国内钠离子电池头部企业有哪些？

Which are the leading domestic sodium-ion battery enterprises?

国内钠离子电池产业链已形成完整梯队，覆盖正极、负极、电解液、电芯、系统集成全环节，各细分赛道头部企业技术量产成熟度领先。电芯整车一体化龙头：宁德时代率先发布第一代、第二代钠电池，量产线规模化落地，配套储能、低速车多类终端；亿纬锂能同步布局圆柱、方形钠电芯，海外储能订单放量；欣旺达聚焦软包钠离子，深耕电动两轮、户储市场；鹏辉能源早期布局钠电池储能，离网光伏、户外电源批量供货。正极材料头部：容百科技布局层状氧化物钠正极；传艺科技聚焦普鲁士蓝全产业链自产；维信诺、德方纳米发力聚阴离子钒基正极，适配长时储能场景。负极硬碳龙头：中科海钠深耕生物质硬碳，与华阳股份合资量产；杉杉股份、璞泰来同步拓展树脂基硬碳产线，配套各大电芯厂。电解液核心企业：天赐材料、新宙邦同步开发多体系钠盐电解液，适配不同正极材料；多氟多主攻六氟磷酸钠、NaFSI 钠盐原料供给。系统集成 PACK 企业：派能科技、固德威布局户储钠电池系统；阳光电源配套工商业储能钠 PACK；南都电源深耕电网侧大型钠储能电站。设备配套龙头：先导智能、赢合科技推出钠电池专用涂布、卷绕设备；回收企业如格林美规划退役钠电池再生产线。上述头部企业均已建成万吨级材料、吉瓦级电芯量产产线，具备稳定批量交付能力，产品覆盖国内城乡储能、交通、工业场景，同步开拓东南亚、欧洲海外储能出口订单，构建完整国产钠电池竞争格局。

A complete echelon has formed in China’s sodium-ion battery industrial chain, covering cathode, anode, electrolyte, cell and system integration links, with leading enterprises in each subdivision boasting mature mass production technologies. Integrated cell & vehicle leaders: CATL released the 1st and 2nd generations of sodium batteries with large-scale production lines, supplying energy storage and low-speed vehicle terminals; EVE Energy deploys cylindrical & square sodium cells with booming overseas storage orders; Sunwoda focuses on soft-pack sodium cells for e-bikes and household storage; Great Power Energy took early layout of sodium storage with mass supply for off-grid PV and outdoor power supplies. Leading cathode manufacturers: Ronbay Technology develops layered oxide sodium cathodes; Transinfo realizes full industrial chain self-production of Prussian blue; Visionox and Dynanomic advance vanadium polyanion cathodes for long-duration storage. Hard carbon anode leaders: Zhongke Haina specializes in biomass hard carbon and jointly builds production lines with Huayang Co., Ltd.; Shanshan and Putailai expand resin-based hard carbon lines to supply major cell factories. Core electrolyte enterprises: Tianci New Materials and New Zebang develop multi-system sodium electrolytes matching various cathodes; Do-Fluoride focuses on NaPF6 and NaFSI sodium salt raw material supply. PACK system integrators: Pylontech and Goodwe develop household sodium storage systems; Sungrow supplies industrial & commercial sodium PACKs; Narada Power devotes to grid-side large sodium storage power stations. Equipment leaders: Lead Intelligent and Winbro launch special coating & winding equipment for sodium batteries; recycling firms such as GEM plan retired sodium cell regeneration lines. All above leading enterprises have built ten-thousand-ton material and gigawatt cell mass production lines with stable batch delivery capacity. Their products cover domestic urban-rural storage, transportation and industrial scenarios, while developing overseas storage export orders for Southeast Asia and Europe, forming a complete domestic sodium-ion battery competitive landscape.