global EV battery installations reached 326.1 GWh in January–April 2026, an increase of 15% year-over-year. By region, global EV battery installations exhibited a three-polar divergence characterized by 'strong growth in Europe, steady performance in China, and relatively weak demand in North America.'
Express News | The battery sector continued its pullback, yet E Fund Battery ETF (159175) saw net inflows of approximately RMB 2.2 million yesterday against the market trend.
Has sodium-ion battery technology reached its 'LFP moment'?
Gradually scaling up and implementing.
Zhitong Hong Kong Short Position Holding Statistics | June 5
Zhitong HK Short Position Holdings | June 5
Interview with Chen Ge of UBS Group: Long-term capital rushes to anchor Hong Kong IPOs; mega-listings do not alter the long-term trend
Pricing power is shifting.