Starting point sodium electricity paid attention to the fact that the annual output of 25GWh sodium-ion battery project filed by Yingneng New Energy Technology has been obtained on October 19Qingjiangpu District, Huai'an City, JiangsuApproved by the Administrative Examination and Approval Bureau. According to the enterprise investigation, the current member companies of Yingergy include Yingergy (Chengdu) Technology, Yingergy (Hebei) Technology, Yingergy (Yulin) Technology, Huai'an Huaifei New Energy Partnership (Limited Partnership), etc. Among them, Huaifei New Energy Partnership was established on October 19Jiangsu Lingguan New EnergyScience and technology has a registered capital of 50 million yuan, and its address is located in Qingjiangpu District, Huai'an City, Jiangsu Province, with a business scope including battery manufacturing. So far, Yingergy has completed the super56gwhSodium battery layout. It is understood that Yingergy New Energy Technology Co., Ltd. was established in 2016, focusing on the research and development, production and sales of sodium-ion battery series products since 2018, and won the title of national high-tech enterprise in 2022. The company has core technology patents and technologies for sodium-ion batteries, and provides energy storage products and solutions for the new energy industry. At the beginning of 2022, the Chengdu base of Yingergy completed 0The pilot line of 2GWh sodium-ion batteries, and the customers of energy storage, two-wheeled and three-wheeled vehicles were sent for trial installation and trial, and at the same time, they were laid out in Weinan, Shaanxi1gwhProduction line. In December of the same year, Inergy Technology held a signing ceremony for the release of new sodium-ion battery products and the landing of sodium-ion battery mass production base in Sichuan, and reached a strategic cooperation intention with Loncin GM's subsidiaries on sodium-ion electric motorcycles and related projectsIn the field of energy storage, it signed a strategic agreement on the application of sodium ion in energy storage with Wuling Gerun Clean Energy and Mingyang New EnergySigned an exclusive overseas sodium-ion strategic agreement with Seabreeze, a Singapore-based company. In March this year, Inonegel signed a cooperation framework agreement with Karamay City, Xinjiang to cooperate in the construction of a "sodium-ion battery clean energy industrial park". According to the agreement, Inergy will be located in:Karamay has laid out a 20GWh sodium-ion battery production and R&D baseThe project is planned to be completed in three phases, and the first phase is planned to be implemented with 5GWh. In May this year, at the signing ceremony of key projects in Langxi County, Anhui Province, Yingergy and Huadian Anhui New Energy, Langxi County, jointly signed Yingergy New EnergyAnnual output of 10GWh sodium-ion energy storage battery projectCooperation Agreement. The total investment of the project is about 5 billion yuan, which will be implemented in Langxi in two phases, and is expected to have an annual output value of 10 billion yuan and an annual profit and tax of 1 billion yuan after full production. On November 7, Qin Hengzhi, chairman of Yingergy, and other leaders also visited Inner Mongolia Yijin Huoluoqi, and the two sides discussed in detail the planning and layout of the cooperation project and reached a consensus. In terms of products, Yingergy adopts layered oxide polyanion + hard carbon system, mainly 40 series large cylindrical batteries, including 10ah energy polyanion products, 15ah energy layered oxide products, 10ah fast-charging high-power layered oxide products, etc. 
In terms of delivery, in September this year, Yingergy officially announced that the company has successfully completed the delivery of the first batch of 2,000 sodium iron phosphate sodium-ion battery cells for the Tianshui installation project in Dagang Oilfield, with a capacity of 10ah. In 2023, although the industrialization process of sodium electricity is less than expected, the industrialization layout has begun to bear fruit, the investment in the sodium electricity track is hot, and all links in the industrial chain have ushered in a wave of expansion. According to incomplete statistics from the starting point of sodium electricity, since 2023, more than 50 sodium battery projects have been signed and started, with a total investment of more than 170 billion yuan and a total production capacity of more than 420GWh. 
Starting Point Research Institute (SPIR)** In 2024, sodium battery shipments will truly reach the GWH era, and the annual shipments of leading sodium battery companies are expected to exceed GWh (100MWh in 2023). It is expected that more projects will be implemented next year, and the starting point sodium power will keep an eye on this.