Sodium-ion battery industrialization faces a significant production challenge.

    The year 2026 is recognized by the industry as the inaugural year for the large-scale commercialization of sodium-ion batteries. According to incomplete data from the CESA Energy Storage Application Branch’s industry database, as of October 2026, 109 sodium-ion battery expansion projects had been announced in China, with a combined designed annual capacity of approximately 400.9 GWh. Among these, 74 projects reported a total planned investment of roughly 167.77 billion yuan. However, only 47 GWh of capacity has actually been put into production—representing an implementation rate of just 11.72%—with the total designed capacity being approximately 8.5 times greater than the capacity currently in operation.