润禾材料又迎来重大机遇：动力电池明年将强制要求“不起火、不爆炸”

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has officially released the GB38031-2025 safety requirements for power batteries used in electric vehicles, mandating "non-flammability and non-explosion" as a compulsory requirement, effective from July 1, 2026 [1] Group 1: Regulatory Developments - The MIIT, along with eight other departments, issued an action plan for the high-quality development of the new energy storage manufacturing industry, emphasizing the need for safety standards that prevent thermal runaway and overcharging [1] - The new regulations include the establishment of a safety risk assessment system and the classification of energy storage battery standards, with a focus on "fully immersed fire prevention" technology [1] Group 2: Company Opportunities - Runhe Materials has successfully passed national standard tests for its immersion cooling lithium batteries and electric bicycle solutions, achieving "no smoke, no fire, no explosion" [1] - The company has introduced at least seven types of ultra-low viscosity cooling liquids suitable for various applications, including data centers, energy storage, and electric vehicles [1][2] Group 3: Product Features and Market Position - Runhe Materials' ultra-low viscosity cooling liquid can operate in temperature ranges from -78°C to 200°C, addressing issues related to battery freezing in cold environments [3] - The product is significantly cheaper than fluorinated liquids and increases battery cycle life by 33%, meeting cost control demands from battery and vehicle manufacturers [3] - The company has established a stable operation of indoor energy storage cabinets since November last year, providing empirical data for expanding from energy storage batteries to power batteries [3]