中国锂电产业 20年，从无到有、从追随到引领。2025年是高工锂电成立15周年，过去一 年高工锂电特别策划了系列对话，遍访锂电创变者，回望产业来时路，探寻未来新动能。 当所有目光都聚焦于电动汽车赛道时，有一家企业却凭借独特的战略定力，在看似不起眼的 "小动力"领域构建起全球化的商业版图——星恒电源。 "电力是水的话，我们其实是做瓶子的。" 对话中，星恒电源董事长兼总裁冯笑用这样一个 充满烟火气的比喻，定义星恒的核心使命。但这家中国最早的动力电池企业之一，要做的绝 非普通"瓶子"。 在全球电动化浪潮中，冯笑看到了一个更广阔的 "星辰大海"。冯笑表示， "我们定义的是 20～25亿的人群，未来十年是我们潜在的客户" 。从印度、巴基斯坦的街头，到非洲、南 美的家庭，他坚信 "future is electric" 已是不争的趋势，而星恒要做的正是为这轮变革提 供最基础、最普适的能源"容器"。 星恒的战略始终带有强烈的独立思考色彩。冯笑鲜明反对盲目跟风巨头，在他看来，电池产 业需要的不是同质化内卷，而是基于场景、站在终端角度的创新， "这才是一个百花齐放的 产业"。 正是这种 "基于独立思考以及烟火气"的创新理念 ， ...

Core Viewpoint - The article highlights the launch of the new national safety standard for power batteries in China, emphasizing the importance of safety in the context of rapid charging technology and the competitive landscape of electric vehicles [2][3][5]. Summary by Sections New National Standard Raises Safety Bar - The new national standard GB 38031-2025 for electric vehicle power batteries introduces stricter safety requirements, particularly for fast charging scenarios [3][5]. - The standard applies to various battery types, including lithium-ion, nickel-hydrogen, and sodium-ion batteries, covering safety requirements from individual cells to battery packs [6]. - A key innovation in the new standard is the requirement for batteries to pass safety tests after 300 cycles of fast charging, ensuring they do not catch fire or explode [7][8]. - The standard also includes new tests for bottom collision scenarios, requiring battery systems to withstand impacts without leaking or igniting [9]. Ningde Times' NP Technology Breakthrough - Ningde Times has announced that its Kirin battery, equipped with NP (No Thermal Diffusion) technology, is the first to pass the new national standard, supporting a charging rate of up to 6C [11][13]. - The NP technology has been developed since 2020 to address thermal runaway issues, with over 86% of automakers requesting this safety feature [13][14]. - The company has established a clear roadmap for NP technology, progressing from passive protection to advanced safety measures [14][17]. Accelerating Fast Charging Adoption - The breakthrough in battery safety technology aligns with the rapid development of the fast charging market, facilitating broader application of fast charging technology [19]. - By 2025, fast charging technology is expected to see significant growth, with high-end vehicles achieving 5-6C charging rates and mid-range vehicles adopting 3-4C [20][21]. - Fast charging technology is expanding beyond electric vehicles to hybrid and commercial vehicles, with increasing demand for efficient charging solutions [22]. Strategic Implications for Ningde Times - Ningde Times aims to maximize the lifecycle value of its batteries, positioning them as reliable assets through comprehensive safety systems and advanced manufacturing capabilities [23][25]. - The company is leveraging AI-enhanced manufacturing processes to ensure high quality and consistency in battery production, significantly reducing safety failure rates [23]. - Future developments include preparing for advanced applications in autonomous driving, ensuring battery reliability under extreme conditions [24]. Industry Impact and Future Outlook - The implementation of the new safety standard is expected to significantly impact the power battery industry, raising safety entry barriers and accelerating market competition [26][27]. - Companies that have proactively invested in core safety technologies are likely to gain a competitive advantage in the evolving market landscape [28]. - The focus on extreme safety and long-term battery value is becoming a key competitive factor for leading companies in the industry [29].