According to a public document released on Thursday by environmental authorities in Ningde, Fujian province - CATL's headquarters city - the expansion project will add 40 GWh of annual production capacity for sodium-ion power batteries.

CATL (China) - Mass production of Naxtra sodium-ion batteries (up to 175 Wh/kg, 15,000+ cycles) started 2026. Recently announced 40 GWh per year dedicated sodium-ion expansion in Fujian and this is part of larger site plans to reach 149 GWh per year total. They secured world's largest order (60 GWh over 3 years for energy storage with CATL and Chinese energy storage system provider HyperStrong. CATL is the dominate 2026 leader in sodium ion batteries and lithium ion batteries.

BYD (China) — Strong #2. Dedicated 30 GWh sodium-ion plant (Xuzhou/Xining area. construction ongoing since 2024) ramping in 2026. Third-generation cells with up to 10,000 cycles and blade-style format. BYD is targeting entry-level EVs and storage. BYD has neear term targets of ~50 GWh per year in sodium ion batteries.

HiNa Battery (China) — Pioneer with commercial deployments (energy storage, low-speed EVs). Large-scale automated lines already running. Expanding Qinghai projects in the 5 GWh range. Smaller than CATL/BYD but established GWh-scale output.