钠离子电池的出口市场情况如何？

What is the export market status of sodium-ion batteries?

2025 年起国内钠离子电池出口规模快速攀升，出口产品分为电芯、储能 PACK、低速整车配套电池三大品类，核心出口区域集中东南亚、欧洲、澳洲、中东，北美市场逐步放开准入，整体出口增速持续高于锂电池。东南亚为第一大海外市场：当地离网光伏、外卖电摩、农村储能需求爆发，本地锂资源稀缺、铅酸污染受限，国内平价钠电池 PACK 大批量出口越南、泰国、印尼、马来西亚，月度出货吉瓦级规模。欧洲市场主打工商业长时储能、户用储能，欧盟双碳政策推动新型储能普及，聚阴离子高安全钠电池系统订单增长显著，满足欧盟电池法规环保回收要求。中东、北非干旱光伏市场适配钠电池低温、耐高温特性，离网光伏储能设备出口持续放量。澳洲聚焦乡村离网储能、户外露营便携电源，进口轻量化钠电源产品增长。北美逐步更新储能安全标准，放开钠电池储能设备进口限制，户储订单稳步提升。出口产品结构：中小容量软包电芯、两轮车换电 PACK 占东南亚七成；大功率方形铝壳储能系统主供欧洲中东；便携式露营电源销往欧美澳。出口配套优势：国内完整低成本产业链，交付周期短，UN38.3、UL、CE 全套认证齐全，增值税 13% 出口退税降低海外报价竞争力。中长期随全球低速交通、分布式储能需求扩张，钠离子电池出口占储能电池总比重将持续提升，成为新能源出口全新增长曲线。

China’s sodium-ion battery export volume has surged since 2025, covering three categories: single cells, energy storage PACKs and supporting batteries for low-speed vehicles. Core export regions include Southeast Asia, Europe, Australia and the Middle East, with North America gradually opening market access and export growth outpacing lithium batteries. Southeast Asia ranks as the largest overseas market: booming off-grid PV, delivery e-bikes and rural storage demand, scarce local lithium resources and lead-acid pollution restrictions drive large-scale monthly gigawatt-level shipments of low-cost Chinese sodium PACKs to Vietnam, Thailand, Indonesia and Malaysia. Europe focuses on industrial long-duration and household storage. EU dual-carbon policies boost new storage penetration, with rising orders of high-safety polyanion sodium systems complying with EU battery recycling regulations. Dry PV markets in the Middle East and North Africa adapt to sodium’s cold & heat resistance with growing off-grid storage exports. Australia imports lightweight portable sodium power for rural off-grid and camping use. North America revises storage safety standards and lifts sodium import limits with steady household storage order growth. Export product mix: small soft cells & e-bike swap PACKs account for 70% of Southeast Asia shipments; high-power square aluminum storage systems supply Europe & Middle East; portable camping power exports to Europe, America and Australia. Export strengths: complete low-cost domestic industrial chain, short delivery cycles, full UN38.3, UL and CE certifications, and 13% VAT export rebates enhance overseas price competitiveness. Medium and long term, global demand for low-speed transport and distributed storage will continuously raise sodium-ion batteries’ share of total energy storage exports, forming a new growth curve for new energy outbound trade.