On August 28, 2026, from Qidian ResearchStarting point sodium electricityThe "2026 11th Qidian Sodium and Electricity Forum and Global Sodium and Electricity TOP Ranking Conference" was held at the Dengxi Road International Hotel in Bao'an, Shenzhen.

On site release of the 2026H1 Global Sodium Battery Materials Enterprise Competitiveness TOP10 Ranking

At the meeting, Qidian Research Institute and Qidian Sodium Electric officially announced2026H1 Global Sodium Battery Material Enterprises Competitiveness TOP10 Ranking，Nayuan new materialsrankNFSRanked first in the comprehensive competitiveness of positive electrode materials and among the top five global enterprises in the category of sodium electrical materials.（Click to view the original report）

As a research platform with broad industry credibility in the field of sodium electricity,Qidian Research InstituteWith over ten years of research accumulation in the new energy industry chain, this ranking is based on field industry research and first-hand industry chain data. This ranking is comprehensiveMarket share, technological innovation, brand influence, industrial chain layout, growth potentialthe five majordimensional metricWeighted evaluation.

Sodium Yuan New Materials focuses onNFS/NFPP Sodium Electropolyanion Positive Electrode Material的研发生产，攻克多项行业技术痛点，兼顾安全、成本与可回收优势，拥有业内首条万吨级NFS/NFPP双栈柔性产线，产品已实现批量交付，覆盖轻型动力、储能等多元应用场景，稳步推进海内外市场布局。

2026年被称为钠电"规模化量产元年"。全球出货量预计突破26GWh，同比增长近200%；国内前7个月融资20.2亿元、扩产规划超605亿元，资本与产能同步涌入。

在这场竞赛中，聚阴离子路线凭借安全、长循环与成本确定性的综合优势，出货占比已攀升至77%，成为产业化事实上的主流方向。