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Sodium-Ion Battery Industrialization Hits an Inflection Point – CATL Secures Largest Global Order: 60GWh Over 3 Years

Release time:

2026-04-28

Sodium-Ion Battery Industrialization Hits an Inflection Point – CATL Secures Largest Global Order: 60GWh Over 3 Years

Core Summary

On April 27, CATL and Hyperstrong signed a 3-year strategic cooperation agreement for a total of 60GWh of sodium-ion batteries. This is the largest sodium-ion battery order in history, marking a true inflection point for the large-scale application of sodium-ion batteries in the energy storage sector.

【Technical Breakthrough: Full-Chain Mass Production Challenges Solved】

CATL has successfully overcome the full-chain technical challenges of sodium-ion battery mass production, achieving breakthroughs in several core technologies:

Energy Density Improvement: Through morphology control and surface modification technologies, cell energy density has been significantly enhanced.
Mass Production Process Breakthrough: Core technologies including angstrom-level pore size regulation, surface molecular water locking, and adaptive dynamic formation have systematically resolved challenges in hard carbon production line foaming and moisture control.

【Product Advantages: Wide Temperature Range, High Safety, Greater Stability】

Compared to conventional lithium-ion batteries, sodium-ion batteries offer multiple differentiated advantages:

Performance Dimension	Sodium-Ion Battery Advantage
Wide Temperature Range	Wider operating temperature range, more stable performance in extreme environments
Thermal Management	Lower heat generation during operation, reducing system cooling requirements
Structural Stability	Reduced cell expansion stress, ensuring better cycle life
Safety	Superior safety stability compared to lithium-ion, making it more suitable for energy storage applications

【Mass Production Timeline: Large-Scale Production in 2026】

CATL plans to achieve large-scale mass production of sodium-ion batteries within this year:

First Application: Passenger vehicle battery swap systems will be the first to adopt sodium-ion batteries
Energy Storage Supply: Energy storage sector will simultaneously receive capacity supply at scale

【Market Significance: Ushering in a New Phase of Global Sodium-Ion Battery Industrialization】

This is the largest sodium-ion battery order in history, carrying milestone market significance:

Inflection Point for Large-Scale Application: The 60GWh order volume marks sodium batteries transitioning from laboratories and pilot projects into the large-scale commercial application phase.
Energy Storage Takes the Lead: The energy storage sector has become the first breakthrough for sodium-ion battery industrialization, complementing lithium-ion technology.
Global Sodium-Ion Industry Growth: CATL's mass production capability combined with Hyperstrong's energy storage integration capability will jointly usher in a new phase of large-scale growth for the global sodium-ion battery industry.

【Industry Impact】

Leveraging abundant raw material resources, significant cost advantages, and high safety, sodium-ion batteries are rapidly becoming an important complement to lithium-ion batteries. This strategic cooperation between CATL and Hyperstrong will strongly promote the commercial application of sodium batteries in both energy storage and power battery sectors –, from supply chain stability to market validation –, providing more diverse and economical solutions to support the global energy transition.

As a participant in the battery industry, we will continue to monitor the evolution of sodium-ion battery technology and its market applications, staying close to the pulse of industry development.