“钠电”新时代来了？宁德时代等巨头齐发新品它能否击败锂电？

每日经济新闻04-22 00:56

4月21日，宁德时代（SZ300750，股价447.60元，市值2.04万亿元）举办“超级科技日”活动。而最受业界关注的，当属钠离子电池（钠电）。　　2022年，在碳酸锂价格节节攀升之际，钠电备受业界推崇，然而很快沉寂。不过，这一波似乎大不相同，相比当时的“稚嫩”，如今的钠电已经渐渐走向成熟。　　起点研究院院长李振强对《每日经济新闻》记者表示：“实际上今年钠电已经热了很多，头部锂电企业都出了钠电...

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Can giants such as CATL defeat lithium battery when they launch new products?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300750":1.96,"03750":1.96,"EVS.SI":0.6},"content_text":"4月21日，宁德时代（SZ300750，股价447.60元，市值2.04万亿元）举办“超级科技日”活动。而最受业界关注的，当属钠离子电池（钠电）。　　2022年，在碳酸锂价格节节攀升之际，钠电备受业界推崇，然而很快沉寂。不过，这一波似乎大不相同，相比当时的“稚嫩”，如今的钠电已经渐渐走向成熟。　　起点研究院院长李振强对《每日经济新闻》记者表示：“实际上今年钠电已经热了很多，头部锂电企业都出了钠电产品。”　　远景动力储能电芯总裁钱振华也告诉每经记者：“钠电不是锂电的简单替代，而是面向特定场景、具备独立价值的技术路线。”　　钠电新品频发 　　在此次“超级科技日”上，宁德时代首席科学家、中国工程院院士吴凯表示，钠离子电池在高温、极寒等出行场景以及储能领域有广阔应用场景，目前已经解决了制造环节的核心问题，将于年内大规模量产。　　2026年年初，比亚迪、远景动力也相继发布钠电新品。　　曾经，光伏行业从P型到N型的跃升，就是得益于行业龙头晶科能源率先大规模投产TOPCon（隧穿氧化层钝化接触），从而解决设备价格高企的难题，带来TOPCon路线快速成为主流。　　如今，行业巨头宁德时代宣称将年内大规模量产钠电，属于钠电的新时代来了吗？　　中国厂商之所以钟情于钠电，很大程度上是由于锂矿受制于人。高品质、低成本的盐湖提锂、锂辉石大多集中在国外，比如澳大利亚的锂辉石以及智利的盐湖提锂。国内的锂云母，虽然储量庞大，但品质较低，开采成本也相对较高。　　相比碳酸锂，碳酸钠的用途和制备已经非常完备。实际上，碳酸钠就是纯碱，是一种历史悠久的化工品，广泛应用于玻璃、造纸、纺织等行业。　　李振强表示：“纯碱才1000多元/吨。此外，当下NFPP（磷酸铁钠）是主流。磷酸铁钠生产工艺与磷酸铁锂基本一致，磷酸铁锂的生产线可以直接改过来做磷酸铁钠。”　　目前，锂电主流是磷酸铁锂，其前驱体为磷酸铁，而磷酸铁也可以制备磷酸铁钠。即钠电主流正极材料磷酸铁钠可以和锂电主流正极磷酸铁锂共用前驱体磷酸铁。　　原料的优势与劣势 　　钠电在正极材料制备工艺上与锂电高度一致。在原料领域，却较锂电有较大优势。根据SMM数据，4月20日，电池级碳酸锂均价为17.25万元/吨。相比之下，据起点研究院，4月18日，电池级碳酸钠均价为4467元/吨。即电池级碳酸锂价格为电池级碳酸钠价格的38倍。　　同期，NFPP（复合磷酸铁钠）的均价为2.89万元/吨。而磷酸铁锂价格在6万元/吨左右。　　目前，国内企业主要面向储能，路线基本以聚阴离子+硬碳+大方形为主。主要企业包括宁德时代、亿纬锂能、海辰储能、楚能新能源、远景动力。海外钠电布局方面，LG新能源主要走聚阴离子和层状氧化物路线，核心产品面向12V/48V（伏）启停电池、储能电池和平价电动车。　　磷酸铁钠属于聚阴离子路线。可以看出，该路线正极成本优势很大。不过，硬碳价格却较锂电的石墨负极成本高出不少。　　根据起点研究院，进口硬碳负极均价为9.08万元/吨。而硬碳负极低端、中端、高端产品均价分别为2.94万元/吨、3.81万元/吨和5.64万元/吨。相比之下，锂电所用的石墨负极方面，低端、中端、高端储能人造石墨均价分别为1.82万元/吨、2.08万元/吨和2.49万元/吨。　　需要注意的是，若宁德时代、比亚迪、远景动力等龙头厂商钠电产能放量，钠电相关原料或因规模化提升而持续降本。　　李振强表示：“钠电今年年底应该可以做到四毛多，而锂电磷酸铁锂路线价格可能会涨到四毛至五毛之间。”　　也就是说，2026年钠电与锂电的价格可能逆转，即钠电价格将低于锂电。　　钠电的规模化量产已在路上，那么，其又将率先使用在哪些领域呢？　　钱振华表示：“针对人工智能数据中心（AIDC）的储能需求，钠电具有明确适配性。目前储能在AIDC的应用主要分为三类场景：墙外（园区外部），中压侧（35kV），板端（芯片供电端）。其中，中压侧场景对于倍率要求较高。随着机柜功率持续提升，对备电和平滑的电池功率要求也显著增高。传统UPS（不间断电源）多为15分钟（4P放电），而钠电池凭借高倍率、高安全的核心优势，可实现6P放电，是GPU（图形处理器）升级后AIDC储能用电池的理想选择。”　　其补充表示：“随着产能爬坡和产业链成熟，钠电有望在储能领域走出一条差异化的增长路径，与锂电形成协同互补。”据他判断，钠电将率先在AIDC、高温高寒领域实现规模化应用。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2629705937","isCrawlerRequest":true}

“钠电”新时代来了？宁德时代等巨头齐发新品 它能否击败锂电？

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“钠电”新时代来了？宁德时代等巨头齐发新品它能否击败锂电？