储能强制性国标明日生效 首批过关“尖子生”有谁？

Core Viewpoint - The implementation of the mandatory national standard GB 44240-2024 for lithium batteries used in energy storage systems marks a significant shift towards enhanced safety regulations in China's energy storage industry, focusing on product safety characteristics and establishing legal entry barriers [1][2]. Group 1: Standard Overview - GB 44240-2024 is the first mandatory national standard in the energy storage sector, emphasizing safety features and incorporating key testing items from international standards such as IEC, UL, and UN [1][2]. - The standard includes new testing items at the cell level, such as vibration, impact, puncture, and forced discharge, and has increased the duration for overcharging tests, which correlates with safety risks [2]. Group 2: Industry Impact - Over 20 companies with more than 40 product models have passed or are undergoing testing for GB 44240, including leading battery manufacturers like CATL, Envision, and others [2]. - The implementation of GB 44240 is expected to elevate safety from an optional consideration to a mandatory requirement, pushing manufacturers with insufficient safety redundancies to redesign their products and transition the industry towards a high-quality focus on safety rather than cost [4]. Group 3: Market Dynamics - The new standard comes at a time when the energy storage sector is experiencing rapid growth, with installed capacity reaching 94.91 million kilowatts (22.2 billion watt-hours), a 29% increase from the end of 2024 [4]. - The industry is shifting from a passive role to an active profit-generating model, with high-frequency operational testing becoming a market necessity [4].