继在商用车领域率先落地之后，宁德时代的钠离子动力电池，正在迈出更关键的一步。
After making its first move in commercial vehicles, CATL’s sodium-ion batteries are now taking a decisive step forward.
多方独立信源显示，宁德时代旗下钠电品牌“钠新”，即将正式进入乘用车市场，并启动公开冬测。
Multiple independent sources indicate that CATL’s sodium battery brand “Naxin” is preparing for public winter testing in passenger vehicles.
首批参与测试的车型中，已确认包括长安欧尚，后续广汽、江淮等品牌的乘用车也将陆续跟进。
Confirmed test vehicles include models from Changan Oshan, with passenger cars from GAC and JAC expected to follow.
这意味着，钠电池不再只是“概念验证”，而是真正开始接受乘用车场景的现实考验。
This marks a shift from conceptual validation to real-world passenger car testing.
从商用车起步，钠电正在走熟路
From Commercial Vehicles to Mass Adoption
1月22日，宁德时代正式发布天行 II 轻商解决方案，并同步推出量产级钠离子电池产品。
On January 22, CATL officially launched its Tianxing II light commercial solution alongside mass-produced sodium-ion batteries.
该款45kWh钠电池主要面向小微卡和中小型VAN车型，即便在零下30℃的极寒环境下，依然能够实现即插即充、满载爬坡。
The 45 kWh battery targets light trucks and vans, maintaining plug-and-charge capability and full-load climbing even at -30°C.
低温，一直是新能源商用车最现实、也最昂贵的痛点之一。
Cold-weather performance has long been one of the most costly pain points for new energy commercial vehicles.
而钠电池，正在这一场景中展现出它的第一性优势。
Sodium batteries are showing fundamental advantages precisely in this scenario.
市场已经开始提前下注
The Market Is Already Pricing It In
消息传出后，钠电池板块指数次日上涨3.32%，并创下自2021年以来的新高。
Following the news, the sodium battery sector index rose 3.32% the next day, hitting its highest level since 2021.
资本的反应，并不意外。
The market’s reaction came as no surprise.
因为钠离子电池这条技术路线，早在几年前就已悄然启动。
The sodium-ion roadmap has been quietly unfolding for years.
2021年，在碳酸锂价格快速上涨的背景下，宁德时代发布了第一代钠离子电池，第一次将这一技术带入主流视野。
In 2021, amid surging lithium carbonate prices, CATL unveiled its first-generation sodium battery, pushing the technology into the spotlight.
到2025年，“钠新”品牌正式推出，并明确给出时间表：
By 2025, the “Naxin” brand was officially launched, with a clear roadmap.
到2026年，钠电池将规模化应用于换电、乘用车、商用车和储能四大领域。
By 2026, sodium batteries are expected to scale across battery swapping, passenger cars, commercial vehicles, and energy storage.
锂电仍是主流，但不再是唯一答案
Lithium Still Dominates — But Not Alone
必须承认，当前新能源车市场，锂电池仍是绝对主力。
It’s undeniable that lithium batteries still dominate the EV market today.
2025年国内动力电池累计装车量中，磷酸铁锂占比已超过80%。
In 2025, LFP batteries accounted for over 80% of total installed capacity in China.
但问题在于，锂电池并非在所有场景中都是“最优解”。
However, lithium batteries are not the optimal solution for every scenario.
在严寒、高频快充、高安全冗余需求的使用环境中，钠电池正在形成清晰的差异化定位。
In extreme cold, high-frequency fast charging, and safety-critical environments, sodium batteries are carving out a distinct niche.
宁德时代的判断是：
CATL’s view is clear.
未来三年，钠电池的能量密度有望接近磷酸铁锂，并在定制化场景中逐步替代部分锂电需求。
Within three years, sodium batteries could approach LFP energy density and replace lithium in customized use cases.
为什么车企开始认真看钠电？
Why Automakers Are Taking Sodium Batteries Seriously
技术层面，钠电池有两个难以忽视的优势。
Technically, sodium batteries offer two standout advantages.
在零下20℃环境下，钠电池电芯能量保持率可超过92%，明显高于锂电池。
At -20°C, sodium cells retain over 92% of their energy, significantly outperforming lithium batteries.
这意味着，车辆无需为电池额外加热，就能把更多电量真正用在行驶上。
This reduces the need for battery heating, leaving more usable energy for driving.
在快充方面，钠电池具备更强的高倍率放电能力，即便在5C充电条件下，温升也非常有限。
In fast-charging scenarios, sodium batteries handle high C-rates with minimal temperature rise.
热管理系统可以随之简化，整车成本也有进一步压缩空间。
This allows for simpler thermal systems and lower vehicle costs.
在安全性上，新一代钠电池通过锯断、针刺等极端测试，均不起火、不爆炸。
In safety tests—including cutting and puncturing—new-generation sodium batteries showed no fire or explosion.
成本，才是钠电真正的杀手锏
Cost Is the Real Game Changer
摩根士丹利预测，当钠电池产能规模达到100GWh时，其成本可能比磷酸铁锂低30%以上。
Morgan Stanley predicts that at 100 GWh scale, sodium batteries could be over 30% cheaper than LFP.
随着产能爬坡和技术成熟，这一下降曲线仍在加速。
As capacity expands and technology matures, cost reductions are expected to accelerate.
宁德时代已经通过换电和“车电分离”模式，让用户购车成本和使用成本同步下降。
CATL has already reduced both upfront and operating costs through battery swapping and battery-as-a-service models.
这，也被视为钠电率先切入乘用车市场的现实路径。
This is seen as the most practical entry point for sodium batteries into passenger cars.
钠电上车，或许只是一个开始
Sodium Batteries Are Just Getting Started
业内普遍判断，钠电池在乘用车上的首个大规模应用场景，可能并非传统家用车，而是换电体系。
Industry consensus suggests the first large-scale application may come via battery swapping, rather than traditional private ownership.
一旦成本被有效拉低，用户体验稳定，钠电池将不再是“补充方案”，而是可规模化复制的主流选择之一。
Once costs drop and user experience stabilizes, sodium batteries could become a mainstream option rather than a backup solution.
从商用车到乘用车，钠电池这条曾被低估的路线，正在走向真正的产业舞台中央。
From commercial to passenger vehicles, this once-underestimated technology is moving toward center stage.
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