BYD

BYD is the world's second-largest battery manufacturer and the largest EV producer by units, with a sodium-ion program ambitious in scale. It broke ground on a 30 GWh sodium-ion gigafactory in Xining in early 2024, operational by July 2025, and another 30 GWh facility in Xuzhou. BYD's NFPP cathode chemistry offers outstanding cycle stability and thermal safety. Its third-generation sodium-ion platform, announced February 2026, surpasses 10,000 cycles to 80% retention at -40°C—more than triple the cycle life of standard LFP. Cells achieve ~160 Wh/kg in blade format. The MC Cube-SIB targets 2–8-hour utility storage at 1,200V. BYD's vertical integration—producing cathode, anode, electrolyte, separator, and cells—outperforms #3 HiNa in supply chain independence, enabling adoption in the Seagull EV platform.