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 MaterialResearch and Development ProductionOvercoming multiple industry technology pain points, balancing safety, cost, and recyclability advantages, possessingThe industry's first 10000 ton NFS/NPPP dual stack flexible production line，The product has achieved mass delivery, covering multiple application scenarios such as lightweight power and energy storage, and steadily advancing its market layout both domestically and internationally.
In 2026, it is referred to as sodium electricity; The first year of large-scale production;. Global shipments are expected to exceed 26GWh, a year-on-year increase of nearly 200%; In the first seven months domestically, financing reached 2.02 billion yuan and expansion plans exceeded 60.5 billion yuan, with capital and production capacity flowing in simultaneously.
In this competition, the polyanion route, with its comprehensive advantages of safety, long cycle, and cost certainty, has climbed to 77% of shipments and become the mainstream direction of industrialization.
