Let's start with expectations. After listening to the conference call of several brokers, their view is that the patents of sodium ion batteries are basically in the hands of Sinochem Haina, Sodium Innovation Energy and other companies, and contemporary Anpu Technology Co., Ltd. (SZ:300750) purchased their materials for assembly, and then the number of related companies has increased desperately recently.
Then let's take a look at the press conference yesterday (July 29th). At present, the energy density of sodium ion batteries mass-produced by Zhongke Haina and Sodium Innovation Energy is about 80 to 90wh/kg, and Zhongke Haina has developed 145wh/kg sodium ion batteries. Ningde has reached 160wh/kg and is developing 200wh/kg. It is already obvious that both companies are full of self-love.
The energy density, fast charging speed, low temperature performance and other indicators have greatly exceeded market expectations. According to these indicators, the purpose of sodium ion battery is by no means the energy storage and two-wheel electric power that the market generally expected before, and it will enter the passenger car market on a large scale.
In addition to the above three indicators, sodium ion batteries also have two generally recognized advantages, which Ningde did not mention, namely safety and cost. Perhaps Ningde finds these two questions inconvenient to ask. When you say that sodium ion batteries are safer, does it mean that lithium batteries are unsafe? You said that the cost of sodium ion battery is low, so the OEM will negotiate the price according to your cost. What's your answer? These two obvious advantages, which are inconvenient to mention, really cast a shadow over the press conference.
Ningde's vigorous development of sodium ions is indeed a wonderful move. Apart from the premise that Ningde has the ability to remove all expensive elements and turn the stone into gold, it is important that there is no scientific problem in the process of sodium ion batteries. Ningde is obviously the king of the process of liquid batteries.
Let's talk about the problem of lithium mine resources first. Last year, Tianqi led the war and Ningde reported the bankruptcy price. It looked really strange at the time. Ningde has invested a huge amount of production capacity, and the upstream lithium industry has no capital expenditure. Ningde cannot be unclear. Why do you pay so little attention to resources? In fact, Ningde has a successor. No matter how much money you invest in mines, salt lakes and clay, the nature of lithium scarcity will not change. It is best to directly control the use of lithium on the demand side.