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Original title 1.3 trillion giants announced big news! Sodium-ion batteries came out, concept stocks broke out in an instant, and the high-growth list was first to see (with stocks)
Wen Liang Qiangang
Sodium ion batteries are still in the early stages of industrialization, and there are shortcomings in battery energy density; but in the long term, it is estimated that by 2025, the domestic demand for potential application scenarios of sodium ion batteries will be 123GWh, corresponding to a market of about 53.7 billion yuan. space.
Ningde eraRelease the first generation sodium ion battery
On July 29th, CATL successfully held its first online press conference. Chairman Dr. Yuqun Zeng released the first-generation sodium-ion battery of CATL. At the same time, the innovative lithium-sodium hybrid battery pack also debuted at the press conference.
Huang Qisen, deputy dean of the Ningde Times Research Institute, stated at the sodium-ion battery press conference that the first-generation sodium-ion battery has the following main performance indicators:
1. The energy density of the battery cell has reached 160Wh/kg;
2. It can reach 80% after 15 minutes of charging at room temperature, and it has fast charging capability;
3. In a low temperature environment of minus 20°C, there is still a discharge retention rate of more than 90%;
4. In terms of system integration efficiency, it can reach more than 80%.
In the morning session on July 30, the sodium-ion battery concept stocks rose again.Tianneng sharesThe daily limit is increased by 20%.Baichuan sharesA daily limit was also recorded, and the latest closing price hit a record high.Leading stockNingde eraIn early trading, it rose by 4.56% and hit a new record high. The stock price turned green at the close, and the latest market value was 1.28 trillion.
From the industry perspective, the performance of the sodium-ion battery announced on July 29 exceeded previous market expectations. The measurement standard has two indicators,One is the energy density of the monomer, and the other is the cycle life.
In terms of the energy density of a single cell, the energy density of the first-generation sodium-ion battery of the CATL reached 160Wh/kg.according toEverbright SecuritiesAccording to recent statistics, the energy densities of sodium-ion batteries of the two leading domestic companies such as Sinochem and Sodium Innovative Energy are 135Wh/kg and 120Wh/kg, respectively, while the energy density of Faradion in the United Kingdom reaches 140Wh/kg.Huang Qisen said that this is currently the world’s highest level, and the energy density of the next-generation sodium-ion battery will exceed 200Wh/kg.
Abundant reserves of sodium resources and obvious cost advantages
Prospects for industrialization
The working principle of sodium ion batteries is roughly similar to that of lithium ion batteries, but compared with lithium resources,The reserves and output of sodium resources are more abundant, and the cost is lower.
Related research shows that the total distribution of lithium resources is limited. According to the 2021 report of the U.S. Geological Survey,my country’s lithium resource reserves only account for 6% of the world, and the mining cost is relatively high. With the rapid growth of global battery demand, lithium resources are beginning to face resource constraints. The reserves of sodium resources are very rich, with a crustal abundance of 2.64%, which is 440 times that of lithium resources, and sodium resources are widely distributed and simple to extract. Everbright Securities believes thatAfter large-scale commercial use of sodium-ion batteries, they will have a greater cost advantage and can effectively reduce the cost of batteries.
Before CATL officially launched sodium-ion batteries, multiple studies and discussions have been conducted on sodium-ion batteries in the industry, and a number of A-share companies have also made advance arrangements for the sodium-ion battery industry chain.
according toZhongke HainaCalculated to benefit from lower material costs,The cost of sodium-ion batteries is usually 30%-40% lower than that of lithium-ion batteries. According to institutional analysis, sodium ion batteries are still in the early stages of industrialization, and there are shortcomings in battery energy density, but in the long run, it is estimated that by 2025, the domestic demand for potential application scenarios of sodium ion batteries is 123GWh, corresponding to 53.7 billion. Market space around yuan.
According to reports, at present,Ningde eraThe industrialization layout of sodium-ion batteries has already begun, and a basic industrial chain is planned to be formed in 2023.
Concept stocks rose sharply ahead of the Shanghai Index
According to the statistics of Securities Times and Databao, there are 18 listed companies related to sodium ion batteries.As of the close on July 30, the A stock market value of sodium-ion battery concept stocks totaled 1.67 trillion yuan. Since July, the average rise of concept stocks reached 27.8%, surpassing the Shanghai Stock Index by 33% over the same period.。Baichuan shares,Shengyang shares、Shandong Zhanggu、Penghui Energy、Huayang shares、*ST LionThe cumulative increase is more than 30%.
Judging from the performance forecast of the semi-annual report,Baichuan shares,Rongbai Technology、Grammy、Wall Nuclear MaterialThe net profit of 4 shares is expected to double.Baichuan sharesThe net profit in the first half of the year is expected to be between 70 million yuan and 85 million yuan, a year-on-year increase of 562.31% to 704.23%.The accumulative increase in holdings of more than one million shares by Beishang Capital since July includesGrammy, Wall Nuclear Materials,Zhejiang Medicine、Xinwangda、the Great WallWait.
China Salt ChemicalThe production capacity of sodium metal in 2020 is 65,000 tons, accounting for 40.5% of the global production capacity, and its scale and technological advantages are in the leading position in the industry. The company also has a production capacity of 160,000 tons of sodium chlorate, accounting for 25% of the domestic production capacity.
Huayang sharesAn announcement was issued in April that Xinyang Energy, a wholly-owned subsidiary, plans to invest in two new projects, namely the “Sodium-ion battery cathode material 1,000-ton production project” and “Sodium-ion battery anode material 1,000-ton production project”, with a total investment of 140 million yuan. .
Nanfeng ChemicalThe Yuncheng Salt Lake developed is the world’s third largest sodium sulfate type inland lake, with a sodium sulfate reserve of more than 80 million tons, and the world’s largest production and sales volume. Metal sodium can be obtained from melting sodium sulfate. The company also cooperated with Tsinghua University to invent carbon nanometers at the end of last year. Tube phone battery.
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