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1 / 12 2021 06 07 S0790520010001 145 Wh/kg FARADION 150Wh/kg160Wh/kg FARADION 30% 2 0 V 17% 33% 2.74% 0.0065% 5.93% 1 2 2021/2022/2023 5.07/12.25/25.79GWh 246.3%/141.5%/110.6% 20 35 -24% 0% 24% 48% 72% 96% 120% 2020-06 2020-10 2021-02 3002 / 12 1 . 3 1.1 . 3 1.2 . 3 1.2.1 . 3 1.2.2 . 4 1.2.3 . 5 1.3 . 5 1.4 . 5 2 . 6 2.1 . 6 2.2 . 7 2.3 . 7 3 . 9 3.1 . 9 3.2 . 9 3.3 . 9 4 . 10 1 . 3 2 . 4 3 5.93% . 7 4 . 8 5 . 10 1: . 4 2 . 6 3 . 8 4 . 93 / 12 1 1.1 1 Challenges and Benefits of Post-Lithium-ion Batteries 1.2 1.2.1 ( 0 x 1 M ) 145 Wh/kg FARADION 150Wh/kg160Wh/kg , (A Na Li M X P S ) (A Na K Fe Mn Ni )4 / 12 1: FARADION NAIADES Natron Energy ALTRIS NGK Insulators 1.2.2 ( ) 90% ( ) 410 mA h/g 2 300 C 350 C5 / 12 1.2.3 , - 1.3 FARADION 30% - 0.29 /(W h) 0.43 /(W h) 0.40 /(W h) 1/3 The History and Use of Our Earths Chemical Elements: A Reference Guide. 2.74% 0.0065% 1/2 Natron Energy Altris 50 mA h/g 1/10 1/3 1.46 / 12 2 / / 3050Wh/kg 120180Wh/kg 100150Wh/kg 300500 3000 2000 2.0 V 3.2V 3.2V -20 60% 70% 88% 0V 2 0 V Commercialisation of high energy density sodium- ion batteries: Faradions journey and outlook 0 V 0 V 30% SOC : 5-10 -40 80 -20 88% 65% 20% 2 2.1 2.74% 0.0065% 2021 8600 510 790 2100 1930 960 640 300 90 270 807 / 12 48 18 3 5.93% Argonne - FARADION 2.2 5.93% 86.8% 60.5% 76% 24 2030 2.3 2019 4 15 55kg 4 9.19% 24.42% 22.44% 11.16% 7.44% ：5.93% 3.49% 1.05% 3.14% 11.748 / 12 -40 4 2021/2022/2023 85.5/96.0/106.1GW 5.07/12.25/25.79GWh 246.3%/141.5%/110.6% FARADION 2020 ICM 3 2018 2019 2020E 2021E 2022E 2023E 2024E 2025E /GW 20 25.78 30.6 29.4 33.3 36.1 39.3 42.7 /GW 43.9 30.4 39.4 56.1 62.7 70 78.1 87.1 /GW 64.2 56.1 70.0 85.5 96.0 106.1 117.4 129.8 0.8% 0.6% 0.7% 2.5% 5.0% 10.0% 15.0% 30.0% GW 0.50 0.35 0.49 2.14 4.80 10.61 17.61 38.94 /GW 184.27 210.05 240.65 270.05 303.35 339.45 378.75 421.45 /GW 174.33 204.68 244.08 300.18 362.88 432.88 510.98 598.08 /GW 358.6 414.73 484.73 570.23 666.23 772.33 889.73 1019.53 0.05% 0.05% 0.05% 0.07% 0.20% 0.30% 0.30% 0.40% GW 0.18 0.21 0.24 0.40 1.32 2.29 2.62 3.92 GW 0.68 0.56 0.73 2.54 6.12 12.90 20.23 42.86 -18% 32% 246% 142% 111% 57% 112% h 2 2 2 2 2 2 2 2 3.07% 5.81% 4.80% 5.71% 8.64% 13.30% 18.16% 21.00% 0.00% 5.00% 10.00% 15.00% 20.00% 25.00% 0 1000 2000 3000 4000 5000 2013 2014 2015 2016 2017 2018 2019 2020 / / -9 / 12 GWh 1.36 1.11 1.46 5.07 12.25 25.79 40.45 85.72 yoy -18.3% 31.9% 246.3% 141.5% 110.6% 56.9% 111.9% CNESA 3 3.1 1970 1991 10 2010 2010 2011 FARADION 20 2017 2018 2019 3.2 2017 48 V 10 Ah 2018 150Wh/kg 4000 2019 30 kW/100 kW h 2021 1 MW h 2019 4 Cu / 145 Wh/kg 2000 Ni / 120 Wh/kg 1000 92% FARADION Ni / 150Wh/kg160Wh/kg 80%DOD 1000 Natron Energy 50Wh/L 2C 10000 NAIADES / 90 Wh/kg 1C 4000 80% ALTRIS 140 Wh/kg 25 94% 3.3 0 V10 / 12 5 FARADION 35 2021 7 ST 18650 1 4 411 / 12 2017 7 1 R3 C3 C4 C5 C3 C4 C5 Buy 20% outperform 5% 20% Neutral 5% 5% underperform 5% overweight Neutral underperform 612 A 300 50012 / 12 1788 1 10 200120 2030 1 45 518000 18 C2 16 100044 1 B 5 710065
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