Following China Tower and China Southern Power Grid, another "national team" launched a tender for sodium-ion energy storage projects. The capacity is equivalent to 100,000 two-wheelers
The starting point sodium electricity is concerned, in the near futureDatang Hubei Energy Development***On the "EPC General Contracting - 2024-01 Datang Qianjiang Xiongkou50mw/100mwhSodium-ion new energy storage power station demonstration project" issued a public bidding. The projectThe total scale is 100MW and 200MWh, of which the first phase has an installed capacity of 50MW 100MWh. The planned construction period is tentatively scheduled to be connected to the grid at full capacity from February 28, 2024 to June 30, 2024. According to the starting point sodium electricity calculation,The installed capacity of 100MWh is equivalent to supporting 100,000 electric two-wheelers or 2,000 new energy vehicles. It is understood that the bidding scope of the project includes all the survey and design from the preliminary design to the overall completion and acceptance of the energy storage power station (excluding the transmission line).Equipment procurement and supervision;Construction of civil and installation works;Commissioning of booster station and energy storage system;Grid-connected operation commissioning, trial operation, grid-connected performance acceptance;Handover of production acceptance, completion acceptance, etc.;Services related to the overall system warranty period (including all spare parts, special tool procurement** and related technical data collation services during the warranty period). Since the beginning of this year, China Tower, China Southern Power Grid and other "national teams" have launched bidding for sodium-ion energy storage projects. In August this year, Guangxi Power Grid Corporation launched a single procurement of the "sodium-ion energy storage battery development project" to Zhongke Haina, with an estimated budget of 81250,000 yuan. In September, Guangxi Power Grid Corporation also tendered for "10MWh sodium-ion battery energy storage system integration technology research and development services". In October, China Southern Power Grid Energy Storage issued an announcement on the procurement of integrated equipment for 10MWh sodium-ion battery energy storage systems. On October 30, China Tower Fujian Branch issued a procurement bidding announcement for the "2023 Fujian Base Station Green Carbon Saving Project", the energy storage battery of the project uses sodium-ion batteries, and two sets of energy storage batteries 200ah sodium-ion batteries will be purchased, requiring more than 5,000 cycles. Super 1The 2GWh sodium electric energy storage project was issued
According to the starting point of sodium electricity, Datang 100MW 200MWh new sodium-ion energy storage power station pilot demonstration project has been selected as a pilot demonstration project of new energy storage power station in Hubei Province in 2023. In 2022, the National Development and Reform Commission and the National Energy Administration issued the "14th Five-Year Plan for the Development of New Energy Storage". It points out the future development goals of new energy storage, and new energy storage will enter the stage of large-scale development in 2025In 2030, new energy storage will be fully market-oriented. At present, a number of provinces have also issued relevant policies to jointly promote the development of the energy storage market, whether it is for distribution and storage, support subsidies, construction specifications or commercial operation have been continuously optimized and adjusted, and various provinces and cities have released a new batch of new energy storage projects into the plan. According to the statistics of starting point sodium electricity, since 2023, Shanxi, Shandong, Ningxia, Jiangsu, Henan, Tianjin, Guangxi, Guizhou, Zhejiang, Hubei, and Chengdu have released and adjusted the list of new energy storage projects included in the planning, including 6 sodium-ion energy storage projects, with a scale of more than 600MW and 1200MWh. 
The data shows that from 2000 to 2022, sodium batteries accounted for only 11%, and with the maturity of the sodium electricity industry chain and the scale effect, its cost is expected to reach 03 yuan Wh, when the penetration rate of sodium batteries in the field of electrochemical energy storage will increase to 30%. In 2030, the scale of energy storage sodium batteries will be 280GWh
Due to the advantages of low cost, long life and high safety, sodium-ion batteries can be highly adapted to the needs of energy storage application scenarios, and the potential market demand is huge. By 2025, the overall shipment of sodium batteries will reach 23GWh, and the shipment volume in the energy storage field will reach 13GWh, accounting for 565%。By 2030, the overall shipment of sodium batteries will reach 438GWh, and the shipment of energy storage will reach 280GWh, accounting for 639%。In the industrial chain, there are already many sodium electricity-related enterprises such as Zhongke Haina, BYD, Penghui Energy, Jia Na Energy, Cubic New Energy, Super Sodium New Energy, State Power Investment, Haisida, Yishite, Fangcun New Energy, Yingergy, Zijian Electronics, etc., are actively promoting the signing and construction of sodium energy storage related projects, and many have even begun to introduce sodium-ion battery technology into energy storage application scenarios. For example, Zhongke Haina successfully put into operation a 1MWh sodium-ion battery energy storage system in Taiyuan, ShanxiBYD's 20MWh "Sodium Electric Rubik's Cube Cabinet System" has been put into trial operation in Nanning Qingxiu Industrial ParkPenghui Energy's sodium ion technology solution has been applied in the demonstration project of 5MW 10MWh sodium ion energy storage power station of Qingdao North Shore Holding Big Data CenterThe first Prussian blue sodium-ion battery energy storage demonstration project jointly built by Cubic New Energy and other companies was put into useThe mobile sodium battery smart energy storage box using Huzhou ultra-sodium new energy sodium-ion battery technology was also successfully delivered. 
The industry expects that with the steady progress of sodium battery industrialization, the cost will cross with lithium battery in 2024 and gradually lower than lithium battery after 2025. With the prominence of the cost advantage of sodium electricity, its application in the field of energy storage will increase, and the starting point sodium electricity will maintain its attention.