Group 1 - The new national standard for electric vehicle batteries requires companies to redesign battery pack structures and thermal management systems to enhance safety and performance [1][2] - The standard, which will be implemented in July 2026, mandates that batteries must not catch fire or explode under internal short circuit conditions, marking it as the strictest battery safety regulation to date [2] - Industry experts believe that the new standard will accelerate high-quality development in the sector, potentially leading to a "stronger survive" market dynamic [2] Group 2 - Companies like BYD, Xinwanda, Guoxuan High-Tech, and CATL have announced that their products meet or exceed the new standard requirements [4] - The new standard is expected to promote safety upgrades in the battery industry, driving optimization in thermal management and liquid cooling systems, as well as improvements in lithium battery material thermal stability [4] - Solid-state batteries, viewed as the next generation of advanced technology, require more efficient thermal management designs due to their lower thermal conductivity, with material costs for thermal management systems expected to increase by 10% to 15% [4]
新国标对电池热管理要求升级，高管称设计是影响安全的主因
Di Yi Cai Jing·2025-07-21 15:24