China Sodium-Ion Battery Market: Robust Demand Fuels Capacity Expansion in July; Supply Bottleneck to Persist in August

In July, the sodium-ion battery materials market sustained strong momentum, with both cathode and anode segments showing clear signs of “robust demand, strained capacity.” Orders from downstream battery cell manufacturers continued to surge, particularly as the penetration rate of the polyanion route in energy storage applications accelerated, pushing upstream material enterprises to near-full-capacity operations.

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