八苯基倍半硅氧烷助力汽车阻燃达标电池新国标

Core Viewpoint - The newly released national standard GB38031-2025 for electric vehicle power batteries emphasizes the requirement for batteries to not catch fire or explode, reflecting a significant shift in safety expectations within the industry [2][9][34]. Group 1: New National Standard Requirements - The new standard mandates that new vehicle models must comply by July 1, 2026, while existing models have until July 1, 2027, to meet the updated safety requirements [9]. - Key requirements include preventing fire and explosion during thermal diffusion, battery bottom impact, and short-circuiting after fast charging [11]. Group 2: Fire Retardant Technologies - Various fire retardants are commonly used in electric vehicle applications, including halogenated, silicon-based, boron-based, sulfonate, and phosphorus-based retardants, each with distinct properties and limitations [4][5][6][7][8]. - Silicon-based fire retardants are highlighted for their environmental benefits and effectiveness in forming protective layers that enhance safety [5][12]. Group 3: New Product Development - The introduction of Octaphenylsilsesquioxane (OPS) as a new silicon-based fire retardant is noted, with its application in enhancing the fire resistance of lithium battery components [13][14]. - OPS has shown promising results in improving the char formation and overall fire resistance of polycarbonate (PC) materials used in batteries [15][16]. Group 4: Market Dynamics - The market for OPS is currently dominated by imports from companies like Shin-Etsu Chemical and Momentive, but domestic production is rapidly developing, with companies like Shanghai Puhsin leading the way [17][20][21]. - The demand for OPS is expected to grow significantly, particularly in the context of increasing production of electric vehicles in China, projected to reach over 2 million units annually by 2027 [22]. Group 5: Industry Impact - The implementation of the new national standard is seen as a pivotal moment for the electric vehicle industry in China, pushing towards higher safety standards and reducing the risk of fire incidents [34]. - The advancement of fire retardant technologies, particularly the adoption of OPS, is anticipated to eliminate the perception of electric vehicles as fire hazards in the near future [34].