據寧德時代（CATL）稱，到 2026 年，鈉電池將在電池更換、乘用車、商用車和儲能等領域得到廣泛應用。
<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 月上海車展上，寧德時代展示的鈉離子電池單元。圖片來源：CnEVPost）
全球最大的動力電池製造商寧德時代（HKG: 3750, SHE: 300750）預計，鈉離子電池將在明年開始在多個領域廣泛應用，因近期鋰價迅速上漲。
寧德時代在福建寧德的供應商會議上表示，鈉電池將在電池更換、乘用車、商用車和儲能等領域實現大規模應用，相關報道來自當地媒體財聯社。
寧德時代表示，鈉離子電池和鋰離子電池將形成新的 “雙星” 趨勢。
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寧德時代的評論推動了多家中國鈉電池製造商的股價上漲，江蘇傳影科技在早盤交易中漲幅達到每日限制的 10%，儘管隨後漲幅縮小至約 5%。
這一消息是在鋰電池原材料價格飆升的背景下發布的，過去三個月，中國電池級碳酸鋰價格上漲超過 50%，超過 110,000 元（15,700 美元）每噸。
中國碳酸鋰價格
電池級 工業級
<table>
<thead>
<tr>
<th>日期</th>
<th>電池級 (人民幣/噸)</th>
<th>工業級 (人民幣/噸)</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>
中國鋰碳酸鹽價格 - 每日數據
原材料成本的急劇上升促使一些鋰鐵磷（LFP）製造商，包括湖南雲能，最近以設備維護為名宣佈停產，因為下游客户拒絕吸收成本上漲。
本月早些時候，上海證券報報道，多家 LFP 製造商已請求漲價，其中一家計劃從 2026 年 1 月 1 日起將其整個 LFP 產品線的加工費用提高每噸人民幣 3000 元。
在鈉電池領域，寧德時代於 2021 年 7 月在鋰碳酸鹽價格飆升之際推出了其第一代鈉離子電池，使這一新型電池技術備受關注。
隨着過去幾年鋰價的暴跌，鈉離子電池的吸引力顯著下降，提及頻率也大幅減少。
今年 4 月，寧德時代在其科技日活動上推出了鈉離子電池品牌 Naxtra，開始探索在這一新品牌下的鋰電池替代方案。
寧德時代表示，Naxtra 的乘用車電池能量密度高達 175 Wh/kg，在鈉離子電池中全球排名第一，並與 LFP 電池相當。
寧德時代表示，Naxtra 電池組的續航里程可達 500 公里，循環次數超過 10,000 次，顯著降低了維護成本。
<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"/>
億緯鋰能在鈉電池總部和機器人中心奠基
億緯鋰能將在這一鈉離子電池項目上投資約人民幣 10 億元（1.4 億美元），計劃年產能為 2 GWh。
（$1 = 人民幣 7.0082）

寧德時代

寧德時代，全球最大的動力電池製造商，預計鈉離子電池將在 2026 年廣泛應用於電池交換、乘用車、商用車和能源存儲等領域。這一預測是在鋰電池原材料價格上漲的背景下提出的。寧德時代的評論對中國鈉電池製造商的股票產生了積極影響

寧德時代預計鈉電池將在 2026 年被多個領域廣泛應用