Top 5 sodium-ion cathode companies in China in 2022
Our website has previously compiled top 10 sodium ion battery manufacturers. This article will sort out top 5 sodium-ion cathode companies in China, and introduce the layout and development of these companies in sodium-ion cathodes.
Top 5 sodium-ion cathode companies in China
Ronbay
| Established date | December 20, 2016 |
| Company location | Xiamen, Fujian |
| Total market value | 29.604 billion RMB |
| Company website | http://www.xtc-xny.com |
Company profile:
Ronbay is a multinational group company in the high-tech new energy material industry, specializing in the research and development, production and sales of lithium battery cathode materials. It is jointly built by two teams from China and South Korea with more than 20 years of successful entrepreneurial experience in the lithium battery cathode material industry.
The company landed on the Science and Technology Innovation Board of the Shanghai Stock Exchange on July 22, 2019, becoming one of the first 25 listed companies on the Science and Technology Innovation Board.
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The company has continuously carried out technical research on nickel-manganese materials, solid-state battery cathode materials, and sodium-ion battery cathode materials, and has made great progress. Ronbay has launched single crystal NCM523, single crystal NCM622 ternary cathode materials, and high-nickel NCM811 mass production. The company’s NCM811 products are widely used in new energy vehicles, and the production scale of NCM811 products is in the leading position in the industry.
One of top 5 sodium-ion cathode companies in China, Ronbay is also in the process of R&D and production line construction of ferromanganese Prussian white and layered oxide cathode materials for sodium-ion batteries. On August 16, Ronbay said that in terms of sodium-ion battery materials, the company plans to reach 1,000-ton shipments per month in 2023.
ZEC
| Established date | April 26, 2004 |
| Company location | Guiyang, Guizhou |
| Total market value | 21.234 billion RMB |
| Company website | http://www.zh-echem.com/ |
Company profile:
Since its establishment, the company has focused on the research and development, production and sales of lithium-ion battery cathode materials, mainly providing lithium-ion battery cathode materials for new energy vehicles such as motorcycle batteries, golf cart batteries, etc. and 3C consumer electronics. Cathode materials used in the field of new energy vehicles, covering various types of primary particle large single crystal nickel cobalt lithium manganate ternary cathode materials (NCM) including medium nickel, medium high nickel and high nickel, are the company’s core competitive products.
Cathode materials for consumer electronics mainly include high-voltage lithium cobalt oxide, composite ternary cathode materials and primary particle large single crystal ternary cathode materials. By the end of 2021, the company has built a cathode material production line with an annual output of 50,000 tons.
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ZEC in top 5 sodium-ion cathode companies has an early layout in the field of cathode materials for sodium-ion batteries, and has now achieved ton-level output and sales. The cathode materials for sodium-ion batteries developed by ZEC have the characteristics of high compaction density, high capacity, low pH value, low free sodium and low cost. High compaction density and high capacity help to improve the energy density of batteries.
Low pH value and low free sodium can effectively improve the air stability of the material and the stability of the battery slurry, thereby improving the overall stability and consistency of the battery, and improving the defect of gas production and swelling of the battery. In addition, the layered oxide sodium electrode material developed by the company has a relatively low content of nickel, and the product is more cost-effective.
Xtc New Energy
| Established date | December 20, 2016 |
| Company location | Xiamen, Fujian |
| Total market value | 29.604 billion RMB |
| Company website | http://www.xtc-xny.com |
Company profile:
Xtc New Energy is a wholly-owned subsidiary of XTC, the world leader in the tungsten industry. On the basis that the market share of tungsten series products ranks first in the world, XTC actively develops new energy materials industry including lithium battery cathode materials. Since 2002, the company has invested heavily in the establishment of lithium cobalt oxide, lithium manganate, ternary materials and lithium iron phosphate production lines.
With the continuous expansion of the company’s new energy materials business scale, in order to better realize the independent operation of the new energy materials business, and promote the improvement of the operating performance and core competitiveness of the new energy materials business. On December 20, 2016, the company spun off the new energy materials business from the parent company of XTC and established Xtc New Energy.
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As a companies of top 5 sodium-ion companies in 2022, Xtc New Energy mainly promotes medium-nickel high voltage battery in ternary products, and the shipment of high-voltage ternary products is expected to be 50,000-60,000 tons this year. Among them, 4.4V products have started mass production of about 10,000 tons this year, which is the only company in China that can mass-produce 4.4V high-voltage ternary products.
Lithium battery cathode material leader, the company formerly known as XTC, was able to achieve A-share listing through the group spin-off, and its current business is mainly lithium battery cathode material products such as high-voltage lithium cobalt oxide. While stabilizing the main business, the company is actively deploying all-solid-state battery materials, lithium replenishment technology and sodium-ion battery materials.
EASPRING
| Established date | June 3, 1998 |
| Company location | Fengtai, Beijing |
| Total market value | 36.225 billion RMB |
| Company website | http://www.easpring.com |
Company profile:
EASPRING is a leading enterprise in China’s lithium battery cathode material industry and was listed on the Growth Enterprise Market in 2010. At present, it has developed into one of the most influential enterprises integrating independent innovation, achievement transformation and industrial operation in the field of lithium battery cathode materials and intelligent equipment.
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In top 5 sodium-ion cathode companies in China, EASPRING is also in the process of deployment. According to the company announcement (March 2022), the company has organized a special team to carry out the research and development of key materials for sodium-ion batteries. In April 2022, the company signed a strategic cooperation agreement with Lishen.
The two parties will cooperate in cutting-edge technology fields such as sodium-ion batteries to make technical reserves for the next-generation battery form. The company has a rich structure of overseas customers and a deep reserve of sodium-ion battery technology, which is also worth seeing.
GEM
| Established date | December 28, 2001 |
| Company location | Shenzhen, Guangdong |
| Total market value | 40.263 billion |
| Company website | http://www.gem.com.cn |
Company profile:
Over the past 20 years, GEM has implemented the goal of promoting carbon peaking and carbon neutrality by mining urban mines and developing new energy materials, establishing a resource recycling model and a clean energy material model. The company has made a breakthrough in solving the key technical difficulties in the green treatment and recycling of typical waste resources such as used batteries, electronic waste and end-of-life vehicles in China.
The world’s advanced new energy full life cycle value chain, cobalt and tungsten rare metal resource recycling value chain, electronic waste and waste plastic recycling value chain and other resource recycling models and new energy recycling models have been constructed.
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GEM has a number of patents, such as the method of replenishing sodium for sodium-ion batteries, sodium-ion batteries and their preparation methods. Relevant industrial technologies have been accumulated in the two major technical routes of sodium-ion battery materials such as Prussian blue and layered oxides, and many downstream customers have certified them.
GEM in the top 5 sodium-ion cathode companies has completed the research and development of sodium-ion battery materials and entered the downstream user testing stage. GEM has successfully solved the technical problems of green recycling of prominent pollutants such as used batteries, rare metal waste, electronic waste, and scrapped cars in China, created a standard system for urban mineral recycling, and applied for 500 patents.
