“电池新国标”提高技术门槛：“不爆炸、不起火” 专家：中小电池厂面临挑战

Core Viewpoint - The newly released national standard for electric vehicle power batteries, effective from July 1, 2026, introduces stricter safety requirements, marking a significant shift in battery safety regulations in China [1][3]. Group 1: New National Standard Details - The new standard revises thermal diffusion testing, adds bottom impact testing, and introduces safety testing after fast charging cycles [1]. - The requirement for thermal runaway protection has shifted from a "5-minute window" to a "zero tolerance" policy, mandating that batteries must not catch fire or explode [1]. - The new standard also stipulates that smoke toxicity must not threaten the lives of occupants, being referred to as the "strictest battery safety regulation in history" [1]. Group 2: Industry Impact - The new standard is expected to drive battery manufacturers to accelerate technological innovation and system upgrades, particularly in thermal management, fire resistance, and explosion prevention technologies [3][4]. - Leading companies with R&D resources, such as CATL and BYD, are likely to gain market share advantages, while smaller battery manufacturers may face significant challenges due to increased R&D costs for material and structural upgrades [4]. - The introduction of the new standard is anticipated to reshape the battery supply chain and the collaborative logic between upstream and downstream partners, emphasizing a "safety-first, collaborative development" model [4]. Group 3: Global Competitiveness - The new standard incorporates international standards such as UN R100 and ISO 6469-1, enhancing the global competitiveness of Chinese battery products [5]. - As Chinese electric vehicles expand into international markets, this new standard may serve as a benchmark for global safety standards, potentially redefining safety expectations and increasing the global influence of Chinese battery manufacturers [5].