Global sodium-ion (Na-ion) battery shipments are in the midst of a leapfrogging expansion. According to Qidian Research’s 2026 Global Na-ion Technology Application White Paper, annual shipments jumped from approximately 3.6 GWh in 2024 to 9 GWh in 2025. Bernstein analysts project a threefold increase to at least 25 GWh in 2026, with energy storage accounting for more than half of total demand. Looking ahead, the industry expects the market to surpass 500 GWh by 2030. This 3.6-to-25 GWh run in three years checks every box for an industry on the verge of breakout. The Cost Crossover The central variable is cost. Leading manufacturers expect that Na-ion cells using layered oxide cathodes could reach parity with LFP cells by late 2026, driven by economies of scale in materials and improved production yields. Mass-produced Na-ion cathode costs have already matched LFP cathodes under a scenario where lithium carbonate is priced at RMB 150,000 per tonne. Meanwhile, hard carbon anode costs have fallen from RMB 60,000–70,000 per tonne in 2024 to RMB 35,000–40,000 per tonne in 2026. The cost curves are inching toward their crossover point. As the industry scales, TOB NEW ENERGY is playing a role by expanding access to key sodium-ion battery materials and sodium-ion battery solution equipment for cell production. From Lab to Gigawatt-Hour: Commercial Orders Go Live The transition from laboratory prototypes to firm GWh-scale orders took nearly five years, but large deals now signal that commercial pathways are validated. The world’s first 100 MWh-class sodium-ion energy storage station has entered operation in Hubei Province — a single charge stores 100,000 kWh of electricity, enough to meet the daily needs of roughly 12,000 households. China’s first grid-side 10 MWh sodium-ion storage project, using entirely domestic cells, has been connected to the grid. In Honghu City, the first phase of a 100 MW/200 MWh installation has passed its completion inspection. Hard Times Ahead for LFP? The rise of sodium-ion will inevitably bite into the market space of LFP. Energy storage is Na-ion’s primary theatre. Bernstein estimates that if Na-ion captures 10–20% of the storage market, demand could hit 350 GWh by 2030 — sufficient to materially disrupt LFP capacity planning. Once cost parity is achieved, Na-ion will hold clear advantages in applications less sensitive to energy density: stationary storage, two-wheelers, start-stop power supplies, and the like. Moreover, according to CBC Metal Network, China relies on imports for about 70% of its lithium. Sodium batteries exploit the country’s fully self-sufficient sodium salt resources, sidestepping the geopolitical risks and price swings associated with concentrated lithium reserves. The lowest-tier LFP producers — those lacking technological agility and dependent on cheap labour rather than process excellence — will be the first to feel the squeeze. When Na-ion costs equalize, those lines face order losses and stranded c...

TOB NEW ENERGY has passed a comprehensive on-site supplier capability assessment conducted by TÜV Rheinland, one of the world's leading independent testing and certification bodies. The assessment, completed in July 2026 under Report Number 493334655_T, provides third-party verification of TOB's manufacturing infrastructure, quality management systems, and export readiness — independently confirming capabilities built over more than two decades of battery engineering practice. The assessment is verifiable online via the TÜV Rheinland certified supplier portal, giving international buyers a direct channel to confirm TOB's credentials without relying solely on self-reported claims. TÜV Rheinland, founded in 1872, is among the most recognized names in industrial testing and certification globally. Its supplier capability assessments involve on-site inspection of production facilities, quality control processes, R&D infrastructure, and export operations — not a document review conducted remotely, but a physical audit where TÜV engineers walk the factory floor. What the Assessment Covers The TÜV Rheinland supplier capability assessment evaluates a manufacturer across the dimensions that matter most to international procurement decisions: Manufacturing infrastructure. Production equipment condition, capacity, automation level, and maintenance systems — verifying that the factory can deliver at the scale and consistency required for export orders. Quality management. Incoming material inspection, in-process quality control, finished product testing, nonconformance handling, and corrective action systems — the operational processes that determine whether product quality is repeatable or sporadic. R&D and technical capability. Laboratory facilities, testing equipment, engineering team qualifications, and product development processes — indicators of whether the supplier can solve technical problems independently. Export capability. Packaging standards, logistics documentation, regulatory compliance awareness, and international customer service infrastructure — the practical capabilities that separate domestic suppliers from reliable export partners. Each dimension is assessed through on-site observation, document review, and personnel interviews. The TÜV assessor verifies that what the company claims matches what exists on the ground. TOB's Credential Stack: From Product Safety to Production Systems The TÜV Rheinland assessment adds the latest layer to a credential architecture spanning product safety certifications, management system certifications, and independent supplier verification — each addressing a distinct dimension of international buyer confidence. Credential Category What It Verifies CE Product Safety — EU Market Battery equipment meets EU health, safety, and environmental requirements, enabling market access across the European Economic Area UL Product Safety — North America Battery equipment complies with North American safety standards req...

TOB NEW ENERGY의 단오절 인사말 및 휴일 안내 소중한 고객 및 파트너 여러분께, 중국 전통 단오절이 다가옴에 따라 TOB NEW ENERGY팀은 여러분께 따뜻한 인사를 전합니다. 여러분과 가족분들의 건강, 평안, 그리고 지속적인 성공을 기원합니다. 단오절의 정신은 긴밀한 협력, 끈기, 그리고 끊임없는 전진으로 특징지어지며, 이는 글로벌 파트너와 함께 배터리 생산 라인 솔루션 발전에 힘쓰는 저희의 약속과 깊이 맞닿아 있습니다. 아래와 같이 당사 사무실이 휴일 기간 동안 임시 휴무함을 알려드립니다: 휴일 기간:2026년 6월 19일 금요일 – 2026년 6월 21일 일요일 정상 운영 재개:2026년 6월 22일 월요일 이 3일 동안 당사의 응답 시간이 다소 지연될 수 있습니다. 진행 중인 장비 주문, 전고체 또는 리튬 이온 배터리 제조 솔루션, 기술 지원과 관련된 긴급 문의 사항이 있으시면 담당 계정 관리자에게 이메일 또는 전화로 직접 연락해 주시기 바랍니다. 일반 문의 사항은 메시지를 남겨 주시면 복귀 후 요청 사항을 우선적으로 신속히 처리하겠습니다. 지속적인 신뢰와 협력에 감사드립니다. 긴급 연락처:Amy Wang 이메일: tob.amy@tobmachine.com 휴대전화: +86-18120715609 감사합니다. TOB NEW ENERGY 팀 www.tobmachine.com