CATL Lands Record 60GWh Sodium-Ion Battery Deal, Triggering Global Industrialization Inflection Point

NINGDE, China – April 27, 2026 – CATL has signed a historic three-year strategic framework agreement with Hyperstrong, securing the world’s largest sodium-ion battery order to date at 60 GWh. This landmark deal officially validates CATL’s full-scale mass production capabilities for sodium-ion technology, marking the end of pilot-phase testing and the beginning of gigawatt-scale commercial deployment across global energy and mobility markets.

As CATL’s first dedicated strategic partner for sodium-based energy storage, Hyperstrong will collaborate on joint technology R&D, product engineering, and large-scale project deployment. The agreement was signed by Li Yue, Vice President of CATL’s Zero-Carbon Energy Business Unit (China), and Zhao Qing, Vice President of Hyperstrong, in a ceremony held at CATL’s headquarters in Ningde.

Breakthrough Technology & Platform Compatibility

CATL’s Naxin sodium-ion batteries deliver industry-leading performance metrics: 175 Wh/kg cell-level energy density, 5C ultra-fast charging capability, 10,000 full charge-discharge cycles, and reliable operation across an extreme temperature range of -40°C to 70°C. These achievements are made possible by proprietary cathode morphology control, angstrom-level pore regulation, and surface molecular water-locking technologies that have solved long-standing production bottlenecks including hard carbon electrode foaming and strict humidity requirements.

A critical competitive advantage is CATL’s platform-compatible design, which uses the same prismatic cell form factor as its lithium-ion products. This allows seamless integration with existing lithium battery production lines and supply chains, slashing adaptation costs and cutting time-to-market for both grid-scale storage projects and vehicle applications by months.

Roadmap to Mass Adoption

CATL first unveiled its Naxin sodium-ion brand in 2024, entering initial mass production in 2025. In April 2025, it launched the world’s first sodium-ion battery compliant with China’s new national standards, followed by a December 2025 announcement that sodium batteries would be deployed at scale across battery swap stations, passenger EVs, commercial vehicles, and stationary energy storage starting in 2026.

The company’s “sodium-lithium dual-star” strategy positions the two chemistries as complementary rather than competitive: sodium batteries excel in low-temperature environments, cost-sensitive applications, and grid storage, while lithium batteries remain optimal for high-range premium EVs. Naxin batteries completely eliminate winter range degradation, delivering over 200 km of electric range for plug-in hybrids and over 500 km for full-electric vehicles even in sub-zero conditions.

Industry Momentum & Future Outlook

Major automakers are already lining up to adopt the technology. Changan Auto has officially announced plans to integrate Naxin batteries across multiple brands, with public winter testing completed earlier this year. GAC Group and JAC Motors are expected to follow with their own sodium-ion vehicle programs in the coming months.

Gao Huan, CATL’s CTO, noted that sodium-ion technology offers inherent advantages including abundant raw materials, lower carbon footprint, and enhanced safety compared to some lithium-ion formulations. With the 60 GWh order in place, CATL is positioned to make sodium batteries a cornerstone of the global energy transition, driving down costs and accelerating decarbonization across all sectors.

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