South Korea Fears China’s CATL Sodium Battery Revolution

韩国非常害怕中国宁德时代的钠离子电池革命

South Korea has just issued a warning — China’s CATL is moving so fast in sodium-ion battery technology that Korean battery giants could soon be left behind.

CATL’s new Naxtra sodium-ion battery delivers 175 Wh/kg energy density, charges even at –40°C, and costs up to 50% less than current lithium iron phosphate cells.
With CATL’s dominance already above 30% of the global market, this new battery could completely shift the power balance between China and South Korea’s battery industries.

CATL’s new tech might be the biggest disruption to global battery manufacturing we’ve seen in decades — and South Korea knows it.

韩国近期发出警告——中国宁德时代（CATL）的钠离子电池技术进展迅猛，韩国电池巨头可能很快被甩在身后。

宁德时代新款“Naxtra”钠离子电池能量密度达175瓦时/千克，即便在-40℃低温环境下仍可充电，且成本较当前磷酸铁锂电池低出近50%。

目前宁德时代已占据全球超30%的电池市场份额，这款新电池或将彻底改变中韩两国在电池产业的实力平衡。

宁德时代的这项新技术，或许是数十年来全球电池制造业遭遇的最大颠覆性变革——而韩国对此心知肚明。

以下是各国网友的评论：

mikeshen9293
Japan and South Korean are just lucky starting industrialized earlier than China, otherwise they wouldn’t have any chance doing better than China for anything even with US help!

日本和韩国不过是运气好，比中国早开始搞工业化罢了。不然的话，就算有美国帮忙，他们在任何领域也压根没机会比中国做得好！

Stconstantinex
How you think china got so good at industrialization if not for Japan, Korea and USA or european tech?

要是没有日本、韩国、美国或是欧洲的技术，你觉得中国怎么可能在工业化上做得这么好？

DanBurgaud
If it is 80% cheaper, alot safer, lasts longer, and easier to get source material, then it is definitely a winner worth using.

要是这电池能便宜80%、安全性高得多、用得更久，还更容易搞到原材料，那它绝对是个值得用的好东西。

hanfucolorful9656
Must steals technology from the US

肯定是偷了美国的技术。

tomtube1012
Except US doesn't have this technology

可问题是，美国根本就没有这项技术啊。

mateusmahumane8990
The Chinese have the capacity to steal non-exstent technology from the US. They just steal everything, including the air they breath

中国人连美国压根没有的技术都能“偷”，简直是无物不偷，连空气都要偷！

foppo100
I hope the Chinese make it work.Cheaper batteries better range what more can we ask for.Go China.

我希望中国人能把这技术做成功。电池更便宜、续航更长，还能要求什么呢？中国加油！

PETERJOHN101
China is trying to control the metals market worldwide which is destructive to the global economy. A cheap bag of sugar may look fantastic until the only supplier in the country decides you shouldn't be able to afford it.

中国想掌控全球金属市场，这对全球经济是有害的。就像一袋便宜的糖，看起来再好，可一旦全国就这一个供应商，它要是不想让你买得起，你就买不起了。

marklouieadame
@PETERJOHN101 but highend chips monopoly is good? Lol… hypocrisy

那高端芯片垄断就好吗？哈哈，太双标了吧。

eveloperChris
@PETERJOHN101 how long do you think it would take for other manufacturers to crack one open and study the chemistry? I can guarantee its been done already. So its only a matter of time before there is competition. CATL is the biggest battery manufacturer by a long shot so they will be competitive. But they wont be the only players

你觉得其他厂商把电池拆开研究里面的化学原理，要花多久？我敢保证他们早就这么做了。所以出现竞争对手只是时间问题。宁德时代目前确实是最大的电池厂商，竞争力很强，但他们不会是唯一的玩家。

marvinfok65
Yeah, it is bad for battery businesses but good for consumers!

是啊，这对电池企业来说不是好事，但对消费者来说可是好事！

robertoz3710
Tesla already use cells from various vendors. There will still be a market for expensive higher density cells. Tesla want to make their money from robots and AI.

特斯拉早就用不同厂商的电池了。昂贵的高能量密度电池还是会有市场的。特斯拉是想靠机器人和人工智能赚钱。

magnetospin
The operative here word is "want". Tesla want to make their money from robots and AI but they are still an unknown number of years from being able to do that. Meanwhile, they seem to have given up on coming up with a new car design which is their milk and butter right now. It's not a certainty they will last long enough for robots and AI become profitable

关键就在“想”这个字上。特斯拉想靠机器人和人工智能赚钱，但还不知道要等多少年才能实现。与此同时，他们似乎连新车设计都放弃了，而新车设计现在可是他们的核心收入来源。说不定等不到机器人和人工智能盈利，他们就撑不下去了。

bobdeverell
Its not clear what the battery landscape will look like in 3 years. I thought Tesla was moving to Aluminium as well as Sodium. Al also has many cost and performance ads over LiFePo. Higher perf cells will use Al while Na for cheaper. 4680 format can support both chemistries, so that point is irrelevant.

三年后电池市场会是什么样，现在还说不准。我记得特斯拉好像既在搞铝电池，也在搞钠电池。铝电池相比磷酸铁锂电池，在成本和性能上也有不少优势。高性能电池会用铝技术，便宜的就用钠技术。4680电池规格两种化学体系都能支持，所以这点不用纠结。

wallybootsma2494
Tesla has already jumped ship off CatL. Lithium era is over. Right now the real kick comes from tariff not chemistry.

特斯拉已经和宁德时代撇清关系了。锂电时代已经结束了。现在真正的关键是关税，不是电池化学技术。

alburaq3290
Tesla fans don't bother themselves with reality. Watch Tesla stock go through the roof as it's sales and profits decline because why not

特斯拉粉丝才不管现实怎么样。你看着吧，就算特斯拉销量和利润都在跌，它的股价还是会暴涨——反正也没道理可讲。

OldManPaul
No one will ever catch up to China on most levels.

在大多数领域，没人能赶得上中国。

yeroca
It'a one area where there's true innovation in China, not IP theft.

这是中国真正有创新的领域之一，不是什么知识产权盗窃。

koenraad4618
unless China shares their sodium battery IP, the Chinese stole IP on a massive scale, so it is pay back time

除非中国分享他们的钠电池知识产权。中国人之前大规模偷知识产权，现在该还债了。

viyusavery248
We live in time which means EVERYTHING has an expiration date. Did these businesses think there would be no disruption. Samsung themselves witnessed the disruption of the iPhone in the Nokia era. They should know better, Japan themselves disrupted the car industry did they think it would never happen to them too?

我们活在有时间限制的世界里，所有东西都有“保质期”。这些企业难道觉得行业永远不会有变革吗？三星自己都经历过诺基亚时代被iPhone颠覆的事，他们应该很清楚啊。日本当年也颠覆过汽车行业，难道他们觉得这种事永远不会落到自己头上？

ArthurDentZaphodBeeb
Huh? Of course they know. They are ALL working on new battery tech - but 99.9% are dead ends for one reason or another

哈？他们当然知道啊。所有企业都在研发新电池技术——但99.9%的技术因为这样那样的原因，最后都是死路一条。

RR_reunificationRights
korean has to fear that chinese had engineers ten times more than them. the solution is to import chinese engineers, so that korean has enough engineers to develop more types of battery.

韩国人肯定怕啊，因为中国的工程师数量是他们的十倍。解决办法就是引进中国工程师，这样韩国才有足够的工程师研发更多类型的电池。

andrewsuryali8540
But the exact opposite is happening. Currently there are more Korean engineers moving to China than the other way around. The most obvious problem is that Korean companies have a salary hierarchy similar to American companies, with upper management having close to 40 times the salary cap of engineers. In China this number is 7, much lower than the global average of 8. However, the more complex reason is that most Chinese major industrial cities have better living environment than almost any Korean city other than Seoul and Busan, and certainly better than any Korean industrial city, but living costs are much lower. It's much easier for Chinese companies to convince Korean engineers to move to China than the other way around.

实际情况恰恰相反。现在从韩国搬到中国的工程师，比从中国搬到韩国的多。最明显的问题是，韩国企业的薪资差距和美国企业差不多，高管薪资几乎是工程师的40倍。而中国这个差距是7倍，比全球平均的8倍还低。更复杂的原因是，中国大部分主要工业城市的居住环境，除了首尔和釜山，比韩国其他城市都好，肯定也比韩国的工业城市好，但生活成本却低得多。所以中国企业要说服韩国工程师来中国，比韩国企业说服中国工程师去韩国容易多了。

IdoCareForPeople
"At present, aluminum foil is used for positive current collector of lithium ion battery and copper foil for negative current collector. Because sodium ion will not form alloy with aluminum, both positive and negative current collector of sodium ion battery can use cheaper aluminum foil." No more copper also for sodium ion.

“目前，锂离子电池的正极集流体用铝箔，负极集流体用铜箔。而钠离子不会和铝形成合金，所以钠离子电池的正负极集流体都能用更便宜的铝箔。” 也就是说，钠离子电池连铜都不用了。

danielking2944
Twice he mentioned $/kg . I’m sure he means $/ kWh though the price/mass might still have a similar relationship. No one would complain about cost/mass being $1000 since we’re not looking for cheap mass but higher kWh per weight and volume. Grammar matters in good prose but accurate terminology is essential in scientific matters.

他两次提到了“美元/千克”，但我肯定他想说的是“美元/千瓦时”——不过单位质量价格可能和单位电量价格趋势差不多。没人会在意“每千克1000美元”这种成本，因为我们要的不是“便宜的重量”，而是更高的“重量电量密度”和“体积电量密度”。好文章讲究语法，但科学领域里，术语准确才是关键。

Video-tu4vn
Sorry if this seems petty as it is probably just a slip of the tongue, but if you are quoting figures that are highly relevant to peoples understanding of battery costs and efficiency, it needs to be accurate and this could have been fixed in post. At around 1:38 and there after you are quoting prices at the cell level per Kg whereas I believe is should be per kW/h. A big difference if you are talking about 175w/h per kg

要是这听起来有点吹毛求疵，我先道歉——可能只是口误而已。但如果引用的数据关系到大家对电池成本和效率的理解，那就必须准确，而且后期本可以修正的。大概在1分38秒之后，你说的电池单价单位是“每千克”，但我觉得应该是“每千瓦时”。考虑到电池能量密度是175瓦时/千克，这两个单位的差别可太大了。

alexanderSydneyOz
No. Energy density seems to be measured in watt hours per kilo. So for example a 200 watt hour per kilo measurement would equate to 100 kilowatt hours for a 500 kilo battery pack. Which is roughly where they are at. The other measure he referred to ie price per kilo is the simple cost of the cells per unit of mass. That in no way measures energy density

不对。能量密度的单位确实是“瓦时/千克”。比如，200瓦时/千克的话，一个500千克的电池组就能储存100千瓦时的电，现在的电池大概就是这个水平。而他提到的另一个单位“每千克价格”，只是电池的单位质量成本，和能量密度一点关系都没有。

randellhayes6686
Korea and Japan would need to pour buckets of money to develop their own sodium cells fast or do technology deals with catl to stay in the game till they can do their own.

韩国和日本要么得砸重金快速研发自己的钠电池，要么就得和宁德时代做技术合作，才能留在这个领域里，直到能自主研发为止。

YSKWatch
what offer they can give to make catl want it? nothing probably.

他们能拿出什么条件，让宁德时代愿意合作呢？估计什么都拿不出来。

peterelliott2914
A lot of Canadians are begging their government to drop tariffs on Chinese EVs, not just for the Canola trade but for Sodium batteries.

很多加拿大人都在求政府取消对中国电动汽车的关税——不只是为了油菜籽贸易，也是为了能拿到钠电池。

DigitizedEyes
US citizens will leave US for Canada to buy affordable Chinese EVs.

美国人会跑到加拿大去买便宜的中国电动汽车。

yeroca
Give it time. Currently sodium cells are higher cost, and will come down in the coming year. Once that happens, there will be a huge pressure on the Canadian government to allow importing of this technology.

再等等看。目前钠电池成本还比较高，但明年就会降下来。到那时候，加拿大政府就会面临巨大压力，不得不允许进口这项技术。

roxter299roxter7
Korea will just buy the battery and reverse engineer it. Change a few things and launch their own.

韩国会直接买电池回来逆向工程，改几个地方，然后推出自己的产品。

adityaKumar-cj7oi
I don't think it is that easy to reverse engineer it

我觉得逆向工程没那么容易。

francoisguyot9770
Neither Korea nor Japan battery manufacturers are dead. The USA is dumb enough to keep buying on promises from its allies to deliver any kind of battery solution, such as solid state, which is still in limbo...That's for US consumption, as they boycott anything Chinese, they need to feed their own narratives to keep the stocks floating. The same goes for AI. It may cost them a 100 to a 1000 times more than China'AI or batteries to develop, but they don't care because security is the game and China is the enemy... Actually it's all smoke and empty dreams, just for the sake of preserving their eroding position in the world.

韩国和日本的电池厂商还没完蛋。美国才傻呢，一直相信盟友的承诺，等着他们拿出固态电池之类的电池解决方案——可固态电池现在还没个谱呢。这都是做给美国人看的，因为他们抵制所有中国产品，就得编些说辞稳住股价。人工智能领域也是一样。他们研发人工智能或电池的成本，可能是中国的100到1000倍，但他们不在乎，因为现在的核心是“安全”，而中国就是他们的“敌人”。其实这全是烟雾弹和白日梦，只是为了保住他们在世界上越来越弱的地位而已。

继续阅读：韩国   宁德时代   钠离子   电池

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