CATL(SZ:300750) Zhong Guo Chan Ye Jing Ji Xin Xi Wang·2025-09-11 01:03Core Viewpoint - The implementation of GB 44240-2024 establishes China's first mandatory national standard for lithium batteries used in energy storage systems, focusing on "full lifecycle safety" and addressing critical regulatory gaps in the renewable energy sector [1] Group 1: Safety Issues in the Industry - The new energy storage sector in China is experiencing rapid growth, with installed capacity reaching 94.91 million kilowatts (or 222 million kilowatt-hours), a 29% increase compared to the end of 2024 [2] - Safety concerns have become a significant issue in the industry, especially following several major safety incidents overseas this year, raising public awareness about energy storage safety [2] - The safety of batteries, as the core component of energy storage systems, directly impacts the overall safety of these facilities, with high-capacity batteries potentially reaching internal temperatures above 800 degrees Celsius during thermal runaway [2] Group 2: Standardization and Regulatory Framework - GB 44240 is a legally binding standard that imposes strict safety requirements across the entire battery lifecycle, including design, manufacturing, transportation, installation, operation, and recycling [4] - The standard introduces new testing items such as vibration, impact, shallow puncture, and forced discharge, while also tightening existing safety testing requirements [4] - The Ministry of Industry and Information Technology (MIIT) has emphasized the importance of establishing a comprehensive standard system for lithium batteries, aiming to create over 100 new national and industry standards by 2026 [3] Group 3: International Comparison and Influence - GB 44240 was developed by referencing international standards such as IEC 62619 and IEC 63056, but it includes unique testing requirements tailored to China's industry and technological context [5] - With China accounting for over 90% of global energy storage battery shipments, GB 44240 is expected to serve as a reference for international standards, potentially becoming a global benchmark [5] Group 4: Industry Response and Future Directions - Leading battery companies have already passed the GB 44240 standard evaluation, indicating a shift towards prioritizing safety in product design and development [6] - Companies are proactively conducting advanced combustion tests that exceed compliance requirements, reflecting a commitment to enhancing safety measures [6][7] - The industry is moving towards a multi-layered safety protection system that integrates technical, standard, and management dimensions to ensure the reliability and safety of energy storage products [7]