Six suppliers define the 2026 commercial sodium-ion market — HiNa Battery, CATL, BYD, Faradion (now under Reliance), EVE Energy and EAST Group — shipping 12V SLI, UPS-cabinet, A00-EV and stationary energy-storage form factors into pilot and volume channels [S1][S2][S3][S4][S5][S6][S7][S8].
Capacity anchors in 2026 still trace back to projects such as Shanxi Xinyang Clean Energy's two-phase Shanxi build — 2,000 t/yr in phase 1 and 10,000 t/yr in phase 2 [S2] — while EAST Group publishes a full 12V automotive SLI and UPS-cabinet sodium product line that converts those tonnes into shippable systems [S4][S5][S6][S7][S8].
Cell, Module, Cabinet: How the 2026 Sodium-Ion Stack Is Built
Commercial sodium-ion product lines in 2026 are organised in three discrete tiers — prismatic/cylindrical cell, modular rack, and integrated cabinet — and the supplier list looks different at each tier [S4][S5][S6][S7][S8].
At cell level, EAST Group's NaQDP 12V automotive line lists 30Ah and 40Ah nominal capacities across H4–H9 BCI group sizes, a 12V nominal, >3,000 cycles at 1C / 70% DOD, <3% monthly self-discharge, 96–99% discharge efficiency at 1C, and cold-cranking amps from 380 A (H4) to 650 A (H7) [S5]. The NaQTG "Alpine Region" companion line holds 45Ah and 54Ah at H5/H6/H7/H9, 660–1,000 A CCA, with the same >3,000-cycle, <3%/month envelope — the differentiation is cold-cranking and low-temperature operating range, not cycle life [S4].
At module and cabinet tier, EAST publishes an Intel-Na module with PACK-level fire suppression, cell self-equalisation and over/under-voltage, over-current, short-circuit and temperature cut-offs [S6]; a cabinet form-factor with cabinet-level fire suppression optional and a "faulty-module auto-exit" parallel topology [S7]; and an all-in-one 6–40 kVA rack UPS that bundles UPS, S3 sodium module and distribution in a single footprint [S8]. The cabinet copy states directly: "Sodium-ion batteries do not smoke, catch fire, or explode" under the test conditions EAST applies — a thermal-runaway claim, not a universal safety certificate, and it must be re-verified per cell UN 38.3 and IEC 62619 before any freight or stationary installation [S7].
Decision Criteria: What Buyers Should Rank Sodium Suppliers On
Spec sheets vary widely in 2026, so procurement evaluation should run against four hard criteria — cell capacity and C-rate, cycle life at stated DOD, low-temperature operating range, and form-factor integration depth [S4][S5][S6][S7][S8].
On cell capacity and C-rate, EAST's NaQDP tops out at 40Ah and NaQTG at 54Ah in BCI SLI sizes [S4][S5]; CATL's Naxtra brand and BYD's sodium programme have publicly discussed higher-capacity prismatic cells but the supplier datasheets seen here are EAST-only. On cycle life, the >3,000-cycle / 1C / 70% DOD figure is identical across both EAST automotive lines and the cabinet tier, which suggests it is a pack-level rather than cell-level ceiling [S4][S5][S7]. On low-temperature behaviour, the "Alpine Region" NaQTG line is the only EAST SKU in the dataset rated for extreme cold operation; Acoucou's motorcycle line independently quotes -40°F to 176°F (-40°C to 80°C) as a sales-side operating range [S1][S4]. On form-factor depth, only EAST in this dataset covers cell + module + cabinet + integrated UPS in one catalogue, which is a strong signal for buyers who want a single-vendor Bill of Materials [S6][S7][S8].
A 2023 Chery battery-technology presentation placed sodium-ion parallel to the lithium-ion industry around the 2010 inflection point, and forecast rising penetration in A00 cars, energy storage and two-wheelers — three segments that overlap almost exactly with the form factors EAST and Acoucou now ship [S3].
2026 Comparison Matrix of Main Sodium Product Lines
The table below is built only from the 2026 datasheets in the research material; cells marked "not in dataset" reflect absence of a published number rather than non-existence of a product. [S1]
EAST NaQDP (12V automotive, conventional) — 12V, 30–40Ah, 380–650 A CCA, >3,000 cycles @ 1C 70% DOD, <3%/month self-discharge, 96–99% efficiency @ 1C, wide temperature range [S5]. EAST NaQTG (12V automotive, Alpine) — 12V, 45–54Ah, 660–1,000 A CCA, >3,000 cycles @ 1C 70% DOD, <3%/month self-discharge, 96–99% efficiency @ 1C, extreme low-temperature operation [S4]. EAST Intel-Na module — flexibly configured for UPS backup, PACK-level fire suppression, cell self-equalisation, full over/under-voltage + over-current + short-circuit + temperature cut-off list [S6]. EAST sodium cabinet — modular parallel with faulty-module auto-exit, optional cabinet-level fire suppression, "no smoke / fire / explode" claim under EAST test conditions [S7]. EAST all-in-one UPS 6–40 kVA — rack-mount UPS + S3 sodium module + distribution, touch-screen monitoring of UPS and battery in one panel [S8]. Acoucou YTX-series motorcycle — 12V sodium-ion, 250 CCA in the YTX14-BS SKU, 3,000+ deep-cycle claim, 20% → 80% recharge in 15 minutes, -40°F to 176°F operating window, A-grade cell sourcing [S1].
On the criterion set [CCA, cycle life, temperature window, BOM consolidation], EAST NaQTG leads CCA at 1,000 A, EAST and Acoucou tie cycle life at 3,000+, Acoucou wins on published temperature range width, and EAST alone offers module-to-UPS single-vendor integration [S1][S4][S5][S6][S7][S8].
Where Sodium-Ion Fits — and Where It Does Not
Across the 2026 product line, sodium-ion is specified into four working regimes — 12V SLI cold-start, integrated UPS backup, A00-segment electric vehicles, and grid or behind-the-meter stationary storage [S2][S3][S4][S5][S6][S7][S8].
The 12V SLI use case is the most documented in the dataset: EAST publishes two full BCI group-size catalogues (H4–H9 conventional, H5/H6/H7/H9 Alpine), Acoucou publishes a full motorcycle group-size catalogue (YTX4A-BS through 12N28A-BS), and both claim >3,000 cycles at 1C / 70% DOD with <3% monthly self-discharge — numbers that target replacement cycles of 8–10 years in passenger-vehicle duty [S1][S4][S5]. The UPS use case is the second most documented: the Intel-Na module, the cabinet, and the all-in-one 6–40 kVA UPS all explicitly target data-centre and industrial-backup power, with PACK-level and optional cabinet-level fire suppression and per-cell over/under-voltage cut-off as the headline safety architecture [S6][S7][S8]. The A00-EV use case is forecast-driven rather than datasheet-driven: Chery's 2023 presentation explicitly names A00 cars, energy storage and two-wheelers as the three highest-penetration sodium-ion segments, and Shanxi Xinyang's 10,000 t/yr phase-2 capacity was designed to feed EV and grid-storage channels [S2][S3].
Buyers should not treat sodium-ion as a drop-in for high-energy-density lithium-ion in long-range passenger EV or aviation duty in 2026 — the energy-density gap is the same reason the cell catalogues seen here cluster around 30–54Ah in 12V form factors, and the 80% Chinese external lithium-dependency figure cited by Chery is the macro driver, not the engineering rationale for sub-100 kWh EV packs [S3]. For applications like industrial PLC cabinets on sodium UPS modules, the 6–40 kVA all-in-one UPS is the most natural fit in the 2026 product set [S8].
Cost, Supply and Standards: What the 2026 Numbers Say
Supply-side, the Shanxi Xinyang two-phase project in Xiaohe Industrial Park — 2,000 t/yr in phase 1 and 10,000 t/yr in phase 2 — is the single largest named production commitment in the research material, and the project's own description names electric vehicles, electric boats, home storage and grid storage as the four downstream channels [S2]. The 30-year "sodium battery" heritage claim in the Acoucou catalogue and the EAST product depth both point to a Chinese supply base with at least one decade of stack know-how, though the public datasheets in this dataset cover only EAST and Acoucou, not HiNa, CATL, BYD, Faradion or EVE directly [S1][S9]. On standards, the 2026 supplier copy explicitly invokes fire-suppression, self-equalisation, over-voltage / under-voltage / over-current / short-circuit / temperature cut-offs and a "no smoke, no fire, no explode" claim; these read as design-feature lists, not as IEC 62619, UL 1973 or UN 38.3 certifications, and any freight, stationary or UPS deployment still requires those third-party test reports at the pack level before sign-off [S6][S7].
Limitations, Open Risks and Trackable 2026 Signals
Three risks are visible in the 2026 dataset and should be tracked quarter by quarter. First, the lithium-carbonate price collapse to roughly 150,000 RMB/t has compressed sodium-ion's raw-materials cost edge, which is why Chery's 2023 talk explicitly framed the trend as a "new challenge" rather than a guaranteed win [S3]. Second, the "no smoke, no fire, no explode" claim on the sodium cabinet is published by EAST as a feature, not as a third-party certification; buyers should request the IEC 62619 / UL 1973 / UN 38.3 test reports separately [S7]. Third, the dataset's supplier breadth is narrow — public 2026 datasheets exist for EAST and Acoucou; HiNa, CATL, BYD, Faradion/Reliance and EVE Energy are named in industry coverage but their 2026 cell or pack datasheets are not in this research material, so a competitive bid list should request datasheets directly [S1][S3][S4][S5][S6][S7][S8][S9].
Trackable next signals to watch: (1) a published 2026 cycle-life test report from a third-party lab on the EAST NaQTG or NaQDP pack above 3,000 cycles at the 80% DOD level that most stationary storage projects will demand; (2) a CATL, BYD or EVE 2026 sodium prismatic-cell datasheet with energy density in Wh/kg, which the current dataset does not contain; (3) an update on Shanxi Xinyang phase-2 commissioning at the 10,000 t/yr nameplate, originally flagged for trial in March 2022 [S2].
For component-level specifications, see pressure transmitter, and flow meter.
For related coverage, see China Battery Pack Market: 2026 Pricing, Chemistry and Sourcing Map.