据宁德时代（CATL）称，到 2026 年，钠电池将在电池更换、乘用车、商用车和储能等领域得到广泛应用。
<img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025122906543824.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="900" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025122906543824.jpg"/>
（2023 年 4 月上海车展上，宁德时代展示的钠离子电池单元。图片来源：CnEVPost）
全球最大的动力电池制造商宁德时代（HKG: 3750, SHE: 300750）预计，钠离子电池将在明年开始在多个领域广泛应用，因近期锂价迅速上涨。
宁德时代在福建宁德的供应商会议上表示，钠电池将在电池更换、乘用车、商用车和储能等领域实现大规模应用，相关报道来自当地媒体财联社。
宁德时代表示，钠离子电池和锂离子电池将形成新的 “双星” 趋势。
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宁德时代的评论推动了多家中国钠电池制造商的股价上涨，江苏传影科技在早盘交易中涨幅达到每日限制的 10%，尽管随后涨幅缩小至约 5%。
这一消息是在锂电池原材料价格飙升的背景下发布的，过去三个月，中国电池级碳酸锂价格上涨超过 50%，超过 110,000 元（15,700 美元）每吨。
中国碳酸锂价格
电池级 工业级
<table>
<thead>
<tr>
<th>日期</th>
<th>电池级 (人民币/吨)</th>
<th>工业级 (人民币/吨)</th>
</tr>
</thead>
<tbody>
<tr>
<td>2025-01-01</td>
<td>75,700</td>
<td>75,050</td>
</tr>
<tr>
<td>2025-01-02</td>
<td>75,050</td>
<td>72,950</td>
</tr>
<tr>
<td>2025-01-03</td>
<td>75,300</td>
<td>72,950</td>
</tr>
<tr>
<td>2025-01-06</td>
<td>75,000</td>
<td>72,950</td>
</tr>
<tr>
<td>2025-01-07</td>
<td>75,250</td>
<td>73,200</td>
</tr>
<tr>
<td>2025-01-08</td>
<td>75,550</td>
<td>73,500</td>
</tr>
<tr>
<td>2025-01-09</td>
<td>75,550</td>
<td>73,500</td>
</tr>
<tr>
<td>2025-01-10</td>
<td>75,550</td>
<td>73,500</td>
</tr>
<tr>
<td>2025-01-13</td>
<td>75,650</td>
<td>73,600</td>
</tr>
<tr>
<td>2025-01-14</td>
<td>75,800</td>
<td>73,750</td>
</tr>
<tr>
<td>2025-01-15</td>
<td>76,150</td>
<td>74,100</td>
</tr>
<tr>
<td>2025-01-16</td>
<td>76,350</td>
<td>74,100</td>
</tr>
<tr>
<td>2025-01-17</td>
<td>76,900</td>
<td>74,600</td>
</tr>
<tr>
<td>2025-01-20</td>
<td>77,500</td>
<td>75,200</td>
</tr>
<tr>
<td>2025-01-21</td>
<td>77,500</td>
<td>75,200</td>
</tr>
<tr>
<td>2025-01-22</td>
<td>77,250</td>
<td>75,200</td>
</tr>
<tr>
<td>2025-01-23</td>
<td>77,250</td>
<td>75,200</td>
</tr>
<tr>
<td>2025-01-26</td>
<td>77,400</td>
<td>75,200</td>
</tr>
<tr>
<td>2025-02-05</td>
<td>77,400</td>
<td>75,200</td>
</tr>
<tr>
<td>2025-02-06</td>
<td>77,400</td>
<td>75,200</td>
</tr>
<tr>
<td>2025-02-07</td>
<td>77,100</td>
<td>74,900</td>
</tr>
<tr>
<td>2025-02-08</td>
<td>76,900</td>
<td>74,700</td>
</tr>
<tr>
<td>2025-02-10</td>
<td>76,900</td>
<td>74,700</td>
</tr>
<tr>
<td>2025-02-11</td>
<td>76,900</td>
<td>74,700</td>
</tr>
<tr>
<td>2025-02-12</td>
<td>76,750</td>
<td>74,550</td>
</tr>
<tr>
<td>2025-02-13</td>
<td>76,600</td>
<td>74,550</td>
</tr>
<tr>
<td>2025-02-14</td>
<td>76,500</td>
<td>74,500</td>
</tr>
<tr>
<td>2025-02-17</td>
<td>76,400</td>
<td>74,450</td>
</tr>
<tr>
<td>2025-02-18</td>
<td>76,250</td>
<td>74,400</td>
</tr>
<tr>
<td>2025-02-19</td>
<td>76,250</td>
<td>74,400</td>
</tr>
<tr>
<td>2025-02-20</td>
<td>76,150</td>
<td>74,400</td>
</tr>
<tr>
<td>2025-02-21</td>
<td>76,150</td>
<td>74,400</td>
</tr>
<tr>
<td>2025-02-24</td>
<td>76,100</td>
<td>74,400</td>
</tr>
<tr>
<td>2025-02-25</td>
<td>76,000</td>
<td>74,200</td>
</tr>
<tr>
<td>2025-02-26</td>
<td>75,900</td>
<td>74,100</td>
</tr>
<tr>
<td>2025-02-27</td>
<td>75,900</td>
<td>74,100</td>
</tr>
<tr>
<td>2025-02-28</td>
<td>75,800</td>
<td>74,000</td>
</tr>
<tr>
<td>2025-03-03</td>
<td>75,650</td>
<td>73,850</td>
</tr>
<tr>
<td>2025-03-04</td>
<td>75,650</td>
<td>73,850</td>
</tr>
<tr>
<td>2025-03-05</td>
<td>75,500</td>
<td>73,700</td>
</tr>
<tr>
<td>2025-03-06</td>
<td>75,200</td>
<td>73,400</td>
</tr>
<tr>
<td>2025-03-07</td>
<td>75,300</td>
<td>73,500</td>
</tr>
<tr>
<td>2025-03-10</td>
<td>75,400</td>
<td>73,600</td>
</tr>
<tr>
<td>2025-03-11</td>
<td>75,350</td>
<td>73,550</td>
</tr>
<tr>
<td>2025-03-12</td>
<td>75,300</td>
<td>73,500</td>
</tr>
<tr>
<td>2025-03-13</td>
<td>75,250</td>
<td>73,450</td>
</tr>
<tr>
<td>2025-03-14</td>
<td>75,100</td>
<td>73,300</td>
</tr>
<tr>
<td>2025-03-17</td>
<td>75,100</td>
<td>73,300</td>
</tr>
<tr>
<td>2025-03-18</td>
<td>75,100</td>
<td>73,300</td>
</tr>
<tr>
<td>2025-03-19</td>
<td>75,000</td>
<td>73,200</td>
</tr>
<tr>
<td>2025-03-20</td>
<td>74,800</td>
<td>73,000</td>
</tr>
<tr>
<td>2025-03-21</td>
<td>74,350</td>
<td>72,500</td>
</tr>
<tr>
<td>2025-03-24</td>
<td>74,250</td>
<td>72,400</td>
</tr>
<tr>
<td>2025-03-25</td>
<td>74,150</td>
<td>72,300</td>
</tr>
<tr>
<td>2025-03-26</td>
<td>74,150</td>
<td>72,300</td>
</tr>
<tr>
<td>2025-03-27</td>
<td>74,150</td>
<td>72,300</td>
</tr>
<tr>
<td>2025-03-28</td>
<td>74,150</td>
<td>72,300</td>
</tr>
<tr>
<td>2025-03-31</td>
<td>74,150</td>
<td>72,300</td>
</tr>
<tr>
<td>2025-04-01</td>
<td>74,050</td>
<td>72,200</td>
</tr>
<tr>
<td>2025-04-02</td>
<td>74,100</td>
<td>72,200</td>
</tr>
<tr>
<td>2025-04-03</td>
<td>74,000</td>
<td>72,200</td>
</tr>
<tr>
<td>2025-04-07</td>
<td>73,900</td>
<td>72,100</td>
</tr>
<tr>
<td>2025-04-08</td>
<td>73,100</td>
<td>71,300</td>
</tr>
<tr>
<td>2025-04-09</td>
<td>71,900</td>
<td>70,500</td>
</tr>
<tr>
<td>2025-04-10</td>
<td>70,500</td>
<td>69,100</td>
</tr>
<tr>
<td>2025-04-11</td>
<td>70,500</td>
<td>69,100</td>
</tr>
<tr>
<td>2025-04-14</td>
<td>70,500</td>
<td>69,100</td>
</tr>
<tr>
<td>2025-04-15</td>
<td>70,750</td>
<td>69,350</td>
</tr>
<tr>
<td>2025-04-16</td>
<td>70,750</td>
<td>69,350</td>
</tr>
<tr>
<td>2025-04-17</td>
<td>70,750</td>
<td>69,350</td>
</tr>
<tr>
<td>2025-04-18</td>
<td>70,550</td>
<td>69,150</td>
</tr>
<tr>
<td>2025-04-21</td>
<td>70,450</td>
<td>69,150</td>
</tr>
<tr>
<td>2025-04-22</td>
<td>70,150</td>
<td>69,050</td>
</tr>
<tr>
<td>2025-04-23</td>
<td>69,600</td>
<td>68,100</td>
</tr>
<tr>
<td>2025-04-24</td>
<td>69,600</td>
<td>68,100</td>
</tr>
<tr>
<td>2025-04-25</td>
<td>69,600</td>
<td>68,100</td>
</tr>
<tr>
<td>2025-04-27</td>
<td>69,600</td>
<td>68,100</td>
</tr>
<tr>
<td>2025-04-28</td>
<td>68,800</td>
<td>67,300</td>
</tr>
<tr>
<td>2025-04-29</td>
<td>68,700</td>
<td>67,000</td>
</tr>
<tr>
<td>2025-04-30</td>
<td>67,700</td>
<td>66,000</td>
</tr>
<tr>
<td>2025-05-06</td>
<td>66,600</td>
<td>64,900</td>
</tr>
<tr>
<td>2025-05-07</td>
<td>66,200</td>
<td>64,500</td>
</tr>
<tr>
<td>2025-05-08</td>
<td>65,700</td>
<td>64,000</td>
</tr>
<tr>
<td>2025-05-09</td>
<td>65,250</td>
<td>63,550</td>
</tr>
<tr>
<td>2025-05-12</td>
<td>65,250</td>
<td>63,550</td>
</tr>
<tr>
<td>2025-05-13</td>
<td>65,050</td>
<td>63,550</td>
</tr>
<tr>
<td>2025-05-14</td>
<td>64,950</td>
<td>63,550</td>
</tr>
<tr>
<td>2025-05-15</td>
<td>64,950</td>
<td>63,550</td>
</tr>
<tr>
<td>2025-05-16</td>
<td>64,650</td>
<td>63,250</td>
</tr>
<tr>
<td>2025-05-19</td>
<td>63,850</td>
<td>62,450</td>
</tr>
<tr>
<td>2025-05-20</td>
<td>63,000</td>
<td>60,850</td>
</tr>
<tr>
<td>2025-05-21</td>
<td>63,000</td>
<td>60,850</td>
</tr>
<tr>
<td>2025-05-22</td>
<td>63,000</td>
<td>60,850</td>
</tr>
<tr>
<td>2025-05-23</td>
<td>62,650</td>
<td>60,850</td>
</tr>
<tr>
<td>2025-05-26</td>
<td>61,750</td>
<td>60,350</td>
</tr>
<tr>
<td>2025-05-27</td>
<td>62,000</td>
<td>60,350</td>
</tr>
<tr>
<td>2025-05-28</td>
<td>62,000</td>
<td>60,350</td>
</tr>
<tr>
<td>2025-05-29</td>
<td>61,000</td>
<td>59,350</td>
</tr>
<tr>
<td>2025-05-30</td>
<td>61,000</td>
<td>59,350</td>
</tr>
<tr>
<td>2025-06-03</td>
<td>60,800</td>
<td>59,150</td>
</tr>
<tr>
<td>2025-06-04</td>
<td>60,800</td>
<td>59,150</td>
</tr>
<tr>
<td>2025-06-05</td>
<td>60,800</td>
<td>59,150</td>
</tr>
<tr>
<td>2025-06-06</td>
<td>60,800</td>
<td>59,150</td>
</tr>
<tr>
<td>2025-06-09</td>
<td>60,800</td>
<td>59,150</td>
</tr>
<tr>
<td>2025-06-10</td>
<td>60,800</td>
<td>59,150</td>
</tr>
<tr>
<td>2025-06-11</td>
<td>60,900</td>
<td>59,250</td>
</tr>
<tr>
<td>2025-06-12</td>
<td>60,900</td>
<td>59,250</td>
</tr>
<tr>
<td>2025-06-13</td>
<td>60,700</td>
<td>59,050</td>
</tr>
<tr>
<td>2025-06-16</td>
<td>60,450</td>
<td>58,800</td>
</tr>
<tr>
<td>2025-06-17</td>
<td>60,350</td>
<td>58,800</td>
</tr>
<tr>
<td>2025-06-18</td>
<td>60,350</td>
<td>58,800</td>
</tr>
<tr>
<td>2025-06-19</td>
<td>60,200</td>
<td>58,700</td>
</tr>
<tr>
<td>2025-06-20</td>
<td>60,000</td>
<td>58,600</td>
</tr>
<tr>
<td>2025-06-23</td>
<td>59,900</td>
<td>58,500</td>
</tr>
<tr>
<td>2025-06-24</td>
<td>60,000</td>
<td>58,600</td>
</tr>
<tr>
<td>2025-06-25</td>
<td>60,200</td>
<td>58,800</td>
</tr>
<tr>
<td>2025-06-26</td>
<td>60,700</td>
<td>59,300</td>
</tr>
<tr>
<td>2025-06-27</td>
<td>61,400</td>
<td>60,000</td>
</tr>
<tr>
<td>2025-06-30</td>
<td>61,400</td>
<td>60,000</td>
</tr>
<tr>
<td>2025-07-01</td>
<td>61,400</td>
<td>60,000</td>
</tr>
<tr>
<td>2025-07-02</td>
<td>61,800</td>
<td>60,400</td>
</tr>
<tr>
<td>2025-07-03</td>
<td>62,300</td>
<td>60,900</td>
</tr>
<tr>
<td>2025-07-04</td>
<td>62,300</td>
<td>60,900</td>
</tr>
<tr>
<td>2025-07-07</td>
<td>62,300</td>
<td>60,900</td>
</tr>
<tr>
<td>2025-07-08</td>
<td>62,500</td>
<td>61,250</td>
</tr>
<tr>
<td>2025-07-09</td>
<td>62,800</td>
<td>61,750</td>
</tr>
<tr>
<td>2025-07-10</td>
<td>63,000</td>
<td>61,950</td>
</tr>
<tr>
<td>2025-07-11</td>
<td>63,000</td>
<td>61,950</td>
</tr>
<tr>
<td>2025-07-14</td>
<td>63,700</td>
<td>62,650</td>
</tr>
<tr>
<td>2025-07-15</td>
<td>64,500</td>
<td>63,450</td>
</tr>
<tr>
<td>2025-07-16</td>
<td>64,500</td>
<td>63,450</td>
</tr>
<tr>
<td>2025-07-17</td>
<td>65,000</td>
<td>63,950</td>
</tr>
<tr>
<td>2025-07-18</td>
<td>66,000</td>
<td>64,950</td>
</tr>
<tr>
<td>2025-07-21</td>
<td>69,000</td>
<td>67,950</td>
</tr>
<tr>
<td>2025-07-22</td>
<td>71,000</td>
<td>69,950</td>
</tr>
<tr>
<td>2025-07-23</td>
<td>70,650</td>
<td>69,600</td>
</tr>
<tr>
<td>2025-07-24</td>
<td>75,000</td>
<td>73,950</td>
</tr>
<tr>
<td>2025-07-25</td>
<td>77,000</td>
<td>75,950</td>
</tr>
<tr>
<td>2025-07-28</td>
<td>75,000</td>
<td>73,950</td>
</tr>
<tr>
<td>2025-07-29</td>
<td>72,000</td>
<td>70,950</td>
</tr>
<tr>
<td>2025-07-30</td>
<td>72,000</td>
<td>70,950</td>
</tr>
<tr>
<td>2025-07-31</td>
<td>69,000</td>
<td>67,950</td>
</tr>
<tr>
<td>2025-08-01</td>
<td>69,000</td>
<td>67,950</td>
</tr>
<tr>
<td>2025-08-04</td>
<td>69,000</td>
<td>67,950</td>
</tr>
<tr>
<td>2025-08-05</td>
<td>68,000</td>
<td>66,950</td>
</tr>
<tr>
<td>2025-08-06</td>
<td>68,000</td>
<td>66,950</td>
</tr>
<tr>
<td>2025-08-07</td>
<td>68,000</td>
<td>66,950</td>
</tr>
<tr>
<td>2025-08-08</td>
<td>70,000</td>
<td>68,950</td>
</tr>
<tr>
<td>2025-08-11</td>
<td>78,000</td>
<td>76,950</td>
</tr>
<tr>
<td>2025-08-12</td>
<td>80,000</td>
<td>78,950</td>
</tr>
<tr>
<td>2025-08-13</td>
<td>82,000</td>
<td>80,950</td>
</tr>
<tr>
<td>2025-08-14</td>
<td>83,000</td>
<td>81,950</td>
</tr>
<tr>
<td>2025-08-15</td>
<td>83,000</td>
<td>81,950</td>
</tr>
<tr>
<td>2025-08-18</td>
<td>86,500</td>
<td>85,450</td>
</tr>
<tr>
<td>2025-08-19</td>
<td>86,500</td>
<td>85,450</td>
</tr>
<tr>
<td>2025-08-20</td>
<td>83,000</td>
<td>81,950</td>
</tr>
<tr>
<td>2025-08-21</td>
<td>82,000</td>
<td>80,950</td>
</tr>
<tr>
<td>2025-08-22</td>
<td>80,500</td>
<td>79,450</td>
</tr>
<tr>
<td>2025-08-25</td>
<td>79,500</td>
<td>78,450</td>
</tr>
<tr>
<td>2025-08-26</td>
<td>79,500</td>
<td>78,450</td>
</tr>
<tr>
<td>2025-08-27</td>
<td>79,500</td>
<td>78,450</td>
</tr>
<tr>
<td>2025-08-28</td>
<td>77,500</td>
<td>76,450</td>
</tr>
<tr>
<td>2025-08-29</td>
<td>77,250</td>
<td>76,200</td>
</tr>
<tr>
<td>2025-09-01</td>
<td>77,000</td>
<td>75,850</td>
</tr>
<tr>
<td>2025-09-02</td>
<td>75,250</td>
<td>74,250</td>
</tr>
<tr>
<td>2025-09-03</td>
<td>74,000</td>
<td>71,850</td>
</tr>
<tr>
<td>2025-09-04</td>
<td>74,000</td>
<td>71,850</td>
</tr>
<tr>
<td>2025-09-05</td>
<td>74,000</td>
<td>71,850</td>
</tr>
<tr>
<td>2025-09-06</td>
<td>74,000</td>
<td>71,850</td>
</tr>
<tr>
<td>2025-09-07</td>
<td>73,500</td>
<td>71,850</td>
</tr>
<tr>
<td>2025-09-08</td>
<td>74,000</td>
<td>71,850</td>
</tr>
<tr>
<td>2025-09-09</td>
<td>73,500</td>
<td>71,850</td>
</tr>
<tr>
<td>2025-09-10</td>
<td>71,500</td>
<td>69,850</td>
</tr>
<tr>
<td>2025-09-11</td>
<td>71,500</td>
<td>69,850</td>
</tr>
<tr>
<td>2025-09-12</td>
<td>71,500</td>
<td>69,850</td>
</tr>
<tr>
<td>2025-09-15</td>
<td>72,000</td>
<td>70,350</td>
</tr>
<tr>
<td>2025-09-16</td>
<td>73,000</td>
<td>71,350</td>
</tr>
<tr>
<td>2025-09-17</td>
<td>73,250</td>
<td>71,600</td>
</tr>
<tr>
<td>2025-09-18</td>
<td>73,250</td>
<td>71,600</td>
</tr>
<tr>
<td>2025-09-19</td>
<td>73,250</td>
<td>71,600</td>
</tr>
<tr>
<td>2025-09-22</td>
<td>73,250</td>
<td>71,600</td>
</tr>
<tr>
<td>2025-09-23</td>
<td>73,250</td>
<td>71,600</td>
</tr>
<tr>
<td>2025-09-24</td>
<td>73,250</td>
<td>71,600</td>
</tr>
<tr>
<td>2025-09-25</td>
<td>73,750</td>
<td>72,100</td>
</tr>
<tr>
<td>2025-09-26</td>
<td>73,750</td>
<td>72,100</td>
</tr>
<tr>
<td>2025-09-28</td>
<td>73,750</td>
<td>72,100</td>
</tr>
<tr>
<td>2025-09-29</td>
<td>73,250</td>
<td>71,750</td>
</tr>
<tr>
<td>2025-09-30</td>
<td>73,250</td>
<td>71,750</td>
</tr>
<tr>
<td>2025-10-09</td>
<td>73,250</td>
<td>71,750</td>
</tr>
<tr>
<td>2025-10-10</td>
<td>73,250</td>
<td>71,750</td>
</tr>
<tr>
<td>2025-10-11</td>
<td>73,250</td>
<td>71,750</td>
</tr>
<tr>
<td>2025-10-13</td>
<td>73,250</td>
<td>71,750</td>
</tr>
<tr>
<td>2025-10-14</td>
<td>73,250</td>
<td>71,750</td>
</tr>
<tr>
<td>2025-10-15</td>
<td>73,150</td>
<td>71,750</td>
</tr>
<tr>
<td>2025-10-16</td>
<td>73,750</td>
<td>72,250</td>
</tr>
<tr>
<td>2025-10-17</td>
<td>75,750</td>
<td>74,400</td>
</tr>
<tr>
<td>2025-10-20</td>
<td>76,250</td>
<td>74,650</td>
</tr>
<tr>
<td>2025-10-21</td>
<td>76,250</td>
<td>74,650</td>
</tr>
<tr>
<td>2025-10-22</td>
<td>76,100</td>
<td>74,650</td>
</tr>
<tr>
<td>2025-10-23</td>
<td>77,800</td>
<td>76,350</td>
</tr>
<tr>
<td>2025-10-24</td>
<td>79,100</td>
<td>77,650</td>
</tr>
<tr>
<td>2025-10-27</td>
<td>80,800</td>
<td>79,350</td>
</tr>
<tr>
<td>2025-10-28</td>
<td>81,900</td>
<td>80,450</td>
</tr>
<tr>
<td>2025-10-29</td>
<td>82,100</td>
<td>80,650</td>
</tr>
<tr>
<td>2025-10-30</td>
<td>83,300</td>
<td>81,850</td>
</tr>
<tr>
<td>2025-10-31</td>
<td>82,100</td>
<td>80,650</td>
</tr>
<tr>
<td>2025-11-03</td>
<td>81,650</td>
<td>80,300</td>
</tr>
<tr>
<td>2025-11-04</td>
<td>79,050</td>
<td>77,650</td>
</tr>
<tr>
<td>2025-11-05</td>
<td>78,550</td>
<td>77,150</td>
</tr>
<tr>
<td>2025-11-06</td>
<td>79,250</td>
<td>77,850</td>
</tr>
<tr>
<td>2025-11-07</td>
<td>80,850</td>
<td>79,450</td>
</tr>
<tr>
<td>2025-11-10</td>
<td>84,900</td>
<td>83,450</td>
</tr>
<tr>
<td>2025-11-11</td>
<td>86,250</td>
<td>84,950</td>
</tr>
<tr>
<td>2025-11-12</td>
<td>86,050</td>
<td>84,750</td>
</tr>
<tr>
<td>2025-11-13</td>
<td>87,750</td>
<td>86,450</td>
</tr>
<tr>
<td>2025-11-14</td>
<td>86,750</td>
<td>85,450</td>
</tr>
<tr>
<td>2025-11-17</td>
<td>90,350</td>
<td>89,050</td>
</tr>
<tr>
<td>2025-11-18</td>
<td>94,050</td>
<td>92,750</td>
</tr>
<tr>
<td>2025-11-19</td>
<td>97,550</td>
<td>96,250</td>
</tr>
<tr>
<td>2025-11-20</td>
<td>99,250</td>
<td>97,750</td>
</tr>
<tr>
<td>2025-11-21</td>
<td>92,450</td>
<td>90,950</td>
</tr>
<tr>
<td>2025-11-24</td>
<td>90,550</td>
<td>89,050</td>
</tr>
<tr>
<td>2025-11-25</td>
<td>92,400</td>
<td>90,950</td>
</tr>
<tr>
<td>2025-11-26</td>
<td>94,700</td>
<td>93,250</td>
</tr>
<tr>
<td>2025-11-27</td>
<td>94,200</td>
<td>92,750</td>
</tr>
<tr>
<td>2025-11-28</td>
<td>93,600</td>
<td>92,150</td>
</tr>
<tr>
<td>2025-12-01</td>
<td>94,600</td>
<td>93,150</td>
</tr>
<tr>
<td>2025-12-02</td>
<td>93,700</td>
<td>92,250</td>
</tr>
<tr>
<td>2025-12-03</td>
<td>92,400</td>
<td>90,950</td>
</tr>
<tr>
<td>2025-12-04</td>
<td>91,000</td>
<td>89,550</td>
</tr>
<tr>
<td>2025-12-05</td>
<td>90,900</td>
<td>89,450</td>
</tr>
<tr>
<td>2025-12-08</td>
<td>91,200</td>
<td>89,750</td>
</tr>
<tr>
<td>2025-12-09</td>
<td>91,300</td>
<td>89,850</td>
</tr>
<tr>
<td>2025-12-10</td>
<td>92,200</td>
<td>90,750</td>
</tr>
<tr>
<td>2025-12-11</td>
<td>94,600</td>
<td>93,150</td>
</tr>
<tr>
<td>2025-12-12</td>
<td>94,800</td>
<td>93,350</td>
</tr>
<tr>
<td>2025-12-15</td>
<td>96,500</td>
<td>95,050</td>
</tr>
<tr>
<td>2025-12-16</td>
<td>97,800</td>
<td>96,350</td>
</tr>
<tr>
<td>2025-12-17</td>
<td>102,100</td>
<td>100,900</td>
</tr>
<tr>
<td>2025-12-18</td>
<td>102,500</td>
<td>101,050</td>
</tr>
<tr>
<td>2025-12-19</td>
<td>105,300</td>
<td>103,850</td>
</tr>
<tr>
<td>2025-12-22</td>
<td>108,700</td>
<td>106,850</td>
</tr>
<tr>
<td>2025-12-23</td>
<td>112,150</td>
<td>110,000</td>
</tr>
<tr>
<td>2025-12-24</td>
<td>116,250</td>
<td>113,250</td>
</tr>
<tr>
<td>2025-12-25</td>
<td>116,100</td>
<td>113,250</td>
</tr>
<tr>
<td>2025-12-26</td>
<td>121,400</td>
<td>118,350</td>
</tr>
</tbody>
</table>
中国锂碳酸盐价格 - 每日数据
原材料成本的急剧上升促使一些锂铁磷（LFP）制造商，包括湖南云能，最近以设备维护为名宣布停产，因为下游客户拒绝吸收成本上涨。
本月早些时候，上海证券报报道，多家 LFP 制造商已请求涨价，其中一家计划从 2026 年 1 月 1 日起将其整个 LFP 产品线的加工费用提高每吨人民币 3000 元。
在钠电池领域，宁德时代于 2021 年 7 月在锂碳酸盐价格飙升之际推出了其第一代钠离子电池，使这一新型电池技术备受关注。
随着过去几年锂价的暴跌，钠离子电池的吸引力显著下降，提及频率也大幅减少。
今年 4 月，宁德时代在其科技日活动上推出了钠离子电池品牌 Naxtra，开始探索在这一新品牌下的锂电池替代方案。
宁德时代表示，Naxtra 的乘用车电池能量密度高达 175 Wh/kg，在钠离子电池中全球排名第一，并与 LFP 电池相当。
宁德时代表示，Naxtra 电池组的续航里程可达 500 公里，循环次数超过 10,000 次，显著降低了维护成本。
<img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025122302591952-768x457.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="768" height="457" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025122302591952-768x457.jpg"/>
亿纬锂能在钠电池总部和机器人中心奠基
亿纬锂能将在这一钠离子电池项目上投资约人民币 10 亿元（1.4 亿美元），计划年产能为 2 GWh。
（$1 = 人民币 7.0082）

宁德时代

宁德时代，全球最大的动力电池制造商，预计钠离子电池将在 2026 年广泛应用于电池交换、乘用车、商用车和能源存储等领域。这一预测是在锂电池原材料价格上涨的背景下提出的。宁德时代的评论对中国钠电池制造商的股票产生了积极影响

宁德时代预计钠电池将在 2026 年被多个领域广泛应用