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市场调查报告书
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1917906

钠离子电池市场－2026-2031年预测

Sodium Ion Battery Market - Forecast from 2026 to 2031
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 148 Pages | 商品交期: 最快1-2个工作天内

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简介目录

预计到 2025 年，钠离子电池市场规模将达到 550,787,000 美元，到 2031 年将达到 2,092,960,000 美元，复合年增长率为 24.92%。

钠离子电池（SIB）市场是更广泛的储能领域中一个快速崛起的新兴细分市场，被视为主流锂离子电池的一种极具前景的补充技术。钠离子电池的工作原理与锂离子电池类似，但使用钠离子作为电荷载体，充分利用了钠的丰富储量和低成本优势。儘管与锂离子电池相比，钠离子电池的商业化仍处于早期阶段，但其价值链优势、安全性以及全球电气化和可再生能源併网的趋势，使其在特定应用领域展现出极具吸引力的价值提案，并正吸引着市场的广泛关注。

推动钠离子电池（SIB）发展的关键且强大的动力在于实现电池供应链多元化，并降低锂和其他关键矿物相关的风险。锂、钴和镍面临地域集中、地缘政治动盪以及长期供需失衡等诸多限制。钠是地球上储量最丰富的元素之一，能够提供地理分散、安全且潜在成本低廉的原料来源。这项特性使得钠离子电池成为大规模、成本敏感型应用领域（例如固定式电网储能和入门级电动车）的理想选择，在这些领域，系统总成本至关重要。

全球向可再生能源转型正在加速，由此产生了对经济高效、长时储能解决方案的巨大需求，这为钠离子电池（SIBs）带来了巨大的市场机会。太阳能和风能发电的间歇性使得储能技术成为平衡供需、确保电网稳定并最大限度利用清洁能源的必要手段。钠离子电池因其材料成本更低、安全性高等优势，正被开发为一种可行的替代技术，尤其适用于电网级储能计划，在这些项目中，极高的能量密度远不如生命週期成本、安全性和永续性重要。

儘管高能量密度锂离子电池目前主导着快速成长的电动车 (EV) 市场，但钠离子电池 (SIB) 技术也拥有独特的策略定位。 SIB 的目标市场是特定的电动车细分领域，在这些领域，成本、安全性和循环寿命比最大续航里程更为重要。这些领域包括城市微型交通工具、两轮和三轮车以及入门级紧凑型汽车，在价格敏感型市场中，这些领域的需求尤其强劲。低温性能和不易燃性也被视为汽车应用的额外优势。

持续大规模的研发投入是推动这项技术商业化的关键因素。目前，能量密度和循环寿命是亟待解决的主要挑战，研究重点在于开发高性能正极材料（例如层状氧化物和聚阴离子化合物）、稳定的阳极（硬碳材料是主要候选材料）以及相容的电解。材料科学和电池设计的突破正在逐步缩小该技术在某些指标上与现有磷酸锂铁（LFP）电池的性能差距。

政府和机构的支持在降低早期研发风险和建立具有竞争力的生态系统方面发挥着至关重要的作用。旨在确保储能领域领先地位、减少对外国锂资源的依赖以及推广循环经济原则的国家战略，正在推动对锂离子电池（SIB）研究、试点生产设施和示范计划的专项资金投入。这种政策主导的支持主导该技术能够迅速从实验室走向早期吉瓦级生产。

从地理上看，中国目前是市场最活跃、发展最成熟的地区，拥有强大的政府支持，领先的电池製造商（如宁德时代）已宣布商业化计划，试点生产线正在快速扩大规模。北美和欧洲也是创新Start-Ups和学术研究的重要中心，致力于本土材料创新，并力求建立下一代储能技术的国内製造能力。

儘管这些因素前景可观，但市场仍面临巨大的技术和商业阻力。虽然钠离子电池的能量密度正在不断提高，但其性能通常仍不及先进的锂离子电池，这限制了它们在重量和体积至关重要的应用领域的适用性。建立成熟且具有成本竞争力的专用钠离子电池材料（例如某些正极材料前驱体）供应链，并扩大生产规模以实现真正的规模经济，是实现理论上成本优势必须克服的重大障碍。

竞争格局由多方组成：既有向钠离子电池领域多元化发展的锂离子电池巨头，也有专门研发新型钠离子电池化学技术的Start-Ups，以及学术衍生企业。成功的关键在于：确保关键材料的智慧财产权，在实际环境中验证产品的可靠性，与系统整合商和承购商建立策略合作伙伴关係，以及找到实现经济高效的吉瓦时规模生产的方法。

总之，钠离子电池市场蓄势待发，即将迎来显着成长。它并非旨在全面取代锂离子电池，而是作为补充技术，填补储能产品组合中的关键空白。其发展轨迹将取决于能否兑现降低成本和增强电网储能及特定交通应用领域供应链安全性的承诺。未来的市场发展将取决于大规模技术示范的成功、稳健供应链的建立以及成本目标的实现，这些目标应使其与不断改进的锂离子电池明显区分开来。随着全球储能需求的加速成长，钠离子技术为建构更多元化、更具韧性和永续的电池生态系统提供了一条充满希望​​的途径。

本报告的主要优势：

  • 深入分析：我们提供对主要和新兴地区的深入市场洞察，重点关注客户群、政府政策和社会经济因素、消费者偏好、行业垂直领域和其他细分市场。
  • 竞争格局：了解全球主要参与者的策略倡议，并了解透过正确的策略实现市场渗透的潜力。
  • 市场驱动因素与未来趋势：探索市场驱动因素和关键趋势及其对未来市场发展的影响。
  • 可操作的建议：利用洞察力，做出策略决策，在动态环境中发展新的业务流和收入来源。
  • 受众广泛：对Start-Ups、研究机构、顾问公司、中小企业和大型企业都很有用且经济实惠。

本报告的使用范例

产业与市场分析、机会评估、产品需求预测、打入市场策略、地理扩张、资本投资决策、法规结构及影响、新产品开发、竞争情报

报告范围：

  • 2021年至2025年的历史数据和2026年至2031年的预测数据
  • 成长机会、挑战、供应链前景、法规结构与趋势分析
  • 竞争定位、策略和市场占有率分析
  • 按业务板块和地区（包括国家）分類的收入和预测评估
  • 公司概况（策略、产品、财务资讯、关键发展等）

目录

第一章执行摘要

第二章 市场概览

  • 市场概览
  • 市场定义
  • 调查范围
  • 市场区隔

第三章 商业情境

  • 市场驱动因素
  • 市场限制
  • 市场机会
  • 波特五力分析
  • 产业价值链分析
  • 政策与法规
  • 策略建议

第四章 技术展望

第五章 依外形规格的钠离子电池市场

  • 介绍
  • 圆柱形
  • 方块
  • 小袋

第六章 以最终用户分類的钠离子电池市场

  • 介绍
  • 住宅
  • 商业
  • 产业

第七章 依应用分類的钠离子电池市场

  • 介绍
  • 固定式储能
  • 运输
  • 消费性电子产品
  • 工业备用电源
  • 船舶
  • 其他的

第八章 钠离子电池市场（按地区划分）

  • 介绍
  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 其他的
  • 欧洲
    • 德国
    • 法国
    • 英国
    • 西班牙
    • 其他的
  • 中东和非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 其他的
  • 亚太地区
    • 中国
    • 印度
    • 日本
    • 韩国
    • 印尼
    • 泰国
    • 其他的

第九章：竞争格局与分析

  • 主要企业和策略分析
  • 市占率分析
  • 合併、收购、协议和合作
  • 竞争对手仪錶板

第十章：公司简介

  • CATL
  • Faradion Limited
  • Natron Energy
  • HiNa BATTERY
  • Ronbay Technology
  • Zoolnasm
  • Natrium Energy
  • Kishida Chemical
  • Panasonic Corporation
  • Mitsubishi Corporation

第十一章附录

  • 货币
  • 先决条件
  • 基准年和预测年时间表
  • 相关人员的主要收益
  • 调查方法
  • 简称
简介目录
Product Code: KSI061615905

Sodium Ion Battery Market is expected to grow at a 24.92% CAGR, achieving USD 2092.96 million in 2031 from USD 550.787 million in 2025.

The sodium-ion battery (SIB) market represents a rapidly emerging segment within the broader energy storage landscape, positioned as a promising complementary technology to the dominant lithium-ion chemistry. SIBs operate on similar electrochemical principles but utilize sodium ions as charge carriers, leveraging the fundamental abundance and low cost of sodium. While still in the early stages of commercialization relative to lithium-ion, the market is gaining significant traction due to its compelling value proposition for specific applications, driven by supply chain considerations, safety advantages, and the global push toward electrification and renewable energy integration.

A primary and powerful driver for SIB development is the strategic imperative to diversify the battery supply chain and mitigate risks associated with lithium and other critical minerals. Lithium, cobalt, and nickel face constraints related to geographical concentration, geopolitical volatility, and long-term demand-supply imbalances. Sodium, being one of the most abundant elements on Earth, offers a pathway to a more geographically distributed, secure, and potentially lower-cost raw material base. This attribute makes SIBs particularly attractive for large-scale, cost-sensitive applications where total system cost is paramount, such as stationary grid storage and entry-level electric mobility.

The accelerating global transition to renewable energy is creating immense demand for cost-effective, long-duration energy storage solutions, a key market opportunity for SIBs. The intermittency of solar and wind power necessitates storage to balance supply and demand, ensure grid stability, and maximize the utilization of clean energy. Sodium-ion batteries, with their potential for lower material costs and inherent safety characteristics, are being developed as a viable alternative for grid-scale storage projects, especially where extreme energy density is less critical than lifetime cost, safety, and sustainability.

The burgeoning electric vehicle (EV) market, while currently dominated by high-energy-density lithium-ion batteries, also presents a strategic niche for SIB technology. SIBs are being targeted for specific EV segments where cost, safety, and cycle life may take precedence over maximum range. This includes urban micro-mobility, two- and three-wheelers, and entry-level compact cars, particularly in price-sensitive markets. The technology's performance in cold temperatures and its non-flammable characteristics are additional advantages being explored for automotive applications.

Continuous and significant investment in research and development is a critical catalyst advancing the technology toward commercialization. Efforts are focused on overcoming key challenges, primarily related to energy density and cycle life. Research is concentrated on developing high-performance cathode materials (e.g., layered oxides, polyanionic compounds), stable anodes (hard carbon remains the frontrunner), and compatible electrolytes. Breakthroughs in material science and cell engineering are progressively closing the performance gap with incumbent lithium iron phosphate (LFP) batteries in targeted metrics.

Government and institutional support are playing a vital role in de-risking early-stage development and fostering a competitive ecosystem. National strategies aimed at securing energy storage technology leadership, reducing dependency on foreign lithium supplies, and promoting circular economy principles are leading to targeted funding for SIB research, pilot production facilities, and demonstration projects. This policy-driven support is accelerating the technology's progression from the lab to initial gigawatt-scale manufacturing.

Geographically, China is currently the most active and advanced market, with strong government backing, major battery manufacturers (like CATL) announcing commercialization plans, and a rapid scale-up of pilot production lines. North America and Europe are also significant hubs for innovative startups and academic research, focusing on distinct material innovations and aiming to establish domestic manufacturing capabilities for this next-generation storage technology.

Despite the promising drivers, the market faces substantial technical and commercial headwinds. The current energy density of SIBs, while improving, generally lags behind that of advanced lithium-ion chemistries, limiting their suitability for applications where weight and volume are critical constraints. Establishing a mature, cost-competitive supply chain for specialized SIB materials (e.g., certain cathode precursors) and scaling manufacturing to achieve true economies of scale remain significant hurdles that must be overcome to realize the theoretical cost advantage.

The competitive landscape features a mix of established lithium-ion giants diversifying into SIBs, specialized startups founded specifically around novel sodium-ion chemistries, and academic spin-outs. Success will depend on securing intellectual property for key materials, demonstrating reliable performance in real-world applications, forming strategic partnerships with integrators and off-takers, and navigating the path to cost-effective gigawatt-hour-scale production.

In conclusion, the sodium-ion battery market is poised for substantial growth, not as a wholesale replacement for lithium-ion, but as a complementary technology filling critical gaps in the energy storage portfolio. Its trajectory will be defined by its ability to deliver on the promise of lower cost and enhanced supply chain security for grid storage and specific mobility segments. Future market development hinges on successful technology validation at scale, the creation of a robust supply chain, and the achievement of cost targets that clearly differentiate SIBs from continually improving lithium-ion alternatives. As the global demand for storage accelerates, sodium-ion technology offers a promising pathway to a more diversified, resilient, and sustainable battery ecosystem.

Key Benefits of this Report:

  • Insightful Analysis: Gain detailed market insights covering major as well as emerging geographical regions, focusing on customer segments, government policies and socio-economic factors, consumer preferences, industry verticals, and other sub-segments.
  • Competitive Landscape: Understand the strategic maneuvers employed by key players globally to understand possible market penetration with the correct strategy.
  • Market Drivers & Future Trends: Explore the dynamic factors and pivotal market trends and how they will shape future market developments.
  • Actionable Recommendations: Utilize the insights to exercise strategic decisions to uncover new business streams and revenues in a dynamic environment.
  • Caters to a Wide Audience: Beneficial and cost-effective for startups, research institutions, consultants, SMEs, and large enterprises.

What do businesses use our reports for?

Industry and Market Insights, Opportunity Assessment, Product Demand Forecasting, Market Entry Strategy, Geographical Expansion, Capital Investment Decisions, Regulatory Framework & Implications, New Product Development, Competitive Intelligence

Report Coverage:

  • Historical data from 2021 to 2025 & forecast data from 2026 to 2031
  • Growth Opportunities, Challenges, Supply Chain Outlook, Regulatory Framework, and Trend Analysis
  • Competitive Positioning, Strategies, and Market Share Analysis
  • Revenue Growth and Forecast Assessment of segments and regions including countries
  • Company Profiling (Strategies, Products, Financial Information), and Key Developments among others.

Sodium Ion Battery Market Segmentation

  • By Form Factor
  • Cylindrical
  • Prismatic
  • Pouch
  • By End-User
  • Residential
  • Commercial
  • Industrial
  • By Application
  • Stationary Energy Storage
  • Transportation
  • Consumer Electronics
  • Industrial Backup Power
  • Marine
  • Others
  • By Geography
  • North America
  • USA
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Others
  • Europe
  • Germany
  • France
  • United Kingdom
  • Spain
  • Others
  • Middle East and Africa
  • Saudi Arabia
  • UAE
  • Others
  • Asia Pacific
  • China
  • India
  • Japan
  • South Korea
  • Indonesia
  • Thailand
  • Others

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

2. MARKET SNAPSHOT

  • 2.1. Market Overview
  • 2.2. Market Definition
  • 2.3. Scope of the Study
  • 2.4. Market Segmentation

3. BUSINESS LANDSCAPE

  • 3.1. Market Drivers
  • 3.2. Market Restraints
  • 3.3. Market Opportunities
  • 3.4. Porter's Five Forces Analysis
  • 3.5. Industry Value Chain Analysis
  • 3.6. Policies and Regulations
  • 3.7. Strategic Recommendations

4. TECHNOLOGICAL OUTLOOK

5. SODIUM ION BATTERY MARKET BY FORM FACTOR

  • 5.1. Introduction
  • 5.2. Cylindrical
  • 5.3. Prismatic
  • 5.4. Pouch

6. SODIUM ION BATTERY MARKET BY END-USER

  • 6.1. Introduction
  • 6.2. Residential
  • 6.3. Commercial
  • 6.4. Industrial

7. SODIUM ION BATTERY MARKET BY APPLICATION

  • 7.1. Introduction
  • 7.2. Stationary Energy Storage
  • 7.3. Transportation
  • 7.4. Consumer Electronics
  • 7.5. Industrial Backup Power
  • 7.6. Marine
  • 7.7. Others

8. SODIUM ION BATTERY MARKET BY GEOGRAPHY

  • 8.1. Introduction
  • 8.2. North America
    • 8.2.1. USA
    • 8.2.2. Canada
    • 8.2.3. Mexico
  • 8.3. South America
    • 8.3.1. Brazil
    • 8.3.2. Argentina
    • 8.3.3. Others
  • 8.4. Europe
    • 8.4.1. Germany
    • 8.4.2. France
    • 8.4.3. United Kingdom
    • 8.4.4. Spain
    • 8.4.5. Others
  • 8.5. Middle East and Africa
    • 8.5.1. Saudi Arabia
    • 8.5.2. UAE
    • 8.5.3. Others
  • 8.6. Asia Pacific
    • 8.6.1. China
    • 8.6.2. India
    • 8.6.3. Japan
    • 8.6.4. South Korea
    • 8.6.5. Indonesia
    • 8.6.6. Thailand
    • 8.6.7. Others

9. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 9.1. Major Players and Strategy Analysis
  • 9.2. Market Share Analysis
  • 9.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 9.4. Competitive Dashboard

10. COMPANY PROFILES

  • 10.1. CATL
  • 10.2. Faradion Limited
  • 10.3. Natron Energy
  • 10.4. HiNa BATTERY
  • 10.5. Ronbay Technology
  • 10.6. Zoolnasm
  • 10.7. Natrium Energy
  • 10.8. Kishida Chemical
  • 10.9. Panasonic Corporation
  • 10.10. Mitsubishi Corporation

11. APPENDIX

  • 11.1. Currency
  • 11.2. Assumptions
  • 11.3. Base and Forecast Years Timeline
  • 11.4. Key Benefits for the Stakeholders
  • 11.5. Research Methodology
  • 11.6. Abbreviations