<p>尽管比亚迪在欧洲主要以电动汽车制造商而闻名，但这家来自深圳的公司也是全球第二大电池生产商，仅次于宁德时代。根据 SNE Research 的数据，去年比亚迪的年产量达到了 194.8 GWh，比 2023 年增长了 27.7%。为了保持行业领先地位，比亚迪运营着广泛的电池研发设施，最近达成了重要里程碑。</p>
<p>一个重点是钠离子电池，预计将显著降低电动汽车领域的成本。原因在于，廉价的钠取代了日益昂贵的锂。然而，钠离子电池以其较低的能量密度而闻名——这是比亚迪和其他供应商必须解决的挑战。</p>
<p>该公司现在宣布正在推进其第三代钠离子电池平台的开发。根据《汽车新闻中国》的报道，该技术预计能够实现多达 10,000 次充电循环，市场推出将取决于客户需求和应用计划。这将显著超过传统的 LFP 电池，后者通常只能实现 2,000 到 3,000 次充电循环。然而，关于钠离子电池的规格，包括其关键能量密度，尚未披露更多细节。已知的是，比亚迪在 2024 年初开始在徐州建设其首个钠离子电池工厂，计划与电动两轮和三轮车制造商怀海合作运营。</p>
<p>与此同时，比亚迪还在开发基于硫化物的固态电池，并在这一领域取得了显著进展，尽管细节仍未披露。硫化物固态电池预计将在电池寿命和快速充电能力方面带来突破性进展，代表了一项重大的技术飞跃。根据当前的研发进展，比亚迪预计其硫化物固态电池可能在 2027 年进入小规模生产。</p>
<p>固态电池用固体电解质替代液体电解质，这可以提高安全性、能量密度和寿命。比亚迪专注于基于硫化物的固体电解质，因为这些材料具有高离子导电性和良好的加工性。正如比亚迪电池业务的首席技术官孙华军在 2025 年初的一次活动中所报告的，该公司在 2024 年的试生产线上生产了容量为 20Ah 和 60Ah 的首批固态电池。</p>
<p>如今，比亚迪以其刀片电池而闻名，这些电池使用 LFP 电池化学。与基于镍和钴的电池化学相比，这些锂铁磷酸盐电池被认为更坚固且更具成本效益，尽管它们的能量密度通常较低。可以合理地假设，比亚迪未来将追求多条技术路径——继续为大众市场提供 LFP 电池，同时在特定应用中初步部署钠离子和固态电池。</p>
<p>carnewschina.com, cnevpost.com</p>

比亚迪(ADR)

比亚迪

华夏中证新能源汽车ETF

华宝智能电动汽车ETF

比亚迪股份

<p>中国汽车制造商比亚迪报告了在钠离子和固态电池方面的进展，旨在降低电动汽车成本。第三代钠离子平台承诺可实现高达 10,000 次充电循环，预计将在 2024 年开设工厂。同时，比亚迪还在开发硫化物固态电池，预计将在 2027 年进入小规模生产，提升安全性和使用寿命。比亚迪在持续创新的同时，仍然专注于面向大众市场的磷酸铁锂电池</p>

<p>Although BYD is primarily known in Europe as an electric vehicle manufacturer, the company from Shenzhen is also the world’s second-largest battery producer behind CATL. Last year, BYD achieved an annual production volume of 194.8 GWh, according to SNE Research. That is 27.7% more than in 2023. To remain at the forefront of the industry, BYD operates extensive battery research facilities, which have recently reached important milestones.</p>
<div class="lb-trans"><p>尽管比亚迪在欧洲主要以电动汽车制造商而闻名，但这家来自深圳的公司也是全球第二大电池生产商，仅次于宁德时代。根据 SNE Research 的数据，去年比亚迪的年产量达到了 194.8 GWh，比 2023 年增长了 27.7%。为了保持行业领先地位，比亚迪运营着广泛的电池研发设施，最近达成了重要里程碑。</p>
</div><p>One focus is on sodium-ion batteries, which are expected to significantly reduce costs in the electric vehicle sector. The reason is that inexpensive sodium replaces lithium, which has become increasingly expensive. However, sodium-ion batteries are known for their lower energy density—a challenge that BYD and other providers must address.</p>
<div class="lb-trans"><p>一个重点是钠离子电池，预计将显著降低电动汽车领域的成本。原因在于，廉价的钠取代了日益昂贵的锂。然而，钠离子电池以其较低的能量密度而闻名——这是比亚迪和其他供应商必须解决的挑战。</p>
</div><p>The company has now announced that it is advancing the development of its third-generation sodium-ion battery platform. The technology is expected to enable up to 10,000 charge cycles, with market introduction dependent on customer demand and application plans, as reported by <em>Car News China</em>. That would be significantly more than conventional LFP batteries, which typically achieve 2,000 to 3,000 charge cycles. However, no further details about the sodium-ion battery’s specifications—including its critical energy density—have been disclosed. What is known is that BYD began constructing its first sodium-ion battery factory in Xuzhou in early 2024, which it plans to operate in collaboration with Huaihai, a manufacturer of electric two- and three-wheelers.</p>
<div class="lb-trans"><p>该公司现在宣布正在推进其第三代钠离子电池平台的开发。根据《汽车新闻中国》的报道，该技术预计能够实现多达 10,000 次充电循环，市场推出将取决于客户需求和应用计划。这将显著超过传统的 LFP 电池，后者通常只能实现 2,000 到 3,000 次充电循环。然而，关于钠离子电池的规格，包括其关键能量密度，尚未披露更多细节。已知的是，比亚迪在 2024 年初开始在徐州建设其首个钠离子电池工厂，计划与电动两轮和三轮车制造商怀海合作运营。</p>
</div><p>Meanwhile, BYD is also developing a sulphide-based solid-state battery and has achieved significant improvements in this area, though details remain undisclosed. The sulphide solid-state battery is expected to deliver groundbreaking advancements in battery lifespan and fast-charging capabilities, representing a major technological leap. Based on current research and development progress, BYD anticipates that its sulphide solid-state batteries could enter small-scale production by 2027.</p>
<div class="lb-trans"><p>与此同时，比亚迪还在开发基于硫化物的固态电池，并在这一领域取得了显著进展，尽管细节仍未披露。硫化物固态电池预计将在电池寿命和快速充电能力方面带来突破性进展，代表了一项重大的技术飞跃。根据当前的研发进展，比亚迪预计其硫化物固态电池可能在 2027 年进入小规模生产。</p>
</div><p>Solid-state batteries replace the liquid electrolyte with a solid one, which can improve safety, energy density, and lifespan. BYD is focusing on sulphide-based solid electrolytes, as these offer high ionic conductivity and good processability. As Sun Huajun, CTO of BYD’s battery business, reported at an event in early 2025, the company produced its first solid-state cells with capacities of 20Ah and 60Ah on its pilot production line in 2024.</p>
<div class="lb-trans"><p>固态电池用固体电解质替代液体电解质，这可以提高安全性、能量密度和寿命。比亚迪专注于基于硫化物的固体电解质，因为这些材料具有高离子导电性和良好的加工性。正如比亚迪电池业务的首席技术官孙华军在 2025 年初的一次活动中所报告的，该公司在 2024 年的试生产线上生产了容量为 20Ah 和 60Ah 的首批固态电池。</p>
</div><p>Today, BYD is best known for its Blade Batteries, which use LFP cell chemistry. These lithium iron phosphate cells are considered more robust and cost-effective than cell chemistries based on nickel and cobalt, though they typically have a lower energy density. It is reasonable to assume that BYD will pursue multiple technological pathways in the future—continuing to serve the mass market with LFP batteries while initially deploying sodium-ion and solid-state batteries in selected applications.</p>
<div class="lb-trans"><p>如今，比亚迪以其刀片电池而闻名，这些电池使用 LFP 电池化学。与基于镍和钴的电池化学相比，这些锂铁磷酸盐电池被认为更坚固且更具成本效益，尽管它们的能量密度通常较低。可以合理地假设，比亚迪未来将追求多条技术路径——继续为大众市场提供 LFP 电池，同时在特定应用中初步部署钠离子和固态电池。</p>
</div><p>carnewschina.com, cnevpost.com</p>
<div class="lb-trans"><p>carnewschina.com, cnevpost.com</p>
</div>

BYD makes advances in sodium-ion and solid-state batteries

- 比亚迪是全球第二大电池生产商，电池年产量 194.8 GWh，同比增长 27.7%。  
- 正在开发第三代钠离子电池，预期可实现 10,000 次充电循环。  
- 比亚迪还在研究硫化物固态电池，预计 2027 年小规模生产。

比亚迪在钠离子电池和固态电池领域取得了进展