史上最严电动车电池安全令发布

Core Viewpoint - The Ministry of Industry and Information Technology has officially released the "Safety Requirements for Power Batteries for Electric Vehicles," which will be implemented on July 1, 2026, marking it as the "strictest battery safety regulation in history" due to its mandatory requirement for batteries to not catch fire or explode [1] Industry Impact - The new standard is expected to increase R&D costs for automotive manufacturers and may lead to a reshuffling of the industry, promoting concentration and standardization of technology [1] - A survey indicated that 78% of the 36 automotive and battery companies interviewed have the technical capability to ensure batteries do not catch fire or explode, while an additional 14% expect to achieve this capability by 2026-2027 [1] Technological Developments - Several battery manufacturers are enhancing battery safety through innovative designs, such as GAC Aion's modular battery technology, BYD's blade battery, and CATL's Kirin battery, which utilize various safety features to prevent thermal runaway [2] Safety Concerns - There is a discrepancy between laboratory testing and real-world incidents, as multiple battery cells may fail simultaneously in actual accidents, raising questions about the objectivity and authority of safety test results [3] - Issues have been reported regarding data manipulation by manufacturers during third-party testing, which can affect the accuracy of accident responsibility assessments [3] Market Dynamics - The new standard will apply to newly approved vehicle models starting July 1, 2026, and to existing models by July 1, 2027, creating a one-year transition period for existing models to comply or exit the market, potentially leading to a clearance sale of older models in late 2026 [4] - The increase in battery safety requirements will likely lead to higher production costs, which will be passed on to consumers, further reshaping the electric vehicle market [4]