At the "Solid-State and Sodium-Ion Materials Industrialization and Cost-Reduction Paths" session of the 2026 GGII New Energy Materials Industry Conference held on August 7, Zhu Chen, Vice Chairman and Executive President of China Sodium, disclosed the company's order and capacity plans. According to reports by GGII, China Sodium has locked in about 16GWh of combined orders in low-voltage power and grid energy storage, including about 6GWh of low-voltage power and about 10GWh of grid storage and overseas orders, covering China, Southeast Asia, Europe, the United States and Australia. On capacity, the company plans to build 7GWh of prismatic cell capacity with products expected off the line in 2027; it previously built a steel-shell full-tab sodium-ion line in Yangzhou in 2023 and established a Taizhou base in 2025.
On products and projects, China Sodium runs both cylindrical and prismatic product lines: 7Ah, 10Ah and 15Ah cylindrical cells mainly target low-voltage power, while 180Ah and planned 588Ah prismatic cells serve the storage market. On project implementation, the company is cooperating with CLP on the Qinhuangdao 20MW/80MWh sodium-ion storage project with a contract value approaching 100 million yuan, and is participating in the Tieling 100MW/200MWh sodium-ion shared storage station project in Liaoning to validate the commercial viability of the polyanionic route in large-scale storage. The company also proposes replacing liquid cooling with air cooling, claiming its air-cooled storage solution can reduce comprehensive costs by about 20% versus liquid cooling.
However, it should be noted that this order figure is a corporate-disclosure number presented at an industry conference and has not been independently verified by third parties; "locked-in orders" do not equal signed, definitive contracts, and some may be under negotiation or at the intent stage. The planned 7GWh prismatic cell capacity also represents planned capacity, not actual production. Corporate order disclosure and progress on the Qinhuangdao and Tieling projects suggest that applications of the polyanionic (NFPP) route in storage scenarios are accelerating.