China Sodium-Ion Battery Market to Flourish at a CAGR of Around 32.33% During 2026-32

The China sodium-ion battery market was valued at USD 0.22 billion in 2025 and is projected to grow from USD 0.27 billion in 2026 to USD 1.45 billion by 2032, registering a CAGR of 32.33% during 2026–2032. The market is gaining momentum as sodium-ion technology progresses from development and pilot projects toward commercial deployment across electric vehicles and stationary energy storage applications.

Rapid expansion of China's new energy vehicle market is creating a significant demand pool for sodium-ion batteries. During the first seven months of 2026, NEV sales reached 9.0 million units, increasing nearly 10% year on year, while NEVs represented more than 50% of cumulative new-car sales. Additionally, the February 2026 launch by CATL and Changan of a mass-produced passenger EV using sodium-ion batteries demonstrated accelerating commercialization, with CATL's Naxtra battery providing energy density of up to 175 Wh/kg and more than 400 km of range.

Furthermore, stationary energy storage remains a major growth driver as China's new-type energy-storage capacity reached 136 GW/351 GWh by the end of 2025. In parallel, CATL and HyperStrong signed a three-year, 60 GWh sodium-ion energy-storage agreement in April 2026, while CATL is adding 40 GWh of annual sodium-ion capacity at its Fuding base and has planned 160 GWh at its Jining facility. Consequently, expanding storage infrastructure is supporting the transition toward large-scale sodium-ion deployment.

Moreover, China's sodium-ion battery industry is witnessing rapid manufacturing and supply-chain expansion. The country shipped an estimated 8.1 GWh of sodium-ion batteries in 2025, up sharply from 3.7 GWh in 2024, with energy storage applications absorbing more than 60% of volume. The market remains moderately consolidated, with Ningbo Veken Technology, CATL, BYD, Jiangsu Highstar Power, and Tianneng Battery Group collectively accounting for approximately 73% of reported sodium-ion battery shipments. These trends are highlighted in the latest report, "China Sodium Ion Battery Market Analysis, 2026."

China Sodium-Ion Battery Market Highlights

The China Sodium Ion Battery market was valued at USD 0.22 billion in 2025 and is projected to reach USD 0.27 billion in 2026, further expanding to USD 1.45 billion by 2032.
The market is projected to register a CAGR of 32.33% during 2026–2032, supported by the rapid expansion of grid-scale energy storage, increasing commercialization of sodium-ion technology, and growing deployment across electric vehicles and stationary energy-storage applications.
By application, stationary energy storage accounts for approximately 73% share in 2026, supported by China's expanding energy-storage infrastructure and the suitability of sodium-ion batteries for applications where lower energy density is less restrictive. China's new-type energy-storage capacity reached 136 GW/351 GWh by the end of 2025.
By battery chemistry, polyanionic chemistry accounts for approximately 45% share in 2026, supported by the increasing adoption of sodium iron phosphate (NFPP), which offers structural stability, safety, long cycle life, and cost advantages. NFPP's share of China's sodium-ion cathode materials reached 69% in July 2025 and exceeded 70% during multiple periods in late 2025 and early 2026.
China's sodium-ion battery industry is moderately consolidated, with the top five players collectively accounting for approximately 73% of reported sodium-ion battery shipments. Leading companies include Ningbo Veken Technology Co., Ltd., Contemporary Amperex Technology Co., Limited, BYD Company Limited, Jiangsu Highstar Power Co., Ltd., and Tianneng Battery Group Co., Ltd.

China Sodium-Ion Battery Market Segmentation

By Battery Chemistry
- Prussian Blue/White
- Layered Oxide
- Polyanionic
- Organic
- Others
By Form Factor
- Cylindrical
- Prismatic
- Pouch
By Application
- Stationary Energy Storage
- Transportation
- Consumer Electronics
- Industrial Backup Power
- Marine & Other Applications
By End-User Industry
- Utility
- Residential
- Commercial & Industrial
- Automotive
By Region
- East China
- North China
- South China
- Central China
- Southwest China
- Northwest China
- Northeast China