Chinese Firms Announce Major Milestones in Li-ion and Na-ion Battery Supply Chains, Including 80 GWh Production Base and 10,000-Ton Cathode Plant

August 2, 2026

Energytrend China

Overview

Leading Chinese companies have announced significant advancements in their lithium-ion and sodium-ion battery supply chains, with over 500 million RMB invested in energy storage line upgrades and the completion of the first phase of an 80 GWh lithium battery base in Xiamen. Concurrently, environmental impact assessments for sodium-ion battery projects by Tongxing Haosheng and Guangxi Ningfu were approved, and Tongxing Technology’s 10,000-ton/year sodium-ion cathode material project is slated for Q4 2026 production. These developments underscore China’s aggressive strategy to bolster domestic battery manufacturing capabilities and global competitiveness, particularly in the burgeoning sodium-ion sector.

In Depth

Key Findings

Chinese battery industry leaders have announced substantial progress in bolstering their lithium-ion and sodium-ion battery supply chains, marked by over 500 million RMB in strategic investments and the initiation of large-scale production facilities. A subsidiary of Shanghai Putailai New Materials Co., Ltd. is upgrading energy storage production lines with a 500 million RMB investment, while the first phase of an 80 GWh lithium battery manufacturing base in Xiamen has been completed, significantly expanding the nation’s Li-ion capacity.

Technical and Business Details

The 80 GWh lithium battery base in Xiamen represents a critical expansion designed to meet the escalating demand from electric vehicles (EVs) and stationary energy storage systems (ESS). In the sodium-ion battery sector, environmental impact assessments (EIAs) for projects spearheaded by Tongxing Haosheng and Guangxi Ningfu have received approval, clearing the path for their full-scale development and production. This regulatory green light is a crucial step towards the commercialization of Na-ion technology.

Furthermore, Tongxing Technology’s 10,000-ton per year sodium-ion cathode material project is scheduled to commence initial production in October 2026, targeting full operational capacity by December of the same year. Cathode materials are central to battery performance, and the establishment of a stable, high-volume supply chain for these components is vital for accelerating the deployment and widespread adoption of sodium-ion batteries.

Background and Industry Context

Amid intense global competition to establish robust next-generation battery supply chains, China is strategically focusing on both lithium-ion and sodium-ion technologies. Na-ion batteries offer advantages in resource availability and cost stability compared to lithium, making them an attractive alternative for specific applications. These investments are part of China’s broader effort to maintain its leadership in battery innovation and manufacturing, addressing both domestic and international market needs. The move towards sodium-ion also serves as a hedge against potential supply chain disruptions and price volatility in the lithium market.

Strategic Significance and Outlook

The rapid advancement of these projects signals continued robust growth in China’s battery industry, reinforcing its global market position. The mass production of sodium-ion components and cells is expected to facilitate the deployment of more affordable and sustainable energy storage solutions, crucially supporting the expansion of renewable energy sources and grid stabilization efforts. With Tongxing Technology’s cathode material production reaching full capacity by late 2026, the commercial viability of sodium-ion batteries is poised for significant acceleration, offering new options for various energy storage applications.

Source: https://www.energytrend.com/news/20260731-51858.html

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