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].

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 ...

【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 ...

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 ...

Core Viewpoint - The automotive industry is shifting from an "eyeball economy" to a focus on quality and user experience, emphasizing rational competition and technological advancements in products [1][5][23]. Industry Trends - The 2023 Shanghai Auto Show marked a transition where the focus shifted from celebrity appearances to product technology and user experience [2][5]. - The penetration rate of new energy vehicles in China is projected to exceed 40% by Q1 2025, with L2-level assisted driving features being equipped in over 60% of new vehicles [3]. Safety as a Competitive Edge - Battery safety has become a primary concern for consumers, especially with the increase in electric vehicle ownership and related accidents [8][9]. - New regulations for battery safety, effective from July 2026, are the strictest to date, prompting companies to enhance their safety measures [9][13]. - Companies like Geely and Zhiji have introduced advanced battery safety technologies, with Zhiji's products exceeding the new standards by monitoring for 24 hours without incidents [10][12]. Technological Depth and User Experience - The automotive industry is experiencing a trend of product homogenization, making it essential for companies to focus on user-specific needs and detailed functionalities rather than just hardware specifications [16][23]. - Brands like NIO and Zhiji are innovating by addressing specific user pain points, such as outdoor activities and family needs, through unique product features [17][18][20]. - Zhiji's new model, the L6, has successfully combined aesthetic appeal with practical features, addressing urban consumers' needs for comfort and usability [21][23]. Conclusion - The automotive sector is moving towards a more rational and user-centric approach, where safety, technology, and tailored user experiences will define competitive advantages in the coming decade [5][23].

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]

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， ...

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。 但我选车的话，我大概率会直接选磷酸铁锂的。因为这材料本身安全性就好，不管是哪个厂家做的磷酸 铁锂电池，其实不会相差太多，至少在安全上不会相差那么大。 36氪：如果一定要选三元电池，你会愿意为宁德时代这个电池品牌付出溢价？ 工程师：如果20万以上的车，多花个几千块钱的话，是可以的，没什么大问题。 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； 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。 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 ...

Core Insights - CATL (Contemporary Amperex Technology Co., Limited) has launched multiple "world-first" products, including the second-generation Shenxing supercharging battery and the "Sodium New" battery, showcasing advancements in battery technology and safety features [1][2]. Group 1: Shenxing Supercharging Battery - The second-generation Shenxing supercharging battery features an 800 km range and a peak charging rate of 12C, allowing for over 520 km of range with just 5 minutes of charging [2]. - This battery can achieve a charging speed of 2.5 km per second and can charge from 5% to 80% in just 15 minutes at -10°C, doubling the current industry standard [2]. - The battery utilizes a new generation of super crystalline graphite and a dedicated "smart electrolyte" production line, enhancing lithium-ion insertion speed and overall charging efficiency [2]. Group 2: Safety Features - The "Xiaoyao Dual-Core Battery" employs a dual-core architecture, ensuring continuous and stable power output even in cases of battery damage or thermal runaway [3]. - This design is particularly relevant for the safety of smart driving technologies, addressing the critical need for reliable battery performance in intelligent vehicles [3]. Group 3: Sodium Ion Battery - The "Sodium New" battery can withstand extreme abuse tests without catching fire or exploding, maintaining 90% energy retention at -40°C [4]. - It has an energy density of 175 Wh/kg, with over 500 km of pure electric range and over 200 km of hybrid range, along with a cycle life exceeding 10,000 cycles [4]. - The first product, a 24V heavy-duty sodium battery, is set to enter mass production in June 2023, with a sodium power battery expected to launch by December 2025 [4]. Group 4: Market Potential - The global sodium battery market was valued at $320 million in 2023 and is projected to approach $1 billion by 2030, driven by the increasing demand for energy storage solutions [6]. - The shift towards a new energy system in China is expected to boost the demand for large-scale energy storage, providing a favorable environment for the growth of sodium ion batteries [6].

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.