“史上最严电池安全令”将施行从“能量密度为王”转向“安全性能为先”

Core Viewpoint - The newly released national standard for electric vehicle batteries, known as the "strictest battery safety regulation in history," emphasizes the requirement for batteries to not catch fire or explode after thermal runaway, marking a shift from a focus on range to safety in the industry [1][2]. Group 1: New National Standard - The new national standard (GB38031-2025) will be implemented on July 1, 2026, and introduces mandatory safety requirements for batteries, including the ability to withstand thermal runaway without igniting or exploding [2][3]. - Compared to the 2020 version, the new standard includes additional testing requirements such as fast charging cycle safety tests and impact tests for battery packs [2][3]. - The new standard aims to reduce the probability of battery fires by enhancing testing protocols and safety measures, thus protecting consumer safety [2][3]. Group 2: Industry Impact - The introduction of the new standard is expected to raise industry entry barriers, accelerate the exit of low-end production capacity, and concentrate market resources among leading companies like CATL, BYD, and others [1][4]. - Companies that prioritize research and quality are anticipated to gain more growth opportunities as safety becomes a core competitive advantage [8]. - The new standard is seen as a "value reconstruction" in the standard system, shifting the focus from energy density to safety performance [3][8]. Group 3: Company Responses - Leading battery manufacturers, including CATL and BYD, have announced compliance with the new standards, with CATL being the first to meet the requirements [4]. - Companies like Xinwangda and others have also confirmed that their products meet or exceed the new safety standards, indicating a proactive approach to safety [4]. Group 4: Future Trends - The new standard is expected to accelerate the demand for solid-state batteries and sodium batteries, which are considered safer alternatives to traditional lithium batteries [6][8]. - The industry is likely to see a shift towards quality over price, as the new regulations may eliminate low-quality competitors and enhance the overall safety of battery technology [7][8].