Sodium batteries achieve major technological breakthroughs, multiple stocks hit the daily limit, and investors ahead of time "laying out" these stocks(list)

On April 7 at the start of the trading day, the sodium-ion battery concept continued to surge. ChuanYi Technology sealed the board within 1 minute of the open. Weilan Lithium Core and Gaole股份 also hit the daily limit in a straight-line move. Several other stocks, including LianDe Equipment, XiongTuo股份, Penghui Energy, Huayang股份, and others, also followed suit and rose sharply.

My country’s sodium-ion battery achieves major breakthrough

According to a report from Science and Technology Daily, on April 6, a research team led by Hu Yongsheng at the Institute of Physics, Chinese Academy of Sciences, published a landmark achievement in Nature Energy: the team successfully developed a self-protecting, polymerizable nonflammable electrolyte (PNE). For the first time globally, in an ampere-hour–class sodium-ion battery, they achieved a complete blockade of thermal runaway.

The team broke with the traditional view that “flame-retardant electrolytes equal safety.” Instead of relying on a single line of defense, it built a three-in-one intelligent safety protection system of “thermal stability–interface stability–physical isolation.” When the battery temperature abnormally rises to above 150°C, the PNE automatically changes from liquid to a solidified dense barrier—like building an “intelligent firewall” inside the battery—to completely cut off the propagation path of thermal runaway.

It is also worth noting that this breakthrough did not sacrifice the battery’s high-performance. The battery features excellent wide-temperature performance (-40°C to 60°C) and high-voltage stability (>4.3V), and all materials are mature industrialized products, giving it a strong competitive advantage in industrialization.

The report said this achievement has updated people’s understanding of battery safety, laying a solid foundation for the commercialization and deployment of sodium-ion batteries in areas such as electric vehicles, heavy trucks, and large-scale energy storage.

The industry is accelerating toward “scale-based applications”

A sodium-ion battery (SIBs) is a secondary battery that uses sodium ions as the charge carriers to complete charging and discharging.

Compared with lithium batteries, sodium batteries have advantages such as abundant resources, low mining and extraction cost, good low-temperature tolerance, fast charging, and strong rate and performance. Meanwhile, as an important supplement to lithium batteries, the composition and structure of sodium batteries are also relatively similar, mainly including cathode materials, anode materials, electrolytes, separators, current collectors, and so on.

（Source: Dongguan Securities research report）

Data from the Qidian Research Institute shows that in 2025, the global shipments of sodium-ion batteries reached 9GWh, up 150% year over year. It is expected that in 2026, global shipments will reach 26.8GWh, up 198% year over year. By 2030, the global energy-storage sodium battery market size is expected to reach 580GWh. In the same period, the market size for vehicles using sodium batteries will exceed 410GWh.

（Source: Jianghai Securities research report）

“Under multiple drivers, including continuous technological iteration, gradually improving supply-chain supporting capabilities, ongoing reductions in manufacturing costs, and policy support, sodium batteries are about to enter a new stage of scaled commercial promotion.”

Dongguan Securities, in its latest research report, pointed out that in 2026, the sodium battery business of leading battery companies will accelerate. Sodium batteries are expected to officially enter the first year of large-scale applications, and the prospects for industry-scale expansion are promising. Companies that take a forward-looking layout of key core links in the sodium battery industry chain are expected to be among the first to share the industry’s growth dividend. It is recommended to pay attention to battery manufacturers that are ahead in sodium battery industrialization progress and their key material suppliers.

Jianghai Securities also said that currently, the global sodium battery market applications are mainly concentrated in energy storage, start-stop systems, two-wheelers, new-energy vehicles with mid-to-low range, UPS, and others. As the industry moves toward “scale-based applications,” it is recommended to focus on investment opportunities across each materials segment.

Multiple concept stocks recently saw aggressive buying by leveraged investors

According to Oriental Fortune’s concept sector data, in the current A-share market there are more than 60 stocks related to the sodium-ion battery concept, with a combined total market value of nearly RMB 3 trillion. Besides Ningde Times, the RMB 1-trillion powerhouse far ahead in size, EVE Energy and China Three Gorges Energy also have market values exceeding RMB 8B. Eko Blue Sky and TianCi Materials have total market values of RMB 98.3 billion and RMB 88.6 billion, respectively.

Since 2026, nearly 40% of sodium-ion battery concept stocks have recorded share-price gains. In addition to Eko Blue Sky, which listed earlier in the year, Baichuan Shares ranks first with a gain of 78.94%. KeXiang Shares has cumulatively risen by more than 60%. Five stocks, including Bobosun Precision, Wansrun New Energy, and XiongTuo股份, all saw gains of more than 30% within their respective trading ranges.

In terms of capital, according to Oriental Fortune’s Choice data, over the past two weeks, 15 sodium-ion battery concept stocks obtained net purchases of financing exceeding RMB 8B each. Among them, CN Wei New Materials and TianCi Materials received incremental additions by leveraged funds of RMB 189 million and RMB 187 million, respectively. Baichuan Shares also saw leveraged investors rush in with RMB 176 million. Penghui Energy, Xinwangda, and EVE Energy all recorded net financing purchases in the range of RMB 112 million to RMB 135 million.

Recently, TianCi Materials disclosed in an institutional research survey that the company already has production capacity for sodium-ion electrolytes and sodium hexafluorophosphate material. The company’s existing electrolyte production plants can be adapted to produce sodium-ion electrolytes. Going forward, the company will gradually increase production volumes according to market demand.

In mid-to-late March, EVE Energy stated on an interactive platform that the company is proactively exploring applications of sodium-ion batteries in the energy storage sector. In September 2025, the company’s first large-capacity sodium-ion battery energy storage system successfully connected to the grid and completed commissioning and testing at its Jingmen base, and then moved into commercial operation. This marks a key breakthrough for the company in new energy storage technology. In addition, the headquarters project for EVE Sodium started construction in December of last year, and upon completion it will become a domestic leading industrialization base for sodium-ion batteries.

Sungyang Shares previously also introduced via an interactive platform that, currently, both the company’s sodium-ion battery layered oxide products and products based on the polyanion technology route have completed verification and testing by third-party authoritative testing institutions. The company has entered the stage of market-based demonstration application verification in specific application scenarios.

（Source: Oriental Fortune Research Center）