BUSINESS

CATL Lands Record Sodium-Ion Battery Order

Published: Apr. 29, 2026 12:39 a.m. GMT+8

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CATL said it has overcome challenges in mass-producing sodium-ion batteries across the entire supply chain. Photo: VCG

Contemporary Amperex Technology Co. Ltd. (CATL) has agreed to supply 60 gigawatt-hours of sodium-ion batteries to energy storage service provider Beijing HyperStrong Technology Co. Ltd. over three years, marking the world’s largest order for the emerging technology to date.

The landmark deal signals a major turning point toward the commercial scale-up of sodium-ion batteries, offering the industry a viable alternative to reduce its heavy reliance on increasingly expensive lithium resources.

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CATL to supply 60 GWh sodium-ion batteries to HyperStrong over 3 years, world's largest order.
CATL overcame mass-production challenges; new batteries reach 175 Wh/kg density, compatible with lithium chain.
Sodium offers low-temp performance, safety, abundance vs. lithium; costs 0.6 yuan/Wh vs. LFP's 0.35.

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Who’s Who

Contemporary Amperex Technology Co. Ltd.: Contemporary Amperex Technology Co. Ltd. (CATL) agreed to supply 60 GWh of sodium-ion batteries to Beijing HyperStrong over three years, the world's largest order. CATL overcame mass-production hurdles, achieving 175 Wh/kg energy density (highest for sodium). New batteries excel in cold weather for vehicles and storage, with abundant materials and lithium compatibility. (62 words)

Beijing HyperStrong Technology Co. Ltd.: Beijing HyperStrong Technology Co. Ltd., a leading energy storage system integrator, agreed to buy 60 GWh of sodium-ion batteries from CATL over three years—the world's largest order. Listed on Shanghai’s STAR Market in 2025, it projects 11.6 billion yuan revenue (up 40% YoY) and 949 million yuan net profit (up 46%). Ranked 6th globally in ESS shipments per InfoLink.

Huaxi Securities Co. Ltd.: Huaxi Securities Co. Ltd. stated that sodium batteries are expected to gradually find applications in niche markets, including energy storage, light electric vehicles, start-stop power supplies, and artificial intelligence data centers.

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