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 will become one of the most potential types of energy storage batteries in the future. The Spir Research Institute (SPIR) predicts that the penetration rate of sodium batteries in the field of energy storage batteries is expected to reach 2 by 2025 and 2030, respectively6% and 169%。In order to seize the commanding heights of the future market, a number of energy storage terminal companies have launched layouts in the field of sodium batteries. Beiteri shares the company to enter the field of sodium electricity
The starting point sodium electricity is concerned,Shenzhen Guorui Xiechuang energy storage technology***(hereinafter referred to as "Guorui Xiechuang") was filed in Shenyang Shenbei New Area in November 20236gwhSodium-ion battery production, R&D and sales base project. 
In October of the same year, Guorui Xiechuang conducted an on-site investigation and understanding of the industrial facilities of Shenyang Advanced Manufacturing Industrial Park, and jointly invested in the construction of the Advanced Manufacturing Industrial Park with Shenyang Huishan Economic and Technological Development Zone and Shengjing Intelligent Manufacturing4GWh energy storage equipment manufacturing and energy storage new laboratory base + 10GWh sodium ion battery cell production base projectNegotiations were made, and preliminary cooperation intentions were reached at the meeting, with a total planned investment of 11.2 billion yuan. Founded in November 2021, Shenzhen Guorui Xiechuang Energy Storage Technology Co., Ltd. is a technology enterprise focusing on providing power supply and energy storage system integration solutions for the world, mainly engaged in the research and development, manufacturing, sales and service of energy storage equipment, as well as the development of energy storage power stations and new energy power stations, with advanced energy storage technology and product services. The company's products mainly include battery modules, battery management systems (BMS), energy control systems (EMS), AC/DC conversion, system integration, power integrated management systems, etc. Since its establishment, Guorui Xiechuang has received three rounds of financing. In April 2023, the strategic financing of beiteri and other investments will be completed; In May, it completed the pre-A round of financing of over 100 million yuan led by Chaos Investment, followed by Pine Harvest Capital, Shenzhen Kerui Investment, Suzhou Trend ** and other institutions; In September, the equity financing of Mingsheng Capital Investment was completed. Up to now, beiteri holds about 722% of the shares, making it its third largest shareholder. 
Energy storage companies intensively deploy sodium electricity
Starting point sodium electricity paid attention to the fact that almost at the same time, another "national team" energy storage company also laid out sodium battery projects in Liaoning. October 2023,Shanghai Ronghe Yuanchu Energy***(referred to as "Ronghe Yuanchu") has been filed in Yuhong District, Shenyang5gwhSodium electricity industry and supporting production facilities project. 
According to the data, Ronghe Yuanchu was established in June 2019 and is an energy storage product solution provider under the State Power Investment Corporation, committed to energy storage technology research and development, equipment integration, sales and operation services. In September of the same year, Ronghe Yuanchu signed a cooperation agreement with Shenyang City in Yuhong District**, which will build a demonstration power station for sodium battery energy storage system in the "public energy storage center" in Yuhong District, and explore new batteries, new solutions and new applications for local power grid needs and environmental characteristics. The parent company of Ronghe Yuanchu, "State Power Investment", has also launched a series of layouts in the field of sodium electricity. October 2023,The total investment is 5 billion yuanThe new sodium-ion battery and energy storage project of was signed and landed in Wuxi Economic Development Zone. Previously, has also established cooperation with sodium power companies such as Super Sodium New Energy, Sodium Energy Era, Fangcun New Energy, and Yuhuang New Energy. Another leading energy storage company, Easter, is also extremely optimistic about the development of the sodium electricity industryWang Shaoping, general manager of East Sodium ElectricityIt said that with the upgrading and iteration of sodium battery technology and the scale effect of industrialization, the unit cost of sodium batteries will continue to decline, thereby driving the fission growth of the sodium-ion energy storage industry. At present, the pilot line of East sodium electric technology has the ability to develop and verify soft packs and square sodium-ion batteries with the ability of 02GWh annual production capacity of square sodium-ion batteries; The sodium-ion battery laboratory has the ability to independently research and develop major materials such as sodium-ion cathode and anode materials and electrolytes, as well as inspect and analyze sodium-ion and lithium-ion materials. It is expected that by 2024, the total will be reached10gwhSodium-ion battery production capacity. In addition, energy storage terminal companies such as China Power Construction, China Southern Power Grid Energy Storage, and Golden Race have also deployed in the field of sodium electricity. By 2025, the overall shipment of sodium batteries will reach 23GWh, and the shipments 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%。With the implementation of sodium-ion battery projects and the large-scale release of production capacity, it is foreseeable that the penetration rate of sodium batteries in the energy storage market will continue to increase. 