On April 27, CATL and Hyperstrong formally signed a strategic cooperation agreement on sodium-ion batteries for energy storage, announcing a three‑year, 60 GWh sodium-ion battery order. CATL and Hyperstrong Sign Cooperation Agreement What does 60 GWh really mean? Looking at the full‑year 2025 data, China’s total sodium-ion battery industry shipments exceeded 3.7 GWh. This single order from CATL is 16 times the industry’s annual scale. This cooperation means that CATL has overcome the full‑chain challenges of mass‑producing sodium-ion batteries and now has large‑scale delivery capabilities. This is the largest sodium‑ion battery order globally to date, marking the beginning of a new phase of large‑scale industrialization for the global sodium‑ion battery industry. CATL’s Naxtra Battery Passes New National Standard It should be added that Hyperstrong, a leading domestic energy storage system integrator, had already signed a strategic framework agreement with CATL in November 2025, stipulating the purchase of battery cells and system products from CATL during 2026–2035, with cumulative purchases of no less than 200 GWh from 2026 to 2028. Hyperstrong is currently accelerating its transformation from an energy storage equipment manufacturer into an integrated “energy storage system manufacturing + service” energy service provider, securing upstream core cell production capacity during the window of surging energy storage business. Public data shows that Hyperstrong’s revenue in 2025 reached RMB 11.6 billion (approximately USD 1.60 billion), a year‑on‑year increase of about 40%. Revenue is expected to jump further to roughly RMB 22.6 billion (approximately USD 3.12 billion) in 2026, with new energy storage installations projected to reach about 50 GWh. This provides fundamental support for the high probability of executing the 60 GWh sodium‑ion battery agreement. Hyperstrong 2025 Revenue Report According to CATL’s official statement, the company has systematically resolved process challenges in mass production, such as bubbling in hard carbon production lines and moisture control, through core technologies including sub‑nanometer pore size regulation, surface molecular water locking, and adaptive dynamic formation, ensuring the consistency of large‑volume production. At the material level, CATL has significantly improved the energy density of sodium‑ion batteries through morphology control and surface modification technologies. Its energy storage sodium‑ion battery products adopt a platformized design with the same dimensions as lithium‑ion batteries, making them highly compatible with existing industrial chains, effectively reducing adaptation costs and significantly shortening the time window from product rollout to power plant deployment. Just six days before signing the agreement, CATL announced at its Super Tech Day that it had overcome four major industry challenges in sodium‑ion battery mass production and made it clear that the “Naxtra Battery” will be formally mass‑produced on a large scale by the end of 2026. From releasing its technological roadmap to signing a mega order, CATL completed the leap from technology demonstration to commercial closure in less than one week.
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