Camel Group Sodium-Ion Battery Selected for European Auto Maker Project

Camel Group Co., Ltd. (SHA: 601311.SH) announced that its 12V sodium-ion battery technology has been selected for a preliminary development project with a significant European automobile manufacturer. The inclusion of Camel Group's technology marks its entry into the automaker's development and validation process for next-generation low-voltage applications.

This development builds upon Camel Group's prior engineering work with cylindrical sodium-ion cells and its small-batch production capabilities. The company highlighted the increasing automotive interest in sodium-ion technology as manufacturers seek alternatives to traditional batteries, driven by resource availability, cold-weather performance, and potential longevity. These factors align with evolving vehicle electrical architectures and decarbonization mandates.

Camel Group, which possesses over four decades of experience in low-voltage batteries including lead-acid, EFB, AGM, 12V lithium-ion, and now 12V sodium-ion, is also a lead proponent for the international standard "12V Sodium-Ion Batteries for Automotive Start-Stop Applications." The project with the European automaker presents an opportunity to further validate Camel Group's sodium-ion technology and tailor its products for the European automotive industry's requirements.

The company plans to continue advancing sodium-ion technology and deepening research and development collaborations with automotive manufacturers both domestically and internationally, focusing on safety, application adaptability, and stable performance across varied operating conditions.

### Money Play Investors should monitor Camel Group's progress in this development project and its potential impact on its future product pipeline and international collaborations.

## Catalyst Analysis: Automotive Technology Integration The selection of Camel Group's sodium-ion battery for a European automaker's preliminary development project represents a significant step in validating and potentially commercializing this emerging technology within the automotive sector. The automaker's engagement signals a serious consideration of sodium-ion as an alternative for low-voltage applications, influenced by regulatory shifts and the industry's push for decarbonization.

## Technical Analysis & Key Risk Watch

## Impact on Automotive Supply Chain This development could signal a shift in the automotive battery supply chain, with sodium-ion technology gaining traction alongside lithium-ion. Companies involved in battery materials, manufacturing, and electric vehicle components may see opportunities or competitive pressures as this technology matures. Camel Group's existing relationships with European automakers using its 12V lithium-ion batteries suggest a potential pathway for broader adoption of its sodium-ion offerings.