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[Industry insiders: In the medium and long term, sodium batteries will replace some low-end lithium batteries. The popularity of all-solid-state batteries depends on industry chain cost control] September 3rd, at the "2026 World Power Battery Conference" held today, the Equipment Industry Development Center of the Ministry of Industry and Information Technology released the "Power Battery Industry Development Index (2026)". Qu Guochun, director of the Equipment Industry Development Center, introduced that the power battery industry technology is adapting to multiple routes in layers, and the next generation of batteries is accelerating. In the short term, liquid lithium batteries are still the main product, and their performance continues to iterate; in the medium term, the three-line parallel pattern of "liquid lithium batteries + sodium batteries + semi-solid batteries" continues to evolve. Sodium-ion batteries will replace part of the low-end lithium battery market, and semi-solid batteries will become an upgrade solution for mid-to-high-end models after full commercialization. In the long term, the popularity of all-solid-state batteries depends on cost control in the industry chain. As the manufacturing process continues to mature and material and manufacturing costs drop significantly, all-solid-state batteries have the basic conditions to penetrate into the mid-range vehicle market. (Reporter Liu Mengran)
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