China’s sodium-ion sector is gaining momentum again in 2025, and the newest addition to the country’s growing industrial base is a sizable one. Guangde Qingna Technology Co., Ltd. signed an agreement on Nov. 20 to build a 20-GWh sodium-ion battery manufacturing plant inside the Suining Economic and Technological Development Zone in Sichuan Province.
The planned investment stands at CNY 6 billion (about USD 836 million). Once operational, the factory is expected to work in sync with the region’s expanding network of sodium-ion projects, further strengthening the zone’s supply chain depth.
The Suining development zone has been drawing heavy investment from companies betting on sodium-ion technology. Wuhan Tian Na Technology is already developing a hard-carbon anode material base designed for 130,000 t per year, supported by CNY 58 billion in funding.
SVOLT, meanwhile, is advancing another anode initiative with a reported capacity of 1.3 million tons annually, which would place it among the industry’s largest. Additional projects from Suining Tian Na Energy and Hive Energy—each targeting 20,000 t/year and 130,000 t/year of sodium-ion material output, respectively—are aligned with the zone’s push to build a complete industrial ecosystem.
China’s most established sodium-ion battery factory remains the HiNa Battery facility in Fuyang, Anhui. Developed with China Three Gorges Corporation and local authorities, the first 1-GWh phase came online in 2022. The broader plan aims for a full 5-GWh capacity.
Interest in sodium-ion batteries stems partly from the material advantages of sodium, which is readily available and inexpensive to extract. While the technology still must narrow the cost gap with fast-scaling LFP batteries, it continues to attract investment from major lithium-ion manufacturers, including CATL, BYD, EVE and Huawei.
China is currently leading global sodium-ion deployment, with sizeable projects already operating at 100-MW scale, along with combined sodium-ion/lithium-ion systems and grid-forming solutions.
Forecasts suggest the domestic market will expand from 10 GWh in 2025 to 292 GWh by 2034, pointing to an annual growth rate near 45%. By the end of the decade, China is expected to remain the dominant producer, potentially supplying more than 90% of global sodium-ion battery output.
About Author:
|
Reeva Marak, Energy and Mining Analyst Reeva Marak has 5 years of experience analyzing trends in the energy and mining sectors. Specializing in renewable energy, resource extraction, and sustainable mining practices, she provides clients with insights into the latest market shifts and investment opportunities. Reeva supports organizations in making informed decisions about energy production and mining facility investments. |