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市場調查報告書
商品編碼
1786311
全球鈉離子電池市場:應用、產品與地區的分析與預測(2025-2035)Sodium-Ion Battery Market - A Global and Regional Analysis: Focus on Application, Product, and Regional Analysis - Analysis and Forecast, 2025-2035 |
作為能源儲存領域鋰離子電池的替代品,鈉離子電池(SIB)市場持續受到全球關注。
鑑於鋰的供應有限、價格高昂以及對環境的影響,鈉離子電池(SIB)成為一種頗具前景的選擇,尤其是在電網能源儲存和短途運輸方面。自2023年以來,政府和科學研究部門的支持力道不斷加大。例如,2024年4月,美國能源局(DOE)宣布了一項1,570萬美元的舉措,用於促進SIB的生產。歐盟的「地平線歐洲」(HE)計畫也繼續資助與清潔能源技術相關的研究。此外,2025年2月,美國太平洋西北國家實驗室(PNNL)宣布了「鈉離子電網儲能發展」(SAGES)計劃在提高能量密度方面的進展。
主要市場統計數據 | |
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預測期 | 2025-2035 |
2025年評估 | 5.009億美元 |
2035年預測 | 120.364億美元 |
複合年成長率 | 37.43% |
市場概覽
作為鋰離子技術可靠且永續的替代方案,SIB市場發展勢頭強勁,尤其是在分散式和可再生能源應用領域。 2025年1月,印度信實工業公司宣佈在農村微電網中試點部署SIB,展示了該技術在支持當地能源系統的同時減少對進口鋰依賴的潛力。這反映出,隨著電池化學技術的進步提高了能量密度、循環壽命和成本效益,產業對SIB的興趣日益濃厚。儘管仍有諸如精簡供應鏈和最佳化性能等挑戰,但正在進行的研發和先導計畫正在加速SIB的商業化進程。隨著對經濟實惠、安全且可擴展的能源儲存解決方案的需求不斷成長,SIB預計將在全球能源轉型中發揮越來越重要的作用。
從應用來看,大規模固定式能源儲存將推動市場
由於價格低廉、安全性高以及可利用鈉等豐富資源,SIB 在大型固定式能源儲存市場中發展勢頭強勁。隨著鋰價持續波動,供應鏈面臨地緣政治和環境制約,SIB 日益被視為鋰離子系統的戰略替代方案。技術進步顯著提升了 SIB 的性能,使其能夠用於電網級應用。 2025 年 3 月,比亞迪確認將投資一條 SIB 生產線,旨在實現與磷酸鋰鐵(LFP) 電池成本持平。
市場分類
細分一:按應用
細分2:依產品類型
細分三:外形規格
細分 4:依系統/電池組電壓
細分5:按地區
本報告調查了全球鈉離子電池(SIB)市場,並總結了主要趨勢、市場影響因素分析、法律制度、技術和專利分析、市場規模趨勢和預測、各個細分市場、地區/主要國家的詳細分析、競爭格局和主要企業的概況。
範圍和定義
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Introduction of Sodium-Ion Battery Market
The sodium-ion battery market has been steadily gaining attention as the world explores alternatives to lithium-ion (Li-ion) for energy storage. Concerns about lithium's limited availability, high cost, and environmental impact have positioned sodium-ion batteries as a promising option, particularly for grid energy storage and short-distance transport. Since 2023, government and research support has grown. For instance, in April 2024, the U.S. Department of Energy (DOE) announced a $15.7 million initiative to advance the manufacturing of sodium-ion batteries. The European Union's (EU) Horizon Europe (HE) program continues to fund research related to cleaner energy technologies. In February 2025, the Pacific Northwest National Laboratory (PNNL) highlighted progress in improving energy density under the Sodium-ion Advancement for Grid Energy Storage (SAGES) project.
KEY MARKET STATISTICS | |
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Forecast Period | 2025 - 2035 |
2025 Evaluation | $500.9 Million |
2035 Forecast | $12,036.4 Million |
CAGR | 37.43% |
Market Introduction
The sodium-ion battery (SIB) market has been gaining momentum as a reliable and sustainable alternative to lithium-ion technology, particularly for decentralized and renewable-based energy applications. In January 2025, Reliance Industries in India announced pilot deployments of SIBs in rural microgrids, showcasing the technology's potential to support localized energy systems while reducing reliance on imported lithium. This reflects a broader trend of growing industrial interest in SIBs as advancements in cell chemistry continue to improve energy density, cycle life, and cost-effectiveness. Although challenges remain in terms of supply chain development and performance optimization, ongoing R&D efforts and pilot projects have been accelerating the commercialization of SIBs. As demand for affordable, safe, and scalable energy storage solutions rises, sodium-ion batteries are expected to play an increasingly important role in the global energy transition.
Industrial Impact
The sodium-ion battery market has been experiencing steady growth, driven by increasing demand for safe, cost-effective, and sustainable energy storage solutions. With increasing pressure to diversify beyond lithium-based technologies, sodium-ion batteries offer a compelling alternative due to their reliance on abundant raw materials and lower production costs. Advances in electrode materials and battery design are improving energy density, cycle life, and charging performance, making these batteries increasingly suitable for applications such as grid storage, microgrids, and electric mobility. The market is further supported by growing investments from battery manufacturers and national initiatives aimed at strengthening energy security and supply chain resilience. As efforts to decarbonize energy systems accelerate globally, the sodium-ion battery market is expected to expand significantly, playing a crucial role in supporting the integration of renewable energy and broadening access to clean energy.
Market Segmentation:
Segmentation 1: by Application
Large Scale Stationary Energy Storage to Lead the Market (by Application)
Sodium-ion batteries have been gaining strong momentum in the large-scale stationary energy storage market due to their affordability, safety, and use of abundant materials such as sodium. They are increasingly seen as a strategic alternative to lithium-ion systems, particularly as lithium prices remain volatile and supply chains face geopolitical and environmental constraints. Technological advancements have significantly improved sodium-ion battery performance, making them viable for grid-level applications. In March 2025, BYD confirmed investments in sodium-ion production lines aimed at achieving cost parity with lithium-iron-phosphate (LFP) batteries.
Segmentation 2: by Product Type
Segmentation 3: by Form Factor
Segmentation 4: by System/Pack-Level Voltage
Segmentation 5: by Region
Recent Developments in the Sodium-Ion Battery Market
How can this report add value to an organization?
Product/Innovation Strategy: This report provides a detailed analysis of the sodium-ion battery market segmented by product type, form factor, and system/pack-level voltage. It covers various battery types, including non-aqueous, aqueous, and solid-state sodium-ion batteries, offering insights into their evolving chemistries and technical advantages. Additionally, the form factor segmentation, i.e., prismatic, cylindrical, and pouch, helps stakeholders understand design trends based on application-specific requirements. The voltage-level analysis (low, medium, and high voltage systems) adds further granularity for organizations developing energy storage solutions across diverse use cases. The report helps product teams identify innovation opportunities and adapt their strategies to meet performance, integration, and cost-efficiency demands.
Growth/Marketing Strategy: The sodium-ion battery market has been rapidly evolving, with major players engaging in capacity expansion, strategic alliances, and pilot deployments to strengthen their market position. This report tracks those developments and provides insights into how key companies are entering or expanding in application segments such as automotive, electronics, large-scale stationary energy storage, industrial use, and others. It supports marketing teams in identifying high-growth sectors, aligning value propositions with end-user expectations, and crafting targeted go-to-market strategies based on regional dynamics and technological readiness.
Competitive Strategy: A thorough competitive landscape is provided, profiling leading players based on their product offerings, innovation pipelines, partnerships, and expansion plans. Competitive benchmarking enables readers to evaluate how companies are positioned across product types and application areas.
Research Methodology
Data Sources
Primary Data Sources
The primary sources involve industry experts from the sodium-ion battery market and various stakeholders in the ecosystem. Respondents, including CEOs, vice presidents, marketing directors, and technology and innovation directors, have been interviewed to gather and verify both qualitative and quantitative aspects of this research study.
The key data points taken from primary sources include:
Secondary Data Sources
This research study involves the usage of extensive secondary research, directories, company websites, and annual reports. It also makes use of databases, such as Hoovers, Bloomberg, Businessweek, and Factiva, to collect useful and effective information for an extensive, technical, market-oriented, and commercial study of the global market. In addition to core data sources, the study referenced insights from reputable organizations and websites such as the International Energy Agency (IEA), World Economic Forum (WEF), International Organization of Motor Vehicle Manufacturers (OICA), and the European Automobile Manufacturers' Association (ACEA) to understand trends in energy storage, mobility, and sustainability impacting sodium-ion battery adoption.
Secondary research was done to obtain crucial information about the industry's value chain, revenue models, the market's monetary chain, the total pool of key players, and the current and potential use cases and applications.
The key data points taken from secondary research include:
Data Triangulation
This research study utilizes extensive secondary sources, including certified publications, articles by recognized authors, white papers, company annual reports, directories, and major databases, to collect useful and effective information for a comprehensive, technical, market-oriented, and commercial study of the sodium-ion battery market.
The process of market engineering involves the calculation of the market statistics, market size estimation, market forecast, market crackdown, and data triangulation (the methodology for such quantitative data processes has been explained in further sections). A primary research study has been undertaken to gather information and validate market numbers for segmentation types and industry trends among key players in the market.
Key Market Players and Competition Synopsis
The sodium-ion battery (SIB) market has been witnessing strong momentum, with significant deployments and technological advancements. In July 2024, China's state-owned Datang Group connected a 50?MW/100?MWh SIB energy storage system in Qianjiang, underscoring the technology's readiness for grid-scale use. In May 2025, China Southern Power Grid commissioned a 200?MW hybrid storage station in Yunnan, combining SIB and lithium-ion batteries to stabilize output from over 30 wind and solar plants. These projects, supported by government initiatives, demonstrate the value of SIBs in multi-hour renewable energy buffering, driving greater investor confidence and adoption.
On the manufacturing front, the market is shifting rapidly from prototype to large-scale production. In late 2023, Farasis Energy launched commercial SIB packs, achieving energy densities of 140-160 Wh/kg. In early 2024, BYD and its partners began constructing a 30 GWh/year SIB facility. Meanwhile, in early 2025, Yadea introduced electric scooters powered by SIBs, offering over 1,500 cycles and fast charging capabilities. These developments reflect a rising demand across both the mobility and stationary storage sectors, prompting manufacturers to scale up their operations and enhance battery performance to meet evolving market needs.
Some prominent names established in this market are:
Scope and Definition