On September 22, the Bazhong Investment Promotion Bureau relayed the release of Sichuan Province's Power Battery Industry Cooperation Opportunity List on its official website: the list contains 121 projects province-wide with total intended cooperation value exceeding RMB 230 billion, spanning 19 cities and the full chain from battery materials, equipment, cells, PACK, BMS and energy storage to consumer batteries, while explicitly including solid-state and sodium-ion batteries as frontier tracks.
Nine projects from Bazhong made the list, six of them directly sodium-ion related, with a combined planned investment of about RMB 4.4 billion: a sodium-battery industrial park project (RMB 300 million, in the Nanjiang park of the Bazong Economic Development Zone, with 62,600 sqm of new steel-structure plant); a sodium-ion cathode material project (RMB 1 billion, planned capacity 30,000 t/y); a sodium-ion cell scale-up project (RMB 1 billion, about 120 mu, targeting cell and PACK manufacturers); a sodium-ion separator project (RMB 1 billion, dry-process single/bi-axial stretching lines plus ceramic and PVDF coating); a next-generation sodium-ion electrolyte project (RMB 600 million, 20,000 t/y, in the Zengkou-Jintang chemical park); and a cell-line and energy-storage equipment manufacturing project (RMB 500 million, planned output of 20 cell production lines and 80 sets of storage integration equipment per year).
On industrial foundations: the Bazhong Economic Development Zone has planned a roughly 1,500-mu sodium-battery industrial park. Baasige's 20,000-tonne-per-year hard-carbon anode project is already in operation, and the Namei Energy 1.5 GWh sodium-ion cell and PACK project is accelerating per the list (the bureau previously disclosed its phase one started production in mid-September). The list notes Bazhong has issued dedicated sodium-battery industry support policies and set up a sodium-battery fund, and positions cathode materials as the key missing link of the local chain, with electrolyte and separators also blank slots to be filled — indicating the city aims to build out a materials-cells-equipment-storage chain. Each project on the list specifies the owner, cooperation mode (sole investment, joint venture or cooperation) and a contact person, inviting global industry partners.
Matters: an opportunity list is an investment invitation, and the roughly RMB 4.4 billion is planned investment, not signed, filed or started capital.