电池安全

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头部企业,大动作!“史上最严电池安全令”将施行
证券时报· 2025-06-18 02:14
Core Viewpoint - The newly released national standard for electric vehicle batteries, known as the "strictest battery safety regulation in history," emphasizes safety over energy density, marking a shift in the industry towards prioritizing safety technology and quality over mere performance metrics [2][4][12]. Summary by Sections New National Standard - The "Safety Requirements for Power Batteries for Electric Vehicles" (GB38031-2025) will be implemented on July 1, 2026, introducing mandatory standards for batteries to not catch fire or explode after thermal runaway [4][11]. - The new standard includes 7 individual tests and 17 battery pack/system tests, enhancing safety measures compared to the 2020 version [4][5]. Industry Impact - The introduction of the new standard is expected to raise industry entry barriers, accelerate the exit of low-end production capacity, and concentrate market resources among leading companies [2][12]. - Companies like CATL, BYD, and others have already announced compliance with the new standards, indicating a proactive approach to safety [7][12]. Technological Advancements - The new standard requires improvements in battery design to reduce the likelihood of self-ignition, including new tests for rapid charging cycles and impact resistance [5][8]. - Solid-state batteries are anticipated to benefit from the new safety requirements, as they offer better thermal stability and safety features compared to traditional lithium batteries [9][12]. Market Dynamics - The shift towards safety as a core competitive advantage is expected to reshape the industry landscape, favoring companies that invest in research and development and prioritize product quality [12]. - The new regulations may lead to increased costs for companies as they upgrade technology and production processes to meet the new standards [11][12]. Future Outlook - The industry is likely to see a consolidation trend, with larger firms gaining a competitive edge due to their ability to meet the new safety standards and invest in advanced technologies [12]. - The transition from a price-driven market to one focused on quality and safety is expected to enhance the overall stability and reliability of electric vehicle batteries [11][12].
“史上最严电池安全令”将施行从“能量密度为王”转向“安全性能为先”
Zheng Quan Shi Bao· 2025-06-17 18:14
Core Viewpoint - The newly released national standard for electric vehicle batteries, known as the "strictest battery safety regulation in history," emphasizes the requirement for batteries to not catch fire or explode after thermal runaway, marking a shift from a focus on range to safety in the industry [1][2]. Group 1: New National Standard - The new national standard (GB38031-2025) will be implemented on July 1, 2026, and introduces mandatory safety requirements for batteries, including the ability to withstand thermal runaway without igniting or exploding [2][3]. - Compared to the 2020 version, the new standard includes additional testing requirements such as fast charging cycle safety tests and impact tests for battery packs [2][3]. - The new standard aims to reduce the probability of battery fires by enhancing testing protocols and safety measures, thus protecting consumer safety [2][3]. Group 2: Industry Impact - The introduction of the new standard is expected to raise industry entry barriers, accelerate the exit of low-end production capacity, and concentrate market resources among leading companies like CATL, BYD, and others [1][4]. - Companies that prioritize research and quality are anticipated to gain more growth opportunities as safety becomes a core competitive advantage [8]. - The new standard is seen as a "value reconstruction" in the standard system, shifting the focus from energy density to safety performance [3][8]. Group 3: Company Responses - Leading battery manufacturers, including CATL and BYD, have announced compliance with the new standards, with CATL being the first to meet the requirements [4]. - Companies like Xinwangda and others have also confirmed that their products meet or exceed the new safety standards, indicating a proactive approach to safety [4]. Group 4: Future Trends - The new standard is expected to accelerate the demand for solid-state batteries and sodium batteries, which are considered safer alternatives to traditional lithium batteries [6][8]. - The industry is likely to see a shift towards quality over price, as the new regulations may eliminate low-quality competitors and enhance the overall safety of battery technology [7][8].
小米汽车,深夜辟谣!
天天基金网· 2025-06-17 05:46
6月16日晚间,小米汽车发布最新一期的答网友问,否认 存在 网传 "小米汽车大客户经理" 等角色,并且介绍了YU7在车胎与电池方面 的 信息。 小米汽车在6月16日官宣,YU7将在6月底正式发布。小米汽车在答网友问中介绍,一同发布 的新品包括 小米平板7S Pro 、REDMI K Pad 、REDMI K80至尊版等。 "245 " 代表轮胎的断面宽度245mm (毫米),即 两个侧壁之间最宽处的直线距离 ; "55"代表轮胎侧壁高度占轮胎断面宽度的百分比,扁平比越高 的 轮胎看起来越"厚",抗路 面冲击能力越强, 可以 更好 地 保护轮毂。 同时, 245mm胎宽的轮胎为YU7提升了续航能力,助力标准版车型在CLTC (中国轻型汽 车行驶工况) 工况下拥有最高835km (公里) 的续航里程,兼顾舒适性及续航表现。 小米汽车否认" 大客户经理 " 角色 近日,网上出现一些自称"小米汽车大客户经理"的 人 ,声称通过其大客户渠道定车可领取现 金补贴。 "目前小米汽车官方没有任何大客户定车渠道或现金补贴。"小米汽车称,切勿相信网传"小米 汽车大客户经理" 等 信息,更不要涉及金钱交易,避免经济损失。 小米汽车 ...
小米汽车,深夜辟谣!
中国基金报· 2025-06-17 02:32
【导读】小米汽车深夜辟谣,没有大客户定车渠道或现金补贴 中国基金报记者 邱德坤 同时,YU7应用SU7 Ultra电池包底部同款的防弹涂层。小米汽车介绍,当YU7底部遭遇刮擦 时,可以有效地吸收冲击能量,大大减少底部刮擦对电池包造成的损伤。 针对 YU7配备的245/55 R19轮胎, 小米汽车介绍了" 245 " 和 " 55 "分别代表的含义。 "245 " 代表轮胎的断面宽度245mm (毫米),即 两个侧壁之间最宽处的直线距离 ; "55"代表轮胎侧壁高度占轮胎断面宽度的百分比,扁平比越高 的 轮胎看起来越"厚",抗路 面冲击能力越强, 可以 更好 地 保护轮毂。 6月16日晚间,小米汽车发布最新一期的答网友问,否认 存在 网传 "小米汽车大客户经理" 等角色,并且介绍了YU7在车胎与电池方面 的 信息。 小米汽车在6月16日官宣,YU7将在6月底正式发布。小米汽车在答网友问中介绍,一同发布 的新品包括 小米平板7S Pro 、REDMI K Pad 、REDMI K80至尊版等。 小米汽车否认" 大客户经理 " 角色 近日,网上出现一些自称"小米汽车大客户经理"的 人 ,声称通过其大客户渠道定车可领 ...
新国标催生行业变革 宇通 “三位一体” 构筑电池安全护城河
第一商用车网· 2025-05-31 13:40
关于新能源车,用户最关注的是什么?有人说价格,也有人说续航,但在安全面前,这些都是"1"后面的"0"。只有把安全做到极致,才 能真正赢得市场,收获用户。 何谓安全?答案或许并不唯一,但今年4月新颁布的电池新国标上,将"不起火、不爆炸"从企业技术储备上升为强制性要求的动力电池 安全标准,引发的既是社会关注,也是对相关产业的一次"变革"。 当动力电池安全进入"零容忍"时代,车企们准备好了吗?作为商用车领域龙头企业,宇通集团在做好示范引领的同时,筑起属于自己安 全的"护城河",并在卡车领域做到提前布局,标准前置,不仅把安全做到极致,还全方位为用户考虑,让车主用的安全,用的节省与放 心。 新国标中提出了"不起火、不爆炸"的基本要求,该要求看似简单,却是摆在所有新能源车企面前的一条"金科玉律",在保障用户安全的 同时,也在推动行业转型升级。在卡车领域研发方面,宇通坚持"三线结合",从电池自身的安全着手,到电池给予整车的安全保护,再 到电池的安全监控,"三位一体"给予车辆和乘客最可靠的安全。 宇通集团车载能源高级经理高万兵介绍,通过"整车、系统、箱体、部件、监控"等五重防护,实现全生命周期的安全。首先,是电池自 身的安全 ...
上海车展|流量退场,车企开始比拼安全与体验
36氪· 2025-05-09 12:37
行业回归理性竞争。 去年北京车展,车企CEO成为最大流量看点,360创始人周鸿祎往车顶一坐,喜提了N个微博热搜。雷军、李想等CEO之间的展台互访,吸引了无数关注; 如果在往前数,观众消的眼光更是围绕着明星、车模,话题更加娱乐化。 但今年上海车展,这些所有的流量"人物"都已经退居幕后,大家都能静下心来,认真的讲产品讲体验。而从现场的情况来看,这一届的观众更愿意看技术, 看干货。 这样理性趋势的出现并非偶然。据乘联会数据,2025年一季度,中国新能源汽车渗透率继续突破40%,L2级辅助驾驶在新车中的搭载率也已超过60%。 中国汽车市场已经渡过"博眼球"时期,即将进入稳扎稳打、靠质量创造竞争力的平稳提升期。在这个阶段,车企需要的不再是吸引眼球的流量玩法,而是抢 夺用户真正心智的营销暗战。 品牌心智第一战:安全 在新能源汽车发展历程中,电池一直是消费者关注的重中之重。如今,20万元以上的车型,已普遍支持400V以上的超充;搭载100度三元锂电池的车型,综 合续航里程更是轻松达到700公里以上。电池与补能技术的进步,已经初步打消大众对电动汽车的使用顾虑。 不过,随着电动汽车保有量的增长,其事故案例也开始增多。2025年 ...
车展观察|要速度也要安全,动力电池赛道正在重新定义
Bei Ke Cai Jing· 2025-04-28 14:31
Group 1: Core Insights - The automotive industry is entering the "megawatt era" of ultra-fast charging technology, with companies like BYD, Huawei, CATL, and Star Charge launching megawatt-level products to enhance energy replenishment speed to match that of traditional fuel vehicles [1][4][9] - The introduction of the "strictest new national standard" for battery safety, which mandates that batteries must not catch fire or explode, has led many companies to claim their products exceed these safety standards [2][13][14] - The technological revolution in ultra-fast charging and safety is redefining the battery sector, positioning China's new energy industry at the forefront of the global energy revolution [3][23] Group 2: Company Developments - CATL showcased its second-generation ultra-fast charging battery at the Shanghai Auto Show, claiming it to be the world's first lithium iron phosphate battery with a peak charging rate of 12C and a range of 800 kilometers [5] - BYD introduced its megawatt flash charging product, achieving a peak charging speed of 1 second per 2 kilometers, with a statement emphasizing the goal of eliminating charging anxiety by matching fuel vehicle refueling speeds [5][12] - Huawei launched its liquid-cooled ultra-fast charging product and called for the industry to move towards comprehensive ultra-fast charging development [9] - Star Charge presented a two-megawatt liquid-cooled ultra-fast charging system, capable of a combined power pool of 10 megawatts and a dual-gun output current of 2400A [10] - A new battery safety standard requires rigorous testing, with companies like Geely committing to share safety patents and enhance battery safety across the industry [19][22]
我做了十年电池,至今也没买电车丨产品MAX
36氪· 2025-04-22 10:28
作为产业报道的头部媒体,过往我们对产品报道并不多,但产品报道才是对消费者选车、购车,以及车企造车、卖车最有帮助的文字。 于是,我们决定重塑产品观察栏目,分为MAX,PRO两个不同类型: 产品MAX邀请了车企及供应链企业的专业人士,听听他们选车和购车时关注的重点,为消费者提供有效建议; 以下文章来源于36氪汽车 ,作者韩永昌 36氪汽车 . 看懂汽车产业新百年。36氪旗下智能电动车产业报道公号。 产品PRO则邀请了连续购买多辆新能源车的资深车主,为固定品牌和细分市场提供真实意见。 文 | 韩永昌 编辑 | 张博文 来源| 36氪汽车(ID:EV36Kr) 封面来源 | IC photo 这是第一期栏目,我们邀请了一位拥有约10年动力电池研发经验的专业人士,他经历了中国新能源车崛起的整个过程,在车企、 电池企业都有工作经历,也亲手开发了多款电池包。 他分享了一些如何选择电池、电车,以及日常生活中如何养护电池的经验。但至今他依然在开油车,他的同事们也开油车居多, 让我们来看看他怎么说 36氪:你去看车的时候,你会特别关注这个电池是谁们家的吗? 工程师: 如果是三元电池,我就会特别关注。因为在我们自己开发的角度来看, ...
电动车安全要求新国标解读专家会
2025-04-17 15:41
Summary of Electric Vehicle Battery Safety Standards Conference Industry Overview - The conference focused on the electric vehicle (EV) battery industry, specifically discussing new safety standards for power batteries set to take effect in July 2026. [1][21] Key Points and Arguments - **Current Battery Safety Performance**: Only a few leading companies (C Company, B Company, and Yiwei Lithium Energy) have products that can achieve 30-60 minutes without burning or exploding, while less than 10% can meet the two-hour standard. [1][4] - **New Safety Standards**: The new national standard requires that after a thermal runaway event, the battery pack must not catch fire or explode for at least two hours, with all temperature points remaining below 60 degrees Celsius. This is a stricter requirement compared to previous standards. [2][21] - **Material and Technology Improvements**: Enhancements in battery safety hinge on material systems and technological applications, including optimizing electrode material density, improving separator heat resistance, and enhancing thermal runaway protection materials. [1][5][6] - **Solid-State Batteries**: Solid-state batteries show significant safety advantages, capable of achieving over 10 hours without fire or explosion, with temperature control below 60 degrees. This technology is seen as a future direction for the industry. [3][19] - **Industry Restructuring**: The new standards aim to regulate liquid battery safety, promote industry consolidation, and accelerate the commercialization of solid-state batteries. [3][21] Additional Important Insights - **Battery Management System (BMS)**: The BMS must monitor battery parameters in real-time to prevent misjudgments or omissions, emphasizing the importance of advanced chip selection. [14][15] - **Challenges in Material Development**: The transition from artificial graphite to silicon-carbon/silicon-oxide for anode materials faces challenges such as volume expansion, which can lead to failures. [9][10] - **Electrolyte Improvements**: There is significant room for improvement in electrolytes, particularly through the addition of flame retardants to enhance safety. [12] - **Impact of New Standards on Suppliers**: The new standards may lead to some suppliers being unable to continue production due to insufficient R&D capabilities or manufacturing processes. [32] - **Consequences of Non-Compliance**: Batteries that do not meet the new standards will not be allowed to be installed in vehicles, leading to potential fines and brand damage for manufacturers. [19][33] Conclusion The conference highlighted the urgent need for the EV battery industry to adapt to new safety standards, emphasizing the importance of material innovation and technology upgrades to ensure compliance and enhance overall safety. The shift towards solid-state batteries is seen as a critical step in achieving these goals.
最严动力电池标准出炉!9家电池企业参与
起点锂电· 2025-04-14 09:47
此次起草单位囊括多家主要电池企业、整车厂以及检测 / 测试机构。其中电池企业包括 宁德时代、国轩高科、比亚迪、中创新航、亿纬锂 能、瑞浦兰钧、欣旺达、蜂巢能源、天津力神 ,由各自企业首席技术官代表出席, 比如宁德时代 首席科学家 吴凯、比亚迪 锂电池有限公司 首席技术官( CTO )孙华军 等 。 在新能源汽车 安全 推向舆论风口浪尖 的当下,被业界称为 "史上最严电池安全令"的新规来了! 4 月 3 日,工信部正式发布 GB38031-2025 《电动汽车用动力蓄电池安全要求》,这一被称为"史上最严电池安全令"的新规将于 2026 年 7 月 1 日起实施。 新国标首次将 "不起火、不爆炸"从企业技术储备上升为强制性要求,彻底终结了行业对热失控风险的侥幸心理,标志着动力电池安全进入"零 容忍"时代。 据工信部发布的编制说明显示,截至今年 2 月,对 36 家整车与电池企业的调研显示, 78% 的企业已掌握动力电池不起火、不爆炸的技 术,而剩余 14% 的企业预计在 2026-2027 年间也将达到此技术水平。基于此,新标准计划于 2026 年正式实施。 01 三大核心升级 1、热扩散绝对安全 触发手段升级: ...