3 6 Ke·2025-07-03 04:24Core Points - China is set to revise its electric vehicle (EV) battery safety standards, making them stricter than current regulations, with a focus on preventing explosions or fires within two hours of a battery cell anomaly [2][3] - Major companies like CATL and BYD have already adapted their products to meet the new standards, while smaller firms may face challenges that could lead to their elimination from the market [5][9] - The new standards are part of China's strategy to gain global leadership in the EV battery sector, with implications for international business opportunities for Chinese manufacturers [9][6] Industry Response - The revised standards will require new testing methods, including internal heating tests to trigger thermal runaway, which are more rigorous than previous external heating and puncture tests [3] - CATL's "Qilin Battery" and BYD's "Blade Battery" have already met the new standards, indicating readiness among leading manufacturers [5] - The automotive sector, including companies like Nissan, is also adapting to the new regulations, with some vehicles already compliant [5] Market Implications - The frequency of EV-related fire incidents, particularly in South Korea, raises concerns about consumer trust in "Made in China" products, potentially affecting market share for Chinese companies [5][6] - In China, EVs and plug-in hybrid vehicles account for 50% of total passenger car sales, highlighting the growing importance of safety standards to boost consumer confidence [6] - The implementation of stricter standards may lead to a significant reduction in the number of battery manufacturers, with estimates suggesting a 30% decrease in production capacity by 2027 due to compliance costs [9][6]