Market RadarNatrium-ion batterijen
Sodium-ion Battery Industry Maintains Tight Balance During Peak Season
The sodium-ion battery industry maintained a stable pattern during the September-October peak season, with a tight supply-demand balance. Cathode and anode component production is progressing steadily, with new production lines on schedule. Raw material prices remained stable, and battery cell deliveries for energy storage projects are prioritized. The sector focuses on new anode production line startups, 180Ah product validation, and Q4 order fulfillment.
The sodium-ion battery industry maintained a stable pattern during the September-October peak season, even around the national holidays. The tight balance between supply and demand remained unchanged, with no significant disruptions caused by the holiday period.
On the cathode side, major enterprises implemented staggered production schedules. Some initiated planned maintenance shutdowns mid-holiday, with toll processing entities stepping in to ensure continuous supply and safeguard deliveries to core clients. The construction of newly contracted 10-kiloton scale production lines progressed as scheduled.
Regarding anodes, some companies were engaged in debugging new production lines and preparing for trial production. The pace remained consistent, targeting production readiness by late October and batch delivery by mid-November. Raw material prices generally held stable during the holidays. Phosphorus-based materials stayed at their post-pullback lows, bamboo-based material prices were steady, and coconut shell charcoal maintained pre-holiday levels.
In the battery cell sector, the delivery pace of the "September-October peak season" continued. The grid connection of energy storage projects before year-end remains a clear priority. Mainstream product prices held near 0.6 Yuan per watt-hour, with no new price adjustments.
Industry attention during the holiday period shifted to three key areas: whether new anode production lines would start on schedule in late October, the progress of the launch and validation of 180Ah energy-density products, and the fulfillment of Q4 orders. The industry is currently in a phase of "steady transition, poised for momentum," with the holidays not fundamentally altering the tight supply-demand balance.
This analysis is based on a report by SMM Analysis.
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