2025年下半年以来，伴随行业需求持续旺盛，电池赛道迈入新一轮景气周期，钠电产业化持续深入，商业化“奇点时刻”愈发明晰。众钠能源作为新周期下全球钠电产业化领航企业，正凭借着独特的技术路线优势、全面的平台能力建设、精准的产品场景定位和完善的销售服务体系，率先拉开“大规模、低成本、高良率”交付的序幕，引领赛道发展新格局。
前三季度，公司整体业务收入同比增加超300%，呈现出跨越式增长的强劲势头。进入第四季度，以“聚钠”、“元钠”系列为代表的轻型动力电池方案，以精准解决北方“冬季续航衰减”为卖点，迅速成为渠道市场的爆款，成为塑造价值市场的核心引擎。
三轮驱动
公司各量产基地
进入全面冲刺全年业绩目标的新阶段
基地实探
镇江里钠
行业首条3000吨级NFS正极材料产线 持续拉满 稳定量产第一代正极材料
“咱们这个基地设计年产能是3000吨，现在已经能做到年产1000吨基础款硫酸铁钠材料，并且成功应用到了下游的终端产品里。同时，我们的研发团队也在持续发力，新开发的高倍率、长循环两款针对储能场景的新材料，都已经进入了中试阶段。看着一吨吨材料下线，还是挺有成就感的！”
——生产主管-王主管
泰州钠钠
轻型动力板块业务全面覆盖 锂钠协同 拉动更多客户进入生态圈
“我们泰州钠钠基地目前的交付能力，主要集中在两大块：一是轻型动力电池包（锂电&钠电），年产3万套，能够满足客户的多样化需求；二是工商业储能系统，年产1.2万套。现在储能市场的需求增长非常快，为了跟上这个节奏，我们已经在规划将储能系统的年产能提升到5万套，目前这项工作正在稳步推进中。”
——技术工艺人员-王工
杭州派钠
钠电储能业务板块的示范项目正加速落地，国际需求持续对接！
“以移动储能为代表的各类储能示范项目正在加速落地，已经打造了几个标杆案例。在海外市场，尤其是在户用储能领域，市场反响热烈，合作意向积极。近期苏州国际新能源博览会上，公司与海内外多家客户达成战略合作，充分展现了公司在储能领域的持续拓展与行业影响力。”
——销售人员-李经理
盐城百固
快速拉通电芯前段量产工艺，实现极卷的稳定出样或授权
“我们最近的核心成果主要体现在两方面：一是通过模块化产线的联动调试，我们快速锁定了制造的“黄金工艺窗口”，解决了百固产线稳定性和一致性的难题。二是我们的产线设计本身就预留了升级接口，确保这是一条“会成长”的产线，能跟上未来的技术迭代。”
——工艺部长-刘部长
与此同时，众钠的新一代高标准产线建设与拉通工作也正在稳步高效推进，为满足核心场景头部客户的大单需求做好必要准备。
伴随着以CATL为代表的头部电池企业的持续拉动，钠电产业链尤其是供应链迅速强化，商业化中“以价换量 以量降价”的正向螺旋逐渐形成，为公司率先实现业绩的指数级增长奠定了坚实基础，也为整个行业的持续建康发展注入了全新动能。
In the first three quarters, the company's overall business revenue increased by over 300% year-on-year, showing strong momentum of leapfrog growth. Entering the fourth quarter, the lightweight power battery solutions represented by the "Juna" and "Yuanna" series, which precisely address the "winter range reduction" in northern regions, quickly became a hit in the channel market and became a core engine for shaping the value market.
All mass production bases of the company have entered a new stage of fully striving to achieve the annual performance targets.
Zhengjiang Liolnasm：
The industry's first 3,000-ton NFS cathode material production line is continuously operating at full capacity, stably mass-producing the first-generation cathode material.
Taizhou Naolnasm：
The lightweight power sector business offers comprehensive coverage, with lithium-sodium synergy driving more customers into the ecosystem.
Hangzhou Paiolnasm:
Demonstration projects for the sodium battery energy storage business segment are being implemented at an accelerated pace, with continuous engagement with international demand!
Yancheng Baigu:
Quickly coordinate the early-stage mass production process of battery cells to achieve stable sample output or authorization for extreme winding.
At the same time, the construction and integration of ZOOLNASM's new generation of high-standard production lines are steadily and efficiently progressing, making the necessary preparations to meet the large order demands of leading clients in core scenarios.
Accompanied by the continuous momentum from leading battery companies represented by CATL, the sodium battery industry chain, especially the supply chain, has rapidly strengthened. A positive cycle of 'exchanging price for volume and reducing price through volume' is gradually taking shape in commercialization, laying a solid foundation for the company to achieve exponential growth in performance first, and injecting new momentum into the sustainable and healthy development of the entire industry.
