日媒关注中国修订电池安全国家标准：旨在掌握该领域全球主导权

Core Points - The Ministry of Industry and Information Technology of China has released a revised mandatory national standard for electric vehicle batteries, which will take effect on July 1, 2026, marking the first revision in five years [1][3] Group 1: Standard Revision Details - The new standard, GB38031-2025, includes 7 individual tests for battery cells and 17 tests for battery packs or systems, with 3 new or significantly revised items and 18 general modifications [4][10] - Key revisions include a new thermal diffusion test that specifies temperature requirements, operational states, and observation times, with updated technical requirements to prevent fire and explosion [7][10] Group 2: Industry Impact - Major Chinese battery manufacturers like CATL and BYD have already adapted their products to meet the new standards, while smaller companies face high costs exceeding 500 million RMB for compliance, risking market elimination [3][10] - The Shenzhen New Energy Vehicle Industry Association predicts a potential 30% reduction in domestic battery production capacity by 2027 due to the new standards [10] Group 3: Safety and Consumer Confidence - The new standards aim to alleviate consumer concerns regarding electric vehicle safety, especially in light of recent battery-related fire incidents [11][14] - The global market share of Chinese battery manufacturers reached 38.7% outside of China from January to April 2023, indicating strong competition with South Korean firms [14][16] Group 4: Global Leadership Aspirations - The revision of standards is part of China's strategy to gain global leadership in the electric vehicle battery sector, with ongoing discussions to establish global technical standards [14][16] - The anticipated introduction of solid-state batteries by 2030 highlights the competitive landscape among Chinese, Japanese, and Korean battery manufacturers [16]