钠离子电池目前处于什么发展阶段？

What is the current development stage of Sodium-ion Battery?    

钠离子电池目前已进入规模化量产商用阶段，技术持续迭代、成本持续下降、场景快速落地，处于快速普及期，是新能源电池产业的核心增长赛道。首先，技术层面，钠电池三大主流技术体系（层状氧化物、普鲁士蓝、聚阴离子）均已实现产业化成熟，能量密度、循环寿命、安全性等核心性能指标持续优化，已完全满足商用场景的需求，固态钠电池等前沿技术也已进入中试迭代阶段；其次，产能层面，国内头部电池企业均已建成钠电池规模化量产产线，产能持续扩张，2025年国内钠电池产能已突破100GWh，具备了大规模供应的能力；第三，场景落地层面，钠电池已在两轮电动车、低速四轮车、储能、UPS备电、基站储能等场景实现大规模商用落地，已有多款钠电池新能源汽车量产上市，应用场景持续拓宽；第四，产业链层面，钠电池已形成完整的产业链，从原材料、正负极材料、电解液、隔膜、电芯制造、电池PACK、设备集成到回收再生，全产业链已实现国产化，配套体系完善。整体来看，钠电池已完成从0到1的产业化突破，目前正处于从1到10的快速普及阶段，未来市场空间广阔。

Sodium-ion Battery has entered the stage of large-scale mass production and commercial use, with continuous technological iteration, continuous cost reduction, and rapid scene implementation, and is in the period of rapid popularization, which is the core growth track of the new energy battery industry. First of all, at the technical level, the three mainstream technology systems of sodium batteries (layered oxide, Prussian blue, polyanion) have all achieved industrial maturity, and the core performance indicators such as energy density, cycle life, and safety are continuously optimized, which have fully met the needs of commercial scenarios. Cutting-edge technologies such as solid-state sodium batteries have also entered the pilot iteration stage; secondly, at the capacity level, domestic leading battery enterprises have built large-scale mass production lines for sodium batteries, and the capacity continues to expand. In 2025, the domestic sodium battery capacity has exceeded 100GWh, with the ability of large-scale supply; thirdly, at the scene implementation level, sodium batteries have been widely used in two-wheeled electric vehicles, low-speed four-wheeled vehicles, energy storage, UPS backup power, base station energy storage and other scenarios, and a number of sodium battery new energy vehicles have been mass-produced and launched, with continuously expanding application scenarios; fourthly, at the industrial chain level, sodium batteries have formed a complete industrial chain, from raw materials, cathode and anode materials, electrolyte, separator, cell manufacturing, battery PACK, equipment integration to recycling and regeneration, the whole industrial chain has been localized, with a complete supporting system. On the whole, sodium batteries have completed the industrialization breakthrough from 0 to 1, and are currently in the rapid popularization stage from 1 to 10, with broad market space in the future.